Search Results: 10,856 vacancies

$85k - $110k

Client Account Manager– Municipal Government Interwest, a SAFEbuilt Company, is currently searching for an exceptional client manager to join our team to grow revenues, sales, wallet-share and improve client satisfaction across a portfolio of municipal government clients... 
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Interwest Consulting Group

Irvine, CA
1 day ago
 ...the West Coast. Providing exceptional client service and highly customized investment...  ...-focus, collaboration, performance and accountability, family orientation and long-term career...  ...Summary The Client Advisory Associate supports Senior Client Advisors with account... 
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Full time
Local area

Whittier Trust

Newport Beach, CA
3 days ago
 ...offering products to commercial and enterprise clients in EV Charging solutions, Fleet...  ...communication skills. As a Client Relationship Associate, your primary responsibility will be to...  ...regular status updates on client accounts. Respond to client inquiries, and address... 
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Monday to Friday

Zero Impact Solutions

Costa Mesa, CA
7 days ago
 ...Class Start Date: 06/03/24 Are you a master at turning clients' frowns upside down? Do you have a knack for making people feel like...  ...per hour + performance-based bonuses General Summary: CS Account Managers are the Liaison between the company and the specific accounts... 
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Alleviate Financial Solutions

Irvine, CA
3 days ago
 ...Client Advisory Associate Newport Beach, CA ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange... 
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International Search Consultants

Newport Beach, CA
1 day ago
Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients. Valer's technology automates submissions, status checking, verification, reporting, and EHR synchronization across all healthcare... 
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Full time
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Valer

Huntington Beach, CA
3 days ago
 ...Are you passionate about serving clients, adding value and improving processes/systems?...  ...allow you to support Financial Advisors associated with LPL Financial. The financial advisors...  ...for new business * Manage account activities that are operational in nature... 
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LPL Financial Services

Newport Beach, CA
13 hours ago
 ...POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through...  ...when processing requests * Onboard and maintain client accounts, including collecting client information and required... 
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Morgan Stanley

Newport Beach, CA
2 days ago
 ...Role Summary As a Client Service Associate you are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio... 
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JPMorgan Chase

Irvine, CA
13 hours ago
OverviewAs a Client Security Principal (CSP), you will be responsible for ePlus’ regional security business, working in concert with...  ...customer facing responsibilities by aligning with the top strategic accounts within the territory (focus, growth accounts) to personally... 
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ePlus

Irvine, CA
1 day ago
 ...years. As a top insurance brokerage, our clients range from small start-ups to some of...  ...areaEstablish and maintain a list of target accounts and spheres of influence, developing a...  ...competitionParticipate in relative industry and trade association meetings and eventsThis job is for you... 
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Woodruff Sawyer Company

Irvine, CA
1 day ago
 ...Class Start Date: 06/03/24 Ready to be the keeper of the flame in our client success journey? We're on the hunt for Retention Associates to join our dynamic team and become the heartbeat of our client relationships. As a Retention Associate, you'll be the secret... 
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Alleviate Financial Solutions

Irvine, CA
13 hours ago
 ...Description Job Description Exciting opportunity to start your Accounting career working with a world class Finance Operations for one...  ...We are seeking a dynamic and detail-oriented Accounting Associate to join our fast-paced finance team. This permanent position is... 
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Jobot

Newport Beach, CA
2 days ago
 ...Client Service Associate Client Service Shared Support Team At Edelman Financial Engines, we believe everyone deserves to move their financial...  ...the completion of required paperwork * Supervise client account activity, researching and resolving issues * Accurately... 
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Financial Engines

Costa Mesa, CA
13 hours ago
 ...years. As a top insurance brokerage, our clients range from small start-ups to some of...  ...Establish and maintain a list of target accounts and spheres of influence, developing a strategy...  ...in relative industry and trade association meetings and events This job is for you... 
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Woodruff Sawyer

Irvine, CA
28 days ago
 ...Verizon Enterprise solutions to meet customer needs. Your role is critical to establish Verizon as the premier business partner in your accounts.Developing deep relationships with your customers while getting to know their businesses, markets, and the challenges they face.... 
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Verizon

Irvine, CA
15 hours ago
 ...Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...  ...office expenses and expense reports. * Opens new client accounts and researches client and security information using... 
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Raymond James Financial, Inc.

Newport Beach, CA
9 hours agonew
 ...that’s reshaping the future of tax resolution. *ABOUT THE ROLE:* The Onboarding Specialist will be responsible for onboarding clients, conducting welcome calls, setting expectations, and ensuring clients have registered and logged into the client portal. As an Onboarding... 
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Full time
Remote job
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Day shift
Monday to Friday

Taxrise

Irvine, CA
6 hours agonew
 ...public and private markets. We invest our clients' capital across a range of fixed income...  ...event process, including onboarding new accounts, terminations, in-kind transfers and modifying existing portfolios. As a Senior Associate, you will closely partner with client... 
Flexible hours
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PIMCO

Newport Beach, CA
1 day ago
 ...United States. Come help us shape the future! We are looking for IT-minded sales professional who are focused on optimizing our client's and potential client's network infrastructure, as well as the ability to identify potential issues in our current customer's IT... 
Base plus commission

Office1

Orange, CA
3 days ago