374 Results for

Client Associate Jobs in Carlsbad, CA

Jobs

San Diego, CA

$130,000–$250,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. At my client's firm, a successful candidate will enjoy learning all stages of trial preparation and trial from start to finish and an opportunity to work with a seasoned team of experienced litigators.

5 days ago

San Diego, CA

$150,000–$215,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing a robust caseload, conducting legal research, preparing legal documents, and representing clients in court.

5 days ago

Carlsbad, CA

$125,000–$200,000 / year

We have a statewide practice handling a wide variety of cases in state and federal courts involving, among other areas, civil rights, employment, personal injury, wrongful death, premises liability, development and construction, inverse condemnation and writs and appeals. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

5 days ago

San Diego, CA

Remote

$105,000–$200,000 / year

Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

2 days ago

San Diego, CA

$230,000–$350,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our client, a highly regarded law firm with a nationally recognized Life Sciences and Technology Transactions practice, is seeking a Licensing Associate with at least 3 years of relevant experience to join its growing team.

5 days ago

San Diego, CA

$100,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

5 days ago

San Diego, CA

$175,000–$250,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

5 days ago

San Diego, CA

$125,000–$190,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you have 3+ years on Insurance Defense experience and want to work for a quality law firm that values its employees and rewards them for their excellence, then please apply or email your resume to https://jobot.com/apply/litigation-associate-attorney/849343519?utm_source=Monster

5 days ago

San Diego, CA

Remote

$120,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a strong opportunity for an attorney with insurance defense or civil litigation experience who wants to continue building depth within a sophisticated defense practice while working alongside experienced litigators in a collaborative, fully remote environment.

3 days ago

San Diego, CA

$130,000–$230,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers a unique opportunity to grow within a nationally recognized firm, work on sophisticated matters, and build a long-term career path with partnership potential.

5 days ago

San Diego, CA

$140,000–$200,000 / year

5 days ago

Rancho La Costa, CA

$24.22–$34.98 / hour

Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.

1 day ago

Santee, CA

$24.22–$34.98 / hour

1 day ago

Escondido, CA

$24.22–$34.98 / hour

1 day ago

Poway, CA

$24.22–$34.98 / hour

1 day ago

San Diego, CA

$24.22–$34.98 / hour

1 day ago

Carlsbad, CA

$30.77–$45.67 / hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

30+ days ago

La Jolla, CA

$26.50–$42 / hour

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

9 days ago

Carlsbad, CA

$26–$28 / hour

p>Primary Qualifications:

Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch.

30+ days ago

Laguna Niguel, CA

$34,320–$90,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

Del Mar, CA

li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

30+ days ago

Carlsbad, CA

$45,000–$85,000 / year

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

4 days ago

San Diego, California

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs

Work Experience.

22 days ago

La Jolla, Utah

$17–$18 / hour

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

30+ days ago

San Diego, California

30+ days ago

$25–$44 / hour

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

4 days ago

San Diego, CA

$100,000–$130,000 / year

p>Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA or JD);

Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

30+ days ago

San Diego, California

$100,000–$130,000 / year

The Role:

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.

30+ days ago

San Diego, CA

p>The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers updating credit information used in the lender's home loan underwriting process.

Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.

22 days ago

San Diego, CA

$75,000–$90,000

This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members. We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience.

29 days ago

San Diego, CA

$60,000–$70,000

California Wealth Transitions is a growing financial management firm dedicated to helping clients navigate life’s financial milestones with confidence. We pride ourselves on delivering exceptional client service, tailored financial strategies, and a highly collaborative team culture.

30+ days ago

San Diego, California

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IER Right to Work Poster (English/Spanish). The ideal candidate is comfortable handling both inbound service requests and outbound calls, building client relationships, and supporting advisors with lead generation and client engagement efforts.

Responsibilities:.

30 days ago

San Diego, California

Remote

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3 to 5 years of fund accounting/operations experience, ideally at a fund administrator, investment manager, public accounting firm or other financial institution. Our business provides clients with advisory, investment management, and research services across private credit, private equity, real assets, and hedge funds.

16 days ago

San Diego, California

C2 Financial is one of the nation's top-ranked mortgage brokerages, with a 30-year track record of giving independent loan officers the tools, technology, and support they need to win. The Client Relations & Loan Originator Support Associate supports the onboarding, systems setup, and ongoing experience of our nationwide network of Loan Originators.

23 days ago

La Jolla, CA

$80,000–$115,000 / year

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

30+ days ago

San Diego, California

The Sr Associate, Client Operations position within the Credit Operations team specializes in conducting detailed analysis, research, and data analysis to support lenders and consumers updating credit information used in the lender's home loan underwriting process. Experience: Proven background in Credit Operations, Mortgage lending, or Loan Processing . Technical Skills: Proficiency in interpreting credit reports and navigating multi-screen database environments.

30+ days ago

San Diego, California

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

5 days ago

Lakeside, Florida

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

16 days ago

San Diego, CA

$175,000–$210,000 / year

p>Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);

Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

30+ days ago

San Diego, CA

$132,000–$190,100 / year

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4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience;

Bachelors and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);

Advanced credential allowing for IRS client representation (i.e. CPA or JD);

Strong organizational and leadership skills to enhance project management and client service;

Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

30+ days ago

San Diego, California

$132,000–$190,100 / year

The Requirements:

4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience;
Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);
Advanced credential allowing for IRS client representation (i.e. CPA or JD);
Strong organizational and leadership skills to enhance project management and client service;
Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role:
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

30+ days ago

San Diego, California

$175,000–$210,000 / year

The Role:

Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS.

30+ days ago

Carlsbad, CA

$29–$32

Success in this position requires strong communication and problem-solving skills, a strong sense of accountability and follow-through, and the ability to review account information, identify issues, and coordinate timely resolutions. We are seeking a proactive, detail-oriented Client Service Liaison to support clients and internal teams in a fast-paced collections environment.

30+ days ago

El Cajon, California

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

30+ days ago

Escondido, CA

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

30+ days ago

San Diego, California

$75,000–$85,000 / year

Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction.

4 days ago

Carlsbad, CA

p>Education and Experience Requirements • Graduate, Postgraduate, or Doctorate degree in Life Sciences, Pharmacy, Medical Sciences, or a related field • 15+ years of experience in BPS (International), CRO, and the Pharmaceutical industry • At least 7 years of experience in a leadership role.

Required Skills • End-to-end Pharmacovigilance expertise, including Case Processing, Medical Review, and Medical Safety • Strong client management and stakeholder engagement skills • Demonstrated leadership abilities • Experience managing and developing teams.

30+ days ago

San Diego, California

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Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.

Mail:
- Process
  Description:
  Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

12 days ago

La Mesa, CA

As a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments—all while prioritizing and upholding client confidentiality at all times. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.

30+ days ago

San Diego, CA

p>Role Summary We are seeking a highly strategic and results-driven Senior Global Product Manager to lead the global product strategy, commercialization, and lifecycle management for Hologic's Molecular Instrumentation . As the organization's hub for oncology, BioTheranostics, referred to as Oncology Services, is committed to clinical excellence, innovation, and delivering high-value solutions for patients and healthcare providers.

8 days ago

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Client Associate Jobs in Carlsbad, CA

Associate Attorney Jobot

Civil Defense Associate Attorney Jobot

Civil Litigation Associate Jobot

Associate Attorney - Civil Defense Jobot

Corporate Associate (Licensing) Jobot

Associate Attorney- Toxic Tort Jobot

Associate Attorney (Labor & Employment) Jobot

Litigation Associate Attorney Jobot

Remote California Insurance Defense Associate Attorney Jobot

Associate Attorney (Defense) Jobot

Family Law Associate Attorney Jobot

Registered VT Banfield Pet Hospitals

Registered Vet Technician Banfield Pet Hospitals

Registered Vet Tech Banfield Pet Hospitals

Registered Veterinary Technician Banfield Pet Hospitals

Registered Veterinary Tech Banfield Pet Hospitals

Senior Client Associate Wells Fargo & Co

Registered Private Wealth Client Associate Bank of America Corp

Client Associate D.A. Davidson & Co.

Registered Client Service Associate Morgan Stanley

J.P. Morgan Wealth Management - Private Client Investment Associate - Del Mar JPMorgan Chase & Co

Registered Client Service Associate (Carlsbad, CA) Raymond James Financial Inc

Client Experience Associate PNC Bank

Work Experience.

Seasonal PT Client Associate UTC La Jolla TravisMathew

Seasonal Client Associate - San Diego CA TravisMathew

Wealth Management Client Associate Bank of America Corp

Senior Associate - Private Client Services Andersen Tax LLC

Senior Tax Associate – Private Client Services Andersen

Sr Associate, Client Operations CoreLogic Inc

Senior Client Services Associate California Wealth Transitions

Client Service Associate California Wealth Transitions

Client Services Associate Axos Bank

Client Operations Associate, Private Markets Aksia

Client Relations & Loan Originator Support Associate C2 Financial

Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)

Sr Associate, Client Operations Cotality

Work From Home - Client Services Associate Global Elite Empire Consultants

Client Service Associate Morgan Stanley

Senior Manager - Private Client Services Andersen Tax LLC

Manager - Private Client Services Andersen Tax LLC

Tax Manager - Private Client Services Andersen

Senior Tax Manager - Private Client Services Andersen

Client Service Liaison Pinnacle Recovery, Inc.

Client Service Representative VCA Animal Hospitals

Client Service Representative VCA Inc

Client Manager - Security Services Allied Universal

Pharmacovigilance Delivery & Client Engagement (ONSITE) Cognizant Technology Solutions Corp

Client Analyst Marsh McLennan

Description: Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

Client Service Representative Bdt & Associates Inc

Supervisor, Client Services Hologic Inc

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Description:
Provide support for Senior Client Analysts and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.