UNKNOWN

FEED

Answer and route incoming calls (50–200/day), providing clear, friendly help with account and order related inquiries, and booking appointments. We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company.

Stacks Bowers Galleries

Client Services Associate

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The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Obtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).Bachelor's degree preferred.

YEAR

The Baldwin Group Insurance Holdings, LLC

Associate Client Manager, Surety - IAS, West

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Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. The group seeks to generate actionable investment insights for clients by combining a deep understanding of their objectives with an analysis of potential market opportunities and risks.

PIMCO

Analyst/Associate, Client Solutions & Analytics

FULL_TIME

OTHER

Overview:Client Support Associate will drive between Scattered Site Bridge Housingsites to monitor the status of the hotels and guests and perform daily data entry regarding any maintenance needs or guest situations. Work Schedule: Swing Shift: Tuesday- Saturday 4pm-12:30am Main Work Location: Will report daily to a main worksite in Anaheim, CA and then be dispatched to various Scattered Site housing sites in the area.

City Net

Client Support Associate (Swing Shift)

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Beacon Pointe Advisors

Client Service Associate

Hands-on experience with Charles Schwab's advisor/custodial platform, including processing new account applications, account transfers, and maintenance requests; resolving NIGOs; and tracking applications through completion. Cooper McManus Irvine, California, United States (On-site) Client Services Associate | Cooper McManus Wealth Management .

Widger Talent

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Career and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.

Chanel S.A.

Associate Director, Client Development, South Coast Plaza

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Obtain and maintain a 2-20 state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).Bachelor’s degree preferred.

Baldwin Group Colleague

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

HOUR

Wealth Enhancement Group Acquisition

This role is ideal for a detail-oriented and customer-focused professional who enjoys supporting clients, maintaining organized records, and assisting internal teams with daily operational needs. The Client Services Associate plays a key role in ensuring a positive and efficient client experience.

Pacific Horizons Collective Corporation

BRP Group, Inc.

Associate Client Manager, Surety - Ias, West

Wealth Enhancement Group LLC

We are looking for a detail-driven, proactive Client Relations Associate to manage the full lifecycle of project opportunities—from initial intake and setup through final bid submission, client follow-up, and post-bid tracking. Whether you are setting up new opportunities, coordinating Scope Reviews and Page Turns, or communicating directly with clients, you will play a vital role in keeping our pipeline organized, accurate, and moving forward.

Pierre Landscape Construction

Client Relations Associate

Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

Act as a liaison between clients and our various internal teams-Relationship Management, Engineering, Financial Operations, Risk Management, and Client Services-to support business needs, improve the product, and enhance the client experience. At River we are building the world's most trusted financial institution to empower people to take ownership of their financial lives through bitcoin, the world's only incorruptible digital asset.

River Financial Inc

Client Operations Associate - Remote

In addition to client activation and retention, you will contribute to identifying key market indicators relating to the advertiser ecosystem, and help to educate leadership and cross-functional partners on market and industry trends. The Company operates Snapchat, a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc., a wholly-owned subsidiary dedicated to making computing more human, in addition to Bitmoji, Saturn, and other digital services.

Snapchat

Associate Client Partner

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

Oppenheimer Holdings Inc

Client Service Associate (Newport Beach, CA)

Provide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50 billion in assets and employs more than 135 people across the United States.

Virtus

Senior Investment Adviser Associate-Client Service

Relationship Building: build strong relationships with clients and internal partners by serving as the day-to-day contact for owned campaigns, thoughtfully responding to client needs and questions, collaborating cross-functionally, and supporting the onboarding and development of Associates and new team members. You bring a sharp eye for quality, a proactive mindset, and the experience to manage net new campaigns with growing independence-escalating when it counts, identifying process improvements, and helping elevate the team around you.

Phreesia is committed to helping healthcare organizations succeed in a fast-changing landscape&mdash;and we need smart, passionate people to help us do it. Our innovative SaaS platform offers our clients a suite of applications to manage the intake process, giving them the tools to engage patients, improve efficiency, optimize staffing and enhance clinical care. Our solutions are in all 50 states, and we check in 70 million patients a year!
At Phreesia, your hard work won&rsquo;t go unnoticed. We care about our employees, we recognize the key role the play in our rapid growth and we offer them opportunities to advance in our organization.
If you crave working with driven and engaged colleagues, a structured sales process, consistent recognition, dedicated training, defined career path, and enjoy working in revamped new areas, this may be the right opportunity for you.
Benefits and Perks:
<ul>
<li>Variety of health plan options, dental/vision coverage, and short/long-term and life insurance plan</li>
<li>401(k) savings plan</li>
<li>Unlimited vacation</li>
<li>Unlimited snacks and drinks in our offices</li>
<li>Mobile phone stipends, monthly subway pass reimbursement and internet reimbursement</li>
<li>100% paid maternity leave to our U.S. employees, as well as a generous maternity benefit to our employees in Canada</li>
<li>Tuition and certification reimbursement as well as other professional development opportunities</li>
</ul>

Client Associate Jobs in Fountain Valley, CA

Client Services Associate Stacks Bowers Galleries

Associate Client Manager, Surety - IAS, West The Baldwin Group Insurance Holdings, LLC

Analyst/Associate, Client Solutions & Analytics PIMCO

Client Support Associate (Swing Shift) City Net

Client Service Associate Beacon Pointe Advisors

Client Services Associate Widger Talent

Associate Director, Client Development, South Coast Plaza Chanel S.A.

Associate Client Manager, Surety - IAS, West Baldwin Group Colleague

Client Service Associate Wealth Enhancement Group Acquisition

Client Services Associate Pacific Horizons Collective Corporation

Associate Client Manager, Surety - Ias, West BRP Group, Inc.

Client Service Associate Wealth Enhancement Group LLC

Client Relations Associate Pierre Landscape Construction

Client Service Associate SPS

Client Services Associate SPS

Client Operations Associate - Remote River Financial Inc

Associate Client Partner Snapchat

Client Service Associate (Newport Beach, CA) Oppenheimer Holdings Inc

Senior Investment Adviser Associate-Client Service Virtus

Senior Associate, Client Solutions- Network Solutions Phreesia Inc

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