398 Results for

Client Associate Jobs in Oceanside, CA

Jobs

San Diego, CA8 days ago

$120,000–$230,000 Per 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. Together, our four named, partners' trial experience includes: Hundreds of trials handled approximately 400 trials conducted to verdict with a verdict success rate of approximately 96 percent.

San Diego, CA8 days ago

$150,000–$215,000 Per 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.

New!

San Diego, CA5 days ago

Remote

$105,000–$200,000 Per 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.

San Diego, CA8 days ago

$125,000–$190,000 Per 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

New!

San Diego, CA3 days ago

$100,000–$200,000 Per 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.

San Diego, CA8 days ago

$125,000–$200,000 Per Year

San Diego, CA8 days ago

$175,000–$250,000 Per 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.

New!

San Diego, CA2 days ago

$230,000–$350,000 Per 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.

San Diego, CA8 days ago

$130,000–$230,000 Per 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.

Mission Viejo, CA7 days ago

$190,000–$200,000 Per 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 attorneys handle sophisticated and challenging matters across a variety of industries, providing the opportunity to work on meaningful cases, sharpen litigation skills, and make a direct impact.

New!

San Diego, CA6 days ago

Remote

$120,000–$200,000 Per 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.

San Diego, CA8 days ago

$140,000–$200,000 Per Year

New!

Pacific Beach, CAToday

$24.22–$34.98 Per 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.

New!

Escondido, CAToday

$24.22–$34.98 Per Hour

New!

Mission Viejo, CAToday

$24.22–$34.98 Per Hour

New!

San Diego, CAToday

$24.22–$34.98 Per Hour

Carlsbad, CA30+ days ago

$30.77–$45.67 Per 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.

La Jolla, CA12 days ago

$26.50–$42 Per 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.

Carlsbad, CA30+ days ago

$26–$28 Per 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.

Laguna Niguel, CA30+ days ago

$34,320–$90,000 Per 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.

Carlsbad, CA7 days ago

$45,000–$85,000 Per 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).

San Diego, California30+ days ago

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.

La Jolla, Utah30+ days ago

$17–$18 Per Hour

San Diego, California25 days ago

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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.

CA7 days ago

$25–$44 Per 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.

San Diego, CA30+ days ago

$100,000–$130,000 Per 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.

San Diego, CA25 days ago

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.

San Diego, CA30+ days ago

$75,000–$90,000

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5+ years of client service experience in financial services or wealth management.

Manage day-to-day client service activities and account administration.

San Diego, California30+ days ago

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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:.

San Diego, California19 days ago

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.

La Jolla, CA30+ days ago

$80,000–$115,000 Per 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.

San Diego, CA25 days ago

Full-time

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.

San Diego, CA16 days ago

Remote

$145,000–$160,000 Per Year

p>The Associate Director of Client Strategy will play a pivotal role in crafting outcome-driven strategies and industry best practices for our customers and prospective customers seeking to use Later, enabling the company to unlock revenue impact from those accounts.

By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue.

San Diego, California30+ days ago

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.

New!

San Diego, California1 day ago

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Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. .

Contribute to the renewal process by delivering timely and high-quality solutions to clients. .

San Diego, California8 days ago

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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?

Lakeside, Florida19 days ago

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).

San Diego, CA30+ days ago

$175,000–$210,000 Per 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.

San Diego, CA30+ days ago

$132,000–$190,100 Per 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.

San Diego, California30+ days ago

$132,000–$190,100 Per 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.

San Diego, California30+ days ago

$175,000–$210,000 Per 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.

Carlsbad, CA30+ days ago

$29–$32

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Three or more years of experience in client services, customer service, account management, collections, or a related field.

We are seeking a proactive, detail-oriented Client Service Liaison to support clients and internal teams in a fast-paced collections environment.

New!

San Diego, CA4 days ago

li>Relationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue.

Cross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals.

Escondido, CA30+ days ago

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.

San Diego, California15 days ago

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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.

Carlsbad, CA30+ days ago

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.

New!

San Diego, California5 days ago

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Relationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue.

San Diego, CA30+ days ago

$112,000–$150,000 Per Year

p>A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

La Mesa, CA30+ days ago

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.

Temecula, California30+ days ago

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Hello Auto Group has an immediate opening for a Sales Associate at our rapidly growing Mazda store in Temecula, California.

Hello Auto Group's unique business model was featured in this Signal article in 2020..

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Client Associate Jobs in Oceanside, CA

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Registered VT 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

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

Seasonal Client Associate - San Diego CA TravisMathew

Seasonal PT Client Associate UTC La Jolla TravisMathew

Client Experience Associate PNC Bank

Work Experience.

Wealth Management Client Associate Bank of America Corp

Senior Associate - Private Client Services Andersen Tax LLC

Sr Associate, Client Operations CoreLogic Inc

Senior Client Services Associate California Wealth Transitions

Client Services Associate Axos Bank

Client Operations Associate, Private Markets Aksia

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

Client Relations & Loan Originator Support Associate C2 Financial

Associate Director, Client Strategy - Remote Later

Sr Associate, Client Operations Cotality

Personal Lines Client Service Associate Gallagher

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.

Sr. Professional, Client Account Services CoreLogic Inc

Client Service Representative VCA Inc

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.

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

Sr. Professional, Client Account Services Cotality

Tax Manager, Private Client Services bdo consulting

Client Service Representative Bdt & Associates Inc

Client Advisor Hello Mazda of Temecula

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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.