Senior Client Associate The IMA Financial Group IncSenior Client AssociateAnaheim, CA$65,000–$75,000 / yearESSENTIAL JOB DUTIES include but are not limited to: Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
NewClient Service Associate WEDBUSH, Inc.Client Service AssociateLos Angeles, CA$55,000–$75,000 / yearProvide technical and operational support on the FIS Phase 3 system and CDM payout interface, guiding new clients through account setup, money movement, and regulatory forms. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions.
Client Experience Associate SAFE ACT, Assistant Vice President Citigroup IncClient Experience Associate SAFE ACT, Assistant Vice PresidentBeverly Hills, CA$94,000–$141,000 / yearThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
Sales Support Associate I TapestrySales Support Associate ITorrance, CaliforniaCourage : Doesn’t hold back anything that needs to be said; provides current, direct, complete, and “actionable” positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Building Effective Teams : Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Sales Support Associate II TapestrySales Support Associate IICerritos, California$15–$21.75 / hourOur Competencies for All EmployeesCourage : Doesn’t hold back anything that needs to be said; provides current, direct, complete, and “actionable” positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Our Competencies for All People Managers Strategic Agility : Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
Temporary Sales Support Associate TapestryTemporary Sales Support AssociateLos Angeles, CaliforniaCourage : Doesn’t hold back anything that needs to be said; provides current, direct, complete, and “actionable” positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Building Effective Teams : Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Retail Sales Associate, The Point - Part Time Bluemercury, IncRetail Sales Associate, The Point - Part TimeEl Segundo, CAThe leading luxury beauty destination and Macy's, Inc. nameplate offers a highly curated and premium product assortment across a range of categories, Bluemercury helps people discover their unique self by shining a light on what makes them wonderfully distinctive. As a key member of our team, you will play a vital role in enhancing our customers'' beauty experiences through exceptional service, in-depth product knowledge, and expert beauty advice.
Sales Associate Five Below IncSales AssociatePalmdale, CAAt Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Key qualities include excellent people and sales skills, attention to detail in keeping merchandise organized, ensuring the floor is always well-stocked, and providing seamless checkout experiences at the register.
sales associate Five Below Incsales associateUpland, CAAt Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Key qualities include excellent people and sales skills, attention to detail in keeping merchandise organized, ensuring the floor is always well-stocked, and providing seamless checkout experiences at the register.
Sales associate Five Below IncSales associateLa Verne, CAAt Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Greet and assist customers promptly: Approach and acknowledge customers immediately, providing assistance and handling multiple customers efficiently.
NewSale Associate Five BelowSale AssociatePorter Ranch, CaliforniaAt Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Key qualities include excellent people and sales skills, attention to detail in keeping merchandise organized, ensuring the floor is always well-stocked, and providing seamless checkout experiences at the register.
Associate Commercialization Manager Zymo Research CorporationAssociate Commercialization ManagerTustin, CA$66,000–$85,000Recognized as a Top Workplace by the Orange County Register in 2021, 2022, and named a Top Workplace USA in 2023, Zymo Research continues to be a vibrant community where employees thrive, feel connected, and are inspired by their work. At Zymo Research, Associate Commercialization Managers support the growth and adoption of our scientific product portfolios by helping translate innovations into customer-facing strategies and executing commercialization activities.
Customer Service Associate I (Temp-to-Hire) Zymo Research CorporationCustomer Service Associate I (Temp-to-Hire)Tustin, CA$22–$24Recognized as a Top Workplace by the Orange County Register in 2021, 2022, and named a Top Workplace USA in 2023, Zymo Research continues to be a vibrant community where employees thrive, feel connected, and are inspired by their work. Actual compensation details will be provided in writing at the time of offer, if applicable, and is based on several factors we believe fairly and accurately impact compensation, including geographic location, experience, knowledge, skills, abilities, and other job permitted factors.
Visual Design Associate Manager Accenture PlcVisual Design Associate ManagerCulver City, CAThe work: In this role you will have accountability across three dimensions: Client Delivery: Contribute to and help shape the visual design direction on engagements (internal or client) from concept through delivery, supporting quality, aesthetic cohesion, and adherence to project timelines. Within Song, our Design & Digital Products practice helps iconic brands reinvent products, services, and spaces with the best of emerging technology to drive impact for end-users and for the business.
Customer Success Associate Working Capital MarketplaceCustomer Success AssociateIrvine, CAFull timeBy staying engaged with your portfolio and understanding your clients' businesses, you'll generate renewals, referrals, and additional funding opportunities that directly impact your income. Your success comes from staying connected with clients, identifying their future capital needs, and generating renewals, referrals, and additional funding opportunities.
Sales Associate Orangetheory - Franchise #0191Sales AssociateCHATSWORTH, CAPart timeBe the face of the studio by handling all communication and administrative tasks, including responding to client communications, effectively and quickly handling administrative tasks, and taking initiative to do what it takes to make the studio run smoothly at all times. OTFF will not receive a copy of my application, will have no control over whether I receive an interview and/or am ultimately hired, does not control and is not responsible for the employment policies and practices of independent franchisees, and does not employ independent franchisee’s employees.
Civil Litigation Associate Attorney MADISON LAW APCCivil Litigation Associate AttorneyIrvine, CAFull timeThe position is ideal for a candidate seeking to gain hands-on experience with civil litigation, and includes managing cases from inception to conclusion, including motion work, routine court appearances, as well as an opportunity to handle depositions and trial work, depending on experience and comfort. Represent clients in legal proceedings including hearings, and, depending on experience, depositions, mediations, and trials.
Litigation Associate Michelman & Robinson LLPLitigation AssociateLos Angeles, CA$240,000–$275,000 / yearThe successful candidate will have significant experience managing cases from inception to resolution, a deep understanding of procedural and substantive law, and the ability to strategize and advocate effectively on behalf of clients. The ideal candidate will have a minimum of 4+ years of experience handling complex commercial litigation, including drafting pleadings, managing discovery, conducting depositions, and representing clients in court.
Associate Financial Planner Wealth Enhancement Group AcquisitionAssociate Financial PlannerLos Angeles, CA$70,000–$80,000 / yearThis role provides centralized support to Financial Advisors and their clients by developing comprehensive financial plans and analyses, helping guide clients toward their long-term goals within a collaborative team environment. 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.
Senior Client Associate IMA Financial GroupSenior Client AssociateAnaheim, CaliforniaESSENTIAL JOB DUTIES include but are not limited to: Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Client Portfolio Associate DoubleLine Income Solutions FundClient Portfolio AssociateLos Angeles, CAPartner with CPMs, Product Specialists, and investment teams to produce high-quality, data-driven fund and investment-related content for sales teams and client materials (e.g., client presentations, chart creation, commentaries, and analytics). Build expertise across DoubleLine investment strategies and financial market subject matter expertise over time, with a defined path toward deeper product ownership and eventual client engagement.
NewClient Experience Associate SAFE ACT - AVP - LOS ANGELES Citigroup IncClient Experience Associate SAFE ACT - AVP - LOS ANGELESLos Angeles, CAThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
Sales Team Associate (Full-Time) - Stanton #53 Northgate Gonzalez, LLCSales Team Associate (Full-Time) - Stanton #53Stanton, CA$18.25–$20.50 / hourAbility to read, write, analyze, interpret and understand the English and Spanish language with sufficient proficiency in order to read and understand instructions for operating electronic equipment and tools, company handbooks, policies and procedures, and other written job related documents including postings on company bulletin boards. Ability to hear, speak and understand the spoken word in order to respond promptly to pages for assistance, to accommodate verbal requests from customers for information or assistance, to answer telephones, and to be able to communicate effectively with others.
Insurance Recovery Associate Barnes & Thornburg LLPInsurance Recovery AssociateLos Angeles, CaliforniaThis is an excellent opportunity for a motivated attorney with experience representing policyholders to work on sophisticated policyholder-side insurance coverage matters, coverage disputes, complex recovery matters, and strategic counseling across a broad range of industries. Represent corporate policyholders in complex insurance coverage litigation, arbitrations, and other dispute resolution proceedings involving D&O, Cyber, RWI, CGL, Environmental, E&O, Property/Business Interruption and other first- and third-party coverages.
Sales Associate: Del Amo MeCommerce IncSales Associate: Del AmoTorrance, CAModel reliability and flexibility by being able to work varied hours and days to meet the needs of the business; including days, nights, weekends, holidays and special events. So in 2013, Heidi Zak and Ra'el Cohen created Thirdlove-a third, better option designed to help women look and feel their best.
Wage & Hour Associate, Mid to Senior Level California Job ShopWage & Hour Associate, Mid to Senior LevelIrvine, CaliforniaCandidates should also be comfortable developing strategy in PAGA representative actions and analyzing core wage and hour compliance issues such as exemption classifications, regular rate calculations, meal and rest period practices, pay statement claims, and waiting time penalties. This includes significant responsibility for drafting pleadings and dispositive motions, managing written discovery, taking and defending depositions, and preparing and arguing key motions, including class certification and decertification.
Account Associate - State Farm Agent Team Member Henry Rodriguez - State Farm AgentAccount Associate - State Farm Agent Team MemberSanta Clarita, CAFull timeWe live by our core values of Passion, Ambition, Trust, and Teamwork - creating a place where both clients and team members experience something truly remarkable. Before becoming an agent, I worked in wealth management after earning my undergraduate degree from California State University, Northridge and my MBA from University of La Verne.
NewPart-Time, In Person Associate Therapist Blue Oak Counseling Services, Inc.Part-Time, In Person Associate TherapistOntario, CAThe ideal candidate will have experience working with children (ages 3-12) and their families, utilizing play-based interventions to address emotional, behavioral, and developmental concerns. Blue Oak Counseling is a thriving, client-centered mental health practice dedicated to providing high-quality therapeutic services to children and families.
NewClient Service Associate (Teller)- Hacienda Heights, CA California Bank & TrustClient Service Associate (Teller)- Hacienda Heights, CAHacienda Heights, CA$20–$26 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Associate Director, EAS Client Analytics Evolent Health IncAssociate Director, EAS Client AnalyticsCAAn Associate Director, Analytics oversees the activities of a group of functional and/or technical analysts as well as supporting decision making within Evolent and for Evolent's partners by conducting and overseeing analyses and developing actionable insights, including financial analyses. Bachelor's degree with a quantitative (e.g., actuarial, statistics, operations research, engineering, mathematics, economics, finance), healthcare (e.g., health administration, epidemiology, public health, biology), or technology (e.g., computer science, Preferred Certifications.
Blood Bank Associate TSS SCC Soft ComputerBlood Bank Associate TSSCAExperience Desired: Minimum 2 years working in a hospital involved in specimen processing, phlebotomy, or lab assistant for the areas of Blood Bank, Donor, Immunohematology, Chemistry, Hematology, Serology, Microbiology, Histology, or Cytology. Collaborating with other support team members and SCC staff as directed to deliver timely and satisfactory resolutions to reported problems.
Associate Attorney - Mergers & Acquisitions HonorVet TechnologiesAssociate Attorney - Mergers & AcquisitionsLos Angeles, CA$260,000–$360,000 / yearAbout You: You have 3-6 years of transactional/M&A experience at a law firm, primarily focused on private company M&A; Your experience includes private equity/sponsor clients on acquisitions, dispositions and growth equity; You are able to be the lead on initial stages of a deal, such as negotiating a term sheet and drafting (or marking up) the first draft of a purchase/merger agreement; You have experience managing multiple matters simultaneously; You have a J.D. With strong delivery capabilities and rapid turnaround times, we support contract, contract-to-hire, direct hire, project-based, and consulting staffing needs across legal operations, litigation support, corporate law, compliance, contracts administration, intellectual property, employment law, eDiscovery, and legal administration.
Enterprise Client Relationship Manager The Capital Group Companies, Inc.Enterprise Client Relationship ManagerLos Angeles, CA$152,000–$177,000 / yearThe Enterprise Client Relationship Manager will deliver Capital Group's enterprise value proposition to a select set of strategically important AI partner firms to drive innovation and firm-wide strategic benefit. This role will act as a strategic connector across Capital Group's businesses, orchestrating senior-level engagement and ensuring long-term, mutually beneficial partnerships.
Coordinator, Client Services, Golf Excel Sports ManagementCoordinator, Client Services, GolfWest Hollywood, CA$55,000–$60,000 / yearProficient with Microsoft Office suite, particularly Excel and PowerPoint; Basic proficiency with Adobe Photoshop and Acrobat Pro preferred; Superior problem-solving skills and resourcefulness; Superior time-management and organization skills and ability to manage multiple projects, simultaneously; Strong interpersonal skills and ability to effectively communicate to a wide range of audiences, both written and verbally; Ability to work effectively in a fast-paced environment while maintaining a strong attention to detail; Ability to remain composed in pressure-filled situations; High level of commitment to quality work product and organizational ethics, integrity and compliance; Detail-oriented, self-starter with the ability to multi-task and meet deadlines with minimal supervision; Highly responsive and accessible; Comfort adjusting personal schedule to accommodate client and Golf Division needs, including frequent and time-sensitive work outside of business hours; Ability to work both collaboratively as well as autonomously; and. Responds to fan mail, charitable requests, and general inquiries, as directed; Contributes to development of Golf Division marketing materials and recruiting presentations; Secures and ships products for clients' professional, personal, and charitable needs and tracks those products to ensure receipt; Assists in ensuring client collateral (e.g., bios and press kits) is up to date and accurately portrayed internally and externally; Assists Golf Division with organizational needs, including, as required, scheduling meetings and supporting Executives with ad hoc administrative support; Records and distributes thorough minutes of Golf Division meetings; Serves as a positive culture contributor within a fast-growing, high-paced, and entrepreneurial environment; and.
Associate Clinical Director, Integrated Care Quality (NP/MD) - Remote Included HealthAssociate Clinical Director, Integrated Care Quality (NP/MD) - RemoteLos Angeles, CARemoteAt Included Health, the Associate Clinical Director, Integrated Care Quality (NP/MD) is responsible for the strategy, external representation, and program leadership needed to ensure our clinical services perform credibly in high-stakes client, consultant, and audit-facing settings. The Director will represent Included Health in consequential meetings with clients, consultants, health plans, and internal leaders; shape the vision for external-facing clinical quality work; build trusted relationships; and translate audit and quality findings into durable operational improvement strategies.
Associate Attorney Madeksho Law FirmAssociate AttorneyLos Angeles, CA$130,000–$155,000 / yearAs our Los Angeles office continues to grow, we're seeking an Associate Attorney with at least three years of litigation experience who is ready to take on greater responsibility, expand their courtroom experience, and become an integral part of a respected trial team. With over five decades of experience, we have successfully fought against some of the largest corporations in the United States, ensuring that clients receive the support and compensation they rightfully deserve.
Junior to Mid-Level Associate - Employment Page Group USAJunior to Mid-Level Associate - EmploymentLos Angeles, CA$180,000–$205,000 / yearFull timeAttorneys work collaboratively on complex issues while handling sophisticated counseling and litigation matters, providing associates with meaningful responsibility, mentorship, and opportunities for professional development. Our client is a full-service law firm advises clients across a broad range of legal matters and is recognized for its practical, business-focused approach.
["Seasonal Part Time Client Associate - 2nd & PCH","Seasonal Part Time Client Associate - 2nd & PCH"] Travis Mathew["Seasonal Part Time Client Associate - 2nd & PCH","Seasonal Part Time Client Associate - 2nd & PCH"]Long BeachInspired 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.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase Bank, N.A.Client Associate - Commercial Real Estate- Commercial Term LendingPasadena, CAFull timeAs a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CALos Angeles, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Client Associate - 2nd & PCH TravisMathewClient Associate - 2nd & PCHLong Beach, CaliforniaInspired 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.
Part Time Client Associate - Del Amo TravisMathewPart Time Client Associate - Del AmoTorrance, CaliforniaInspired 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.
Associate Client Manager The IMA Financial Group IncAssociate Client ManagerPasadena, CA$70,000–$75,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Associate Client Manager IMA Financial GroupAssociate Client ManagerPasadena, CA$70,000–$75,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Associate, Client Services - 2027 Start Dates Third BridgeAssociate, Client Services - 2027 Start DatesLos Angeles, CA$96,000–$127,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services Third BridgeAssociate, Client ServicesLos Angeles, CA$96,000–$127,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Client Services and Sales Associate Hammer & Nails Grooming Shop for Guys - South BayClient Services and Sales AssociateHawthorne, California$19–$21We are seeking a Sales Associate to join our team in Southbay, responsible for achieving sales revenue through membership sales, gift card sales, products, and services. Working with our Point of Sale system (POS) Scheduling client services, ability to increase booking by recommending other services at the time of booking.
Part Time Seasonal Client Associate - Topgana CA TravisMathewPart Time Seasonal Client Associate - Topgana CACanoga Park, CaliforniaInspired 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. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
NewClient Experience Associate Safe ACT - AVP - LOS Angeles Citigroup Inc.Client Experience Associate Safe ACT - AVP - LOS AngelesLos Angeles, CA$94,000–$141,000 / yearThey ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance and supports the training and development of peers.
Client Services Associate Gerber KawasakiClient Services AssociateSanta Monica, CAThe ideal candidate is someone who can hit the ground running-a highly organized, efficient, and solutions-oriented professional who is comfortable working across multiple custodial platforms, systems, and applications simultaneously and takes pride in getting things done accurately and quickly. This is an opportunity to join a fast-growing, established independent wealth management firm where your work has a direct impact on our advisors, our clients, and the continued success of the business.