Udacity LearnVantage Mid-Market Account Success Management Associate Manager Accenture PlcUdacity LearnVantage Mid-Market Account Success Management Associate ManagerCulver City, CAYou combine strong commercial acumen with a passion for helping customers achieve measurable business outcomes, consistently driving retention, expansion, and long-term customer value. You are an influential communicator with executive presence, capable of building trusted relationships with customers, partners, and internal stakeholders while serving as the voice of the customer across the organization.
Senior Associate, Healthcare Risk Consulting (Internal Audit) RSMSenior Associate, Healthcare Risk Consulting (Internal Audit)Los Angeles, CA$77,700–$146,900 / yearRSM's Health Care Risk Consulting Group performs process improvement projects, internal audits and risk assessments intended to provide our clients with meaningful information on operations and methods to mitigate potential risks across Clinical, Financial, Operational, IT and Regulatory risk domains. As a senior associate in RSM's growing Healthcare Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture.
Associate Global Product Manager - Soft Goods Pentland BrandsAssociate Global Product Manager - Soft GoodsLong Beach, CaliforniaWe offer a competitive salary, discretionary bonus, hybrid working, flexible start and finish times, generous paid time off, product discounts, sample sales, medical and healthcare support plus additional benefits designed to support you at work and beyond. Joining Speedo means becoming part of a team that cares deeply about helping people feel at home in the water, whether they are chasing a personal best, building confidence, training regularly or discovering the joy of swimming for the first time.
Wireless Solutions Sales Associate Element Management IncWireless Solutions Sales AssociateBurbank, CAFull timeOur company is a dynamic sales and marketing firm in Woodland Hills, CA, and is actively seeking a highly organized and empathetic individual to join our thriving team as a Wireless Solutions Sales Associate representing the AT&T business services portfolio. This is an exceptional entry-level opportunity for those eager to build a successful career by directly guiding business customers through the seamless setup of leading wireless services, all while receiving comprehensive, hands-on training.
FT Multi Location Sales Associate LovesacFT Multi Location Sales AssociateHuntington Beach, CABenefits: Paid Parental Leave, Medical, Dental, Vision Benefit Plans, Health Savings and Flexible Spending Accounts, Life/AD&D, Short Term and Long-Term Disability, Critical Illness and Accident Insurance, Employee Assistance Program and Financial Wellness Tools, Pet Insurance. Competencies: Builds Customer Centricity, Drives Remark-able Results, Collaborates Effectively, Makes Good Decisions, Demonstrates Self-Awareness.
Associate Director, Product Management (Heme Oncology) NeoGenomics LaboratoriesAssociate Director, Product Management (Heme Oncology)Aliso Viejo, CAThe Associate Director, Product Management- Heme Oncology is a high-visibility, high-ownership role that requires independent thinking, urgency, and strong cross-functional partnership in a matrixed organization, combining technical expertise, business acumen, and innovative thinking to accelerate growth in a strategically important area. This role shapes and executes product strategy, drives go-to-market excellence, and delivers a differentiated, data-driven customer experience, leveraging expertise in heme oncology diagnostics across the care continuum to translate insights into actionable strategies that improve clinical decision-making and patient outcomes.
NewAssociate Researcher, Consumer Insights Sega CorporationAssociate Researcher, Consumer InsightsIrvine, CACommon study types include Total Addressable Market (TAM) Surveys, Audience Segmentations, Concept Tests, Playtests, Messaging and Positioning, Pricing Surveys, Discrete Choice Modelling, Brand Lift Surveys, Virtual Diaries, and Product and Brand Health Tracking. To foster communication and collaboration among team members, which includes the following: allowing for spontaneous brainstorming sessions and exchanges of ideas, quick access to team members to enable collaborative problem-solving, and stronger cohesion among co-workers and within teams.
Associate or Mid-level Ground Systems Engineer for MILSATCOM Program The Boeing CoAssociate or Mid-level Ground Systems Engineer for MILSATCOM ProgramSeal Beach, CA$98,600–$133,400 / yearWe seek candidates who have skills in systems engineering or willing to learn and want to bring their skills to the next level through mentorship and hands-on development which include the analysis of system requirements and subsystem requirements, interface design documents, support ground systems architecture and design, system integration, system test, system verification, and demonstration to assure that the ground system satisfies the intent of the customer requirements. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
Energy Marketing & Trading Financial Analyst, Associate Specialist Southern California EdisonEnergy Marketing & Trading Financial Analyst, Associate SpecialistRosemead, CAAdditionally, you'll: + Utilize analytical models and grid planning simulation tools to develop resource portfolios under various future scenarios and forecast the impacts of those portfolios on system pricing, GHG emissions, and other system and market dimensions. As an Energy Marketing & Trading Financial Analyst Associate Specialist, your work will help integrate clean energy, reduce carbon emissions, mitigate climate change risks, and create cleaner air for everyone.
Client Service Representative - OVERNIGHT VCA IncClient Service Representative - OVERNIGHTOntario, CA$18–$20 / hourAs a CSR, you must be a self-starter with a strong attention to detail, ability to work in fast-paced environment, be able to handle difficult cases and clients, and have outstanding communication skills. 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).
Project Manager, Client Services (Evening Shift 1PM-9PM PST) Lighthouse Document Technologies IncProject Manager, Client Services (Evening Shift 1PM-9PM PST)CAThis includes creating work orders for tasks associated with data intake, culling, processing, hosting and production and completing quality checks to ensure the accuracy and completeness of work product before it is released to clients. Factors that may be used to determine your actual salary may include a wide array of factors, including: your specific skills and experience, geographic location, or other relevant factors.
Client Services Manager East West Bancorp IncClient Services ManagerPasadena, CAOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Provide superior client service as related to deposit and business account services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Manufacturing Associate BioTalentManufacturing AssociateTustin, CA$40,000–$60,000 / yearFull timeOur client, a growing biotechnology company based in Tustin, CA, is expanding its manufacturing team and is seeking multiple Manufacturing Associates – Upstream and Downstream, to support biologics manufacturing operations. If you're looking for an opportunity to build your career in biopharmaceutical manufacturing and contribute to therapies that improve patients' lives, I'd love to connect.
Window Service Associate Fish Window CleaningWindow Service AssociateArcadia, CaliforniaFish Window Cleaning has grown to be the world's largest window cleaning company with more than 250 franchise territories in 43 states, yet we still maintain the traditional values we were founded on. Must be capable of performing physically demanding tasks, including lifting, bending, standing for extended periods, and working on ladders or at heights.
Babyletto Store - Part Time Sales Associate Million Dollar Baby CoBabyletto Store - Part Time Sales AssociateCosta Mesa, CaliforniaAt Million Dollar Baby Co., our team members are our #1 priority, and we partner with exceptional partners and retailers around the world who share our core values: • Treat Your Team Like Family — lead with respect, gratitude, empathy, and kindness. Over the years, our commitment to people, innovation, and a positive workplace culture has earned us five consecutive “Best Place to Work” awards, one of the best workplaces by “Built in LA” , a 4.6 rating on Glassdoor , and 13 years on the Inc.
Associate Director, Physical Security Grant Thornton LLPAssociate Director, Physical SecurityNewport Beach, CA$152,000–$228,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Sales Associate (Sales Experience Required) Club PilatesSales Associate (Sales Experience Required)Garden Grove, CA$16–$20 / hourThe main focus of the Sales Associate is to represent Club Pilates to potential clients, bring new prospects/members in the door, and close sales (including memberships, private training, teacher training, and retail merchandise). Pure to Joseph Pilates’ original Reformer-based Contrology Method, but modernized with group practice and expanded state-of-the-art equipment, Club Pilates offers high-quality, life-changing training at a surprisingly affordable price.
Revenue Processing Associate WASHRevenue Processing AssociateLos Angeles, CA$25–$27 / hourProvide quality internal customer service by assisting customer service representatives with customer issues, complaints, and inquiries, demonstrating an understanding of customer needs, and ensuring timely responses; this role is not outward-facing, and all customer outreach is handled by the Customer Support department or supervisors. As part of the finance organization reporting to the Revenue Processing Manager, the Revenue Processing Associate will be responsible for explaining calculations, generating reports, and preparing correspondence for other departments to use in customer communications.
Capital Markets / Syndication Associate – Equipment Finance Altius Search GroupCapital Markets / Syndication Associate – Equipment FinanceIrvine, CaliforniaThis is a strong opportunity to join a growing equipment finance platform with attractive credits, strong marketability, and meaningful long-term upside. This role is focused on placing debt with existing funding sources and supporting the sale of equipment finance transactions to financial institutions.
Client Support Specialist - Santa Fe Springs, CA New Tangram, LLCClient Support Specialist - Santa Fe Springs, CALos Angeles, CA$20–$28 / hourClearly communicate during pre-order, and post order phases to sales, project management and the customer all order changes, status, delivery information and pricing changes. Clearly communicate during pre-order, order, and post order phases to field sales and the customer: Order pricing, service and product changes.
Associate, Investor Relations, Private Credit Oaktree Capital ManagementAssociate, Investor Relations, Private CreditLos Angeles, CA$125,000–$155,000 / yearThis individual will work closely with other investor relations team members, investment professionals, our Global Client Group, and other internal stakeholders to deliver high-quality investor materials, support client engagement efforts, and ensure timely and accurate responses to investor inquiries. Investor Relations professionals serve as representatives and subject matter experts for Oaktree's strategies and products, partnering closely with our sales and fundraise management teams to drive growth and deepen client engagement.
NewTax & Estate Planning Associate Attorney GpacTax & Estate Planning Associate AttorneyIrvine, CA180000–240000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. I’m working with a highly respected Trust & Estates team seeking a Tax & Estate Planning Attorney with strong drafting and tax depth.
Associate Attorney- Employment Law GpacAssociate Attorney- Employment LawManhattan Beach, CA100000–130000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. How to Apply: Interested candidates should submit a resume to Christine Prieur at christine.prieur@gogpac.com or call at 870.257.5914.
Sr. Associate, Credit - ABF - Product Specialist Oaktree Capital ManagementSr. Associate, Credit - ABF - Product SpecialistLos Angeles, CA$150,000–$225,000 / yearThe Investor Relations ("IR") function sits within the investment team and is responsible for (i) creating, refining and managing content that effectively conveys our strategies' investment approach, capabilities and portfolio activity; (ii) responding to existing and prospective investor requests for information; (iii) delivering marketing programming and thought leadership to raise awareness about Oaktree's offerings and broad platform capabilities; (iv) assessing and supporting development of new product opportunities and (v) eventually, after acquiring and demonstrating expertise, serve as a surrogate for Oaktree portfolio managers in some client interactions. Proven ability to (1) quickly develop expertise and fluency in complex financial topics, (2) interact directly with sophisticated stakeholders in a financial services setting, and (3) demonstrate a high service-orientation; Fluency with MS Office suite for creating client-facing and internal deliverables to include PowerPoint, Excel and Teams; and.
NewTravel Cath Lab Registered Nurse - $2,885 per week Solomon PageTravel Cath Lab Registered Nurse - $2,885 per weekTorrance, CAHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
["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.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateIrvine, CAUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
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.
Registered Client Service Associate StifelRegistered Client Service AssociateIrvine, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
Senior Client Associate The IMA Financial Group IncSenior Client AssociatePasadena, 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.
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.
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.
Client Service Associate Stifel Financial CorpClient Service AssociateNewport Beach, CAUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Premier Client Services Associate East West Bancorp IncPremier Client Services AssociatePasadena, CA$20–$27 / hourDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Senior Premier Client Services Associate East West Bancorp IncSenior Premier Client Services AssociatePasadena, CA$20–$27 / hourDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Client Accounting And Advisory Services (Caas) Senior Associate Green Hasson & Janks LLPClient Accounting And Advisory Services (Caas) Senior AssociateLos Angeles, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Client Care Associate Illumination Health + HomeClient Care AssociateSanta Ana, CAFull timeIllumination Health + Home is a growing non-profit organization dedicated towards disrupting the cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters, housing services and children's and family programs. The Client Care Associate is responsible for addressing clients’ immediate shelter needs, providing support and resources to ensure their safety and comfort.
Senior Associate - Client Success Baker Tilly Virchow KrauseLLPSenior Associate - Client SuccessIrvine, CA$83,820–$127,120 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Advisory Associate Whittier TrustClient Advisory AssociateNewport Beach, CaliforniaThe candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Client Services Associate - Santa Ana, CA (Onsite) Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite)Santa Ana, CaliforniaTeamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Operations Associate EBizChargeClient Operations AssociateIrvine, CaliforniaOur administrative team plays a key role in the merchants’ onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.
Client Service Associate (Newport Beach, CA) Oppenheimer Holdings IncClient Service Associate (Newport Beach, CA)Newport Beach, CA$50,000–$60,000 / yearWith 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.
Senior Manager - Private Client Services Andersen Tax LLCSenior Manager - Private Client ServicesCosta Mesa, CASenior 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.
Tax Director - Private Client Services Andersen Tax LLCTax Director - Private Client ServicesCosta Mesa, CA$220,000–$300,000 / yearAt least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor's and/or Master's degree - Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of 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.
Tax Senior Manager - Private Client Services AndersenTax Senior Manager - Private Client ServicesCosta Mesa, California$175,000–$210,000 / yearThe 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. 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.
Tax Director - Private Client Services AndersenTax Director - Private Client ServicesCosta Mesa, California$220,000–$300,000 / yearThe Requirements: At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of 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.
Service Client Specialist to the Managing Partner New York Life Insurance CoService Client Specialist to the Managing PartnerGlendale, CA$65,000–$80,000 / yearWorking with a high degree of independence, the incumbent manages competing priorities, facilitating problem resolution, serves as a trusted resource on business processes, and identifies opportunities to improve efficiency while ensuring a high level of service to leaders, advisors, clients, and business partners. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation.
Client Experience Coordinator South Coast Children's Society IncClient Experience CoordinatorCalifornia, CA$20–$22 / hourThis position focuses exclusively on the in-person client experience: greeting clients, attending to their comfort, collecting co-pays, and gathering consent forms and other required documents, all while maintaining client confidentiality and privacy within the behavioral health setting. This position does not schedule appointments, verify insurance eligibility, or conduct referral follow-up; those functions are handled by the Centralized Call Center, and the Client Experience Coordinator warmly transfers those calls.