NewSenior Tax Associate JobotSenior Tax AssociateSan Diego, CA$110,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Minimum of 3 years of experience in a tax role with a focus on preparing 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns.
Medical Malpractice Litigation Associate JobotMedical Malpractice Litigation AssociateSan Diego, CA$145,000–$185,000 / yearInformation 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. They are consistently named to the Best Lawyers “Best Law Firms” list and are a Certified Great Place to Work, emphasizing collaboration, responsiveness, and high-quality client service.
Civil Defense Associate Attorney JobotCivil Defense Associate AttorneySan Diego, CA$150,000–$215,000 / yearInformation 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.
Associate Attorney JobotAssociate AttorneySan Diego, CA$130,000–$200,000 / year3+ years of legal experience, ideally, you have experience handling written discovery, motion work, depositions and court hearings in asbestos, toxic tort, product liability, employment defense, and/or other general liability. 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.
Corporate Associate (Licensing) JobotCorporate Associate (Licensing)San Diego, CA$230,000–$350,000 / yearInformation 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.
Associate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Diego, CARemote$105,000–$200,000 / yearOur 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.
Associate Attorney, Workers Compensation JobotAssociate Attorney, Workers CompensationSan Diego, CA$100,000–$200,000 / yearInformation 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.
Associate Attorney (2-10+ years, Defense) -- Labor & Employment, Commercial Litigation JobotAssociate Attorney (2-10+ years, Defense) -- Labor & Employment, Commercial LitigationSan Diego, CA$140,000–$320,000 / yearInformation 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.
Associate Attorney/Sr. Counsel -- Wage and Hour, Labor & Employment Defense (2-10+ years) JobotAssociate Attorney/Sr. Counsel -- Wage and Hour, Labor & Employment Defense (2-10+ years)La Jolla, CA$150,000–$350,000 / yearInformation 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.
Senior Associate Attorney/Partner -- Labor & Employment Defense (8-12+ years) JobotSenior Associate Attorney/Partner -- Labor & Employment Defense (8-12+ years)La Jolla, CA$200,000–$350,000 / yearInformation 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.
Retail Customer Service Associate FedExRetail Customer Service AssociateLa Jolla, California$19.70–$23.17 / hourPart timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Front Desk Operations Associate (Contract) Vaco LLCFront Desk Operations Associate (Contract)San Diego, CA$24–$26 / hourWe are seeking a customer-focused professional to serve as the Front Desk Operations Associate , acting as the first point of contact for tenants, visitors, and vendors in a high-rise office environment for a well-established commercial real estate organization, known for its premier office properties across major U.S. markets. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewSenior Associate, R&D Tax Credits (AMCS) KPMGSenior Associate, R&D Tax Credits (AMCS)San Diego, CA$85,025–$172,615 / yearResponsibilities: Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing tax technical research and developing business and industry expertise. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTreasury Management Sales Associate I BC ForwardTreasury Management Sales Associate ICarlsbad, CAContractorThe ideal candidate will have strong experience in treasury management sales support, pricing analysis, portfolio management, proposals, and cross-functional coordination and a proven ability to execute sales support activities with accuracy, manage competing priorities, and contribute to revenue growth and client satisfaction . With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.
Registered Client Service Associate Military, Veterans and Diverse Job SeekersRegistered Client Service AssociateSan Diego, Californiafinancial services experience - ideally within a client facing team or years of experience in client service within the finance sector. collect the right documentation for opening new accounts and service requests.
Registered Client Service Associate Ameriprise FinancialRegistered Client Service AssociateSan Diego, CA$32.21–$44.27 / hourAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateCarlsbad, CA$34,320–$90,000 / yearOur 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).
Tax Senior Associate Or Supervisor - Private Client Services WeaverTax Senior Associate Or Supervisor - Private Client ServicesSan Diego, CA$90,000–$143,000 / yearA Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.
Client Service Associate (Carlsbad, CA) Oppenheimer & Co. Inc.Client Service Associate (Carlsbad, CA)Carlsbad, 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.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IISan Diego, CAResponsibilities: Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
Client Services Associate 1 Hologic IncClient Services Associate 1San Diego, CAOpen tasks, open order issues, orders that have completed Clinical Review, pending specimens, newly reported orders, QNS results, incoming portal order or registration requests. As the organization's hub for oncology, BioTheranostics, referred to as Oncology Services, is committed to clinical excellence, innovation, and delivering high-value solutions for patients and healthcare providers.
Client Service Associate (Carlsbad, CA) Oppenheimer Holdings IncClient Service Associate (Carlsbad, CA)Carlsbad, 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.
Client Service Associate, Employee Benefits Hub International LtdClient Service Associate, Employee BenefitsSan Diego, CAAs one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
Client Service Associate, Employee Benefits Hub International InsuranceClient Service Associate, Employee BenefitsSan Diego, CaliforniaAs one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
Client Service Associate Morgan StanleyClient Service AssociateLa Jolla, CaliforniaOur 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).
Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesLa Jolla, CAAbout our Private Client Services (PCS) Team: 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. 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.
Senior Associate - Client Services StepStone Group Inc.Senior Associate - Client ServicesLa Jolla, CA$105,000–$120,000 / yearServe as account manager, working closely with different functional teams and stakeholders to oversee all aspects of the client monitoring and reporting cycle, with a focus on the Firm's private equity and multi-asset client base. The Senior Associate of SPAR (StepStone Portfolio Analytics & Reporting) Client Service is responsible for providing portfolio analytics and reporting services for the Firm's private markets investment clients and related portfolios.
Senior Associate - Client Services StepStone Group IncSenior Associate - Client ServicesLa Jolla, CA$105,000–$120,000 / yearServe as account manager, working closely with different functional teams and stakeholders to oversee all aspects of the client monitoring and reporting cycle, with a focus on the Firm's private equity and multi-asset client base. The Senior Associate of SPAR (StepStone Portfolio Analytics & Reporting) Client Service is responsible for providing portfolio analytics and reporting services for the Firm's private markets investment clients and related portfolios.
NewSenior Registered Client Associate Wells Fargo & CoSenior Registered Client AssociateCarlsbad, CA$34.62–$52.40 / hourExecute various administrative functions for the Financial Advisor(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. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CADel Mar, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CASan Diego, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CASan Diego, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Client Service Specialist HellosunshinetravelsClient Service SpecialistSan Diego, CaliforniaDaily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesSan Diego, CA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term LendingSan Diego, CAAs 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.
Senior Manager - Private Client Services Andersen Tax LLCSenior Manager - Private Client ServicesSan Diego, CA$175,000–$210,000 / yearSenior 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 Senior Manager - Private Client Services AndersenTax Senior Manager - Private Client ServicesSan Diego, 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 Manager - Private Client Services AndersenTax Manager - Private Client ServicesSan Diego, California$132,000–$190,100 / yearThe 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.
Manager - Private Client Services Andersen Tax LLCManager - Private Client ServicesSan Diego, CA$132,000–$190,100 / year4+ 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.
NewPart Time Client Associate - Fashion Valley, CA TravisMathewPart Time Client Associate - Fashion Valley, CASan Diego, 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.
Client Service Representative VCA IncClient Service RepresentativeCarlsbad, CA$22–$24 / hourYour role will involve managing a busy front desk, scheduling appointments, handling client inquiries, and providing a supportive and empathetic experience for pet owners during their time of need. 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).
Sr Associate, Client Operations CotalitySr Associate, Client OperationsSan Diego, CaliforniaThe 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.
Sr. Professional, Client Account Services CoreLogic IncSr. Professional, Client Account ServicesSan Diego, CARelationship & 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.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Diego, CA$112,000–$150,000 / yearA 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.
Client Specialist Associate Military, Veterans and Diverse Job SeekersClient Specialist AssociateSan Diego, CaliforniaYou are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and over the phone.
Client Solutions Associate AoglobelifeClient Solutions AssociateSan Diego, CaliforniaRemoteAO Globe Life is searching for driven Client Solutions Associates to help families secure the financial protection they need. This is a client-centered role ideal for friendly communicators who enjoy meaningful work.
NewClient Services Manager Golden CareClient Services ManagerLa Mesa, CaliforniaCandidates with backgrounds as Social Workers, Registered Nurses (RNs), or Licensed Vocational Nurses (LVNs) are encouraged to apply; however, we welcome all candidates whose experience demonstrates excellence in client service, care coordination, relationship management, and leadership. Reporting directly to the Director of Client Care, the Client Services Manager plays a key leadership role in ensuring exceptional client satisfaction, seamless service delivery, and strong caregiver-client relationships.
Sr. Professional, Client Account Services CoreLogicSr. Professional, Client Account ServicesSan Diego, CARelationship & 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.
Client Operations Associate, Private Markets AksiaClient Operations Associate, Private MarketsSan Diego, CaliforniaRemote3 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.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateSan Diego, CaliforniaOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.