AVP, Client Service NFP CorpAVP, Client ServiceLos Angeles, CA$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
SAP Data Services Tester ManTech International CorpSAP Data Services TesterCA$89,100–$148,200 / yearThere are differentiating factors that can impact a final salary/hourly rate, including, but not limited to, Contract Wage Determination, relevant work experience, skills and competencies that align to the specified role, geographic location (For Remote Opportunities), education and certifications as well as Federal Government Contract Labor categories. MANTECH's benefits offerings include, dependent upon position, Health Insurance, Life Insurance, Paid Time Off, Holiday Pay, short-term and long-term Disability, Retirement and Savings, Learning and Development opportunities, wellness programs as well as other optional benefit elections.
NewTeam Lead, Warehousing Client Services Estes Forwarding WorldwideTeam Lead, Warehousing Client ServicesLong Beach, CA$25–$29 / hourA subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines' extensive line haul network providing EFW clients with a hybrid transportation network. Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight.
Project Manager - Water/Wastewater Services CDM SmithProject Manager - Water/Wastewater ServicesLos Angeles, CaliforniaIn addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing. Our water services have spanned the areas of design and construction administration of drinking water, wastewater, water resources, storm water, environmental, master planning studies and modeling.
Client Account Manager, Mid-Market B2C Services - Acquisitions Reddit IncClient Account Manager, Mid-Market B2C Services - AcquisitionsLos Angeles, CA$105,000–$147,000 / yearCross-Functional Collaboration: Collaborate closely with internal teams to ensure clients are onboarded to Reddit effectively by submitting tickets to troubleshoot issues, and improve their set up and performance. You will prove the value of the platform by ensuring our clients are set up to succeed on Reddit, and will ensure clients are in a rapid scaling mode before graduating them seamlessly to the Same Store Growth (SSG) Account Executive team.
Asset & Wealth Management Regulated Investment Company (Ric) - Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - ManagerLos Angeles, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Tax Partner - Private Client Services (Pcs) EisnerAmperTax Partner - Private Client Services (Pcs)Los Angeles, CA$325,000–$425,000 / yearOur 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. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Customer Service (remote work , no vaccination required) Path ArcCustomer Service (remote work , no vaccination required)fullerton, CARemoteThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.
Customer Service (Remote) Path ArcCustomer Service (Remote)West Covina, CARemoteThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.
Customer Service (remote work ) Path ArcCustomer Service (remote work )La Habra, CARemoteThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.
Customer Service Representative (No Proof of Vaccination Required) Path ArcCustomer Service Representative (No Proof of Vaccination Required)Palmdale, CAThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.
Customer Service Representative (NO proof of Vaccination required) Path ArcCustomer Service Representative (NO proof of Vaccination required)Whittier, CAThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.
Customer Service (REMOTE) Path ArcCustomer Service (REMOTE)San Pedro, CARemoteThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.
Client Account Manager Dynamic Edge ConsultingClient Account ManagerLos Angeles, CAThe ideal candidate is an individual with charisma, confidence, and strong relationship skills; someone who is great with understanding how to connect and relate with individuals and to think critically to identify problems with a customer's current vendor and create solutions. You will be responsible for the effective management and profitable client engagement with small-mid sized business clients.
Retail Sales Associate / Customer Service Elements MassageRetail Sales Associate / Customer ServiceSanta Clarita, CaliforniaPart timeWe’re looking for an engaging, confident, and outgoing individual to lead retail sales while creating meaningful, lasting relationships with both new and existing clients. If you’re passionate about retail sales and delivering exceptional customer service—and want to truly make a difference in people’s lives—this is the opportunity for you.
TikTok Local Services - Governance Lead TikTok IncTikTok Local Services - Governance LeadLos Angeles, CAMinimum Qualifications: 5+ years of demonstrated hands-on and in-depth experience in driving data-driven governance and experience programmes within O2O, Local Services, E-commerce, strategy consulting, operations management, content risks, seller risks, seller operations, or related governance & experience programmes, e.g., regulating Merchant risks, or other O2O or trust and safety programmes. In this regard, the Governance and Experience team of Local Services seeks to preserve trust and uplift the user experience for TikTok Local Services, by designing and implementing end-to-end programmes that enable a safe, trustworthy and thriving international marketplace.
Portfolio Manager - Institutional Client Group - Automotive U.S. BancorpPortfolio Manager - Institutional Client Group - AutomotiveLos Angeles, CA$119,765–$140,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager, Education and Non-Profit - Institutional Client Group U.S. BancorpCredit Portfolio Manager, Education and Non-Profit - Institutional Client GroupCA$111,095–$130,700 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Institutional Client Group Portfolio Manager - Corporate and Public Sector U.S. BancorpInstitutional Client Group Portfolio Manager - Corporate and Public SectorCA$117,725–$138,500 / yearResponsibilities include: • Underwriting all types of credit account exposure • Managing an assigned credit portfolio • Successfully closing new business relationships and expanding existing relationships • Managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships • Providing customer service • Participating in joint sales calls with Relationship Manager(s) • Identifying customer needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Middle Market Client Experience Consultant; Glendale, CA - Hybrid - Cigna Healthcare (Open) The Cigna GroupMiddle Market Client Experience Consultant; Glendale, CA - Hybrid - Cigna Healthcare (Open)Glendale, CA$70,400–$117,400 / yearThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Ensure all communications are clear/concise and delivered in a timely and consistent manner aligning with Cigna's strategy and value proposition - may require broad organizational collaboration, influence, and escalation.
Senior Market Research Manager, Technology Clients National Research Group IncSenior Market Research Manager, Technology ClientsCA$85,000–$100,000 / yearData analysis techniques and software - Strong experience with interpreting advanced data techniques such as statistical significance testing, correlation analysis, maxdiff, TURF, key drivers analysis, multivariate analysis techniques (such as cluster/segmentation analysis), conjoint, and discrete choice analysis. Partner with internal and external operations teams (programming, fieldwork, facilities, moderators, data processing) to drive projects forward on stringent timelines.
Sr. Professional Services Consultant ProofpointSr. Professional Services ConsultantLos Angeles, CA$123,200–$193,600 / yearProofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. o Support customer planning and execution of implementations, upgrades, migrations, and consultative optimizations for Proofpoint’s enterprise-grade Mail Transfer Agent solutions (including Proofpoint Enterprise MTA, Email Protection, Cloudmark Security Platform, Sentrion).
Office Services Associate RR Donnelley & Sons CoOffice Services AssociateLos Angeles, CA$16.59–$22.50 / hourServices include but are not limited to reprographics (copy) and mail services in both physical and digital environments, with support for services in hospitality, facilities, audio/visual, reception, and other Williams Lea service lines as needed. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications, skills, experience, certifications, proficiency, performance, shift, location, and other business needs.
Office Services Associate - Floater RR Donnelley & Sons CoOffice Services Associate - FloaterLos Angeles, CA$17.88–$24.28 / hourServices include but are not limited to reprographics (copy) and mail services in both physical and digital environments, with support for services in hospitality, facilities, audio/visual, reception, and other Williams Lea service lines as needed. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications, skills, experience, certifications, proficiency, performance, shift, location, and other business needs.
Account Manager Senior ENT City National BankAccount Manager Senior ENTBeverly Hills, CARemote$78,970–$126,140 / yearWorks directly with customers in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD's, investments, etc.) to free Relationship Managers from performing these duties. Highest level of Account Manager requiring comprehensive knowledge of all aspects of operational banking functions including technical proficiency with product utilization and basic proficiency with all Treasury Products.
Account Manager ENT City National BankAccount Manager ENTBeverly Hills, CARemote$65,296–$104,304 / yearWorks directly with customers in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD's, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.
Tax Manager, Japanese Service Group (JSG) DeloitteTax Manager, Japanese Service Group (JSG)Los Angeles, CAFull timeOur spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. The Team At Deloitte Tax LLP, our Business Tax Services team provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Audit & Assurance - Assistant - Financial Statement Audit (Japanese Services Group) - Summer/Fall 2028, Winter 2029 Deloitte Touche Tohmatsu LtdAudit & Assurance - Assistant - Financial Statement Audit (Japanese Services Group) - Summer/Fall 2028, Winter 2029Los Angeles, CA$58,725–$117,875 / yearYou'll have the opportunity to work across our Audit and Assurance offerings - including Audit, Specialized Assurance, Accounting & Reporting, Controls, and Internal Audit - bringing together diverse skills, leading-edge technology, and a global network to deliver high-quality audits, assurance reports, and insights that shape how organizations report and operate. You will use our cutting-edge audit tools and technologies that use artificial intelligence, advanced analytics, data visualizations and process flow automation to perform data interrogation and analysis of client data to share a dynamic picture that provides meaningful insights to the client.
Field Service Manager CBRE Group IncField Service ManagerLos Angeles, CAAbout the Role: As a CBRE Field Service Manager, you will lead a team of 15 field technicians delivering fleet maintenance and field operations across multiple sites and several states. The minimum salary for the Field Service Manager position is $115,000.00 annually [or $55.29 per hour] and the maximum salary for the Field Service Manager position is $120,000.00 annually [or $57.69 per hour].
Customer Service Representative IdbnyCustomer Service RepresentativeLos Angeles, CaliforniaEffectively handles the timing of communication and response to processing requests, providing instructions, scheduled training, voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand. Establishes robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload and help provide a white glove experience for our internal and external clients.
Registered Client Associate UBS Group AGRegistered Client AssociatePasadena, CAn n n n n n Sharen n n nn n n n n n nn n n n n n n nn nn n n n n n n Registered Client Associate n n n n n n n n United States - California n n n n n Business management, administration and support n n n n n Global Wealth Management n n n Job Reference # n n 336466BR n n n City n n Pasadena n n n Job Type n n Full Time n n n ...
NewFamily Services Specialist Community Action Partnership of San Luis Obispo County IncFamily Services SpecialistSanta Ana, CAUnder the supervision of the Area Manager/Center Supervisor and working in collaboration with the Family Child Care Coordinator the Family Services Specialist is responsible for recruitment of children, verification of eligibility, parent orientation, referral of parents to community resources and local social services agencies and updating children's health records. Maintains child/family files and reference records and engages in mutually respectful, positive, goal-oriented partnerships with families to promote positive child and family outcomes.
Enterprise Client Relationship Manager The Capital Group Companies IncEnterprise 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.
NewClient Accounting Manager (CAAS) Lucas HorsfallClient Accounting Manager (CAAS)Pasadena, CA$125,000–$165,000 / yearThe RoleAs a CAAS Manager, you will manage client relationships for mid‑to‑large‑sized entities, advise on financial and strategic initiatives, mentor staff, drive business development, and ensure timely monthly close and audit readiness. Experience working with diverse clients including manufacturing, nonprofit, and SaaS.Proficiency in QuickBooks Online, Bill.com, NetSuite, and similar tools.
Director, PEPI - Technology Services CIO Domain Alvarez & Marsal Holdings LLCDirector, PEPI - Technology Services CIO DomainLos Angeles, CAThis role requires a practitioner who has operated inside or directly alongside CIO organizations-someone who has personally led IT transformations, managed vendors, governed AI deployments, or run enterprise technology programs-and who can translate that hands-on operating experience into rapid, credible impact within the compressed timelines of a PE holding period. Data platform & BI transformation: Track record leading large-scale data platform modernization - including cloud and modern data platform architecture spanning hyperscalers and data-lake environments, enterprise data governance, and business intelligence enablement - to support AI-ready, insight-driven decision-making at scale.
QRM Support Manager - National Tax Quality Assurance (NTQA), Quality Risk Deloitte Touche Tohmatsu LtdQRM Support Manager - National Tax Quality Assurance (NTQA), Quality RiskCA$93,000–$191,000 / yearOur team supports client-facing teams in how they approach the marketplace, develop service offerings, evaluate and onboard prospective clients, contract for services, deliver quality client service, and fulfill post-engagement and other recurring obligations. 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 Success Representative TaxRiseClient Success RepresentativeIrvine, CaliforniaIf you thrive in a fast-paced environment, enjoy structured problem-solving, and take pride in delivering high-quality service, this role offers both purpose and strong earning potential. As a Client Success Representative , you won’t just answer calls — you’ll be a steady, knowledgeable guide helping clients move forward with clarity and confidence.
Manager, Advisory Services Practice Resources Connection IncManager, Advisory Services PracticeLos Angeles, CA$140,000–$160,000 / yearYou will gain meaningful exposure to clients, senior leaders, and high-impact work across industries like financial services, healthcare, private equity, and the public sector, building expertise in areas including Finance Transformation, Risk & Compliance, Project & Change Management, Mergers & Acquisitions, Digital CFO, Tax & Treasury, and Supply. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.
Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA The Hartford Insurance Group IncClient Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CALos Angeles, CA$80,000–$120,000 / yearThe Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive.
Customer Service Analyst 4-Support Oracle CorpCustomer Service Analyst 4-SupportCA$39.90–$79.86 / hourOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle''s differing products, industries and lines of business. 5+ years of relevant experience in customer support, service desk, technical support, post-sales support, customer operations, or a related field preferred for senior-level consideration.
Customer Experience Manager II StordCustomer Experience Manager IIIrvine, CaliforniaStord’s end-to-end commerce solutions combine best-in-class omnichannel fulfillment and shipping with leading technology to ensure fast shipping, reliable delivery promises, easy access to more channels, and improved margins on every order. Stord manages over $10 billion of commerce annually through its fulfillment, warehousing, transportation, and operator-built software suite including OMS, Pre- and Post-Purchase, and WMS platforms.
Senior Specialist, Client Operations The Bank of New York Mellon CorpSenior Specialist, Client OperationsLos Angeles, CA$58,000–$120,000 / yearEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, you'll make an impact in the following ways: Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices.
Front Office Strategy Consulting - Service & Support Strategy Manager PricewaterhouseCoopers LLPFront Office Strategy Consulting - Service & Support Strategy ManagerLos Angeles, CA$99,000–$232,000 / yearAs a Service & Support Strategy Manager, you will play a pivotal role in our Customer Consulting team, focusing on developing and implementing customer-related strategies that enhance client experiences and drive business growth. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewMedical Customer Service Representative (Onsite - Brea, Ca) MeduitMedical Customer Service Representative (Onsite - Brea, Ca)Brea, CaliforniaWe focus on optimizing payments, allowing clients to focus on patient care, and pride ourselves on our core values: Integrity, Teamwork, Continuous Improvement, Client-Focused, and Results-Oriented. Compensation: â $18 - $20 per hour base + $1 language skill + performance incentives Key Responsibilities: Helping patients understand financial responsibility in a helpful and non-threatening manner.
NewMedical Customer Service Representative (Onsite - Brea, Ca) CMRE Financial Services, IncMedical Customer Service Representative (Onsite - Brea, Ca)Brea, CA$18–$20 / hourPart timeWe focus on optimizing payments, allowing clients to focus on patient care, and pride ourselves on our core values: Integrity, Teamwork, Continuous Improvement, Client-Focused, and Results-Oriented. Compensation: $18 - $20 per hour base + $1 language skill + performance incentives Key Responsibilities: Helping patients understand financial responsibility in a helpful and non-threatening manner.
Customer Service Representative Third Party CSCustomer Service RepresentativeBeverly Hills, CAThe customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer’s problem. Excellent customer care and focus; ability to assess customers’ needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience.
Funeral Services Assistant Service Corporation InternationalFuneral Services AssistantAlhambra, CA$20–$23 / hourTake directions from the Funeral Services Director to provide excellent service to grieving families on the day of the funeral service; assist with funeral services, assist escort processions to gravesites, assist during visitation hours, assist at Reception Center, drive Company vehicles, and assist with the general public and client families in a professional, courteous, and compassionate manner. As part of your pre-employment background check, your criminal conviction history will be verified given that this role requires the following material job duties: Working with or around client families, colleagues, and working with confidential information.
NewCustomer Service Representative RemotejobstaffingCustomer Service RepresentativePalmdale, CaliforniaRequired Skills: CRMPresentation SkillsCustomer SupportCustomer SatisfactionTroubleshootingRecordsCustomer ServiceSalesCommunication. A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Senior Office Services Associate RR Donnelley & Sons CoSenior Office Services AssociateLos Angeles, CAStarting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications, skills, experience, certifications, proficiency, performance, shift, location, and other business needs. The company's proprietary technology, advanced data analytics, and expertise fuel organizational decision-making from strategy through execution, delivering sustainable solutions with the lowest possible environmental impact.
Financial Services Tech (FST) - Mental Health 109 Telecare CorpFinancial Services Tech (FST) - Mental Health 109Long Beach, CAYES X Simple Grasping (right hand) X Simple Grasping (left hand) X Power Grasping (right hand) X Power Grasping (left hand) X Fine Manipulation (right hand) X Fine Manipulation (left hand) X Pushing & Pulling (right hand) X Pushing and Pulling (left hand) X Reaching (above shoulder level) X Reaching (below shoulder level) X. Performs client eligibility tasks, including: Interviewing all clients upon admission to determine financial status, completing necessary forms including applications for Medi-Cal and SSI, informing clients and/or payees of their financial responsibilities.