Client Service Associate (Newport Beach, CA) Oppenheimer & Co. Inc.Client 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.
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.
Client Service Representative Adeedo!Client Service RepresentativeCorona, CA$20–$24 / hourOur experienced team of dedicated plumbers and HVAC Professionals ensure that our customers are provided with outstanding quality, service, and reliability. Drains, Plumbing, Heating & Air is a premier Los Angeles plumbing and HVAC business that has been serving greater Southern Californian residents since 1949.
Manager, Threat Protection Services ProofpointManager, Threat Protection ServicesIrvine, CA$136,200–$214,005 / 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. The Manager, Threat Protection Services leads a team of Threat Strategy Managers (TSMs) across different regions who ensure customers maximize the value of their investment through proactive engagement that advances their email security programs.
Project Manager - Water/Wastewater Services CDM SmithProject Manager - Water/Wastewater ServicesIrvine, 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 Accounts Specialist 1 JAMS, Inc.Client Accounts Specialist 1Irvine, CaliforniaFull timeThe Client Accounts Specialist 1 partners with the case management team in multiple Resolution Centers to support clients and neutrals with high-level service, while maintaining adherence to business policies and procedures. This role requires critical thinking to resolve collection, cash application, and billing issues with professionalism, attention to detail, and a commitment to delivering excellent client service.
Manager, Financial Services 26-00205 Alura Workforce SolutionsManager, Financial Services 26-00205Fountain Valley, CA$67–$71 / hourDESCRIPTION Our client, a leading integrated healthcare organization, is seeking a Manager, Financial Services – Managed Care Analytics to lead financial analysis and reporting initiatives that support managed care contracting and organizational strategy. Analyze financial and operational data from multiple healthcare systems, including data warehouses, cost accounting systems, general ledger, budgeting systems, patient billing data, and payer capitation reports.
Credit Portfolio Manager, Education And Non-Profit - Institutional Client Group US BankCredit Portfolio Manager, Education And Non-Profit - Institutional Client GroupNewport Beach, CA$98,175–$115,500 / 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. 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.
NewConvention Services Manager Remington HospitalityConvention Services ManagerCosta Mesa, CAAble to communicate accurately and effectively in verbal and written form with guests and associates so as to respond accurately and completely to people to give directions, instructions, information, answer questions and provide service as required. To negotiate with the guest and other patrons for banquets, meetings and other functions, all arrangements, suggesting menus, bar set up, room arrangements as per policy and procedure.
Veterinary Client Experience Representative Veritas Veterinary PartnersVeterinary Client Experience RepresentativeTustin, CaliforniaVeritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals are staffed by board-certified specialists, create a collaborative environment where you can work alongside like-minded, caring professionals. The role is based at the front desk and requires extended periods of standing and sitting, frequent in-person and phone interaction with clients and the ability to remain composed in high-volume and emotionally charged situations.
Client Relationship Consultant 4 (Banker) - Anaheim, CA U.S. BancorpClient Relationship Consultant 4 (Banker) - Anaheim, CAAnaheim, CA$30.90–$37.76 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and 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.
Client Relationship Consultant 2 (Banker) - Mira Loma, CA (30hrs) U.S. BancorpClient Relationship Consultant 2 (Banker) - Mira Loma, CA (30hrs)Corona, CA$21.68–$26.50 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and 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.
J.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CANewport Beach, 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.
NewDirector, Dispute Advisory Services FTI ConsultingDirector, Dispute Advisory ServicesIrvine, CaliforniaThe Forensic and Litigation Consulting practice helps clients who are facing legal disputes by: Providing financial analysis and expert testimony in a range of dispute situations: securities litigation, marital dissolution, antitrust claims, consumer fraud, labor and employment and other class actions, intellectual property, professional malpractice, lost profits, valuations, breach of contract, purchase price disagreements, business interruption, environmental claims, construction claims and fraud cases. Develops plans to efficiently and effectively execute client deliverables and address the core financial needs to a case, including assisting in preparing work product, reports, and schedules summarizing findings that will be delivered to clients and other parties.
Financial Services Representative - Irvine, CA FidelityFinancial Services Representative - Irvine, CAIrvine, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Field Marketer - Personal Injury Client Liaison MOET Law GroupField Marketer - Personal Injury Client LiaisonIrvine, CA$55,000–$65,000 / yearFull timeThis full-time, hybrid role is ideal for a results-driven professional with 2+ years of field marketing or outreach experience who enjoys engaging directly with the community and building strong relationships. MOET Law Group is seeking a motivated and outgoing Field Marketer to support our community outreach and brand awareness efforts in Irvine, CA and surrounding areas .
Client Escalation Specialist TaxRiseClient Escalation SpecialistIrvine, California$26–$28 / hourYou’ll play a key role in shaping the customer journey by resolving advanced client concerns, identifying patterns in client feedback, and partnering cross-functionally to improve processes and retention strategies. At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty.
Business Services Representative (Small Business Specialist) First Citizens BankBusiness Services Representative (Small Business Specialist)Rancho Santa Margarita, California$74,885–$90,000 / yearFull timeOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. The BSR partners with Business and Commercial Bankers as a subject matter expert in business deposits and related business services and self-sources new business opportunities.
Client Relationship Consultant 3 (Banker) - Garden Grove Brookhurst, CA U.S. BankClient Relationship Consultant 3 (Banker) - Garden Grove Brookhurst, CAGarden Grove, California$27.22–$33.26 / hourStrong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and 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.
Client Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30Hrs) US BankClient Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30Hrs)Huntington Beach, CA$23.19–$28.35 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and 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.