Tax Managing Director, Core Tax Services - Real Estate Focus bdo consultingTax Managing Director, Core Tax Services - Real Estate FocusSan Diego, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Sr. Product Engineer – Web Services EsriSr. Product Engineer – Web ServicesSan Diego, CARemote$93,600–$159,328 / yearExperience working with ArcGIS applications and technologies (such as ArcGIS Hub, ArcGIS Map Viewer, ArcGIS REST APIs, ArcGIS API for Python, ArcGIS Maps SDKs). You will act as a service owner and trusted decision‑maker, shaping priorities, balancing tradeoffs, and ensuring our web services remain reliable, scalable, and valuable to customers over time.
NewDevOps Solutions Architect – (Managed Services) JobotDevOps Solutions Architect – (Managed Services)San Diego, CA$170,000–$205,000 / 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 teams partner with top cloud and data platforms including Snowflake, AWS, Azure, Databricks, dbt, Kafka, Fivetran, and more to deliver scalable enterprise solutions for some of the world’s largest organizations.
VP of Client Sales - Remote BlendVP of Client Sales - RemoteSan Diego, CARemoteThis role is accountable for all sales targets across our Named and Enterprise Client Sales teams who manage the relationships with our existing customers (Banks, Credit Unions and Independent Mortgage Banks). This leader will manage and develop a team of Client Sales Executives responsible for deepening relationships, driving cross-sell and upsell of additional Blend products, and ensuring successful renewals.
Commercial Roofing Project Manager - Service/Maintenance JobotCommercial Roofing Project Manager - Service/MaintenanceSan Diego, CA$100,000–$150,000 / yearJoin a Premier commercial Roofing repair & maintenance company in Southern California, they specialize in all commercial roofing systems/ specifically coatings & fluid applied systems - primarily focusing on service & Maintenance! 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.
Account Manager - Creator Affiliate - Remote LaterAccount Manager - Creator Affiliate - RemoteSan Diego, CARemote$105,000–$115,000 / yearBy combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
Billing Manager - Digitech SarnovaBilling Manager - DigitechSan Diego, CAAdditional responsibilities include identifying deficiencies within the group and escalating them to the Director, building positive relationships both internally and externally, maintaining Key Performance Indicators (KPIs), and delivering annual reviews with staff, along with corrective actions when necessary. The A/R Management Manager is responsible for directly managing the ARM team and ensuring that outstanding accounts, denials, and appeals are accurate and followed up on in a timely manner to maximize reimbursements.
Construction Estimating Coordinator Pacific Coast Cleaning, Inc.Construction Estimating CoordinatorSan Diego, CA$22–$28 / hourOver the past decade, we’ve developed sparkling relationships with clients by enhancing the appearance, viability, longevity, and overall value of their properties – while always delivering on schedule. Join Pacific Coast Cleaning, Inc. as a Construction Estimating Coordinator, where you'll play a pivotal role in supporting the growth and success of our esteemed company.
Senior Tax Manager JobotSenior Tax ManagerLa Jolla, CA$200,000–$275,000 / 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. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
NewHOA / CID Portfolio Manager JobotHOA / CID Portfolio ManagerSan Diego, CA$75,000–$90,000 / 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. Financial Management: Collaborate with our robust in-house financial department to review monthly financial statements, assist boards with annual budget preparation, oversee reserve studies, and manage capital improvement projects.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCA$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 Services Business Quality Assurance Analyst II - Medicaid Fee For Service MedImpactClient Services Business Quality Assurance Analyst II - Medicaid Fee For ServiceSan Diego, CaliforniaDemonstrated ability to work in a fast paced environment, learn quickly, appear for work on time, follow directions from a supervisor, interact well with co-workers, understand and follow work rules and procedures, comply with corporate policies, goals and objectives, accept constructive criticism, establish goals and objectives, and exhibit initiative and commitment. Must provide adequate support to internal clients; be available for regular interactions and coordination of work with other employees, colleagues, clients, or vendors; as well as be available to facilitate effective decisions through collaboration with stakeholders.
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.
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.
Sr. Client Services Specialist CalPrivate BankSr. Client Services SpecialistCoronado, CAThe Senior Client Service Specialist delivers highly skilled, advanced-level support to clients and internal partners, managing complex transactions, specialized account maintenance, and escalated service needs with precision and professionalism. Their contributions play a critical role in supporting the retention and expansion of client relationships, reinforcing the Bank's commitment to white-glove service and directly influencing the long-term strength and reputation of the organization.
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.
Senior Tax Manager - Private Client Services AndersenSenior Tax 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.
NewSenior Manager - Private Client Services AndersenSenior 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.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)San Diego, CA$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesLa Jolla, CAOur 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. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesLa Jolla, CAOur 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. About 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.
Senior Manager Client Services San Diego Wellness CollaboratiSenior Manager Client ServicesSan DIego, CA$85,000–$100,000These teams manage the referral, authorization, and implementation of Enhanced Care Management (ECM) and Community Supports (CS) housing services for Medi-Cal members, in close coordination with managed care plans (MCPs), community referring parties, and subcontracted service partners. The Senior Manager Client Services serves as the operational right hand to the Director of Business Operations, providing high-touch leadership and day-to-day support to two specialized teams operating within California’s CalAIM framework.
Tax Manager, Private Client Services BDO USA PCTax 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.
Supervisor, Client Services Hologic IncSupervisor, Client ServicesSan Diego, CARole Summary We are seeking a highly strategic and results-driven Senior Global Product Manager to lead the global product strategy, commercialization, and lifecycle management for Hologic's Molecular Instrumentation. 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.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesSan Diego, CA$146,000–$200,000 / yearThe 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. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Client Manager - Retirement Services Marsh McLennanClient Manager - Retirement ServicesSan Diego, CaliforniaAct as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
NewTax Manager, Private Client Services Lead & Mentor Team EisnerAmperTax Manager, Private Client Services Lead & Mentor TeamSan Diego, CAEisnerAmper LLP is seeking a Tax Manager in San Diego to oversee client engagements and manage tax compliance efforts. Responsibilities include reviewing tax returns, developing client relationships, and ensuring the accuracy of completed tasks.
Client Manager - Retirement Services Marsh & McLennan Companies IncClient Manager - Retirement ServicesSan Diego, CA$64,700–$120,400 / yearAct as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
Client Manager - Security Services Allied UniversalClient Manager - Security ServicesSan Diego, CA$75,000–$85,000 / yearUtilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio.
Tax Experienced Staff - Private Client Services (51705) Citrin Cooperman & Company LLPTax Experienced Staff - Private Client Services (51705)San Diego, CAAs a Staff in PCS, you will be responsible for: Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and Partnerships. Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
NewClient Services Representative Triumph Financial IncClient Services RepresentativeSan Diego, CA$19.62–$27.48 / hourA Day in the Life: You'll be at the center of client interactions-reviewing funding submissions, verifying freight loads, resolving disputes, and keeping client accounts running smoothly. Role Summary: Join Triumph as a Client Service Representative, where you'll play a key role in managing client funding requests while delivering top-notch customer service.
Senior Client Services Associate California Wealth TransitionsSenior Client Services AssociateSan Diego, CA$75,000–$90,000This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members. We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience.
Client Service Manager- Water- Orange/San Diego County GHD Group Pty LtdClient Service Manager- Water- Orange/San Diego CountySan Diego, CA$230,000–$280,000 / yearCustomer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements. As a Client Service Manager for Water Clients in Orange & San Diego County, and working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: • Client Relationship Development: Build and maintain strong relationships with municipal clients, including city governments, utilities, and public agencies.
Client Service Manager- Transportation- Orange/San Diego County GHD Group Pty LtdClient Service Manager- Transportation- Orange/San Diego CountySan Diego, CA$230,000–$280,000 / yearCustomer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements. As a Client Service Manager for Transportation Clients in Orange & San Diego County, and working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: • Client Relationship Development: Build and maintain strong relationships with municipal clients, including city governments, utilities, and public agencies.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesSan Diego, CA$136,000–$165,000 / yearA Tax Experienced 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. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSan Diego, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Client Services Officer American Business BankClient Services OfficerSan Diego, CA$28.84–$38.46 / hourAssists customers and staff with routine-related requests such as: inquiries about bank deposit products and service charges, ATM and debit card usage and limits, checking and saving account transactions, fund availability and balances, pay-downs and advances, wires and transfers, stop payments, statements requests, and petty cash orders. Essential Duties: Complies with aspects of the Bank Secrecy Act Compliance Program, specifically with the CIP, CDD, and new CDD Rule requirements; is aware of new account and lending related red flags; effectively communicates and collects information related to requests for information on customer's account activities; and assists with independent, state and federal regulator auditor inquiries.
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.
Client Service Specialist (Accounting Services) Flores Financial Services IncClient Service Specialist (Accounting Services)Santee, CA$26.79–$36.25 / hourFull timeIn this role, you will guide clients through the implementation process, coordinate project milestones, provide training and support, and ensure a seamless transition into ongoing accounting and reconciliation services. We are seeking a detail-oriented, client-focused Client Service Specialist (Accounting Services) to serve as the bridge between our new clients and our Accounting Services team.
Senior Client Service Manager (Water/ Wastewater/ Infrastructure) Brown and Caldwell IncSenior Client Service Manager (Water/ Wastewater/ Infrastructure)San Diego, CA$158,000–$216,000 / yearServe in a leadership capacity within professional organizations or NGOs that enhance our brand presence in the marketplace, foster client relationship-building, and create opportunities to connect with potential teaming partners. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Client Services Representative Triumph Financial ServicesClient Services RepresentativeSan Diego, CaliforniaYou’ll be at the center of client interactions—reviewing funding submissions, verifying freight loads, resolving disputes, and keeping client accounts running smoothly. Every day, you’ll communicate with clients, team members, and management while helping maintain a positive, collaborative work environment that balances customer service and risk management.
Client Services Representative Patenaude & Felix, APCClient Services RepresentativeSan Diego, CAMonitor the Client Services inbox and ensure all client requests are acknowledged and responded to within 24 hours. Patenaude & Felix, APC is seeking a full-time Client Services Representative to join our growing litigation team.
Senior Client Services Representative Cetera Financial Group IncSenior Client Services RepresentativeSan Diego, CA$25–$32.20 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
NewSr. Professional, Client Account Services CotalitySr. Professional, Client Account ServicesSan Diego, CaliforniaRelationship & 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.
Senior Client Service Manager GallagherSenior Client Service ManagerSan Diego, CaliforniaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely , tailored solutions.
NewSenior Tax Advisor - Private Client Services EisnerAmperSenior Tax Advisor - Private Client ServicesSan Diego, CAThis opportunity offers a dynamic work environment and the chance to work with one of the largest accounting firms in the industry, known for its focus on innovation and excellence.#J-18808-Ljbffr. The ideal candidate has a Bachelor's Degree in Accounting, at least 2 years of tax compliance or consulting experience, and is familiar with GoSystems or CCH Axcess software.
Director of IP Client Service Cooley LLPDirector of IP Client ServiceCA$220,000–$270,000 / yearPosition summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service. Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.
Client Service Representative Helen Woodward Animal CenterClient Service RepresentativeRancho Santa Fe, CAPart timeCome join our team as a Client Service Representative within the Adoptions Department at the renowned Helen Woodward Animal Center where people help animals and animals help people. As a Client Services Representative (CSR) in the Adoptions department, you will serve as a primary point of contact for adopters, visitors, and clients.
Junior Analyst - Client Services StepStone Group IncJunior Analyst - Client ServicesLa Jolla, CAFor college graduates looking to gain exposure to the private markets industry while developing strong technical skills in data analytics and business intelligence, this role offers hands-on experience working with Python, Power BI, and data-driven reporting tools. Junior Analysts will build expertise in data collection, validation, and analytics, working closely with internal teams and external stakeholders (including General Partners) to support investment monitoring and reporting efforts.
Registered Client Service Associate Ameriprise Financial IncRegistered 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.