NewHousing Case Manager MENTAL HEALTH SYSTEMS INCHousing Case ManagerSan Diego, CAProvide case consultation, crisis intervention, discharge placement, and targeted case management services to assist clients in meeting basic needs and housing needs. Work with community organizations, government agencies and property owners to secure living arrangements, negotiate rents, deposits, and move-in terms on behalf of clients.
NewCase Manager I St. Vincent De Paul VillageCase Manager ISan Diego, CA$21.82–$24.56 / hourTwo years of full-time experience demonstrating reliability, adherence to guidelines, teamwork, and providing professional support to clients or community members, preferably in case management, social services, or similar environment. Our Rapid Re-Housing program helps people exit homelessness quickly by connecting them to permanent housing and providing short-term financial assistance and supportive services.
NewCase Manager Housing MENTAL HEALTH SYSTEMS INCCase Manager HousingEscondido, CAProvide case consultation, crisis intervention, discharge placement, and targeted case management services to assist clients in meeting basic needs and housing needs. Work with community organizations, government agencies and property owners to secure living arrangements, negotiate rents, deposits, and move-in terms on behalf of clients.
NewSenior Associate - Wealth Planning Specialist ASPIRIANT LLCSenior Associate - Wealth Planning SpecialistSan Diego, CARather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.
NewAccount Manager (Commercial Landscaping) LandCareAccount Manager (Commercial Landscaping)Escondido, CA$75,000–$100,000 / yearThis position is a high-impact role, working closely with the Branch Manager, Production Manager, and production teams to create and maintain meaningful client relationships. Participate in, organize, and lead networking events to foster relationships with potential and existing customers as both a leader in the industry and a representative of LandCare.
Client Services Specialist/Senior Client Services Specialist Aldrich CPAs + Advisors LLPClient Services Specialist/Senior Client Services SpecialistCarlsbad, CA$36.05–$45.67 / hourAldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
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.
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 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.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)La Jolla, CA$150,000–$210,000 / 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. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Senior Associate, Client Services - Reporting & Analytics StepStone Group Inc.Senior Associate, Client Services - Reporting & AnalyticsLa 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 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.
New2027 Tax Staff I - Private Client Services (PCS) EisnerAmper2027 Tax Staff I - Private Client Services (PCS)La Jolla, CaliforniaOur 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. 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.
Tax Partner - Private Client Services (Pcs) EisnerAmperTax Partner - Private Client Services (Pcs)La Jolla, 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.
Client Manager - Security Services Allied UniversalClient Manager - Security ServicesSan Diego, California$75,000–$85,000 / yearFull timeUtilize 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. Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction.
Client Manager - Retirement Services Marsh McLennanClient Manager - Retirement ServicesSan Diego, California$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. The applicable base salary range for this role is $64,700 to $120,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.
Retirement Services Client Manager Marsh McLennanRetirement Services Client ManagerSan 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.
Senior Client Services Specialist, Family Office Aldrich CPAs + Advisors LLPSenior Client Services Specialist, Family OfficeCarlsbad, CARemote$75,000–$105,000 / yearAs an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance.
Tax Director - Private Client Services BPMTax Director - Private Client ServicesSan Diego, CA$180,000–$220,000 / yearWell-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values.
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.