Associate Client Manager, Retirement
2 weeks ago
PERCENTAGE OF TIME PER PRIMARYRESPONSIBILITY:Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines (50%) - Pitch decks - Investment reviews - Plan reviews. Update and generate weekly Wealth Advisor, Manager, Associate, Retirement, Advisor, Wealth, Retail
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Client Associate
4 weeks ago
Irvine, United States Ultimate Staffing Full timeThe Client Manager will provide project management and administrative support to clients, focusing on building strong relationships and ensuring satisfaction. They act as the main point of contact between the company and clients, handling communicati Client Associate, Business Operations, Associate, Project Management, Client Relations, Customer Service,...
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Client Associate
7 months ago
Irvine, United States Pacific Premier Full timeThe Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams. Client Associate, Associate, Customer Service, Retail, Banking
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Client Manager
4 months ago
Irvine, United States Gallagher Full timeIntroduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
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Client Associate
1 month ago
Irvine, California, United States Pacific Premier Full timeJob SummaryThe Client Associate is a key role at Pacific Premier, responsible for delivering exceptional customer service to our customers and internal teams. This position requires a strong ability to prioritize tasks, make informed decisions, and provide technical assistance to customers.Key ResponsibilitiesProvide exceptional customer service via phone,...
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Irvine, California, United States FirstService Residential Full timeAccounts Payable Special Projects AssociateAn Accounts Payable (A/P) Special Projects Associate is responsible for supporting the Client Accounts Payable department in various capacities. Key responsibilities include assisting internal and external clients with questions or problems associated with vendor invoices found in the duplicate, image, "ship to"...
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Client Service Associate
1 month ago
Irvine, United States Stratos Wealth Partners Full timeAbout Us:Stratos Wealth Partners is a leading financial advisory practice dedicated to providing personalized financial solutions to our clients. We prioritize exceptional service and strive to build lasting relationships based on trust and integrity.Position Overview:We are seeking a dedicated and detail-oriented Client Service Associate to join our dynamic...
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Senior Client Manager
4 months ago
Irvine, United States Gallagher Full timeIntroduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...
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Client Support Associate I
5 months ago
Irvine, United States Weedmaps Full timeClient Support Associate (Onsite - 5 days per week onsite in Irvine, CA) Overview: The Client Support Associate I will provide administrative and technical support to the internal sales team and clients. This role will diagnose and resolve technical issues with our product suite and our third party partners; escalating to our support layers, including the...
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Client Service Associate, Middle Market Banking
6 months ago
Irvine, United States JPMorgan Chase & Co. Full timeBe a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership...
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Irvine, California, United States ApTask Full timeAbout the Role:The Senior Business Analyst will work with key client stakeholders to analyze requirements and conduct due diligence to assess, enhance, and improve their business processes, IT systems, and applications related to US Retirement Plan Administration.Responsibilities include:Partnering with clients to understand their business needs and...
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Client Success Manager
4 weeks ago
Irvine, California, United States Right Click Inc Full timeJob Title: Client Success SpecialistAt Right Click Inc, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.Job Summary:The Client Success Specialist plays a...
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Client Manager
4 days ago
Irvine, United States T&M Associates Full timeJob DescriptionJob DescriptionT&M Associates is currently seeking a highly motivated professional to expand our national Water Practice in our West Coast market. This position offers a hybrid work arrangement, combining remote work with in-office collaboration The successful candidate will be a self-starter, capable of creating and implementing a successful...
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Client Success
2 weeks ago
Irvine, United States Ultimate Staffing Services Full timeJob DescriptionJob DescriptionUltimate Staffing is seeking a Client Success - Work Order Manager to join a growing Construction company in Irvine. This is a direct hire role paying $76,0000- $80,000 annuallyHours: M-F 8am- 5pm or 7am- 4pm - onsite, however may change as business needs changeON CALL once every 12 weeks- Additional pay for rotating on-call...
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Community Association Manager
4 weeks ago
Irvine, California, United States FirstService Residential Full timeJob OverviewA Community Manager at FirstService Residential is responsible for managing all aspects of community associations, acting as an advisor to the Board of Directors, homeowners, and vendors. This role requires independent judgment and discretion when advising directors, instructing vendors, and verifying work completed.Key ResponsibilitiesFinancial...
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Senior Technical Environmental Client Manager
1 month ago
Irvine, California, United States T&M Associates Full timeJob OpportunityT&M Associates is seeking a highly motivated professional to expand our national Environmental Practice in the West Coast market. This position offers a hybrid work arrangement, combining remote work with in-office collaboration.Key ResponsibilitiesFocus on Environmental Practice growth and collaboration between multiple operations nationally,...
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Global Executive
1 month ago
Irvine, California, United States KPMG Full timeBusiness Title: Global Executive & Private Client Group Senior AssociateRequisition Number:Function: Tax ServicesArea of Interest:State:CACity: IrvineDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive...
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Community Association Manager
1 month ago
Irvine, California, United States Action Property Management Full timeJob SummaryAction Property Management is seeking a highly skilled Community Manager to join our Orange County portfolio team. As a Community Manager, you will be responsible for managing a portfolio of associations, ensuring the highest level of professionalism and integrity in all interactions with board members and homeowners. Your primary goal will be to...
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Client Ambassador
2 weeks ago
Irvine, United States EBizCharge Full timeHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...
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Client Ambassador
4 weeks ago
Irvine, United States EBizCharge Full timeHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...
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Client Ambassador
2 weeks ago
Irvine, United States EBizCharge Full timeHeadquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...