Client Associate

The 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

About 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...

Job 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,...

Accounts 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"...

Be 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...

Client 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...

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

Business 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...

About Us: Stratos Wealth Partners is a leading financial advisory practice dedicated to providing exceptional financial solutions to our clients. We prioritize personalized 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...

**BluePearl Pet Hospital is hiring an extraordinary Client Service Coordinator.** + Are you an excellent customer service professional? + Do your peers turn to you for advice, guidance, comfort, and support? + Are you looking for an opportunity to work with some of the greatest veterinary medicine professionals? If you are seeking an opportunity with a team...

Job DescriptionAt World Insurance Associates, we are seeking a skilled Insurance Client Relationship Manager to join our team. As a key member of our sales team, you will be responsible for identifying and soliciting new business opportunities, as well as maintaining and growing existing client relationships.Key Responsibilities:Identify and pursue new...

Headquartered 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...

Headquartered 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...

Headquartered 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...

Headquartered 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...

Job OverviewAn Accounts Payable (A/P) representative is responsible for weekly invoice review, data processing, and check printing. This position maintains and monitors account balances and prepares month-end reporting. The A/P representative works closely with Community Managers in the weekly processing of invoices, turnover, set-up, and payment of...

Job 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...

Company DescriptionHylton & Associates is a law firm based in Irvine, CA, representing public entities and private companies in personal injury, premises liability, and employment matters. The firm is dedicated to providing high-quality legal services and strategic counsel to clients.Role DescriptionThis is a full-time on-site role for an Associate Attorney...

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...

The Private Wealth Associate is responsible for the execution of all recommendations made for clients as they move through the financial planning process with the Private Wealth Advisor (Lead Advisor). They will also be responsible for providing a high level of client service to enhance the overall client experience. The Private Wealth Associate will be...