Financial Services Client Partner

**Overview**We are seeking a highly skilled Financial Services Coordinator to join our team at Edelman Financial Engines. As a key member of our Client Services team, you will play a pivotal role in providing exceptional customer service to our clients.**Responsibilities**Coordinate client meetings, including greeting clients and supporting the completion of...

At Edelman Financial Engines, we believe that everyone deserves access to comprehensive financial planning and investment advice. Our team of experts provides personalized guidance to help our clients achieve their goals.**About the Role**We are seeking a highly skilled Client Relationship Manager to join our team. As a key member of our Client Services...

Job Description:As a Financial Services professional, your primary responsibility will be to educate clients and provide financial literacy. You will consult with clients and prospective clients to assess their financial goals, providing quotes and product recommendations. Additionally, you will develop and maintain a client base, seek new prospects through...

Job OverviewWelcome to Shahin Chear State Farm, a leading agency in Costa Mesa, California. Our hybrid remote work environment offers flexibility while maintaining a strong local presence.We are seeking an experienced Licensed Financial Services Representative to join our team. As a key member of our agency, you will help clients achieve financial success...

We are seeking a skilled Retail Client Services Associate to join our team in Costa Mesa. In this role, you will be responsible for managing client relationships, addressing their concerns, and ensuring seamless interactions between clients and our business partners.The ideal candidate should possess strong analytical and problem-solving skills, be able to...

At CCS Facility Services, we're seeking a driven and enthusiastic Account Manager to join our team. As a key member of our sales force, you will be responsible for building and maintaining strong relationships with our clients, promoting our company culture and values, and delivering exceptional customer service.Job Details:You will spend most of your time...

Job Title: Tax AttorneyEstimated Salary: $120,000 - $180,000 per year, depending on experience and qualifications.At Adams & Martin Group, we are partnering with a highly respected provider of specialized tax debt relief solutions to identify a skilled and driven Tax Attorney. This organization is dedicated to helping individuals and businesses overcome...

About the RoleWe are seeking an experienced Senior Financial Manager to join our dynamic team at PT&C Group LLC. In this key position, you will be responsible for providing high-level financial guidance to our clients, including budgeting, cash flow analysis, internal controls, and tax planning. With 5-15 years of professional accounting experience, you will...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team. As a key member of our organization, you will be responsible for providing expert tax guidance and support to our clients.About the RoleThis is an exciting opportunity to work with a dynamic company that values collaboration and fosters a supportive environment. Our client prioritizes...

Are you ready to take on a new challenge as Owner Equity Partner in our North Orange County Territory? City Wide Facility Solutions, a leading provider of building maintenance services, is seeking an experienced leader to drive sales growth, manage daily operations, and implement business strategies to achieve annual targets.Key ResponsibilitiesAs Owner...

We are seeking a highly skilled Client Service Representative to join our team at Olson Superior Plumbing. As a Customer Experience Advocate, you will play a vital role in delivering exceptional customer service, arranging appointments, and communication between our office and field departments.The ideal candidate will have exceptional customer service...

Job DescriptionWe are seeking a visionary leader to serve as the Chief Financial Officer and Administrative Services Director at CLevelCrossing. The ideal candidate will possess a Master's degree from an accredited institution and one year of formal training, internship or leadership experience reasonably related to the administrative assignment.Key...

Join Our Team as a Financial Transaction Processor!We are currently hiring for an experienced A/R Clerk to work with a busy manufacturer in Costa Mesa, CA.About the Role:This is an excellent opportunity for an experienced accountant to join our team and utilize their skills to process financial transactions accurately and efficiently.The successful candidate...

About Zero Impact EnergyWe are a full-service renewable energy provider offering a range of products and services to commercial and enterprise clients. Our company has been experiencing tremendous growth in various areas, including EV Charging solutions, Fleet Electrification, Solar Microgrids, Energy storage, Hydroponic farming, and Rain Water/Grey Water...

Job OverviewThis Senior Credit Analyst position supports the management activities and growth efforts of the Asset Based Lending (ABL) credit portfolio.About the RoleThe individual will directly support and assist the Portfolio Manager(s) and Relationship Manager(s) in:All activities required of sound portfolio managementThe underwriting of credit...

Company OverviewLunna Loans LLC is a leading provider of personal loan options. Our mission is to empower individuals to achieve their financial goals by offering flexible and competitive loan solutions.We are seeking highly motivated and results-driven individuals to join our sales team as Inside Sales Representatives. As a key member of our team, you will...

CSS Facility Services is a leading provider of janitorial and facility engineering services, seeking an Account Manager to join our team. As a key member of our sales force, you will be responsible for building and maintaining strong relationships with our clients, promoting our company culture and values, and delivering exceptional customer...

About the RolePACWEST Security Services is seeking highly motivated and dedicated individuals to join our team as Security Officers. As a Security Officer, you will be responsible for ensuring the safety and security of clients and employees in various settings.This role requires excellent communication and interpersonal skills, as well as the ability to...

About the Job:We are seeking an experienced Collections Representative to join our team at BENRICH SERVICE COMPANY INC. This full-time position involves reviewing accounts receivable reports, identifying past due invoices, and communicating with customers to resolve outstanding debts. The successful candidate will have strong analytical and problem-solving...

About UsAt Vertical Four Inc, we value our employees and strive to create a positive and supportive work environment.Job DescriptionWe are seeking a Receptionist/Budtender to join our team and provide exceptional customer service and support to our clients.ResponsibilitiesThe successful candidate will be responsible for:Providing exceptional customer...