180 client centered services opportunities in San Diego updated today
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· Page 1 / 9We are seeking an experienced, polished, and highly organized Client Services Associate to join our growing wealth management practice. This role will serve as a key partner to the advisor and play an essential part in delivering an exceptional client experience. This is not an entry-level administr
Axos BankAxos Bank Target Range: $66,560.00/Yr. - $71,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Re
🚀 Help Brands Win on Amazon - and Love Where You Work 📍 Role: Director of Client Services, eCommerce 📍 Location: San Diego, CA 92101 (Onsite at Symphony Towers) 💰 Compensation Range: $150,000-$225,000 DOE At Luminize , we help brands win, and as one of the top 5 Amazon sellers in the US, we’re l
Exemption Status United States of America (Exempt) $83,426 - $114,712 - $145,997 “Pay scale information is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any selected candidate or employee, which is always dependent on actual experience, e
HR Services Manager Location:10095 Mission Gorge Rd Santee, CA. 92071 Work Model: Office-Based/Partial Hybrid Opportunities Company: FLORES Financial Services Salary: $71,452.91 – $96,671.58 Lead HR. Drive Impact. Elevate Client Experience. At FLORES, we don't just "do HR"-we partner with organizati
Overview The Facilities Manager ensures all tax preparation offices are safe, secure, compliant, and fully operational to support both peak tax season filing and off-season services , including tax planning, prior-year return reviews, and ongoing client consultations. This role oversees facilities f
Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork,
Non-Exempt Job Summary: The Client Engagement Coordinator handles inbound service reservation calls, confirms service reservations, performs outbound follow-up calls as needed. Essential Functions: Answer inbound calls promptly and professionally, focusing on providing excellent client experience th
Tax & Financial GroupJoin Our Team as a Client Services Coordinator We are a thriving comprehensive financial services firm and have been dedicated to empowering clients toward long-term financial security for 55 years. As a member of our team, you’ll play a crucial role in this mission, by supporting our financial advi
Job Title: Client Services Onboarding Specialist I Location: Carmel Valley What you'll do: As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division. You
Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global f
Acumen LLCABOUT THE COMPANY Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great
Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as
Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. 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 peop
A financial services organization in San Diego is seeking a Financial Consultant to build client relationships and drive sales. Recent graduates and those with sales experience are encouraged to apply. This role offers a comprehensive mentorship program with experienced advisors and the opportunity
Assistant Vice President, Client Services About the Company Prestigious provider of risk & claims management services Industry Insurance Type Privately Held Founded 1962 Employees ,000 Categories Commercial Insurance Insurance Property Insurance Risk Management Non-Profit & Philanthropy Consulting &
Tax Senior Manager, Private Client & Family Office Services The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group. This position is tasked with assisting with building a robust PCS-FOS practice. The PCS-FOS Senior Manager is responsible f
FLORESHR Services Manager Location: 10095 Mission Gorge Rd Santee, CA. 92071 Work Model: Office-Based/Partial Hybrid Opportunities Company: FLORES Financial Services Salary: $71,452.91 – $96,671.58 Lead HR. Drive Impact. Elevate Client Experience. At FLORES, we don\u2019t just "do HR" - we partner with or
Assistant Vice President, Client Services About the Company Prestigious provider of risk & claims management services Industry Insurance Type Privately Held Founded 1962 Employees 5001-10,000 Categories Commercial Insurance Insurance Property Insurance Risk Management Non-Profit & Philanthropy Consu
Description About the Company Our client, a reputable and growing insurance firm, is seeking a Client Service Associate to join their team. This organization prides itself on delivering exceptional customer service and tailored insurance solutions to individuals and businesses. Position Overview The
MAMA'S KITCHEN*Opportunity**: Client Services Coordinator *FLSA**: Non-Exempt *Full time:** 40 hours/week *Hourly rate:** $20.00 per hour *Benefits:** Medical, Dental, Vision (with employer contribution), Flex, Life, 401k w/ match. Generous time-off & 12 paid holidays. *Supervisor:** Director of Client Servic
As a Client Services Representative, you will work with individuals and families to help them build financial security through education, planning, and protection strategies. This is an entry-level position with structured training and mentorship provided. You will learn how to guide clients through
Client Services Supervisor (Adoptions) Full Time, (Various days and hours, weekends/holidays as needed) Schedule: Sunday - Thursday Salary: $20 - $22 an hour Do you have a passion for helping animals find forever homes and possess supervisory and great customer service skills? Come join our Adoption
Center PointDescription As a Client Services Representative, you will work with individuals and families to help them build financial security through education, planning, and protection strategies. This is an entry-level position with structured training and mentorship provided. You will learn how to guide cli
#### **Client Service Lead** **San Diego, CA | On-site role** The Client Service Lead is responsible for delivering high-quality account management services to CULA’s credit union clients while providing day-to-day leadership, guidance, and operational support to the Client Service team and the Tota
Client Service Coordinator This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference
Position Type: RegularWe believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be
Global TekMed Holdings is dedicated to simplifying the intricate processes faced by Veterans through innovative technology and exceptional service. We take pride in honoring all Veterans by providing an unparalleled client experience and acting as their reliable partner in navigating complex procedu
$81,000 – $130,000/year
Estimation confidence: Low
Estimate based on market data for San Diego. Actual salaries may vary depending on experience, company, and area.
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