Responsibilities Client Leadership & Service Delivery * Serve as a trusted advisor to clients ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Responsibilities Client Leadership & Service Delivery * Serve as a trusted advisor to clients ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Responsibilities Client Leadership & Service Delivery * Serve as a trusted advisor to clients ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Responsibilities Client Leadership & Service Delivery * Serve as a trusted advisor to clients ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
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Entry Level Client Sales Assistant - FULL TIME
Downey, CA · On-site
$52K - $65K/yr (+ commission)
We are seeking a Entry Level Client Sales Assistant - FULL TIME to join our team! You will resolve customer questions and offer solutions to drive company revenue. This is an in person face to face ...
Quick apply
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Entry Level Client Sales Assistant - FULL TIME
Downey, CA · On-site
$52K - $65K/yr (+ commission)
We are seeking a Entry Level Client Sales Assistant - FULL TIME to join our team! You will resolve customer questions and offer solutions to drive company revenue. This is an in person face to face ...
Client Relationship Associate
Los Angeles, CA · On-site
$60 - $78/hr
Client Relationship Associate Reports to: Sr. Director of Staffing and Operations Status : Exempt ... * Assist advisors with administrative responsibilities, allowing them to focus on delivering ...
Client Relationship Associate
Los Angeles, CA · On-site
$60 - $78/hr
Client Relationship Associate Reports to: Sr. Director of Staffing and Operations Status : Exempt ... * Assist advisors with administrative responsibilities, allowing them to focus on delivering ...
Be Seen First
Entry Level Client Sales Assistant - FULL TIME
Downey, CA · On-site
$52K - $65K/yr (+ commission)
We are seeking a Entry Level Client Sales Assistant - FULL TIME to join our team! You will resolve customer questions and offer solutions to drive company revenue. This is an in person face to face ...
Quick apply
Be Seen First
Entry Level Client Sales Assistant - FULL TIME
Downey, CA · On-site
$52K - $65K/yr (+ commission)
We are seeking a Entry Level Client Sales Assistant - FULL TIME to join our team! You will resolve customer questions and offer solutions to drive company revenue. This is an in person face to face ...
Media Coordinator
Los Angeles, CA · On-site
Pull screenshots for all media placements for proof of performance for the client * Assist with providing production team specification information and following up with questions Tracking/Analysis ...
Media Coordinator
Los Angeles, CA · On-site
Pull screenshots for all media placements for proof of performance for the client * Assist with providing production team specification information and following up with questions Tracking/Analysis ...
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Operations & Client Services Administrative Assistant (Part-Time)
Los Angeles, CA · Remote
$23 - $27/hr
The Operations & Client Services Administrative Assistant serves as a key partner to a growing financial advisory practice focused on helping retirees pursue their financial goals. This position is ...
Quick apply
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Operations & Client Services Administrative Assistant (Part-Time)
Los Angeles, CA · Remote
$23 - $27/hr
The Operations & Client Services Administrative Assistant serves as a key partner to a growing financial advisory practice focused on helping retirees pursue their financial goals. This position is ...
Client Relationship Manager
Glendale, CA · On-site
$70 - $110/hr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Client Relationship Manager
Glendale, CA · On-site
$70 - $110/hr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Client Relationship Manager
Glendale, CA · On-site
$70K - $110K/yr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Client Relationship Manager
Glendale, CA · On-site
$70K - $110K/yr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Client Relationship Manager
Glendale, CA · On-site
$70K - $110K/yr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Quick apply
Client Relationship Manager
Glendale, CA · On-site
$70K - $110K/yr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Collect, organize, and enter critical client information to assist the legal team in preparing customized estate plans * Contribute to team success by actively participating in meetings ...
Quick apply
Collect, organize, and enter critical client information to assist the legal team in preparing customized estate plans * Contribute to team success by actively participating in meetings ...
Client Relationship Manager
Glendale, CA · On-site
$70 - $110/hr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Client Relationship Manager
Glendale, CA · On-site
$70 - $110/hr
Enter and maintain accurate client information within the firm's systems. * Assist with new account applications and other client paperwork. * Support the financial planning process using ...
Client Services Manager
Pasadena, CA · On-site
$71 - $85/hr
Manage clients' requests and ensure service level is in line with bank standards * Assist team in ... Responsible for improve client services experience, create engaged clients and facilitate organic ...
Client Services Manager
Pasadena, CA · On-site
$71 - $85/hr
Manage clients' requests and ensure service level is in line with bank standards * Assist team in ... Responsible for improve client services experience, create engaged clients and facilitate organic ...
SVP, Relationship Manager
El Monte, CA · On-site
$175K - $200K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
SVP, Relationship Manager
El Monte, CA · On-site
$175K - $200K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
VP, Relationship Manager
El Monte, CA · On-site
$123K - $155K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
VP, Relationship Manager
El Monte, CA · On-site
$123K - $155K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
SVP, Relationship Manager
El Monte, CA · On-site
$175K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
SVP, Relationship Manager
El Monte, CA · On-site
$175K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
FVP Portfolio Manager
El Monte, CA · On-site
$142K - $166K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; PM is to manage the client experience of this process.
FVP Portfolio Manager
El Monte, CA · On-site
$142K - $166K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; PM is to manage the client experience of this process.
AVP, Client Service
Los Angeles, CA · On-site
Previous back-office operations or executive/administrative assistant experience, including experience in financial planning and/or the securities industry. * High-touch, direct client experience is ...
AVP, Client Service
Los Angeles, CA · On-site
Previous back-office operations or executive/administrative assistant experience, including experience in financial planning and/or the securities industry. * High-touch, direct client experience is ...
Registered Client Service Associate
Newport Beach, CA · On-site
$34K/yr
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
Registered Client Service Associate
Newport Beach, CA · On-site
$34K/yr
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and ...
FVP/SVP, Relationship Manager
Los Angeles, CA · On-site
$175K - $210K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
FVP/SVP, Relationship Manager
Los Angeles, CA · On-site
$175K - $210K/yr
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
Client Assistant information
What does a client assistant do?
A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.
What are the key skills and qualifications needed to thrive as a client assistant?
To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.
How does a client assistant typically collaborate with other departments to ensure excellent client service?
Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What are the most commonly searched types of Client jobs in Carson, CA?
The most popular types of Client jobs in Carson, CA are:
What cities near Carson, CA are hiring for Client Assistant jobs?
Cities near Carson, CA with the most Client Assistant job openings:
Key responsibilities
Lead client engagements by providing strategic, technical, and operational guidance to clients.
Develop and execute growth plans to expand market presence and identify new service opportunities.
Recruit, mentor, and oversee the performance of engagement teams to foster talent development.
Aprio rating
8.8
Based on 7 frontline employees who took The Breakroom Quiz
6th of 23 rated bookkeepers and accountants
Job description
About Aprio
At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more than just a position - they seek a growth platform where contributions are valued and rewarded.
If you're looking for a collaborative, entrepreneurial firm that provides boundless opportunities to take your practice to the next level, we invite you to... Grow with Aprio.
Position Overview
The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction. Partners act as stewards of the Aprio brand, delivering excellence in client service while driving revenue growth, operational effectiveness, and cross firm collaboration.
Responsibilities
Client Leadership & Service Delivery
Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
Drive exceptional client experiences aligned with Aprio's service standards.
Business Development & Growth
Develop and execute growth plans that expand Aprio's market presence in designated practice areas or industry niches.
Build and maintain strong referral networks, strategic partnerships, and market relationships.
Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
Represent Aprio internally and externally as a leader committed to firm culture and values.
Talent Development & Team Leadership
Recruit, mentor, and develop top talent within the practice area.
Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
Provide performance oversight, career coaching, and succession planning support.
Foster a diverse, inclusive, high trust environment that enables teams to excel.
Qualifications
Required
- 12+ years of experience and demonstrated track record of leadership within a professional services firm.
- Strong technical expertise in the relevant discipline (Client Accounting Services).
- Proven success driving revenue growth, client expansion, and practice development.
- Reputation for exceptional client service, strategic thinking, and collaborative leadership.
- Demonstrated ability to mentor, inspire, and build high performing teams.
- High ethical standards.
- Deep Healthcare industry experience.
- Experience operating in high growth, multilocation, or national firm environments.
- Prior partner or executive leadership experience.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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About Aprio
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Atlanta, GA, US
Year founded
1952