Investor & Attorney
Anaheim, CA · On-site +1
... and client engagement standards. ● Monitor compliance-sensitive activity and recommend corrective action when needed. ● Maintain confidentiality and uphold all applicable professional ...
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Anaheim, CA · On-site +1
... and client engagement standards. ● Monitor compliance-sensitive activity and recommend corrective action when needed. ● Maintain confidentiality and uphold all applicable professional ...
Quick apply
Anaheim, CA · On-site +1
... and client engagement standards. ● Monitor compliance-sensitive activity and recommend corrective action when needed. ● Maintain confidentiality and uphold all applicable professional ...
Be Seen First
Claremont, CA · On-site
$23 - $29/hr
Assess client needs, develop linkage-to-care plans, and monitor client engagement and retention ... Associate's or Bachelor's degree in Public Health, Social Work, Human Services, or a related field ...
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Be Seen First
Claremont, CA · On-site
$23 - $29/hr
Assess client needs, develop linkage-to-care plans, and monitor client engagement and retention ... Associate's or Bachelor's degree in Public Health, Social Work, Human Services, or a related field ...
Irvine, CA · On-site
$115K - $150K/yr
As a Senior Associate, you will be a visible leader, decision maker, and trusted advisor within ... and client engagement. Lead Healthcare Project Delivery * Own the successful delivery of complex ...
Irvine, CA · On-site
$115K - $150K/yr
As a Senior Associate, you will be a visible leader, decision maker, and trusted advisor within ... and client engagement. Lead Healthcare Project Delivery * Own the successful delivery of complex ...
Irvine, CA · On-site
$169K - $220K/yr
Associate Principal or Principal - Education Are you a strategic, relationship-driven leader with a ... Drive and Help Drive Business Development and Client Engagement * Lead marketing and business ...
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Irvine, CA · On-site
$169K - $220K/yr
Associate Principal or Principal - Education Are you a strategic, relationship-driven leader with a ... Drive and Help Drive Business Development and Client Engagement * Lead marketing and business ...
Irvine, CA · On-site
$169K - $220K/yr
Associate Principal or Principal - Education Are you a strategic, relationship-driven leader with a ... Drive and Help Drive Business Development and Client Engagement * Lead marketing and business ...
Irvine, CA · On-site
$169K - $220K/yr
Associate Principal or Principal - Education Are you a strategic, relationship-driven leader with a ... Drive and Help Drive Business Development and Client Engagement * Lead marketing and business ...
$26 - $28/hr
... client engagement, and candidate management. · Track and analyze team performance metrics ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
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$26 - $28/hr
... client engagement, and candidate management. · Track and analyze team performance metrics ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
$26 - $28/hr
... client engagement, and candidate management. · Track and analyze team performance metrics ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Quick apply
$26 - $28/hr
... client engagement, and candidate management. · Track and analyze team performance metrics ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
$26 - $28/hr
... client engagement, and candidate management. · Track and analyze team performance metrics ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Quick apply
$26 - $28/hr
... client engagement, and candidate management. · Track and analyze team performance metrics ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting ... S. with frequent external client engagement. Fast-paced, sales-driven environment requiring ...
At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting ... S. with frequent external client engagement. Fast-paced, sales-driven environment requiring ...
Irvine, CA · On-site
$91K - $115K/yr
Description Associate Portfolio Manager, Franchise Finance Description At Citizens, we're more than ... Strong judgment and discretion in credit decisioning and client engagement. * Effective ...
Irvine, CA · On-site
$91K - $115K/yr
Description Associate Portfolio Manager, Franchise Finance Description At Citizens, we're more than ... Strong judgment and discretion in credit decisioning and client engagement. * Effective ...
About the Role As the Jacques Marie Mage Gallerist, reporting to the Gallery Director, you are a reflection of the brand at the highest level of direct client engagement. The aim is to create an ...
About the Role As the Jacques Marie Mage Gallerist, reporting to the Gallery Director, you are a reflection of the brand at the highest level of direct client engagement. The aim is to create an ...
Irvine, CA · Hybrid
$81K - $109K/yr
Duties and Responsibilities Client Relationship & Plan Development • Client Engagement: Work with ... Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and ...
Irvine, CA · Hybrid
$81K - $109K/yr
Duties and Responsibilities Client Relationship & Plan Development • Client Engagement: Work with ... Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and ...
Irvine, CA · On-site
$90K - $120K/yr
Duties and Responsibilities Client Relationship & Plan Development • Client Engagement: Work with ... Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and ...
Irvine, CA · On-site
$90K - $120K/yr
Duties and Responsibilities Client Relationship & Plan Development • Client Engagement: Work with ... Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and ...
Anaheim, CA · On-site
$75K - $90K/yr
Familiar with marketing, client engagement, and driving business growth * Strong communicator-clear ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Anaheim, CA · On-site
$75K - $90K/yr
Familiar with marketing, client engagement, and driving business growth * Strong communicator-clear ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Irvine, CA · Remote
$150K/yr
Overview: Associate Directors are the most important people at Directive. They are directly ... AsD's are directly responsible for setting the goals for every client engagement in their pod.
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Irvine, CA · Remote
$150K/yr
Overview: Associate Directors are the most important people at Directive. They are directly ... AsD's are directly responsible for setting the goals for every client engagement in their pod.
Irvine, CA · On-site +1
$94K - $110K/yr
Description Experienced Senior Audit Associate Irvine, CA Description Unlock Your Potential ... client responsibilities, and opportunities to take on increasing levels of engagement ownership ...
Irvine, CA · On-site +1
$94K - $110K/yr
Description Experienced Senior Audit Associate Irvine, CA Description Unlock Your Potential ... client responsibilities, and opportunities to take on increasing levels of engagement ownership ...
Irvine, CA · On-site
$94K - $110K/yr
Experienced Senior Audit Associate Irvine, CA Description Unlock Your Potential: EXPERIENCED SENIOR ... client responsibilities, and opportunities to take on increasing levels of engagement ownership ...
Irvine, CA · On-site
$94K - $110K/yr
Experienced Senior Audit Associate Irvine, CA Description Unlock Your Potential: EXPERIENCED SENIOR ... client responsibilities, and opportunities to take on increasing levels of engagement ownership ...
Irvine, CA · On-site
$94K - $110K/yr
Description: Experienced Senior Audit Associate Irvine, CA Description Unlock Your Potential ... client responsibilities, and opportunities to take on increasing levels of engagement ownership ...
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Irvine, CA · On-site
$94K - $110K/yr
Description: Experienced Senior Audit Associate Irvine, CA Description Unlock Your Potential ... client responsibilities, and opportunities to take on increasing levels of engagement ownership ...
Irvine, CA · On-site
$59.25 - $79/hr
... • Client Engagement: Interface with clients to understand technical requirements and provide ... Azure Administrator Associate (AZ-104) is highly preferred. • Progress toward AZ-305 (Solutions ...
Irvine, CA · On-site
$59.25 - $79/hr
... • Client Engagement: Interface with clients to understand technical requirements and provide ... Azure Administrator Associate (AZ-104) is highly preferred. • Progress toward AZ-305 (Solutions ...
Irvine, CA · On-site
$85K - $115K/yr
You will work closely with managers, partners, and client personnel to plan engagements, supervise ... Coordinate audit activities with clients and engagement team members. * Supervise and mentor ...
Irvine, CA · On-site
$85K - $115K/yr
You will work closely with managers, partners, and client personnel to plan engagements, supervise ... Coordinate audit activities with clients and engagement team members. * Supervise and mentor ...
$24K - $28.7K
8% of jobs
$28.7K - $33.4K
8% of jobs
$37.3K is the 25th percentile. Wages below this are outliers.
$33.4K - $38.1K
12% of jobs
$38.1K - $42.8K
13% of jobs
$42.8K - $47.5K
10% of jobs
The median wage is $47.9K / yr.
$47.5K - $52.2K
6% of jobs
$52.2K - $56.9K
18% of jobs
$57.1K is the 75th percentile. Wages above this are outliers.
$56.9K - $61.6K
17% of jobs
$61.6K - $66.2K
6% of jobs
$66.2K - $70.9K
1% of jobs
$70.9K - $75.6K
1% of jobs
$24K
$49K
$75.6K
| Aspect | Client Engagement Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in business, marketing, or related field | High school diploma or equivalent; some roles prefer post-secondary education |
| Work Environment | Office setting, client meetings, account management | Call centers, retail, or online support platforms |
| Employer & Industry Usage | Financial services, consulting, corporate sectors | Retail, telecommunications, hospitality |
| Common Search & Comparison | Focuses on building long-term client relationships and engagement strategies | Primarily addresses customer inquiries and resolves issues |
The main difference is that a Client Engagement Associate concentrates on fostering ongoing relationships and strategic engagement with clients, often in a professional or corporate setting. In contrast, a Customer Service Representative handles immediate customer inquiries and support, typically in retail or call center environments. Both roles require strong communication skills but serve different purposes within their industries.

Contractor
Re-posted 8 days ago
We are seeking an experienced Investor and Attorney to provide contract-based legal oversight, compliance guidance, risk management support, and professional review for services related to debt resolution, fiduciary coordination, client intake, referral relationships, and related legal service operations. This role is ideal for a licensed attorney or compliance professional who can help strengthen ethical practices, documentation standards, consumer-facing communications, and stakeholder confidence.
Engagement Details● Role Type: Contract-based
● Schedule: Flexible or project-based availability may be considered based on business needs and compliance workload
● Location: Remote, hybrid, or local-market engagement depending on business and licensing requirements
● Investment Opportunity: Seeking an investor contribution of $250,000, upon which the investor would receive a 2.5% ownership interest, subject to final contract terms and legal review. Proposal available upon request.
● Engagement Structure: Final structure, scope, ownership participation, buy-in terms, buyout rights, and professional responsibilities will be documented in a written agreement
Key Responsibilities● Provide legal and compliance oversight for debt resolution, fiduciary, intake, referral, and client-facing service workflows.
● Review scripts, marketing language, intake documents, service descriptions, and stakeholder communications to ensure alignment with compliance requirements.
● Advise leadership on regulatory considerations, risk exposure, documentation practices, and ethical service delivery.
● Support development of policies, procedures, training materials, and compliance protocols for sales and operations teams.
● Assist with vendor, referral partner, attorney, fiduciary, and client engagement standards.
● Monitor compliance-sensitive activity and recommend corrective action when needed.
● Maintain confidentiality and uphold all applicable professional responsibility, consumer protection, and legal practice standards.
Ideal Candidate Profile● Licensed attorney in good standing or experienced compliance professional with relevant legal, financial services, consumer protection, fiduciary, or debt resolution experience, including appropriate professional certifications where applicable.
● Strong understanding of compliance-sensitive client communications, ethical sales practices, confidentiality, and documentation controls.
● Demonstrated knowledge of applicable compliance frameworks, consumer protection standards, FDCPA and FCRA compliance requirements, debt resolution regulations, fiduciary obligations, legal ethics, privacy requirements, and documentation best practices.
● Preferred certifications may include compliance, risk management, financial services, fiduciary, legal operations, mediation, or related professional credentials relevant to the scope of services.
● Ability to translate legal and regulatory requirements into practical operational guidance.
● Experience supporting professional services, legal intake, debt resolution, estate, probate, fiduciary, or financial hardship matters is preferred.
● Excellent written communication, judgment, discretion, and attention to detail.
● Comfort working with leadership, sales teams, referral partners, attorneys, fiduciaries, and outside professionals.
Compliance & Professional StandardsThe Attorney / Compliance Officer must maintain applicable licensure, ethical obligations, confidentiality standards, and professional independence. The role requires careful review of communications and service practices to ensure that client-facing activity remains accurate, compliant, and aligned with approved legal and operational guidance.
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