Elite Trainer Needed: Take Over Established Mission Valley Client Base - San Diego, CA

This is an opportunity for an independent trainer to step into an established client base and grow their own training business without starting from scratch. · Certified personal trainer (NASM, ACE, NSCA, or equivalent) · ...

The intern will assist the Account Manager in reviewing client insurance programs and maintaining proper records for reporting and audit purposes. This role involves working with clients and prospects to provide best-in-class service and drive growth and retention. · Helps Accoun ...

This role supports Financial Professionals with running their day-to-day Investment practice while enhancing the customer service level and experience. · The successful candidate is a sales assistant holding some licensing that may include Life, Accident & Health Insurance Licens ...

The Intake Specialist performs initial consultations with clients to determine which services best fit their situation. This role involves gathering information assessing client needs ensuring smooth entry into firm driving revenue by delivering highest quality service. · ...

This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. · ...

The ideal candidate will be responsible for advising families on building, preserving and managing their wealth. · Six plus years of work experience in Private Banking or Financial Services developing business with ultra-high net worth and/or high net worth individuals and famili ...

This position performs initial consultations with clients to determine which services best fit their situation. · The Intake Specialist plays a crucial role in driving revenue by delivering high-quality service to clients. ...

The benefits analyst will work directly with client service team to provide high level of client support in response to routine client requests and needs. · Support the Client Service Team with the renewal process. · Gather client census data, current / renewal plan design and ra ...

Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs. · ...

This position provides direct and indirect services to a caseload of culturally diverse individuals and/or families. · Provides case management services including interviewing, assessing, case planning · Manges caseload with an average 13-18 visits per week · ...

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. · The Client Manager will act as the initial point of contact for Clients, Carriers and others on the Client Servi ...

The Account Executive is responsible for the solicitation of new business for the company and recommending the approval of new brokers to the company. This position offers eligibility for incentive compensation. · Add value to the broker client base through thorough knowledge of ...

The Center for Stress and Anxiety Management (CSAM) specializes in anxiety diagnosis and treatment. This full-time clinician will deliver evidence-based interventions, · Cognitive Behavioral Therapy (CBT) · Acceptance and Commitment Therapy (ACT) · ...

This position is responsible for processing and issuing Certificates of Insurance daily · Key responsibilities include administering all aspects of certificates, · processing and issuing certificates accurately based on written requests, · maintaining client files in document man ...

A Chula Vista, California based client is seeking an excellent and compassionate Psychiatrist to join their practice to provide outpatient psychiatric services to all ages in a FQHC facility. · ...

We are looking for a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to excel in a fast-paced and evolving practice. · We will provide white glove level of service to clients, delivering administration of client fi ...

This position will be remote/virtual and will need to be based out of the San Diego County, California area. · ...

We are looking for a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to excel in a fast-paced and evolving practice. · Crest Capital Advisors is an equal opportunity employer. Provide white glove level of service t ...

+Assume responsibility for World Class Client accounts and other accounts as assigned. · Act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates. · +Oversight of ongoing account service act ...