Client Services Representative

91017 Monrovia, California letsgetchecked.com

Posted 1 day ago

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Job Description

LetsGetChecked is a global healthcare solutions company that provides the tools to manage health from home through health testing, virtual care, genetic sequencing, and medication delivery for a wide range of health and wellness conditions. LetsGetChecked's end-to-end model includes manufacturing, logistics, lab analysis, physician support, and prescription fulfillment. Founded in 2015 and co-headquartered in Dublin and Atlanta, LetsGetChecked empowers people to take control of their health and live longer, happier lives.As a Client Services Representative at LetsGetChecked, you'll be at the forefront of our client experience, playing a crucial role in delivering exceptional customer service and support. You'll serve as the primary point of contact for our clients, guiding them through our services, addressing their inquiries, and ensuring a positive and seamless journey with our health testing solutions. Your empathy, problem-solving skills, and commitment to client satisfaction will be key to helping individuals achieve their health and wellness goals.Key ResponsibilitiesClient Support: Provide friendly, professional, and empathetic assistance to clients across various channels, including phone, email, and live chat. Address a wide range of inquiries, concerns, and requests related to health testing, results, and logistical matters.Product Knowledge: Develop and maintain a comprehensive understanding of LetsGetChecked's diverse health testing products and services. Educate clients on test options, procedures, and assist them in interpreting their results.Order Processing: Guide clients through the order placement process, assist with scheduling tests, and ensure accurate and timely order processing and shipment tracking.Problem Resolution: Proactively investigate and effectively resolve client issues and concerns in a timely manner. Collaborate seamlessly with other internal departments to find solutions for more complex client cases.Client Communication: Deliver clear, concise, and timely communication regarding test results, delivery times, and any other relevant information. Follow up with clients to confirm their needs have been met and issues have been fully resolved.Quality Assurance: Actively participate in maintaining and continuously improving the quality of our client service operations. Identify opportunities for process enhancements and provide constructive feedback to management.Documentation & Reporting: Maintain accurate, detailed, and organized records of all client interactions and cases within our systems. Generate regular reports and share valuable insights with the Client Services Manager to support continuous improvement.Client Feedback: Collect and relay client feedback to the relevant internal teams, including product development, marketing, and quality control. Help identify emerging trends and areas for improvement based on client insights.QualificationsHigh school diploma or equivalent; additional education or certifications in client services, healthcare, or a related field is a strong plus.Proven experience in a client services, customer support, or similar role, preferably in a fast-paced environment.Exceptional communication and interpersonal skills, with a genuine customer-centric approach that prioritizes client needs.Strong problem-solving and conflict-resolution abilities, with a knack for de-escalating situations and finding effective solutions.Highly detail-oriented with the ability to effectively manage multiple tasks, prioritize, and meet deadlines.Familiarity with CRM systems and client support software is an advantage.A strong sense of empathy and a genuine desire to help clients achieve their health and wellness goals.Benefits: Alongside an hourly rate of $19 - $21, we offer a range of benefits including: Health, dental & vision insurance401k Matching contributionEmployee Assistance ProgrammeAnnual Compensation ReviewsFlexible PTO Policy and 3 paid volunteer days per yearFree monthly LetsGetChecked tests as we are not only focused on the well being of our patients but also the well being of our teamsA referral bonus programme to reward you for helping us hire the best talentInternal Opportunities and Careers Clinics to help you progress your careerMaternity, Paternity, Parental and Wedding leave#LI-EF1 #LI-OnsiteWhy LetsGetCheckedAt LetsGetChecked, we are revolutionizing healthcare by making it more accessible, convenient, and personalized. Our mission is to empower individuals with the knowledge and tools they need to manage their health proactively, so they can live longer, happier lives.By joining our team, you will be part of a dynamic and innovative company that is dedicated to improving lives through cutting-edge technology and compassionate care. We value our employees and invest in their growth, offering opportunities for professional development and career advancement. Together, we can make a meaningful impact on the future of healthcare and help people take control of their health journey. Join us in our commitment to transforming healthcare for the better.Our Commitment to Diversity, Equity, and InclusionAt LetsGetChecked, we are committed to fostering an inclusive environment that celebrates diversity in all its forms. We believe that the diversity of thought, background, and experience strengthens our teams and drives innovation. We are an equal-opportunity employer and do not discriminate on the basis of race, ethnicity, religion, color, place of birth, sex, gender identity or expression, sexual orientation, age, marital status, military service status, or disability status. Our goal is to ensure that everyone feels valued and empowered to thrive.To learn more about LetsGetChecked and our mission to help people live longer, healthier lives please visit

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Client Services Associate

90079 Los Angeles, California The TCW Group

Posted 2 days ago

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Position Summary

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties

  • Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience.
Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment.
Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations.
Desired Qualifications
  • Series 7 and 63
  • Prior experience in alternative investments client service, investor relations, or fundraising.
  • Familiarity with alternative investment platforms or CRM systems.


Estimated Compensation:

Base Salary: For CA based positions, the base salary range is $80k - $95k . This represents base salary range only.

Other Compensation : In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits: Eligible for TCW's comprehensive benefits package. See more information here.

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Client Services Consultant

90079 Los Angeles, California Dragonflyhealth

Posted 2 days ago

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Job Description

Join to apply for the Client Services Consultant role at Dragonfly Health 1 week ago Be among the first 25 applicants Join to apply for the Client Services Consultant role at Dragonfly Health Get AI-powered advice on this job and more exclusive features. Description Dragonfly Health - A great place to land Dragonfly Health is the leading care-at-home data, technology and service platform, and the industry’s first scale durable medical equipment (DME) and pharmacy solution. Built on a 20-year history, Dragonfly Health uses advanced technology and robust analytics to manage DME and pharmaceutical services as part of a single, efficient solution for caregivers, patients, and their families. We serve over 145,000 patients every day in all 50 states. Job Details Description Dragonfly Health - A great place to land Dragonfly Health is the leading care-at-home data, technology and service platform, and the industry’s first scale durable medical equipment (DME) and pharmacy solution. Built on a 20-year history, Dragonfly Health uses advanced technology and robust analytics to manage DME and pharmaceutical services as part of a single, efficient solution for caregivers, patients, and their families. We serve over 145,000 patients every day in all 50 states. Here, you are an integral part of a team that is transforming the future of hospice and post-acute healthcare. This is where innovation, collaboration and compassion thrive, allowing us to carry out our work at the highest level to serve our patients at a time in their life when they need us most. We offer a dynamic and inclusive workplace where you'll have the unique opportunity to shape the future of healthcare alongside a passionate and talented team. We believe in empowering our employees to grow both personally and professionally, providing ample opportunities for career advancement, continuous learning, and skill development. Dragonfly Health is our name for a reason. The dragonfly is symbolic of the transformational impact we’re making on the industry, our people, and the lives we touch. We are a guiding force for what’s ahead, delivering more than equipment and medications, but also comfort and peace of mind. We are agile and adaptable, able to quickly and easily pivot from one point to the next, ready for whatever situation or patient need that arises. What We Offer Whatever it takes. Wherever it takes us. Competitive Pay Comprehensive Benefits Package (Health, Dental, Vision, PTO, Sick Time, 401k w/match, etc.) Growth Opportunity and Career Advancement Agile and Adaptable team culture Innovative and revolutionary technology solutions A higher calling to provide quality patient care See how Dragonfly Health is transforming the world of hospice and post-acute care. What You Will Do Build and maintain client relationships through calls, emails, and in-person meetings while documenting interactions in CRM. Attend conferences and client meetings to strengthen relationships and generate leads for prospective clients. Manage client contracts, ensuring renewals and agreements align with company goals and client needs. Collaborate with internal teams to support smooth client implementation and provide ongoing education. Monitor client progress, claims, and provider interactions, offering insights and recommendations for improvement. What We Look For Education: Bachelor’s degree in Marketing, Finance, Business, Healthcare, or a related field. Experience: At least one year in sales or account management; 3-4 years preferred. Hospice, healthcare, or DME industry experience is strongly preferred. Sales & Client Management: Strong knowledge of sales communication techniques, value-based selling, and account management. Project & Training Experience: Experience managing projects from inception to implementation and conducting training sessions preferred. Industry Knowledge: Familiarity with hospice, PACE, SNF, and durable medical equipment operations. Skills: Excellent communication, presentation, and interpersonal skills; strong time management and organizational abilities. Work Environment: Ability to work independently from a home or corporate office to achieve objectives. Why Client Service Consultants are important This position is crucial for building and maintaining strong client relationships , ensuring exceptional service delivery, and driving business growth. By acting as a key liaison between the company and its clients, this role helps identify customer needs, provide tailored solutions, and enhance overall satisfaction. Additionally, it supports sales efforts, account management, and client training , ensuring smooth implementation and ongoing success. With expertise in healthcare, hospice, and durable medical equipment, this position plays a vital role in optimizing operations , driving revenue, and fostering long-term partnerships . Let's soar together Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Hospitals and Health Care, Non-profit Organizations, and Government Administration Referrals increase your chances of interviewing at Dragonfly Health by 2x Get notified about new Client Services Consultant jobs in Louisiana, United States . Customer Service Representative - Remote New Orleans, LA $31,824.00-$5,968.00 1 month ago Reservationist/Customer Service - Remote Gameday Customer Service Representative (part-time, seasonal) New Orleans, LA 52,500.00- 71,250.00 1 month ago Customer Relations Representative - State Farm Agent Team Member Remote Customer Service Agent - Travel Department Absence Customer Experience Specialist - Louisiana Customer Experience Specialist II - Bilingual Customer Relations Representative - State Farm Agent Team Member Work From Home - Client Services Representative We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Client Services Coordinator

90079 Los Angeles, California Confidential Jobs

Posted 2 days ago

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Job Description

Role: Client Services Coordinator

Company: Confidential | Leading Innovative Global Real Estate Firm

Supporting : Property Management Team

Location: Playa Vista, CA (Onsite)

Schedule: MondayFriday, 9:00 AM5:00 PM

Employment Type: Temp-to-Hire

Compensation: $25$0/hour (Temp) | Salary target: 70K 75K (Full-Time)

Key Responsibilities:

  • Provide general administrative support and assist with office operations
  • Maintain accurate records and update spreadsheets and systems
  • Communicate with vendors and support billing inquiries
  • Help ensure timely processing of financial tasks
  • Assist with office upkeep, supply ordering, and occasional reception support

Qualifications:

  • Bachelors degree required
  • 24 years of experience in office administration, accounts payable, or related roles
  • Strong organizational skills and attention to detail
  • Comfortable working with numbers and financial processes
  • Excellent communication skills and ability to work independently
  • Experience in property management or commercial real estate is a plus but not required

About Us:

Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here:

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Coordinator, Audits & Client Services

90079 Los Angeles, California Warner Music

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Job Description:

At Warner Music Group, we're a global collective of music makers and music lovers, tech innovators and inspired entrepreneurs, game-changing creatives and passionate team members. Here, we turn dreams into stardom and audiences into fans. We are guided by three core values that underpin everything we do across all our diverse businesses:

? Curiosity: We do our best work when we're immersing ourselves in culture and breaking through barriers. Curiosity is the driving force behind creativity and ingenuity. It fuels innovation, and innovation is the key to our future.

? Collaboration: Making music and bringing it to the world is all about the power of originality amplified by teamwork. A great idea, like a great song, travels globally. We ignite passions and build connections across our diverse community of artists, songwriters, partners, and fans.

? Commitment: We pursue excellence for our team and our talent. Everything in music starts with a leap into the unknown, and we're committed to keeping the faith, acting with integrity, and delivering on our promises.

WMG is home to a wide range of artists, musicians, and songwriters that fuel our success. That is why we are committed to creating a work environment that actively values, appreciates, and respects everyone. We encourage applications from people with a wide variety of backgrounds and experiences.

Consider a career at WMG and get the best of both worlds - an innovative global music company that retains the creative spirit of a nimble independent.

Job Title: Coordinator, Audits & Client Services

A little bit about our team:

Audits & Client Services is an inter-departmental discipline that touches royalties, copyright, mechanical licensing, income tracking, finance and business and legal affairs, interacting with co-workers at all levels, in order to best serve Warner Chappell's writers. The broad scope of work offers a fantastic opportunity to learn about all aspects of music publishing. This team is small but is entrusted and relied upon by executives to complete important and sensitive work. As half the department, the Coordinator will be expected, in time, to perform audit analysis autonomously and make meaningful, substantive contributions.

Your role:

  • This role provides meaningful exposure to all aspects of the business, making it an ideal training ground for a career in publishing.

Here you'll get to:

  • Research audit claims and assist in preparation of audit responses.

  • Help conceive, create and distribute reports and analyses to clients/writers.

  • Plan and schedule fieldwork and liaise with external auditors during fieldwork.

  • Coordinate multiple open projects simultaneously with varying deadlines

  • Collaborate internally with multiple departments in order to solve claims

  • Be an essential part of a small team.

  • Have the ability to safeguard confidential and proprietary information.

About you:

  • Experience using Microsoft Excel and Google Workspace

  • Excellent critical thinking skills.

  • Skills to analyze, extract & manipulate data from high volume data files

  • Strong reading comprehension, verbal and writing skills.

  • Can effectively communicate internally and/or externally in a manner consistent with the company's Code of Conduct and core values.

We'd love it if you also had:

  • You have a love of healthy, professional debate.

  • You have a drive to find answers to challenging problems.

  • You have pride in a job well done.

  • You have an affinity for math and logic.

  • Read and understand materials and documents and have the ability to recognize and extract critical data and information.

  • Work at and utilize all necessary functions of a computer in order to complete all the essential duties and responsibilities of the position.

  • At least one (1) year of experience in audits, royalties, accounting, or finance.

  • Familiarity with Power Query, Alteryx and Tableau.

  • Basic understanding of music publishing.

About us:

At Warner Chappell Music (WCM), we shape the culture of songwriting and champion songs that resonate for generations by creating transformational opportunities for songwriters everywhere. Our people and culture are at the epicenter of our company, and we are looking for team members who share our service-oriented mindset and have a passion for looking after our songwriters.

As the global music publishing arm of Warner Music Group (WMG), we're a collective band of music lovers, innovative connectors, and relentless supporters of our songwriters and catalog of iconic works. We lead with curiosity, collaborate across departments, borders, languages, and genres, and we're committed to delivering on the promises we make to each other and to our songwriters.

As the home to 10K Projects, Asylum, Atlantic Music Group, East West, FFRR, Fueled by Ramen, Nonesuch, Parlophone, Rhino, Roadrunner, Sire, Warner Records, Warner Classics, and several other of the world's premier recording labels, Warner Music Group champions emerging artists and global superstars alike. And our renowned publishing company, Warner Chappell Music, represents genre-spanning songwriters and producers through a catalogue of more than one million copyrights worldwide. Warner Music Group is also home to ADA, which supports the independent community, as well as artist services division WMX. In addition, WMG counts film and television storytelling powerhouse Warner Music Entertainment among its many brands.

Together, we are Warner Music Group: Independent Minds. Major Sound.

Love this job and want to apply?

Click the "Apply" link at the top of the page, or apply directly with your LinkedIn. Applying with LinkedIn will import all of the information you put in your profile, but will still allow you to upload a resume and cover letter.

Don't be discouraged if you don't hear from us right away. We're taking our time to review all resumes, and to find the best people for WMG.

Thanks for your interest in working for WMG. We love it here, and think you will, too.

#LI-Onsite

This position will require being in the office 4 days a week. We believe that an in-office presence is critical for talent development, collaboration and building strong relationships.

Salary Range

$22.00-$25.65/hour

Salary ranges are included for job postings where required by law. The actual base pay is dependent upon many factors, such as work experience and business needs. The pay range is subject to change at any time dependent on a variety of internal and external factors.

Warner Music Group is an Equal Opportunity Employer.

Links to relevant documents:

2025 Benefits At A Glance final.pdf (

EVerify Participation Poster.pdf

Right To Work .pdf (

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Rep., Client Services (CPD)

90806 Long Beach, California The ODP Corporation

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Job Description

**Overview**
Responsibilities
The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as: order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. This person is responsible to resolve all basic internal and external customer issues as well as identifying add-on business opportunities. The CSR will act as liaison between external customer and internal organization and will work to gather and compile customer database and follow-up information.
Qualifications
Associate's degree or equivalent experience and minimum 1-2 years' experience.
Other Information
+ Must possess the ability to effectively work as a team member in a professional work environment; must demonstrate sound judgment.
+ Must be able to plan, prioritize and implement detailed instructions in a timely and efficient manner with exceptional organizational skills.
+ Must possess the ability to listen actively, analyze customer and employee needs through effective communication and listening skills.
+ Must be detail-oriented, with the ability to quickly organize, multi-task and process paperwork in a fast-paced environment.
Equal Employment Opportunity
Office Depot and OfficeMax is committed to providing equal employment opportunities in all employment practices. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, lactation and related medical conditions), gender (including gender identity and expression), ancestry, national origin, citizenship status, marital status (including registered domestic partnership status), age, physical or mental disability, medical condition, genetic information, military and veteran status, sexual orientation or any other characteristic protected by federal, state or local law.
We will consider for employment qualified applicants with arrest and conviction records.
How to Apply
Click the Apply Now button and follow the instructions on each page. When you have completed the application, click the submit button.
Pay, Benefits & Work Schedule: The salary range for this role is 15.20 to 25.84, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
Office Depot and OfficeMax offers competitive salaries, a benefits package, which includes a 401(k) and more, along with plenty of opportunity to move and grow within our organization! For immediate consideration for this exciting position, please click the Apply Now button.
Fair Chance Ordinance
We will consider for employment qualified applicants with arrest and conviction records. City & County of San Francisco Fair Chance Ordinance ( 93419
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Client Services Specialist I

91734 El Monte, California FULGENT THERAPEUTICS LLC

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Job Description

Job Details

Level
Entry

Job Location
Fulgent 4401 El Monte - El Monte, CA

Position Type
Full Time

Education Level
High School

Salary Range
$22.00 - $25.00 Hourly

Job Category
Customer Service

Description

About Us

Founded in 2011, Fulgent has evolved into a premier, full-service genomic testing company built around a foundational technology platform.

Through our diverse testing menu, Fulgent is focused on transforming patient care in oncology, anatomic pathology, infectious and rare diseases, and reproductive health. We believe that by providing a wide range of effective, flexible testing options in conjunction with best-in-class service and support, we can redefine the way medicine is managed for patients and clinicians alike.

Since integrating with our therapeutic development business, Fulgent is also developing drug candidates for treating a broad range of cancers using a novel nanoencapsulation and targeted therapy platform. By merging our fields of expertise, we aim to become a fully integrated precision medicine company.

Summary of Position

Fulgent Genetics is looking for good problem solvers who are also energetic, customer-oriented, and dependable to join our Client Services team. You will be the hub across all departments: clinical lab, R&D, sales, and insurance teams to coordinate prompt handling of orders, fulfillment, and test results. This is an exciting opportunity for both recent grads and career change candidates. You will gain insights into all aspects of how a start-of-the-art genetic lab is run and how new products are developed. You will learn first-hand from our professional cross-functional teams' new discovery and testing processes.

Key Job Elements

  • Review and verify patient information on documentation received for each case.
  • Scan in paperwork for cases received.
  • Enter data on patient information sheet to CRM system.
  • Provide daily email and phone support to our customers: physicians, clinics, medical staff and patients regarding products/services inquiries, tests results, service concerns or issues.
  • Maintain client services quality control through communication and problem solving with our Labs, Sales team, and ordering clients/patients to ensure test order accuracy and prompt service delivery.
  • Coordinate logistics for sample deliveries and pick-ups.
  • Maintain strict confidentiality and adheres to all HIPAA guidelines/regulations.
  • Document and maintain accurate records of verbal communication with customers: physician's offices, medical facilities, medical staff and patients.
  • Coordinate with the sales team on enrolling and educating new clinics on the testing process and provide support to existing accounts.
  • Document all feedback and suggestions from clients and sales representatives with the goal of making constant improvements to department and company practices in mind.
Qualifications

Knowledge/Experience
  • HS Diploma required
  • AA/AS or BS/BA preferred.
  • 0-2 years of experience of data entry and client support experience in healthcare industry.
  • Experience with CRM systems, such as Sales Force or Siebel.
  • Knowledge of PHI and HIPPA guidelines.
  • Knowledge of medical terminology preferred.
  • Typing speed of at least 60 wpm.
  • Excellent writing, verbal and interpersonal communication skills.
  • Strong Office Suite skills: Word and Excel.
  • Excellent project organization skills
  • Ability to establish priorities, work independently, and proceed with objectives with no supervision.
  • Ability to work collaboratively in a cross-functional team environment.
  • Ability to multi-task and handle deadlines.
  • Ability to actively listen and anticipate customer needs.
  • High Attention to detail.


Environment

Fulgent Therapeutics LLC is an Equal Employment Opportunity Employer.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position.

For California residents, please see the link below to access our CCPA Privacy Notice.

CCPA Privacy Notice for California Residents



Please note that Fulgent (and itsaffiliatedcompanies, includingInform Diagnostics and CSI Laboratories) does not accept unsolicited information and/or resumes from search firms or agencies for our job postings. Search firms or agencies without an applicable contract and/or express approval to recruit for the role in question- thatchoose to submit a resume or client information to our career page or to any employee of Fulgent - will not be eligible for payment of any fee(s), and any associatedshareddata will become the property of Fulgent.
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Client Services Associate, Surveys

90079 Los Angeles, California Third Bridge

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Company Description

*Start date - July 7th 2025*

Third Bridge provides expert research services to the biggest private equity funds, consulting firms, credit, and public equity funds across all regions. Our insights from people help them make fast, high-quality investment decisions.

Founded in 2007, we've grown to over 1,300 employees across nine offices worldwide, delivering around-the-clock support to more than 1,000 leading investment funds and consulting firms.

Our commitment to fostering growth, driving collaboration, and rewarding bold action makes Third Bridge the ideal launching pad for commercially driven individuals to thrive in the business world.

Job Description

Surveys are widely used to gather quantitative and qualitative data using relevant questions from a sample of respondents. Third Bridge provides online B2B surveys by giving our clients access to high-quality responses from hard-to-find experts via our pre-screened, proprietary network. Our panel of experts covers all geographies, industries and functions. We have a dedicated Surveys team across the US and Europe that works around the clock to help clients with survey design, coding, fielding and results seamlessly and quickly.

The Survey Associate position is a key enabler in the development of our Surveys team as well as in the design of tools and processes to create the Surveys end product. The end goal is to provide a top quality Survey product that will drive market share gains across our clients by meeting their needs for quantitative insights.

Third Bridge is seeking an ambitious and enthusiastic Survey Associate to join the Surveys Team in Los Angeles. The Surveys Associate will be responsible for the creation and execution of Surveys that help clients qualify and quantify industry trends through benchmarking analyses, product forecasting, and general competitive market analyses.

Reporting to the Regional Manager, Surveys, you will interact daily with our clients and our specialist community. As specialists are a shared resource, you will also frequently interact with key stakeholders within the Consulting and Private Equity verticals globally. Finally, as we are working in an agile way, you will be closely involved across business, product, data and development initiatives and work closely with our internal product, tech and data consolidation teams.

Responsibilities:
  • The Survey Associate will be responsible for the execution of Surveys that help clients qualify and quantify industry trends through benchmarking analyses, product forecasting, and general competitive market analyses
  • Provide feedback on clients' Survey design, targeting specialised topics and populations
  • Build out panels of experts according to client requirements
  • Navigate survey requests with complex requirements and client-specific preferences
  • Coordinate, problem-solve and build strong working relationships with panellists, clients, survey partners, and colleagues
Qualifications
  • Experience collaborating with team-members in a high-throughput, deadline-driven, process-oriented, client-servicing environment
  • Superior writing, logic and interaction skills; including oral and written communication as well as organisational skills
  • Strong commercial acumen and familiarity or interest in understanding of different industries (including but not limited to Healthcare, Technology, Life Sciences, Consumer Goods, Financial Services), as well as how Consulting and Private Equity clients work, their organisational structure, asset class in which they operate, and how Surveys support their workflow
  • Proven ability to work in a rigorous, fast-moving environment
  • Meticulous attention to detail and a strong analytic outlook (including experience with data sets in Excel or Gsheets format)
  • Ability to handle multiple tasks and prioritise, identify and solve problems
  • A plus, but not required: Experience with market research and survey design, primarily via exposure to survey design and the use of online survey platforms (gained in education or in a professional environment)
Requirements
  • Bachelor's degree
  • 0-2 years of experience in the financial services industry, with a strong understanding of Consulting and Private Equity, various industries and data analysis
  • The successful candidate must, by the start of the employment, have permission to work in the country they are applying.
Additional Information

Thrive at Third Bridge!

Beyond pay, you can expect clear performance goals and to be recognised for your contributions.

We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our compensation and benefits:

Salary

Competitive base salary of $70,000 with access to our uncapped bonus scheme after just 1 month .

Time Off
Vacation : 15 vacation days and 2 personal days, increasing to 20 vacation days after 2 years of service.
Holidays : 11 full company holidays and 4 half-day holidays.
Volunteer Time : 2 CSR volunteer days annually.

Health & Wellbeing
Comprehensive healthcare coverage through Cigna, including a 100% employer-paid medical plan option.
Access to Wellhub and an Employee Assistance Program (EAP).
Life insurance and long-term disability coverage.
Pre-tax savings accounts: commuter, dependent care FSA, HSA, and medical FSA.

Retirement
401(k) plan with Roth and traditional options including a company match of up to 5% of your base salary.
Access to Prosperwise, a financial advice tool.

Additional Benefits/ Perks
Competitive parental leave policy.
Pet insurance.
Personal development allowance to support your growth.
Phone allowance.
Flexible work options, including a Work from Anywhere program and Summer Fridays.
Access to stocked kitchens and regular social gatherings.
Commitment to ESG initiatives such as CSR, D&I, environment and various employee resource groups (ERGs).

All your information will be kept confidential according to EEO guidelines.
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Tax Manager - Private Client Services

90079 Los Angeles, California EisnerAmper

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Job Description

At EisnerAmper, we seek individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether starting your career or taking the next step as a seasoned professional, the EisnerAmper experience is unique. We provide the tools and autonomy needed for you to design a career you'll love.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. The ideal candidate will oversee multiple client engagements, review complex returns, manage staff, and conduct research. Strong leadership skills and the ability to foster professional growth are essential. This role offers flexibility with a hybrid work model and offices available in various locations.

What it Means to Work for EisnerAmper:
  • Be part of one of the largest and fastest-growing accounting and advisory firms
  • Enjoy flexibility to support work/life balance
  • Join a culture recognized with multiple 'Places to Work' awards
Responsibilities:
  • Train, supervise, and develop associates and seniors
  • Prepare and review tax returns for various entities, ensuring accuracy and compliance
  • Build and maintain impactful client relationships
  • Develop expertise aligned with firm niches and initiatives
  • Manage time and billing accurately
  • Understand clients' businesses, meet deadlines, and complete assigned tasks
  • Expand networking through client relationships and seminars
  • Stay updated on tax laws and regulations, applying new knowledge proactively
  • Collaborate with tax professionals for efficient service delivery
  • Mentor junior team members and participate in professional development activities
Basic Qualifications:
  • Bachelor's Degree in Accounting or related field
  • 4+ years of tax compliance or consulting experience
  • CPA or IRS Enrolled Agent Certification
Preferred Qualifications:
  • Master's Degree in Taxation or related field
  • Experience with GoSystems or CCH Axcess tax software

EisnerAmper is committed to diversity and equal opportunity employment.

About our Private Client Services (PCS) Team:

Our PCS team connects high net worth individuals and family businesses with tailored financial solutions, fostering a culture of accountability, teamwork, and innovation. We aim to think entrepreneurially to understand our clients' unique needs and opportunities.

About EisnerAmper:

We are a leading global accounting, tax, and advisory firm with approximately 450 partners and 4,500 employees. Our diverse clients include financial institutions, startups, public companies, and high net worth individuals. We help clients address current issues and prepare for future success.

For accommodations during the application process, email:

#LI - Hybrid

#LI - RB2

Preferred Location:

Pasadena

Salary Range: $85,000 - $150,000, depending on experience and location.

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Tax Director - Private Client Services

90266 Manhattan Beach, California Weaver

Posted 8 days ago

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Job Description

Join to apply for the Tax Director - Private Client Services role at Weaver . The Weaver Experience Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many fields. We aim to bring a human element to accounting by fostering a diverse, collaborative, and entrepreneurial workplace culture. Our leaders prioritize the well-being of employees and support their ambitions. While our business revolves around numbers, our success depends on our people. We support professional growth and balanced, integrated lives. Our core values empower our team to deliver exceptional service and be their best selves, balancing development and performance to meet long-term goals. Learn more about our services, industry experience, and culture at weaver.com. Position Profile Weaver seeks talented tax leaders at the Director level. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individuals and privately held businesses. A Weaver Tax Director is an entrepreneur who creates new business and develops future leaders. The ideal candidate is a CPA with over 9 years of experience in federal tax compliance, planning, and consulting, especially with high-net-worth clients, private businesses, investment partnerships, estates, and trusts. Required qualifications include: Bachelor’s degree in Accounting or related field CPA or EA certification Over 9 years of relevant experience at a public accounting firm Technical knowledge to sell and execute engagements across industries Preferred qualifications include: Master’s degree in Accounting or related field Experience managing and mentoring staff Strong relationship management and practice development skills Ability to attract and expand client services Compensation and Benefits The estimated salary range is $120,000 to $300,000, depending on experience, skills, certifications, and location. Benefits include health coverage, 401(k), flexible time off, sick leave, holidays, recharge days, and ongoing professional development through internal programs and WeaverLEAD leadership coaching. We are committed to an inclusive environment that values diversity and equal opportunity. Next Steps Interested candidates should apply directly to the job posting, upload a recent resume, and complete the application. A Weaver recruiter will contact qualified applicants to discuss the hiring process. Note: We are not accepting resumes from staffing agencies for this role, which is eligible for our Employee Referral Program. Additional Details Seniority level: Director Employment type: Full-time Job function: Accounting, Auditing, Finance Industry: Accounting #J-18808-Ljbffr

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