Top 216 management associate Jobs in irvine ca

Associate Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors
The Baldwin Group —Irvine, CA
- From $70,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- 401(k)
Associate Medical Director - Outpatient Rehab
Elevance Health —Costa Mesa, CA
- $188,051 - $294,910 a year
- Full-time
- Medicine
- BC/BE
- Physical & Rehabilitation Medicine
- Employee stock purchase plan
- Paid holidays
2d
Accounts Payable Associate Manager( Bilingual in Chinese)
Yami —Brea, CA
- $80,000 - $95,000 a year
- Full-time
- Customer service
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Donor Relations Manager - Mid-Level Gift Officer (Non-profit)
Orange County Rescue Mission —Tustin, CA
- $26 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Mid-Tier Associate Clinical Supervisor
Advanced Behavioral Health, Inc. —Huntington Beach, CA
- $20 - $28 an hour
- Part-time
- Working with individuals with developmental disabilities
- Applied behavior analysis
- Mid-level
- Mileage reimbursement
- Paid holidays
Quick Apply
Associate Center Director (Mandarin Speaking)
Mathnasium —Irvine, CA
- $20 - $25 an hour
- Full-time
- Classroom
- Mid-level
- Working with children
- Health insurance
- Dental insurance
Quick Apply
10d
Part Time Bilingual ABA Mid Level Supervisor
Butterfly Effects —Anaheim, CA
- $29 - $34 an hour
- Part-time
- Spanish
- Computer literacy
- English
- Flexible schedule
Quick Apply
2d
Entry Level Management Associate
Vervida Consulting —Corona, CA
- $3,200 - $4,000 a month
- Full-time
- Background check
- Hospitality
- Sales
- Opportunities for advancement
Quick Apply
10d
Associate Brand Manager
The Judge Group —Orange, CA
- $90,000 - $98,000 a year
- Full-time
- Spanish
- Mid-level
- Analysis skills
Quick Apply
Associate Director, Medical Safety (Scientist)
Jazz Pharmaceuticals —California
- $156,000 - $234,000 a year
- Bachelor of Science
- Windows
- Presentation skills
- Health insurance
- Dental insurance
Associate Director, Medical Safety (Scientist)
Jazz Pharmaceuticals —California
- $156,000 - $234,000 a year
- Bachelor of Science
- Windows
- Presentation skills
- Health insurance
- Dental insurance
Associate Director of Embedded Software Engineering
Everforth CyberCoders —Irvine, CA
- $200,000 - $250,000 a year
- Full-time
- Computer Science
- Bachelor of Science
- Office
- Paid parental leave
- Employee stock purchase plan
2d
ACC Campus Associate Director Nursing, Academics
West Coast University —Anaheim, CA
- $110,256.35 - $159,866.30 a year
- School experience
- CPR Certification
- Nursing
Associate Product Manager
Korean Food Manufacturer —City of Industry, CA
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Marketing
- Mid-level
Quick Apply
Associate District Manager
ADP —Long Beach, CA
- $35,900 - $77,700 a year
- Full-time
- Military
- Mid-level
- Business development
- Wellness program
- Disability insurance
6d
Sales Associate & Lead Retail Associate Full Time / Part Time
Swish Studios Llc —Irvine, CA
- $15.50 an hour
- Part-time
- Maintenance
- High school diploma or GED
- Communication skills
- Employee discount
- Opportunities for advancement
Quick Apply
Cash Management Associate
Hyundai Capital America —Irvine, CA
- $72,000 - $108,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
Asset Management Associate
MBK Real Estate —Irvine, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- AD&D insurance
- Health insurance
Quick Apply
Retail - Associate Boutique Manager, Store Management
Aritzia —Costa Mesa, CA
- $37 - $41 an hour
- Choose your own hours
- Mid-level
- Retail management
- Leadership
Asset Management Associate
MBK Real Estate Companies —Irvine, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- AD&D insurance
- Health insurance

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management associate jobs near irvine ca

Associate Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors

The Baldwin Group -
Irvine, CA

Apply Now

Job Details

Full-time
From $70,000 a year

Benefits

401(k)

Qualifications

Customer communication

Full Job Description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.

Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.

Job Description

PRIMARY RESPONSIBILTIES:

Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
Update and generate weekly reports utilizing the CRM and MS Office
Maintain/update CRM and Department tracking sheets on a real time basis
Data gathering for surveys
Offer additional support in facilitating RFP's from various vendors through the RPAG system
Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
Special projects as needed

EDUCATION AND EXPERIENCE:

Bachelor's Degree preferred.
2-4 years of working experience in customer service in the financial services industry or analytical role preferred.
Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills.
Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire.

SKILLS AND ABILITIES:

Excellent customer services skills.
Extremely detail oriented, exceptional follow through, and reliable in all aspects.
Strong interest in learning about the retirement plan industry.
Interest in pursuing advanced designations and securities licensing. Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook • Prior experience with CRM software
Familiarity with RPAG investment analysis software, preferred but not required

LOCATION:

Hybrid position, minimum 3 days in office

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Annual salary is $70,000+ and is negotiable upon time of offer.

#LI-KC1

#LI-Hybrid

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

management associate jobs in irvine ca

Associate Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors

Associate Medical Director - Outpatient Rehab

Accounts Payable Associate Manager( Bilingual in Chinese)

Donor Relations Manager - Mid-Level Gift Officer (Non-profit)

Mid-Tier Associate Clinical Supervisor

Associate Center Director (Mandarin Speaking)

Part Time Bilingual ABA Mid Level Supervisor

Entry Level Management Associate

Associate Brand Manager

Associate Director, Medical Safety (Scientist)

Associate Director, Medical Safety (Scientist)

Associate Director of Embedded Software Engineering

ACC Campus Associate Director Nursing, Academics

Associate Product Manager

Associate District Manager

Sales Associate & Lead Retail Associate Full Time / Part Time

Cash Management Associate

Asset Management Associate

Retail - Associate Boutique Manager, Store Management

Asset Management Associate

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