Top 1596 Client services Jobs in La Quinta, Ca

Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Support Services Counselor
ChildNet Youth and Family Services —Palm Desert, CA
- $23 - $24 an hour
- Weekends as needed
- Hybrid work
- Background check
- Spanish
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
9d
Resident Aide
Mama's House Ministries —Palm Desert, CA
- $20 an hour
- Part-time
- CPR Certification
- Sanitation
- Residential
Quick Apply
Geriatric Care Manager- Coachella Valley
About Senior Solutions —Palm Desert, CA
- $31 - $34 an hour
- Part-time
- Hybrid work
- Background check
- Master of Social Work
- Nursing
- Health insurance
- 401(k)
Quick Apply
Document Production / Publications Specialist (On-Call – Temporary Coverage)
Aspen Environmental Group —California
- $40 - $50 an hour
- Temporary
- Remote
- Mid-level
- Quality control
- Associate's degree
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Client Coordinator
Maxim Healthcare —La Quinta, CA
- $23 - $24 an hour
- Full-time
- Customer service
- Office
- High school diploma or GED
- Profit sharing
- Commuter assistance
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Law Office Receptionist
Elder & Spencer, LLP —California
- $25 - $27 an hour
- 8 hour shift
- Remote
- Microsoft Word
- Spanish
- English
- Paid holidays
- Health insurance
Quick Apply
3d
Representative, Client Services
Timo's —La Quinta, CA
- $22 - $23 an hour
- Weekends as needed
- Spanish
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
4d
Scheduler - Call Center
Animal Samaritans Society —Thousand Palms, CA
- $19 - $23 an hour
- Full-time
- Spanish
- English
- High school diploma or GED
Quick Apply
4d
Client Service Coordinator
Marc One Numismatics —Rancho Mirage, CA
- $25.44 - $30.64 an hour
- Full-time
- Background check
- Sales
- In-person
- Paid time off
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4d
IT Specialist
St Johns Community Health —Indio, CA
- $30 - $33 an hour
- Full-time
- Mid-level
- Office
- Java
- 403(b) matching
- Paid holidays
Quick Apply
Business Development Executive
Cardwell Beach —Palm Springs, CA
- $25 - $45 an hour
- Part-time
- Remote
- Research
- Mid-level
- Business development
- Flexible schedule
Quick Apply
10d
Front Desk
Arch Amenities Group —Palm Desert, CA
- $20.50 an hour
- Weekends as needed
- Residential
- Ability to climb stairs
- High school diploma or GED
Quick Apply
Patient Care Technician
Hazelden Betty Ford Foundation —Rancho Mirage, CA
- $23.60 - $31.15 an hour
- On call
- Background check
- CPR Certification
- Microsoft Outlook
- Health insurance
- Dental insurance
New Home Sales Consultant
LGI Homes —Rancho Mirage, CA
- $166,660 - $397,180 a year
- Full-time
- Driver's License
- Communication skills
- Entry level
- Paid training
- Employee stock purchase plan
Quick Apply
Spa Services Representative (Part Time) (35667)
Agua Caliente Casino • Resort • Spa —Palm Springs, CA
- Part-time
- High school diploma or GED
- Ability to stand for extended periods
- Entry level
Social Media / Content Creator
Big Rig Media —La Quinta, CA
- Office
- US work authorization
- In-person
4d
Care Manager
Arosa Inland Empire —Palm Desert, CA
- From $75,000 a year
- Part-time
- Nursing
- LVN
- RN License
- Paid training
- Mileage reimbursement
Quick Apply
Client Service Supervisor
VCA Animal Hospitals —La Quinta, CA
- Full-time
- Mid-level
- Health insurance
- Dental insurance
Events Concierge
Omni Hotels & Resorts —Rancho Mirage, CA
- $26 an hour
- Weekends as needed
- Organizational skills
- In-person
- 1 year
Quick Apply
9d

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client services jobs near la quinta, ca

Office Coordinator & Junior Client Service Associate

Cypress Wealth Services, LLC
Palm Desert, CA

Quick Apply

Job Details

Full-time
$20 - $25 an hour

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Workflow management (operations management method)
Direct client contact
Executive administrative support
High school diploma or GED
Client database systems
Sales management systems proficiency
E-signature software
CRM system proficiency
Productivity software

Full Job Description

We are looking for one exceptional person to join our growing team. This is an opportunity to become a key part of a professional, client-focused wealth management firm where technology, service, and teamwork are highly valued.

Job Description:

The Office Coordinator & Junior Client Service Associate serves as the first point of contact for clients, visitors, and business partners while supporting advisors and the service team.

This role combines front-office professionalism, office operations, client service support, technology utilization, and event coordination to help deliver an exceptional client experience.

About Cypress Wealth Services:

Cypress Wealth Services is a well-established Registered Investment Advisory (RIA) firm based in Palm Desert, CA. We are seeking a full-time Office Coordinator/Junior Client Service Associate to join our team in an in-office position.

Our firm takes pride in the long-standing relationships we’ve built with clients and their families over the years. We are committed to providing an exceptional experience through comprehensive financial life planning and personalized, relationship-focused service.

We are looking for a person who shares our commitment to providing this high level of service. While prior experience working with Charles Schwab is not required, it is a plus.

If you’re passionate about client service and want to join a team that values trust, care, and professionalism, we’d love to hear from you!

Key Responsibilities

Greet visitors, answer phones, and direct clients and business partners appropriately.
Coordinate calendars, confirm appointments, schedule meetings, and assist with advisor scheduling needs.
Support client service activities including account forms, data entry, system audits, and database maintenance.
Prepare meeting materials and coordinate logistics for client and prospect meetings.
Serve as liaison with vendors, building maintenance providers, and office service providers.
Maintain conference rooms, common areas, office supplies, kitchen supplies, and overall office organization.
Manage incoming and outgoing mail, shipping, deliveries, and office equipment needs.
Coordinate client events, seminars, workshops, and special projects.
Leverage technology and workflow systems to improve efficiency, organization, and service delivery.
Perform other duties and special projects as assigned.

Required Qualifications

Polished, professional, and highly organized administrative assistant with 5+ years of in-office experience supporting a busy office environment with significant client interaction.
Outstanding verbal and written communication skills with a warm, confident, and professional presence.
Tech-savvy and process-oriented with proficiency in CRM systems, scheduling platforms, e-signature tools, Microsoft Office, and workflow management systems.
Strong executive support capabilities, including calendar management, meeting coordination, event planning, and prioritization of competing responsibilities.
Exceptional attention to detail, follow-through, and ability to anticipate needs before they arise.
Collaborative team player who quickly learns people, processes, and priorities and contributes to a positive office culture.

Strongly Preferred

Experience working for a Registered Investment Advisor (RIA), wealth management firm, family office, or broker-dealer. Familiarity with advisory firm operations and industry terminology.
Experience supporting multiple advisors, executives, or senior professionals.
Hands-on experience with Wealthbox, Orion, Schwab Advisor Center, DocuSign, Adobe, Calendly, or similar platforms.
Experience coordinating client events, seminars, workshops, or marketing initiatives.
Demonstrated ability to identify process improvements and leverage technology to create a more efficient client service experience.

Compensation & Benefits

Salary and benefits remain consistent with the current position structure and will be discussed during the interview process.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

High school or equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in la quinta, ca

Office Coordinator & Junior Client Service Associate

Client Support Services Counselor

Resident Aide

Geriatric Care Manager- Coachella Valley

Document Production / Publications Specialist (On-Call – Temporary Coverage)

Client Coordinator

Law Office Receptionist

Representative, Client Services

Scheduler - Call Center

Client Service Coordinator

IT Specialist

Business Development Executive

Front Desk

Patient Care Technician

New Home Sales Consultant

Spa Services Representative (Part Time) (35667)

Social Media / Content Creator

Care Manager

Client Service Supervisor

Events Concierge

I want to receive the latest job alert for client services in la quinta, ca

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