Top 7853 Jobs in Mountain Center, 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
Full-Time Naturalist
The Wildlands Conservancy —Whitewater, CA
- $20.56 - $21.06 an hour
- 8 hour shift
- Bilingual
- Background check
- Spanish
- Paid jury duty
- AD&D insurance
Quick Apply
Part-Time Naturalist
The Wildlands Conservancy —Whitewater, CA
- $20.06 - $21.63 an hour
- Part-time
- Background check
- Spanish
- CPR Certification
- 401(k)
- Employee assistance program
Quick Apply
5d
Medical Front Office Receptionist
Desert Hematology Oncology Medical Group —Rancho Mirage, CA
- $19 - $23 an hour
- Full-time
- Bilingual
- Customer service
- Medical office experience
- Free parking
- Paid jury duty
Quick Apply
Quality Control Building Inspector
Schoolhouse Manufacturing —San Jacinto, CA
- $20 - $23 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Ability to lift 50 pounds
- AD&D insurance
- Health insurance
Quick Apply
Social Service Designee
Devonshire Care Center LLC —Hemet, CA
- $35 - $36 an hour
- Full-time
- High school diploma or GED
- Older adults
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Stocker
Costco Wholesale Corporation —Palm Desert, CA
- Merchandising
- Forklift
- Assembly
- AD&D insurance
- Employee stock purchase plan
FedEx Delivery Driver
STT LINES INC —Palm Springs, CA
- $800 - $1,200 a week
- Full-time
- 2 years
- Entry level
- Paid training
- Health insurance
Quick Apply
Membership Clerk
Costco Wholesale Corporation —Palm Desert, CA
- Driving
- Flatbed truck
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Part-Time Store Cashier/Stocker
ALDI —Palm Springs, CA
- $19.50 - $22.10 an hour
- Part-time
- 18 years or older
- Merchandising
- Basic math
- Paid parental leave
- AD&D insurance
Client Service Representative
Pivotal Executive Group —Temecula, CA
- $52,000 - $60,000 a year
- Full-time
- Background check
- Residential
- In-person
- Opportunities for advancement
Quick Apply
11d
Resident Aide
Mama's House Ministries —Palm Desert, CA
- $20 an hour
- Part-time
- CPR Certification
- Sanitation
- Residential
Quick Apply
Chain Execution Specialist
Reyes Beverage Group —Palm Springs, CA
- $26.50 an hour
- Monday to Friday
- High school diploma or GED
- Driver's License
- 21 years or older
- Mileage reimbursement
AT&T Team Member
iii Telecom Solutions —Temecula, CA
- $3,600 - $4,650 a month
- Full-time
- In-person
- Entry level
Quick Apply
Maintenance Staff
Arroyo Fairways MHC —Hemet, CA
- $17 - $18 an hour
- Full-time
- Background check
- Sanitation
- Driver's License
- Health insurance
- 401(k)
Quick Apply
Jewelry Sales Associate - Coachella Valley *$20.-$21/hr. & Bonus eligible after 6 wks. training*
Precious Metals Refinery LLC —Palm Springs, CA
- $20 - $21 an hour
- 8 hour shift
- Background check
- Management
- Sales
- Paid holidays
- Health insurance
Quick Apply
Front Desk
Sunland RV Resorts —Palm Desert, CA
- From $18 an hour
- Temporary
- Bilingual
- Computer literacy
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
K-12 Substitute Teacher (Long Term)
Scoot Education —Palm Springs, CA
- $23 - $26 an hour
- Part-time
- Bilingual
- Background check
- Classroom
- Paid training
- 401(k)
13d
Self Storage Co-Manager
Security Public Storage —Palm Desert, CA
- From $17.50 an hour
- Full-time
- Background check
- Management
- Sales
- Health insurance
- Dental insurance
Quick Apply
8d
Member Billing Specialist
Sunrise Company —Palm Desert, CA
- $23 - $26 an hour
- Urgently hiring
- Background check
- Microsoft Excel
- Research
- Health insurance
- Dental insurance
Quick Apply

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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

jobs in mountain center, ca

Office Coordinator & Junior Client Service Associate

Full-Time Naturalist

Part-Time Naturalist

Medical Front Office Receptionist

Quality Control Building Inspector

Social Service Designee

Stocker

FedEx Delivery Driver

Membership Clerk

Part-Time Store Cashier/Stocker

Client Service Representative

Resident Aide

Chain Execution Specialist

AT&T Team Member

Maintenance Staff

Jewelry Sales Associate - Coachella Valley $20.-$21/hr. & Bonus eligible after 6 wks. training

Front Desk

K-12 Substitute Teacher (Long Term)

Self Storage Co-Manager

Member Billing Specialist

I want to receive the latest job alert for jobs in mountain center, ca

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