Top 1203 Business systems Jobs in Palm Desert, 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
Occupational Therapist- Hybrid
Ensemble Therapy —Palm Desert, CA
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Management
- Customer service
- Ability to walk for extended periods
- Continuing education credits
- Relocation assistance
Quick Apply
Supervisor, Procurement - IT Procurement
Inland Empire Health Plan —California
- $104,041.60 - $137,841.60 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Supervising experience
- Disability insurance
- Health insurance
Practice Manager
Desert Med Aesthetics —Indian Wells, CA
- $75,000 - $85,000 a year
- Full-time
- Background check
- Management
- HIPAA
- Paid holidays
- Health insurance
Quick Apply
Supervising Speech Language Pathologist- Hybrid
Ensemble Therapy —Palm Desert, CA
- $100,000 - $115,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Master's degree
- Continuing education credits
- Relocation assistance
Quick Apply
Real Estate Agent / Realtor
Keller Williams Realty Coachella Valley —Palm Desert, CA
- $56,023.96 - $250,000.00 a year
- Part-time
- Hybrid work
- Mid-level
- Real Estate License
- Contracts
- Professional development assistance
- Flexible schedule
Quick Apply
Project Supervisor
RotoCo, LLC. —Desert Hot Springs, CA
- Weekends as needed
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Paid holidays
Quick Apply
11h
Licensed Professional Clinical Counselor (LPCC) - Teletherapy
Amwell Medical Group —California
- $70 an hour
- Choose your own hours
- Remote
- Background check
- LMFT
- Licensed Clinical Social Worker
- Work from home
- Flexible schedule
Quick Apply
Licensed Marriage and Family Therapist (MFT) - Teletherapy
Amwell Medical Group —California
- $70 an hour
- Choose your own hours
- Remote
- Background check
- LMFT
- Licensed Clinical Social Worker
- Work from home
- Flexible schedule
Quick Apply
Sales Consultant
I-10 Chrysler Jeep Dodge Ram —Indio, CA
- $82,934 - $92,953 a year
- Full-time
- Background check
- Clean driving record
- Sales
- Health insurance
- Dental insurance
Quick Apply
Russian-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
SCE Planning Project Manager
SummitWest Environmental —California
- $85,000 - $115,000 a year
- Full-time
- Remote
- Background check
- Management
- 5 years
- Paid training
- Health insurance
Quick Apply
Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Licensed Clinical Social Worker (LCSW) - Teletherapy
Amwell Medical Group —California
- $70 an hour
- Choose your own hours
- Remote
- Background check
- LMFT
- Licensed Clinical Social Worker
- Work from home
- Flexible schedule
Quick Apply
HVAC/Refrigeration Technician, 3+ years of refrigeration experience
Refrigeration Control Co —Palm Springs, CA
- $25 - $40 an hour
- 8 hour shift
- Background check
- Clean driving record
- Management
- Paid holidays
- Health insurance
Quick Apply
Examiner Physician Assistant
Loyal Source Government Services —Rancho Mirage, CA
- $159,265 - $189,265 a year
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- Military
Quick Apply
Immigration Attorney
Avenor Law —California
- $45.00 - $53.35 an hour
- Part-time
- Remote
- Background check
- Spanish
- Writing skills
- Professional development assistance
- Flexible schedule
Quick Apply
4d
California Licensed Mental Health Clinician
Insight Counseling of LA —California
- $70 - $106 an hour
- Choose your own hours
- Remote
- LMFT
- Licensed Clinical Social Worker
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Fractional Systems Architect - HubSpot
Domestique —California
- $60 - $85 an hour
- Full-time
- Remote
- System design
- 3 years
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
Regional Sales Manager
Bizerba North America —California
- Full-time
- Remote
- Background check
- Mid-level
- Driver's License
Quick Apply

I want to receive the latest job alert for business systems in palm desert, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

business systems jobs near palm desert, 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

business systems jobs in palm desert, ca

Office Coordinator & Junior Client Service Associate

Occupational Therapist- Hybrid

Supervisor, Procurement - IT Procurement

Practice Manager

Supervising Speech Language Pathologist- Hybrid

Real Estate Agent / Realtor

Project Supervisor

Licensed Professional Clinical Counselor (LPCC) - Teletherapy

Licensed Marriage and Family Therapist (MFT) - Teletherapy

Sales Consultant

Russian-English Bilingual Healthcare Customer Service Representative - Remote in California

SCE Planning Project Manager

Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California

Licensed Clinical Social Worker (LCSW) - Teletherapy

HVAC/Refrigeration Technician, 3+ years of refrigeration experience

Examiner Physician Assistant

Immigration Attorney

California Licensed Mental Health Clinician

Fractional Systems Architect - HubSpot

Regional Sales Manager

I want to receive the latest job alert for business systems in palm desert, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected