Top 547 Services assistant 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
Justice-Involved ECM Coordinator and Billing Assistant in Southern California
Sowing Seeds of Health Inc. —California
- $22 - $25 an hour
- Full-time
- Remote
- Background check
- Computer literacy
- Fair chance
- Health insurance
- Dental insurance
Quick Apply
7d
Member Service Assistant
Costco Wholesale Corporation —Palm Desert, CA
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
Cashier Assistant (Front End)
Costco Wholesale Corporation —Palm Desert, CA
- Cash register
- Driving
- Flatbed truck
- AD&D insurance
- Employee stock purchase plan
Member Assist Cart Attendant
Sam's Club —Palm Desert, CA
- $18 - $26 an hour
- High school
- Outdoor work
- Entry level
- Paid jury duty
- Disability insurance
Home Care Scheduler
WelbeHealth —Coachella Valley, CA
- $27.00 - $29.81 an hour
- Customer service
- High school diploma or GED
- Home Health
- Health insurance
- Dental insurance
Quick Apply
Communications Assistant
City of Palm Desert —Palm Desert, CA
- $31.30 - $36.22 an hour
- Part-time
- Customer service
- Word processing
- Basic math
10d
Concierge
PGA WEST Private Clubhouse —La Quinta, CA
- $21 - $23 an hour
- Full-time
- English
- High school diploma or GED
- Ability to sit for extended periods
1d
Office Assistant
Orchid Dates Corp —Indio, CA
- From $18 an hour
- Full-time
- Microsoft Excel
- Customer service
- Computer literacy
- Employee discount
Quick Apply
1d
Assistant Property Manager - 322
AWI Management Corporation —Bermuda Dunes, CA
- $24 - $26 an hour
- Part-time
- Basic math
- Mid-level
- Apartments
Quick Apply
7d
Cashier (Front End)
Costco Wholesale Corporation —Palm Desert, CA
- Merchandising
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Food Service Assistant
Costco Wholesale Corporation —Palm Desert, CA
- Driving
- US work authorization
- Entry level
- AD&D insurance
- Employee stock purchase plan
Social Skills Assistant
Key Essentials to Behavior Management, Corp —Indio, CA
- $18 - $21 an hour
- Part-time
- In person
- Spanish
- Residential
- High school diploma or GED
- Continuing education credits
- Paid holidays
Quick Apply
Store Sales Associate
Daiso USA —Palm Springs, CA
- $16.90 an hour
- Part-time
- High school diploma or GED
- Travel
- Computer skills
Quick Apply
11d
Little Caesars - Crew Member - 5713
Careers at Little Caesars —Palm Desert, CA
- $20 an hour
- Part-time
- Quick service & fast food restaurant
- Entry level
- Opportunities for advancement
- Flexible schedule
Social Work Assistant
WelbeHealth —La Quinta, CA
- $20.07 - $26.49 an hour
- CPR Certification
- Hospital
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Maintenance Assistant
Costco Wholesale Corporation —Palm Desert, CA
- Office
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Majors Sales Assistant
Costco Wholesale Corporation —Palm Desert, CA
- Merchandising
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Guest Coordinator
Ulta Beauty, Inc. —La Quinta, CA
- $16.90 - $24.00 an hour
- Part-time
- High school diploma or GED
- Fair chance
- Computer skills
- Dental insurance
- Paid time off
8d
Receptionist/Administrative Assistant
Becerra M Consulting —Indio, CA
- $18 - $20 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
14d

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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

services assistant jobs in palm desert, ca

Office Coordinator & Junior Client Service Associate

Justice-Involved ECM Coordinator and Billing Assistant in Southern California

Member Service Assistant

Cashier Assistant (Front End)

Member Assist Cart Attendant

Home Care Scheduler

Communications Assistant

Concierge

Office Assistant

Assistant Property Manager - 322

Cashier (Front End)

Food Service Assistant

Social Skills Assistant

Store Sales Associate

Little Caesars - Crew Member - 5713

Social Work Assistant

Maintenance Assistant

Majors Sales Assistant

Guest Coordinator

Receptionist/Administrative Assistant

I want to receive the latest job alert for services assistant in palm desert, ca

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