Top 1380 Client services 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
Vocational Case Manager
Desert Arc —Palm Desert, CA
- From $21 an hour
- Full-time
- Bilingual
- CPR Certification
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
4d
Resident Aide
Mama's House Ministries —Palm Desert, CA
- $20 an hour
- Part-time
- CPR Certification
- Sanitation
- Residential
Quick Apply
Sales & Design Specialist
Herman Miller, Inc. —Palm Desert, CA
- $19.00 - $21.59 an hour
- Extended hours
- Background check
- Merchandising
- US work authorization
- Commuter assistance
- Health savings account
Quick Apply
2d
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
1d
Client Intake & Scheduling Coordinator (High-Performance Role)
Confidential —Indian Wells, CA
- $22 - $25 an hour
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Box Office Ticket Seller | Part-Time | Acrisure Arena
Oak View Group —Palm Desert, CA
- $20 an hour
- Part-time
- Sales
- Office
- Entry level
- 401(k)
- 401(k) matching
Part-Time Retail Sales Associate
KOHLS —Palm Desert, CA
- $17 - $24 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
- Disability insurance
- Dental insurance
Client Experience Associate
PNC Financial Services Group —Palm Springs, CA
- $37,125 - $61,875 a year
- Full-time
- Spanish
- Office
- No degree
- Wellness program
- Health savings account
3d
Office Coordinator | Full Time | Palm Springs Convention Center
Oak View Group —Palm Springs, CA
- $25 - $30 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
8d
Caregiver
Always Best Care Senior Services - Desert Cities —Rancho Mirage, CA
- Full-time
- Driver's License
- Home Health
- Home health
- Paid training
- Paid orientation
Client Advisor- Palm Desert, CA
Tiffany & Co. —Palm Desert, CA
- $20.40 - $27.60 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
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
Caregiver
Home Instead —Palm Desert, CA
- 8 hour shift
- Background check
- Pass drug screening
- Driver's License
- Paid holidays
- Health insurance
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
Personal Banker
PNC Financial Services Group —Palm Desert, CA
- $45,375 - $75,625 a year
- Full-time
- Spanish
- Office
- 3 years
- Wellness program
- Health savings account
9d
Assembly Technician
NW SERVICE ENTERPRISES INC —Palm Desert, CA
- $17 - $30 an hour
- Part-time
- 18 years or older
- Pass drug screening
- Ability to lift 50 pounds
Quick Apply
10d
Cashier – Desert Spring Marriott Resort & Spa $17 - $18.50/HR
Towne Park —Palm Desert, CA
- $17.00 - $18.50 an hour
- Part-time
- Writing skills
- Basic math
- English
- 401(k)
7d
COMMUNITY SUPPORT SPECIALIST
The Management Trust —Indio, CA
- $22 - $26 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
2d
Caregiver
CareLinx by Sharecare —Palm Springs, CA
- Part-time
- Background check
- Writing skills
- English

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client services 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

client services jobs in palm desert ca

Office Coordinator & Junior Client Service Associate

Vocational Case Manager

Resident Aide

Sales & Design Specialist

Client Support Services Counselor

Client Intake & Scheduling Coordinator (High-Performance Role)

Box Office Ticket Seller | Part-Time | Acrisure Arena

Part-Time Retail Sales Associate

Client Experience Associate

Office Coordinator | Full Time | Palm Springs Convention Center

Caregiver

Client Advisor- Palm Desert, CA

Front Desk

Caregiver

Spa Services Representative (Part Time) (35667)

Personal Banker

Assembly Technician

Cashier – Desert Spring Marriott Resort & Spa $17 - $18.50/HR

COMMUNITY SUPPORT SPECIALIST

Caregiver

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

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