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Keywords: Client Success Associate - Remote, Location: Irvine, CA

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Client Success Associate - Remote

Success Associate who will partner with and ensure the long-term success of our clients. You will be responsible... best practices, knowledge and learning with Team Qualifications: 2+ years of Training or Client Success experience needed. Tax...

Company: SurePrep
Location: Irvine, CA
Posted Date: 25 Jul 2025

Block Advisor Tax Advisor - Remote

-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience... about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block...

Company: H&R Block
Location: Irvine, CA
Posted Date: 26 Aug 2025
Salary: $11 - 80 per hour

Ascentium Direct Sales Account Manager (Remote Opportunity)

to adapt sales strategies accordingly and identify new opportunities Ensures that all required client paperwork is complete... around a customized client solution to a diverse customer base in a competitive landscape Prepares quotes and negotiates terms when...

Company: Regions Bank
Location: Irvine, CA
Posted Date: 27 Jul 2025
Salary: $40000 - 150000 per year

Financial Consultant - Brea, CA

with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs.... Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

Location: Irvine, CA
Posted Date: 10 Oct 2025
Salary: $55000 - 75000 per year

Financial Consultant- Newport Beach, CA

with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs.... Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

Location: Irvine, CA
Posted Date: 10 Oct 2025
Salary: $55000 - 75000 per year

Financial Consultant - Irvine, CA

with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs.... Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

Location: Irvine, CA
Posted Date: 10 Oct 2025
Salary: $55000 - 75000 per year

Financial Consultant - Irvine, CA

with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs.... Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

Location: Irvine, CA
Posted Date: 10 Oct 2025
Salary: $55000 - 75000 per year

Financial Consultant - Brea, CA

with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs.... Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

Location: Irvine, CA
Posted Date: 10 Oct 2025
Salary: $55000 - 75000 per year

Financial Consultant- Newport Beach, CA

with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs.... Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the...

Location: Irvine, CA
Posted Date: 10 Oct 2025
Salary: $55000 - 75000 per year

Internal Audit & SOX Manager

to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client... Risk and Controls Practice we frequently work as or alongside a client’s internal audit function, the chief risk officer...

Location: Irvine, CA
Posted Date: 30 Jul 2025