Tax Director - Private Client Services WeaverTax Director - Private Client ServicesManhattan Beach, CA$200,000–$300,000 / year9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupNewport Beach, CA$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Avp/Vp, Client Service Manager Cathay General BancorpAvp/Vp, Client Service ManagerEl Monte, CA$100,000–$115,000 / yearGENERAL SUMMARYThe AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. Recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliment the client and their business.
Senior Manager- Client Accounting Services Family Office Baker Tilly Advisory Group, LPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Services Administrator Document Custody| $29.63 hourly | Urgently Hiring! | 835585 HelpmatesClient Services Administrator Document Custody| $29.63 hourly | Urgently Hiring! | 835585Santa Ana, CAOverview: The Document Custody department is primarily responsible for reviewing original mortgage loan documents, reporting on/certifying to the documents, safekeeping the documents and shipping the documents to a requested party. Key Responsibilities: The candidate will be the client point of contact for Document Custody transactions and responsible for the administration and client service of warehouse line and whole loan sale transactions as well as Agency certifications.
NewClient Services Lead SPSClient Services LeadSanta Ana, CaliforniaAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Trust Operations - Client Services Columbia Banking System, Inc.Trust Operations - Client ServicesOrange, CA$24.87–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Tax Director - Private Client Services BPMTax Director - Private Client ServicesSanta Monica, CA$180,000–$220,000 / yearWell-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values.
Partner, Client Accounting Services AprioPartner, Client Accounting ServicesIrvine, CAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction.
NewClient Services Associate SPSClient Services AssociateCulver City, California$18–$19 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
General Internship (Client Services) TixrGeneral Internship (Client Services)Santa Monica, CaliforniaWe exclusively power 500 of the most respected live entertainment brands in 40 countries including Wynn Nightlife, Riot Fest, Acura Grand Prix of Long Beach, Riot Games Arena, Luke Bryan’s Crash My Playa, Sturgis Buffalo Chip, Lightning in a Bottle, Portland Trail Blazers’ New G League Affiliate Rip City Remix, among many others. This internship sits within our Client Services organization, which spans everything from day-to-day client relationships to technical implementation to how we teach the product itself.
Client Services Associate Pacific Horizons Collective CorporationClient Services AssociateCulver City, CaliforniaThis role is ideal for a detail-oriented and customer-focused professional who enjoys supporting clients, maintaining organized records, and assisting internal teams with daily operational needs. The Client Services Associate plays a key role in ensuring a positive and efficient client experience.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IIIrvine, CAResponsibilities: Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
Client Services Representative Traveling with TashaClient Services RepresentativeAnaheim, CaliforniaRemoteIn this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive experience from initial inquiry through final booking. Daily responsibilities include responding to client inquiries, researching travel options, coordinating and confirming reservations, and maintaining consistent follow-up communication.
Client Services Coordinator Glidewell DentalClient Services CoordinatorIrvine, CaliforniaTakes care of day-to-day administrative activities supporting the sales team by servicing accounts with order processing, coordinating accounts with focus on client satisfaction, revenue optimization, and account growth. Coordinates and schedules flights and hotel accommodations for traveling customers using Company’s designated travel agency to resolve issues, ensure positive results, and deliver a great customer experience.
FX Client Services Supervisor East West BankFX Client Services SupervisorPasadena, CaliforniaFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: East West Bank is seeking an experienced FX Client Services Supervisor to oversee and support all post-trade foreign exchange activities.
Head of Client Services Team LiquidHead of Client ServicesSanta Monica, CaliforniaWorking closely with Creative, Production, Operations, and other senior stakeholders across the agency, they are equally comfortable building relationships with executive client stakeholders and collaborating cross-functionally to elevate campaign execution, strengthen partnerships, and drive exceptional outcomes for our clients. We deliver measurable results across content and influencer marketing for partners including Riot Games, Alienware, Warner Bros, adidas, and SEGA, spanning gaming, sports, entertainment, and culture.
NewClient Services Representative Company3Client Services RepresentativeHollywood, CAABOUT THE COMPANY: Company 3, including its various business units and family of brands, provides a full range of Creative Services for content creators, including conceptual design, pre-vis, look development, ideation and rapid prototyping, 3D animation/CGI, motion graphics/designers, matte painting, compositing, dailies and production services, color grading, post-production finishing, marketing/trailers, live-action production, experiences, and more. Business Unit: Company 3 Position: Client Services Representative Location: Hollywood, CA (On-Site) *Pay Range: $20.00 USD hourly POSITION SUMMARY: The Client Services Representative is a part of Company 3's Client Services Team and is driven by a commitment to maintain its reputation at the forefront of the industry by providing the most gracious and savvy hospitality possible.
NewWareholuse Client Services Coordinator (CSR) Midway StaffingWareholuse Client Services Coordinator (CSR)Buena Park, CACoordinates and provides professional communication with clients, client’s retailers, and SCLS vendors; Supports parcel requests and issues from carrier or client and escalates as needed. The CSC acts as a liaison between the client and Saddle Creek, assists client on all issues, answers questions, investigates and resolves a wide array of client.
NewAssociate Client Service Manager Halbert HargroveAssociate Client Service ManagerLong Beach, CAThe Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all regulatory paperwork and guarantees client requests and needs are attended to. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.