Senior Client Services Coordinator - Commercial Real Estate Colliers InternationalSenior Client Services Coordinator - Commercial Real EstateEl Segundo, CA$26.35–$33.86 / hourMonitor competitor research and data collection, and liaise with appropriate departments to obtain data, such as company and title searches and our internal research and marketing teams. Execute marketing campaigns, including scheduling email campaigns, maintenance of mailing lists, and running campaign reports as it relates to Brokers' listings.
AVP, Client Service NFP CorpAVP, Client ServiceLos Angeles, CA$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Client Services Executive World Wide Technology IncClient Services ExecutiveCA$140,000–$170,000 / yearCompetency in analytical problem solving, customer/partner relationships, network products and technology expertise, project management, and strategic insight. Additional Perks: Family Planning Benefits, Nursing Mothers Benefits, Voluntary Legal, Voluntary Supplemental Accident/Illness/Hospital, Voluntary ID Theft, Pet Insurance, Employee Discount Program.
Client Service Representative (CSR) - Saks, Beverly Hills Parfums Christian DiorClient Service Representative (CSR) - Saks, Beverly HillsBeverly Hills, CAUse proper telephone etiquette when answering the phone taking messages answering customer inquiries and when transferring calls. Accurately and efficiently ring on registers and accurately maintain all cash and media at the registers.
AVP, Client Service Aon PlcAVP, Client ServiceLos Angeles, CA$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Private Wealth Management Client Service Team Leader U.S. BancorpPrivate Wealth Management Client Service Team LeaderLos Angeles, CA$98,345–$115,700 / yearSuccessful PWM Associate Client Services Team Leaders / Managers are collaborative, action-oriented leaders who develop talent, build trusted partnerships, and consistently deliver outstanding results. The Team Leader / Manager serves as a key partner to Wealth Advisors, Market Leaders, and business partners to ensure seamless client support, strong operational execution, and consistent service delivery.
Client Service Associate Beacon Pointe Advisors LLCClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.
Transportation Client Service Leader CDM Smith IncTransportation Client Service LeaderLos Angeles, CAAs a member of this team, you would contribute to CDM Smith's mission by: Developing new business for transportation related services, and maintaining high-value relationships with clients for services in the greater Southern California market and others where you see opportunities. Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.
Veterinary Client Service Representative - Part-Time Stonecreek Animal HospitalVeterinary Client Service Representative - Part-TimeIrvine, CA$18–$20 / hourPart timeJob Summary: The Veterinary Client Service Representative (CSR) manages the front desk of the practice, providing patient and client support, maintaining accurate records, and ensuring cleanliness. Staffed by exceptional veterinarians and veterinary professionals, we strive to provide the best possible medical care, surgical care, and dental care for our highly valued patients.
Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Eide Bailly LLPWealth Transition Services Tax Manager - Tax & Estate Planning - Remote EligibleOntario, CaliforniaRemote$105,000–$180,000 / yearFull timeA typical day as a Wealth Transition Services Tax Manager might include the following: Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. The Wealth Transition Services Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
NewClient Servicing Specialist-Funds xfr City National BankClient Servicing Specialist-Funds xfrLos Angeles, CaliforniaRemote$22.27–$33.43 / hourFull timeThe Client Service Specialist is responsible for responding to and handling a broad range of inquiries regarding complex wire transfer procedures and processes as well as providing status updates to all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Respond to and handle a broad range of complex wire related issues from Crystal, Gold, Silver, Bronze and Cornerstone level clients and all levels of bank personnel for all City National Bank branches and departments with the appropriate level of urgency.
Private Client Service Associate The Capital Group Companies, Inc.Private Client Service AssociateLos Angeles, CA$80,098–$128,157 / yearWorks with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
Client Service Associate (Newport Beach, CA) Oppenheimer & Co. Inc.Client Service Associate (Newport Beach, CA)Newport Beach, CA$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Service Associate (Teller)- Acton, CA California Bank & TrustClient Service Associate (Teller)- Acton, CAActon, CA$20–$22.39 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Service Associate - Teller (40 hours) | Tustin, CA California Bank & TrustClient Service Associate - Teller (40 hours) | Tustin, CATustin, CA$20–$27 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation of ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized, and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Part-time Client Service Associate - Teller (25 hours) | Acton, CA California Bank & TrustPart-time Client Service Associate - Teller (25 hours) | Acton, CAActon, CA$20–$22 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation of ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized, and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Service Associate - Teller (40 hours) | Chino, CA California Bank & TrustClient Service Associate - Teller (40 hours) | Chino, CAChino, CA$20–$28 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation of ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized, and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Accounting Advisory Services Senior Associate Or Supervisor WeaverAccounting Advisory Services Senior Associate Or SupervisorPasadena, CA$80,000–$120,000 / yearThe following are responsibilities of the role: Maintain client books and records, including bank and credit card reconciliations, invoicing, billing, treasury management, accounts payable, payroll processing, and expense reporting. We are seeking a Senior Associate or Supervisor to provide general accounting and financial advisory services to our clients, focusing on fund accounting related jobs.
NewRegistered Client Service Associate - Newport Beach, CA LPL FinancialRegistered Client Service Associate - Newport Beach, CANewport Beach, California$28.47–$47.44 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Professional Services - Services Sales Manager Rubrik IncProfessional Services - Services Sales ManagerCAAs a Professional Services Sales Manager you will use your technical and sales expertise to lead Rubriks pre-sales Service engagements to scope propose and close Professional Services alongside the core Rubrik platform. As Rubrik scales AI-enhanced tools into the services sales motion - pipeline management forecasting quote automation project scoping SOW generation - you&39ll have the opportunity to help shape that evolution and grow your career alongside it.