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.
Founders and Tech Executive Tax Senior Manager WithumSmith+Brown PCFounders and Tech Executive Tax Senior ManagerLos Angeles, New Jersey$135,000–$230,000 / yearWithum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. This Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, or Whippany, NJ offices.
Account Director, Client Services Influencer LtdAccount Director, Client ServicesLos Angeles, CA$100,000–$110,000 / yearFounded in 2015 by YouTuber-turned-entrepreneur Caspar Lee and entrepreneur Ben Jeffries, Influencer is the world's largest independent creator marketing agency - powered by a unique ecosystem of proprietary technology, platform partnerships, and longstanding talent relationships. By placing creators at the center, the agency delivers creator-first solutions across creative, media, and commerce that connect brands with audiences through insight-driven creator campaigns built to stop the scroll and drive measurable impact.
Client Officer Senior City National BankClient Officer SeniorCommerce, CaliforniaRemote$24.46–$36.69 / hourFull timeMust be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
AVP, Client Service NFP CorpAVP, Client ServiceLos Angeles, California$80,000–$115,000 / yearFull timeUtilizes 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.
Sr Director Of Dining Services Compass Group USA IncSr Director Of Dining ServicesClaremont, CA$118,000–$125,000 / yearWith four distinct operating companies - Morrison Living, Unidine, Coreworks, and The Hub, we are shaping the industry's future leaders with a culture of service focused on elevated hospitality for community living across the country. Other Forms of Compensation: With people as our core and a deep commitment to exceptional hospitality, CCL Hospitality Group has a philosophy rooted in caring for the individuals who care for our guests.
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.
Audit Manager - Financial Services CroweAudit Manager - Financial ServicesLos Angeles, CaliforniaThe Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world*. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Client Officer City National BankClient OfficerInglewood, CaliforniaRemote$22.27–$33.43 / hourFull timeMust be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
Tax Manager, Japanese Service Group (JSG) Deloitte Touche Tohmatsu LtdTax Manager, Japanese Service Group (JSG)Los Angeles, CA$107,925–$205,000 / yearOur spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Senior Manager - Private Client Services EisnerAmperTax Senior Manager - Private Client ServicesLos Angeles, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Account Executive, e Discovery and Legal Services IST Management Services IncAccount Executive, e Discovery and Legal ServicesLos Angeles, CAAs an Account Executive at IST Management, you will drive revenue for new and existing business in eDiscovery and Legal Services sales, including: Developing new business and expanding existing business by establishing and maintaining contacts, including cold calling and prospecting. In business since 1997 with over 1,800 employees, IST Management is a business process outsourcing company with operations in over 38 cities across the U.S. We provide a range of services including e-Discovery processing and hosting, court reporting, collections/forensics, managed review, and managed services.
Associate – Tax Services - 2027 - (Hybrid) AndersenAssociate – Tax Services - 2027 - (Hybrid)Costa Mesa, California$72,500–$90,000 / yearFull timeAssociate responsibilities include: Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating in select phases of tax compliance engagements; Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and. The Requirements: Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM; A minimum GPA of 3.0; Strong leadership, multitasking and organizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; and.
Associate - Tax Services - 2027 - (Hybrid) Andersen Tax LLCAssociate - Tax Services - 2027 - (Hybrid)Costa Mesa, CA$72,500–$90,000 / yearAssociate responsibilities include: Researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating in select phases of tax compliance engagements; Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as a team member; and. Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LLM; A minimum GPA of 3.0; Strong leadership, multitasking and organizational skills; Self-starter with initiative to seek out opportunities in a fast-paced environment; Strong interpersonal skills; and.
JPMorgan Private Client Relationship Manager - Irvine, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Irvine, CAIrvine, CABuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
NewMail Services Associate - Los Angeles, CA CBRE Group IncMail Services Associate - Los Angeles, CALos Angeles, CAThe platform, which can be tailored to specific client requirements, features a robust mobile experience that allows users to navigate the workplace, schedule meetings with colleagues, reserve workspaces, use food and beverage services, and access building and concierge services. Host's scalable product suite includes concierge-quality services provided by talented CBRE "hosts"; world-class customer service training and certification; and a powerful, enterprise-grade technology platform.
Credit Portfolio Manager - Food Manufacturing - Institutional Client Group U.S. BancorpCredit Portfolio Manager - Food Manufacturing - Institutional Client GroupLos Angeles, CA$124,355–$146,300 / 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.
Credit Portfolio Manager, For-Profit Healthcare, Institutional Client Group U.S. BancorpCredit Portfolio Manager, For-Profit Healthcare, Institutional Client GroupLos Angeles, CA$148,495–$174,700 / 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.
Sr Client Advisor - Commercial Lines PCF Insurance ServicesSr Client Advisor - Commercial LinesIrvine, CARanked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Tax Senior, National Federal Tax Services - Inventory Group Deloitte Touche Tohmatsu LtdTax Senior, National Federal Tax Services - Inventory GroupLos Angeles, CA$78,675–$160,750 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.