BIS - Financial Services Operations Analyst City National BankBIS - Financial Services Operations AnalystLos Angeles, CaliforniaRemote$20.28–$30.42 / hourPart timeSpecific roles will include, but not limited to:•Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients•Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses•Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay•Client Onboarding, Client Maintenance, Client Statements•Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:•Cross-asset and cross-product investments•Management of real time risk, reporting, and escalation•High Profile and High Net Worth Client and Advisor service•Data driven approach to safety, soundness, planning, and forecasting•Future technologies, and change management practice to implementation . The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds.
Senior Consultant - Equity Services Aon PlcSenior Consultant - Equity ServicesIrvine, CA$120,000–$160,000 / yearAon is Looking for a Senior Consultant, Equity Services - San Francisco Bay Area, Texas, Chicago, Irvine, NY Metro/CT, Washington DC, Philadelphia - Hybrid Aon Equity Services is the country's leading full-service provider of consulting services related to equity-based compensation - providing plan design, valuation, tax & financial accounting, performance monitoring & tracking, employee education and communication, corporate governance, and investor outreach services to hundreds of publicly traded companies each year. Skills and experience that will lead to success Bachelor's degree required; advanced degree or credentialed (e.g., CPA, CFA, JD, MBA, and/or CEP) preferred but not required Typically 5-8+ years of relevant professional experience (e.g., consulting, corporate audit or finance, executive compensation, equity valuation) Strong communication skills and comfort working with senior team members and cross-functional colleagues Demonstrated ability to refine and apply knowledge of compensation design and implementation practices to deliver high quality and effective client solutions.
NewClient Relations Coordinator Crestfield TalentClient Relations CoordinatorLos Angeles, California$45,000–$54,000 / yearCrestfield Talent is seeking a professional and organized Client Relations Coordinator to support customer communication, account follow-up, and day-to-day client service activities in Los Angeles. Client Relations • Customer Service • Account Support • CRM • Phone Support • Email Communication • Scheduling • Customer Follow-Up • Communication • Organization • Time Management.
Sr Architect-Professional Services ( USA Remote) Alteryx IncSr Architect-Professional Services ( USA Remote)CARemote$120,000–$135,000 / yearYou will also collaborate across the Alteryx organization to identify and engage the right internal resources-to ensure customers receive tailored, effective guidance aligned to their unique technical and business challenges. Position Overview: The Architect role at Alteryx is a strategic and highly technical customer facing resource who combines deep expertise in data analytics, platform architecture, and prescriptive enablement.
Representative I Client Support CVS Health CorpRepresentative I Client SupportCA$17–$28.46 / hourThe Client Support Representative I plays a critical role in delivering high-quality service to members by resolving inquiries with empathy, accuracy, and efficiency. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
NewExperienced Veterinary Receptionist / CSR Ranch Heights VeterinaryExperienced Veterinary Receptionist / CSRCosta Mesa, CAOur recently built hospital is located in the upper office suites in The Ranch at Newport Bay shopping center, and team members are steps away from Irvine Ranch Market, Coffee Dose, Verde, Nike Training Studio, and many other local businesses. The Receptionist/CSR team will greet and assist clients and patients; work as a team with doctors, room assistants, and technicians; and help Ranch Heights Veterinary in our mission to "Reach New Heights in Veterinary Care".
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesLos Angeles, California$138,300–$172,800 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Desktop Services Team Lead Ropes & Gray LLPDesktop Services Team LeadLos Angeles, CA$88,600–$135,100 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. The Desktop Services Team Lead will report to the Desktop Services Supervisor and will drive process improvements, enhance customer service, manage Jira queue and provide hands-on deskside technical support.
Senior Client Success Manager RB Global IncSenior Client Success ManagerLos Angeles, CAThrough its auction sites in 13 countries and digital platform, RB Global serves customers in more than 170 countries across a variety of asset classes, including automotive, commercial transportation, construction, government surplus, lifting and material handling, energy, mining and agriculture. RB Global (NYSE: RBA) (TSX: RBA) is a leading, omnichannel marketplace that provides value-added insights, services and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide.
Lead Outreach Case Manager Special Service for Groups, Inc- HOPICSLead Outreach Case ManagerLos Angeles, CA$27.81–$29 / hourIncumbent will be responsible for coordinating transportation and transporting E6 staff and participantsusing the Agency van as needed Provide and maintain documentation of homeless status to intake workers and to clients and keep copies inclient files Provide HIV/AIDS information, education and linkages to testing, housing and services Be knowledgeable about HIV/AIDS services and testing locations Enter all outreach activity into HMIS system regularly and be responsible for ensuring the accurate entry ofall team members Assist with collecting and inputting information for the preparing of all LAHSA required reports includingbut not limited to QPR, APR Build rapport with individuals and staff of various community organizations that serve homelessindividuals, families, low-income households, and other HOPICS target populations Inform, educate, and refer homeless individuals and families about HOPICS programs and services ofavailable to them. Essential Functions Conduct immediate needs assessments with adult consumers to obtain information to complete acomprehensive treatment plan Have working knowledge of how to present within a Multi-Disciplinary Team (MDT) due to collaborationinvolved with internal and external entities Be comfortable working and providing assistance to homeless clients in the field Be able to establish client treatment plans that correlate with the clinical assessments of therapists, nursesand substance use counselors Assist the consumer to resolve or cope with issues that contribute to mental, emotional, medical and/orsubstance related problems Be familiar with and able to document in accordance with the guidelines established for the E6 program,including entering all notes and treatment plans, and outcomes into HMIS.
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.
Sourcing Coordinator, TikTok Local Services - Los Angeles (Third-Party Associate) TikTok IncSourcing Coordinator, TikTok Local Services - Los Angeles (Third-Party Associate)Los Angeles, CA$29–$48 / hourOur company believes that criminal history may have a direct, adverse and negative relationship on the following job duties, potentially resulting in the withdrawal of the conditional offer of employment: Interacting and occasionally having unsupervised contact with internal/external clients and/or colleagues; Appropriately handling and managing confidential information including proprietary and trade secret information and access to information technology systems; and. You will be responsible for partnering closely with Talent Acquisition Partners and Sourcers to schedule interviews, manage candidate communications, and maintain data integrity in our applicant tracking system.
Client Experience Manager, Pharmacy Benefits Management CVS Health CorpClient Experience Manager, Pharmacy Benefits ManagementCA$46,988–$122,400 / yearAt CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Assistant Commercial Insurance Client Manager Edgewood Partners Insurance CenterAssistant Commercial Insurance Client ManagerNewport Beach, CA$30.77–$43.59 / hourSet priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; Maintain documentation and records; Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; Other duties may be assigned. Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner; Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
Senior Associate - Private Client Services Andersen Tax LLCSenior Associate - Private Client ServicesLos Angeles, CA$98,900–$124,400 / yearSenior Associates can expect to: Review and prepare complex tax returns; Engage in the tax planning and consulting process; Collaborate with engagement team to identify and research complex client issues and recommend solutions; Provide regular updates to clients; Assist in project management of compliance and consulting engagements; Supervise, train and mentor Associates and Interns; and. Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Trusts and Estates.
Portfolio Manager I - Project & Power Finance City National BankPortfolio Manager I - Project & Power FinanceLos Angeles, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
5249 - Assistant Store Manager PT Hat World Inc.5249 - Assistant Store Manager PTDowney, CAAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
6794 - Assistant Manager PT Hat World Inc.6794 - Assistant Manager PTOrange, CAAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerPasadena, CA$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.