NewMerchant Services Representative Chino Commercial BankMerchant Services RepresentativeCorona, CA$20–$22 / hourThe position of Merchant Services Rep is responsible for regularly supporting the Merchant Services department manager, ensures the smooth and efficient operation of a number of accounting duties; reconciles all asset and liability accounts for the Merchant Services Department; processes accounts payable transactions. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Event Services Client Account Manager Allied UniversalEvent Services Client Account ManagerPomona, California$75,000–$85,000 / yearFull timeAccount managers also build, improve, and maintain relationships with clients and employees, develop and retain staff, and coordinate needed support services and solve problems to effectively run the account and event operations. Capably utilize ABI and WinTeam for scheduling and billing, and to produce reports (such as Scheduling Activity, invoice Aging by tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
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.
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.
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.
Professional, Client Account Services CotalityProfessional, Client Account ServicesIrvine, CaliforniaCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Requirements Engineering: You act as a translator, gathering raw business needs from clients and converting them into precise technical specifications for developers and database admins.
Outsourced Controller – Client Accounting Advisory Services (CAAS) Ascend Partner FirmsOutsourced Controller – Client Accounting Advisory Services (CAAS)Irvine, CaliforniaAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
Manager, Threat Protection Services ProofpointManager, Threat Protection ServicesIrvine, CA$136,200–$214,005 / yearProofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. The Manager, Threat Protection Services leads a team of Threat Strategy Managers (TSMs) across different regions who ensure customers maximize the value of their investment through proactive engagement that advances their email security programs.
Sr. Professional Services Consultant - Data Security ProofpointSr. Professional Services Consultant - Data SecurityIrvine, CA$123,200–$193,600 / yearProofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. The Consultant must be confident in working with technical resources, analysts, project sponsors, and executive levels to provide excellent service delivery and communication which includes product deliverables, conducting conference calls/meetings, consulting process reviews/workshops, and briefings.
Registered Client Service Associate StifelRegistered Client Service AssociateIrvine, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
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 Representative VenbrookClient Service RepresentativeIrvine, CaliforniaRisk Specialties & Services: Advisory, risk management, insurance brokers, accident & health insurance, property & casualty insurance, employee benefits, surety & title insurance, wholesale insurance, specialty programs, reinsurance, independent field adjusting, catastrophe services, and third-party claims administration. This role resolves routine issues, escalates complex matters following defined guidelines, and supports a consistent member experience while reducing service interruptions for Client Management teams.
Client Service Representative Lone Hill Veterinary CenterClient Service RepresentativeSan Dimas, CA$17–$21 / hourFull timeComputer experience (email usage, word/excel) and proficiency required in front desk equipment (such as, fax machine, credit card machine, copy machine, and postage meter). Must possess basic math skills to determine proper deposits, make change, and process payments utilizing credit card and check terminal.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeAnaheim, California$18–$20 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heart worm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Portfolio Manager Cerity PartnersClient Portfolio ManagerIrvine, CaliforniaSuccess in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to translate complex market insights into actionable strategies for both clients and internal stakeholders. This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver consistent, risk-adjusted returns aligned with client objectives and firm-wide investment philosophy.
International Tax Services - Manager PwCInternational Tax Services - ManagerIrvine, CA$99,000–$266,000 / yearAs an International Tax Services Manager, you will play a pivotal role in advising clients on structuring their global tax positions, analyzing international tax laws and regulations to develop strategies that optimize tax efficiency and minimize risks for multinational businesses. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Client Banking Officer (Temporary up to 90 days) Banc of CaliforniaClient Banking Officer (Temporary up to 90 days)Santa Ana, CaliforniaWorks daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity.
Client Service Representative Banfield Pet HospitalClient Service RepresentativeOntario, CA$16.93–$21.63 / hourSUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Communication Skills Client Service Skills Priority Setting Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
Client Relationship Manager Zero Impact SolutionsClient Relationship ManagerCosta Mesa, CaliforniaBachelor’s degree in business administration, marketing or a related field 1-3 years experience in client service, sales, or a related field Demonstrates a keen business acumen, proficient in prioritization, and makes informed judgment calls when necessary Dedicated to achieving excellence - consistently performs duties at the highest level of performance. We offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage, Hydroponic farming and Rain Water/Grey Water collection systems.