Senior Investment Adviser Associate-Client Service VirtusSenior Investment Adviser Associate-Client ServiceLos Angeles, CA$72,000–$95,000 / yearProvide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50 billion in assets and employs more than 135 people across the United States.
Client Service Representative SagoClient Service RepresentativeLos Angeles, CAThe world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. Bold thinkers and Authentic team members who show up to work every day being ourselves, never afraid of new ideas or opinions, because we believe they matter.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeLos Angeles, CaliforniaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateLaguna Niguel, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateLos Angeles, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Registered Client Service Associate - Part Time Morgan StanleyRegistered Client Service Associate - Part TimeSanta Monica, California$35,152–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Client service rep Vicar Operating dba VCAClient service repLos Angeles, CaliforniaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm 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.•
Trust Operation Specialist - Client Service Columbia BankTrust Operation Specialist - Client ServiceOrange, 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.
Relief Client Service Representative Vicar Operating dba VCARelief Client Service RepresentativeWoodland Hills, CaliforniaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm 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 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.
Swing / Overnight Client Service Representative Vicar Operating dba VCASwing / Overnight Client Service RepresentativeLos Angeles, California$19–$21 / hourVCA ASEC continues to be a staple in the community for over 15 years, and growing our team members and customer service levels are essential to continue to provide the best care possible. When a job is done well, you are a vital reason why clients feel better on a bad day, why pets receive excellent care, and why doctors can perform at their best.
Veterinary Client Service Representative Vicar Operating dba VCAVeterinary Client Service RepresentativeFountain Valley, CaliforniaThe CSR is the pivot around which the hospital operates and is responsible for: Customer service functions including: greeting clients, answering phones and guiding clients and their pets to exam rooms. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Client Service Representative - OVERNIGHT Vicar Operating dba VCAClient Service Representative - OVERNIGHTOntario, CaliforniaAs a CSR, you must be a self-starter with a strong attention to detail, ability to work in fast-paced environment, be able to handle difficult cases and clients, and have outstanding communication skills. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Client Service Director - Water/Wastewater Kennedy/Jenks ConsultantsClient Service Director - Water/WastewaterIrvine, CA$185,000–$300,000 / yearWorking alongside established leaders and project teams, you'll help build on that momentum by identifying opportunities, deepening client partnerships, developing high-performing teams, and delivering practical infrastructure solutions that support communities, utilities, and industrial clients. This senior leadership role is central to Kennedy Jenks' growth strategy, combining client relationship leadership, market development, team building, strategic planning, and delivery oversight for meaningful water, wastewater, stormwater, environmental, pipeline, and industrial consulting work.
Client Service Representative SAGOClient Service RepresentativeLos Angeles, CAThe world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. Bold thinkers and Authentic team members who show up to work every day being ourselves, never afraid of new ideas or opinions, because we believe they matter.
Client Delivery Team Manager BMO (Bank of Montreal)Client Delivery Team ManagerNewport Beach, CA$88,800–$165,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
Benefit Client Manager GpacBenefit Client ManagerIrvine, CA90000–115000The E Benefit Client Manager is responsible for servicing employer clients with fully insured and level-funded benefit plans, ensuring smooth renewals, accurate plan administration, and proactive client support throughout the year. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
Senior Client Banking Officer Banc of CaliforniaSenior Client Banking OfficerLos Angeles, 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.). As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Client Banking Officer Banc of CaliforniaClient Banking OfficerSanta 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.
Financial Services Tax Manager WithumSmith+Brown PCFinancial Services Tax ManagerLos Angeles, CaliforniaAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Withum’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.