Client Service Manager (Burbank, CA) Mission Valley BankClient Service Manager (Burbank, CA)Burbank, CAFull timeAdditionally, you will bring:AA Degree preferred or equivalent experience requiredMinimum of 3 - 5 years of experience in bank operations with knowledge of banking regulations requiredMinimum of 3 - 5 years of leadership experience, supervising employees requiredComplete knowledge and understanding of bank operations, policies and proceduresClient centric approach to proactive client service and needs-based sellingMust be experienced and proficient in the use of various core banking system softwareExcellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the communityGeneral Mathematics and AccountingMust be able to assess any given situation, make decisions and bring to a successful resolutionMust have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc. This includes understanding all responsibilities outlined under the banks AML, BSA and OFAC Programs, participating in any required training and promptly complying with all reporting requirementsResponsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates, for themselves and their branch teamBring any suspicious activity to the attention of a supervisor, or the BSA OfficerFollow all bank policies and procedures to ensure compliance with all laws and government regulationsEnsure compliance with CRA and CDFI outreach programsProactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship ExpansionMaintain up to date knowledge and train others on products, services, departmental systems and related technology, policies and procedures, etc.
10684 - Client Services Manager (Microsoft Intune, Windows Autopilot) Hyundai Autoever America10684 - Client Services Manager (Microsoft Intune, Windows Autopilot)Irvine, CAFull timeAdditional Key Roles & Responsibilities Lead the strategy, engineering, and operational delivery of Client Device and Endpoint Management services, including laptops, desktops, peripherals, mobile devices, and endpoint policies across a distributed enterprise environment. This role is responsible for delivering a secure, modern, and high-performing digital workplace experience across laptops, desktops, mobile devices, peripherals, AWS VDI, AV, and collaboration technologies, while also ensuring efficient and customer-focused support operations.
Environmental Lead - Client Services Manager PsomasEnvironmental Lead - Client Services ManagerPasadena, CA$140,000–$200,000 / yearFull timeAs our Environmental Lead | Client Service Manager for the Greater Los Angeles Region, you will lead the continued growth of our Environmental Services practice while serving as a trusted advisor to public and private sector clients throughout the region. Technical Oversight: Guide multidisciplinary teams delivering CEQA/NEPA compliance, permitting, biological resources, cultural resources, air quality, noise, and related environmental services.
Client Services Manager East West BankClient Services ManagerPasadena, 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. Provide superior client service as related to deposit and business account services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Client Service Manager Your Part-Time Controller, LLCClient Service ManagerLos Angeles, California$140,000–$165,000 / yearModel and reinforce CFO Mindset innovation by building staff capability through training, feedback, and continuous improvement; ensure technology use supports strategic thinking, professional judgment, security, and client trust. A willingness to travel to in-person meetings, including but not limited to staff meetings, inperson client visits, and annual reviews, periodically throughout the year; and to travel occasionally to events to support critical strategic initiatives.
Premier Client Services Associate East West BankPremier Client Services AssociatePasadena, California$20–$27 / hourFull timeDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our 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.
Client Service Manager SSA Security GroupClient Service ManagerLos Angeles, CA$70,000–$80,000As the consistently top-rated private security patrol in Los Angles for nearly three decades, we employ only highly trained, vetted and experienced officers with real world policing expertise. As a Client Services Manager, you will play a crucial role in supervising and supporting security staff, maintaining client relationships, and ensuring the highest level of service delivery.
Client Service Manager Vicar Operating dba VCAClient Service ManagerLos Angeles, CaliforniaWorking alongside our existing Client Services Manager and hospital leadership team, you'll help lead a large, fast-paced, 24/7 Client Services department. We're looking for an exceptional Client Services Manager who is passionate about developing people, building strong teams, and creating an outstanding client experience.
Tax Manager - Private Client Services (Pcs) Ascend Partner Services LLCTax Manager - Private Client Services (Pcs)Pasadena, CA$135,000–$200,000 / yearAscend 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. As a Tax Manager- Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
Private Client Services Officer Banc of CaliforniaPrivate Client Services OfficerSanta Ana, CaliforniaPerforms daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, Remote Deposit Capture (RDC) support, and other servicing functions. The position performs a broad range of operational and client service functions, including onboarding new deposit accounts and serving as a subject matter expert in treasury management products and services for consumer and business clients with varying levels of complexity.
Client Service Manager I United Business BankClient Service Manager ILos Angeles, CARemoteThe incumbent also performs a variety of daily tasks including the review of management reports and daily callback, processing insufficient funds and overdraft accounts, solving problems associated with item and data processing, and assisting the Regional Branch Administration, Director of Branch Administration and the Operations Administrator with duties and projects as requested. The Client Service Manager I (CSM I) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the branch including Teller functions, New Account functions and background operations tasks and duties.
Tax Manager - Private Client Services (PCS) Ascend Partner FirmsTax Manager - Private Client Services (PCS)Irvine, California$135,000–$200,000 / yearAscend 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. As a Tax Manager- Private Client Services at Lucas Horsfall, you will lead fiduciary accounting for our complex private clients multigenerational family engagements with multiple partnerships and extensive trust structures, including numerous sub-trusts.
Avp/Vp, Client Service Manager Cathay General BancorpAvp/Vp, Client Service ManagerEl Monte, CA$100,000–$115,000 / yearGENERAL SUMMARYThe AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. Recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliment the client and their business.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesLos Angeles, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Senior Premier Client Services Associate East West BankSenior Premier Client Services AssociatePasadena, California$20–$27 / hourFull timeDaily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc. Our 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.
Tax Senior Manager - Private Client Services AndersenTax Senior Manager - Private Client ServicesCosta Mesa, California$175,000–$210,000 / yearThe Role: Senior 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. Advanced credential allowing for client representation before the Internal Revenue Service required (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.
Manager - Private Client Services AndersenManager - 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.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesLos Angeles, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesWoodland Hills, CA$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Operations Manager - Warehouse & Client Services Loom TalentOperations Manager - Warehouse & Client ServicesInglewood, California$90,000–$100,000Loom Talent is recruiting an Operations Manager - Warehouse & Client Services for a client specialising in the storage and distribution of luxury products, delivering a high-end "white glove" service where quality and customer care are essential. The Operations Manager - Warehouse & Client Services will oversee warehouse and field operations, ensuring safe, efficient, and accurate handling of inventory, deliveries, and installations.