Lead Veterinarian All Creatures Care CottageLead VeterinarianCosta Mesa, CA$200,000–$230,000You will be responsible for mentoring and developing your associate veterinarians, partnering with your Practice Manager to build a healthy and engaged team, and driving the continuous improvement of patient care and client service. Lead and Mentor Your DVM Team: You will manage all associate veterinarians, conducting regular performance discussions, coaching them on individual development goals (including production and PCT), and fostering a culture of teamwork and retention.
NewGlobal Client Services Manager The Capital Group Companies, Inc.Global Client Services ManagerIrvine, CA$179,273–$286,837 / yearAs a Strategic Client Relationship RFP Manager within Global Client Services (GCS), you will lead, coach, and develop a multi-location team responsible for RFPs, RFIs, and DDQs that clearly communicate Capital Group's investment capabilities. You'll partner with business leaders across Sales, Product, Data, Legal & Compliance, and Marketing to anticipate client needs, strengthen proposal strategy, improve content quality, and use AI, automation, and scalable practices to drive efficiency and growth across the distribution business.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCosta Mesa, CA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our 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.
["Client Service Tech Group Lead","Client Service Tech Group Lead"] Quest Diagnostic["Client Service Tech Group Lead","Client Service Tech Group Lead"]Trabuco Canyon$29.17–$34.09 / hourQuest believes that conviction records may have a direct, adverse, and negative relationship to the following job duties: accessing company property, information, assets, and products including sensitive information; accessing customer data or confidential information, and partnering and regularly working with or supervising other Quest employees and interacting with Quest customers. Provide leadership to the department by being a functional resource and assisting supervisor with daily operations such as schedule coordination and providing input for performance reviews and disciplinary actions.
Client Services Consultant II MetLife IncClient Services Consultant IIIrvine, CA$64,800–$99,300 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
Client Services Coordinator (Medical Device) Ultimate Staffing ServicesClient Services Coordinator (Medical Device)Irvine, California$60,000–$62,000You will collaborate closely with cross-functional teams, including Sales, Accounting, Operations, and other internal departments, to ensure efficient processes and deliver exceptional customer support and operational results. Support all customer service and sales supporting activities; assist with the sales and clinical teams to ensure their requests are met while staying within company guidelines and policies.
Avp, Claims Client Services CNA Financial Corp.Avp, Claims Client ServicesBrea, CA$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
AVP, Claims Client Services CNA Financial CorpAVP, Claims Client ServicesBrea, CA$152,000–$242,000 / yearLeads or participates in claim/ broker meetings, national meetings (i.e. RIMS), mid-term account reviews, stewardship meetings, renewals and new business offerings by collaborating and partnering with Client Service team, Marketing, Sales and Distribution, Underwriters, Brokers/Agents to understand customer needs, and package claim capabilities, customer-specific trends and industry data, into a compelling story and/or proposition for existing and prospective customers. Acts as a key point of contact both internally and externally at senior levels for National Brokers, Agencies and CNA Branch Vice Presidents by representing CNA Claims, communicating claim strategies, and initiatives, promoting product and service capabilities, establishing proactive touchpoints, ensuring timely responses and problem resolution and gathering and sharing feedback throughout the organization.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesCosta Mesa, 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.
["Registered Client Service Associate","Registered Client Service Associate"] Stifel Financial["Registered Client Service Associate","Registered Client Service Associate"]IrvineUnder immediate supervision, client services associate (registered) assists one or more financial advisor(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). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesCosta Mesa, CA$146,000–$200,000 / yearThe 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. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Client Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719 HelpmatesClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719Santa Ana, CAAs a Client Services Account Administrator, you will be responsible for: Overseeing daily administration of over 100 MBS trusts, including RMBS, CMBS, and ABS. Join a leading organization as a Client Services Account Administrator in Santa Ana, CA, and contribute to smooth client operations every day.
Retirement Services Client Manager Marsh & McLennan Companies IncRetirement Services Client ManagerAliso Viejo, CA$64,700–$120,400 / yearAct as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
Senior Client Services Consultant II MetLife IncSenior Client Services Consultant IIIrvine, CA$100,000–$120,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
["Customer Service Rep / Call Center / Client Support","Customer Service Rep / Call Center / Client Support"] ADP["Customer Service Rep / Call Center / Client Support","Customer Service Rep / Call Center / Client Support"]La Palma$17.02–$30.14 / hourA little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more.
Medical Assistant/Patient Services Representative Camino Health CenterMedical Assistant/Patient Services RepresentativeSan Juan Capistrano, CAThe MA/PSR performs clinical duties such as rooming patients, taking vital signs, executing standing orders, and assisting with procedures, while also handling front office responsibilities including patient registration, scheduling, insurance verification, and responding to patient inquiries. This position works as part of the care team to deliver a positive patient experience by providing direct patient care services, assisting providers, and managing patient flow from check-in through check-out.
Insurance and Financial Services Position - State Farm Agent Team Member Nate Nguon - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberTustin, CAFull timeROLE DESCRIPTION: Nate Nguon Ins and Fin Svc Inc - State Farm Agency (Tustin, CA) is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Producer, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors, Institutional Client GroupNewport Beach, CA$133,365–$156,900 / 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.
NewFinancial Services Representative - State Farm Agent Team Member Luke Dix - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCarlsbad, CA$80,000–$100,000 / yearFull timeThe ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.
["Customer Service Representative (Flexible Working Hours)","Customer Service Representative (Flexible Working Hours)"] Destination Pet, LLC["Customer Service Representative (Flexible Working Hours)","Customer Service Representative (Flexible Working Hours)"]San Juan Capistrano$24–$25 / hourWe are seeking an experienced and polished Client Service Representative (CSR) to join our dedicated team and help us deliver customer excellence with each client and patient. You will handle client communications, appointment coordination, and administrative tasks that ensure the seamless operation of our hospital.