Customer Service III Team Lead Optima Tax ReliefCustomer Service III Team LeadSanta Ana, CAAs a Team Lead, this role will review calls, provide coaching, complete monthly performance scorecards, and handle escalation calls while collaborating effectively with various departments to de-escalate client issues and provide timely responses. The essential functions include, but are not limited to the following: Complete monthly performance scorecards and conduct one-on-one monthly meeting sessions with direct reports to ensure the team is delivering services in accordance to the companys requirements.
Investment Banking Vice President | Commercial Services Selby Jennings LtdInvestment Banking Vice President | Commercial ServicesLos Angeles, CAThe firm has invested heavily in senior talent and is now focused on building out the team beneath a highly regarded leadership group, creating strong opportunities for growth, mentorship, and advancement. I'm representing a growing middle-market investment bank seeking a Vice President (or experienced Senior Associate) to join its Commercial Services team.
Customer Success Manager Wolters KluwerCustomer Success ManagerTorrance, CA$89,600–$157,000 / yearKey Tasks: Perform activities across the quote-to-order fulfillment lifecycle, including assistance in preparation of price quotes, assistance in drafting Statements of Work, researching customer project history, project management of key engagements and other activities defined as Customer Success Manager responsibilities. What You'll be Doing: The Customer Success Manager (CSM), Professional Services serves as a strategic liaison between customers, Sales Executives, Solutions Consultants, Professional Services, Operations, Product, and other internal stakeholders to ensure successful transitions from sales through project completion and ongoing customer satisfaction.
Physical Client Platform Engineer, Senior Blue Cross and Blue Shield AssociationPhysical Client Platform Engineer, SeniorLong Beach, CAAssist application teams to enable new mobile applications to our devices with proper security and SSO enablement using MEM/Intune using conditional access and Azure application controls. In this role, you will: Manage all MacOS devices using JAMF and Microsoft Endpoint Manager (MEM)/Intune for configurations, software deployments, and OS upgrade/patch management.
Client Relationship Manager III (Commercial Loan Officer III) Bay Commercial BankClient Relationship Manager III (Commercial Loan Officer III)Los Angeles, CAThe CRM III is a senior relationship manager responsible for developing new relationships with prospective clients and identifies the financial needs of clients, matches those needs with the wide range of Bank products and services that include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services. The CRM III manages and grows large loan and deposit relationships, expands current services offered to their existing high-valued clients, and provides exemplary services to those clients by delivering regular support that includes regular contact, coordinating loan activities, monitoring loan payments, and completing financial analysis.
Senior Consultant, National Federal Tax Services - Transaction Readiness & Restructuring (Trr) DeloitteSenior Consultant, National Federal Tax Services - Transaction Readiness & Restructuring (Trr)Los Angeles, CA$78,675–$160,750 / yearUndertake complex tax research, formulate tax-planning strategies, take down notes/action items, and perform tax department assessments, working with others within Deloitte Tax to ensure delivery of impactful client service at the highest possible level. As a T&IS Tax Senior focused on Transaction Readiness and Restructuring (TRR), you will: Analyze and understand complex tax issues through reading financial statements, regulatory filings, transactional documentation, client correspondence, and tax returns.
Manager - Client Senior City National BankManager - Client SeniorLos Angeles, CaliforniaRemote$71,869–$114,797 / yearFull timeFor de novo branches the Client Manager will be engaged in some level of external business development activity in support of building a baseline of business for the new branch including: Leads and manages the internal sales/service process including outbound calling efforts, client/prospect site visits, cross-sell opportunities with existing portfolio, and works with internal partners for new opportunities. Working with internal sales/service team, will also support branch manager and RM(s) in building and maintaining their client relationships including making joint client calls as needed Provide expertise in risk management and loss prevention policies and procedures and are responsible for monitoring and auditing their respective office for compliance with these policies and procedures.
Scheduler Home Equity & Origination Services ServiceLink IP Holding Co LLCScheduler Home Equity & Origination ServicesIrvine, CAIf you thrive in a fast paced environment and seek a career with a company committed to offering high quality learning initiatives and supporting employee goals, this is an exciting time to join and grow with ServiceLink. The ideal candidate must possess excellent communication and problems-solving skills as well as a strong desire to provide customers with the highest level of satisfaction.
D365 Client Relationship Manager BDO International LtdD365 Client Relationship ManagerCA$125,000–$185,000 / yearKeywords: Client Relationship Manager, Customer Success Manager, Service Delivery Manager, D365, Dynamics 365, Support, Managed Services, Finance & Operations, Finance and Operations, F&O, F&SC, Customer Engagement, CE, Business Central, BC, Power Platform, Technical Account Manager, business applications, Account Manager Microsoft, Dynamics, ERP, CRM, QBR. Job Summary: The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed services clients leveraging Microsoft Dynamics 365 business applications (Customer Engagement (CE), Finance & Operations (F&O), Business Central (BC)) and/or the Power Platform.
D365 Client Relationship Manager BDO USA PCD365 Client Relationship ManagerCA$125,000–$185,000 / yearKeywords: Client Relationship Manager, Customer Success Manager, Service Delivery Manager, D365, Dynamics 365, Support, Managed Services, Finance & Operations, Finance and Operations, F&O, F&SC, Customer Engagement, CE, Business Central, BC, Power Platform, Technical Account Manager, business applications, Account Manager Microsoft, Dynamics, ERP, CRM, QBR. Job Summary: The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed services clients leveraging Microsoft Dynamics 365 business applications (Customer Engagement (CE), Finance & Operations (F&O), Business Central (BC)) and/or the Power Platform.
Director, PEPI - Technology Services CIO Domain Alvarez & Marsal Holdings LLCDirector, PEPI - Technology Services CIO DomainLos Angeles, CAThis role requires a practitioner who has operated inside or directly alongside CIO organizations-someone who has personally led IT transformations, managed vendors, governed AI deployments, or run enterprise technology programs-and who can translate that hands-on operating experience into rapid, credible impact within the compressed timelines of a PE holding period. Data platform & BI transformation: Track record leading large-scale data platform modernization - including cloud and modern data platform architecture spanning hyperscalers and data-lake environments, enterprise data governance, and business intelligence enablement - to support AI-ready, insight-driven decision-making at scale.
VP, Commercial Loan Servicing Manager Banc of CaliforniaVP, Commercial Loan Servicing ManagerSanta Ana, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Trust And Estate Tax Manager WithumTrust And Estate Tax ManagerEncino, CA$110,000–$210,000 / yearAs a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: 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.
Tax Manager WithumTax ManagerEncino, CA$135,000–$210,000 / yearJob Description: 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. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management.
Founders & Tech Executive Tax Manager WithumFounders & Tech Executive Tax ManagerIrvine, CA$150,000–$200,000 / yearAs a Founders & Tech Executive Tax Manager based out of our Los Angeles, CA, San Francisco, CA, San Diego, CA, Orange County, CA, Whippany, NJ, Princeton, NJ, East Brunswick, NJ, Red Bank, NJ or New York City office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: 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.
Representative, Customer Service Dover CorporationRepresentative, Customer ServiceCypress, CA$18–$23 / hourWe deliver innovative equipment and components, specialty systems, consumable supplies, software and digital solutions, and support services through five operating segments: Engineered Products, Fueling Solutions, Imaging & Identification, Pumps & Process Solutions and Refrigeration & Food Equipment. Proactively call and respond to incoming calls from prospective customers and established customers and provide information about products and services to develop opportunities by assisting them in determining appropriate products or services to purchase.
QRM Support Manager - National Tax Quality Assurance (NTQA), Quality Risk Deloitte Touche Tohmatsu LtdQRM Support Manager - National Tax Quality Assurance (NTQA), Quality RiskLos Angeles, CA$93,000–$191,000 / yearOur team supports client-facing teams in how they approach the marketplace, develop service offerings, evaluate and onboard prospective clients, contract for services, deliver quality client service, and fulfill post-engagement and other recurring obligations. 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.
Business Analyst - Media Services Pointwest Technologies CorpBusiness Analyst - Media Serviceslos angeles, CAThis role will primarily support the a Media Services department of a client by participating in a functional and technical capacity across all phases of the software development life cycle and ongoing design, implementation, support, and maintenance of media management processes, platforms, and systems. This person continuously gains an understanding of content acquisition, transformation, and distribution and how technology is used in support of their business workflows, transferring knowledge between users, designers, developers, architects and technical members of the department.
Head of Industry, Financial Services Viant TechnologyHead of Industry, Financial ServicesLos Angeles, Illinois$225,000–$250,000 / yearThis executive leader will expand brand-direct demand, deepen agency adoption, and strengthen Viant's position as the leading AI-powered programmatic platform for financial marketers across banking, credit cards, insurance, wealth management, fintech, and lending. Working cross-functionally with Sales, Product, Business Development, Marketing, and Measurement, this leader will help shape Viant's Financial Services strategy while driving innovation and long-term category growth.
IT Service Analyst II Withum Smith+Brown, PCIT Service Analyst IIEncino, CA$65,000–$70,000 / yearSupported by IT team members and management in other Withum offices, this individual is accountable for providing outstanding customer service, technical support to staff throughout the Firm and servicing in a mentoring role for all IT Team Members at the Generalist level. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.