Associate, Client Onboarding Specialist IEQ CapitalAssociate, Client Onboarding SpecialistLos Angeles, CA$70,000–$100,000 / yearThis role is focused on delivering a white-glove onboarding experience for new and existing clients, serving as a central point of coordination across clients, advisors, custodians, and internal teams. You will own the onboarding workflow from initial intake through account opening and funding, helping gather client information, facilitate clear communication, track outstanding items, and ensure each onboarding experience is handled with accuracy, responsiveness, and care.
Office Manager New U Therapy Center & Family Services, Inc.Office ManagerValencia, CAFull timeOur practice offers a comprehensive range of mental health services, including psychiatric services, individual and family therapy, and functional psychiatry, allowing us to provide personalized and collaborative care based on each client’s unique needs. Serve as a primary point of contact for patients, responding to inquiries via phone, email, and in person, addressing concerns professionally, and ensuring a welcoming front-desk experience.
PWM - Portfolio Manager U.S. BankPWM - Portfolio ManagerWoodland Hills, CaliforniaIn 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. At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
NewWebsite Performance Manager | Team Charlie-Lima-Romeo Team VelocityWebsite Performance Manager | Team Charlie-Lima-RomeoLos Angeles, CA$65,000–$80,000 / yearThe Ideal Candidate has automotive digital marketing, automotive agency, and/or automotive retail management experience coupled with a solid understanding of dealership operations and strong working knowledge of website strategy and advertising. Collaborate with inter-departmental divisions (digital, creative services, etc.) coordinating priorities and requests needed to support both reactive and proactive support, and to provide streamlined service for the dealer.
Front Office Supervisor (Alvarado) Clínica Monseñor Oscar A. RomeroFront Office Supervisor (Alvarado)Los Angeles, CAThe supervisor assists the Clinica Manager, supports the Operations Director and Managers in clerical duties, and participates in reporting and administrative planning meetings. Front Office Services: Supervise program documentation process, including but not limited to: Client intake, eligibility, billing services and completion of administrative required forms.
Guest Services Concierge – Sailings Travel With LaniGuest Services Concierge – SailingsLos Angeles, CaliforniaYou will assist clients with planning, booking, and support throughout their journeys. We are bringing on Guest Services Concierges to join our remote team.
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.
Commercial Director (Home Services) Home AllianceCommercial Director (Home Services)Los Angeles, CAThe ideal candidate has a proven track record in the home services or related industries, with expertise in sales strategy, market expansion, customer experience, and team leadership. We are seeking a dynamic and results-driven Commercial Director to lead and grow the commercial operations of our fast-growing home improvement services business.
NewRemote Client Operations Senior Manager Verisma Systems IncRemote Client Operations Senior ManagerCARemoteThe Senior Manager monitors operational efficiencies through reporting, partners closely with Directors to identify and communicate inefficiencies, and implements timely corrective actions to ensure accounts remain in strong financial and operational standing. This role serves as a bridge between operational execution and strategic leadership, combining hands-on oversight of client operations with increasing accountability for people leadership, financial performance, client retention, and revenue growth.
Wealth Relationship Manager Safe Act Citigroup Inc.Wealth Relationship Manager Safe ActLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Financial Services Audit Senior WithumSmith+Brown PCFinancial Services Audit SeniorLos Angeles, CaliforniaStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Wealth Relationship Manager Safe Act - Norwalk AND Whittier Citigroup Inc.Wealth Relationship Manager Safe Act - Norwalk AND WhittierLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Safe ACT - Wilshire Westwood Citigroup Inc.Wealth Relationship Manager Safe ACT - Wilshire WestwoodLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Client Advisor, Beverly Center PRADA S.p.A.Client Advisor, Beverly CenterLos Angeles, CAAs such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs and expectations, fostering meaningful relationships and developing their Brand loyalty. Work as a team player and partner with fellow colleagues, foster open and constructive communication, to ensure a consistent exceptional experience and contribute to a positive working environment, embracing Diversity and inclusion values.
Tax Manager, Transaction Advisory Services, Special Projects (M&A Tax) bdo consultingTax Manager, Transaction Advisory Services, Special Projects (M&A Tax)Los Angeles, CA$79,800–$168,000 / 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. The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
Client Advisor, Beverly Hills Rodeo Drive PRADA S.p.A.Client Advisor, Beverly Hills Rodeo DriveBeverly Hills, CAAs such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs and expectations, fostering meaningful relationships and developing their Brand loyalty. Work as a team player and partner with fellow colleagues, foster open and constructive communication, to ensure a consistent exceptional experience and contribute to a positive working environment, embracing Diversity and inclusion values.
Client Advisor, Topanga PRADA S.p.A.Client Advisor, TopangaTopanga, CAAs such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs and expectations, fostering meaningful relationships and developing their Brand loyalty. Work as a team player and partner with fellow colleagues, foster open and constructive communication, to ensure a consistent exceptional experience and contribute to a positive working environment, embracing Diversity and inclusion values.
Client Advisor, Beverly Hills Neiman Marcus PRADA S.p.A.Client Advisor, Beverly Hills Neiman MarcusBeverly Hills, CAAs such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs and expectations, fostering meaningful relationships and developing their Brand loyalty. Work as a team player and partner with fellow colleagues, foster open and constructive communication, to ensure a consistent exceptional experience and contribute to a positive working environment, embracing Diversity and inclusion values.
Customer Service Assistant CryptoGexCustomer Service AssistantInglewood, CA$18.50–$28.50 / hourOur mission is to create engaging, high-quality experiences that connect brands with their audiences through well-executed live events. This role involves handling inquiries, resolving issues, and ensuring a positive experience before, during, and after events.
Business Development Manager Paul Davis RestorationBusiness Development ManagerLos Angeles, CaliforniaWhether damage is caused by water intrusion, mold contamination, fire, smoke, storms, or environmental hazards, our team is committed to guiding clients through every step of the recovery process with clear communication, technical expertise, and extraordinary care. To protect properties, restore environments, and rebuild lives through expert restoration services, while creating opportunities for great people to grow, serve, and deliver best-in-class results for every customer we help.