AVP, Client Service NFP CorpAVP, Client ServiceLos Angeles, CA$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Lead Case Manager - Family Place UPWARD BOUND HOUSELead Case Manager - Family PlaceSanta Monica, CAServe as primary point of contact for facility operations and client services Coordinate and maintain accountability for: Resident Manager (facility operations and client compliance) Employment Specialist (client employment services and outcomes) Clinical Representative (mental health services and interventions) Volunteers (program activities and support services) Pantry Coordinator (food security and distribution) Lead weekly program coordination meetings with all stakeholders Facilitate communication and collaboration between all service providers Monitor and evaluate service delivery effectiveness across all program components. Maintain primary caseload for all clients at the facility Conduct comprehensive client assessments and develop individualized service plans Provide crisis intervention and emergency response as needed Ensure proper documentation and maintenance of client files Coordinate client referrals to internal and external services Monitor client progress and adjust service plans accordingly.
Branch Manager East West BankBranch ManagerMonterey Park, 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. He/she also provides exceptional customer service to all clients, works with other product managers to refer bank products to business partners, and maintains adherence to all policies and procedures to ensure compliance.
Senior Product Manager, Experience Control AXSSenior Product Manager, Experience ControlLos Angeles, CA$133,650–$154,000 / yearThis role is responsible for the mission-critical platform capabilities that power venue ingress and access control across the AXS ecosystem, including ticket and credential validation, scanner applications, access control integrations, developer-facing APIs and SDKs, operational telemetry, and the platform services that support millions of fans entering venues each year across North America, Europe, and Asia-Pacific. We are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports franchises, marquee music brands, integrated entertainment districts, premier ticketing platform and global sponsorship activations, to create memorable moments that give the world reason to cheer.
Senior Treasury Operations Specialist California Bank of CommerceSenior Treasury Operations SpecialistCerritos, CA$35.50–$40.50 / hourResponsible for providing pre/post technical, operational support, and troubleshooting assistance to ensure clients are fully enabled to utilize the features of Online Banking and TS products, including but not limited to, Online and Mobile Banking, Bill Payment, Remote Deposit, Positive Pay, Wires, ACH Origination, and Account Analysis. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
NewCommunity Behavior Support Specialist, Behavior Day Services BuildAbilityCommunity Behavior Support Specialist, Behavior Day ServicesSylmar, CADocument progress notes, behavior tracking logs, and goal implementation data daily in the electronic visit verification system, ensuring accuracy and real-time updates aligned with individual plans. Provide Tailored Day Services to participants in home and community-based settings through personalized instruction and activities aligned with their unique needs and goals.
Client Account Manager, Mid-Market B2C Services - Acquisitions Reddit IncClient Account Manager, Mid-Market B2C Services - AcquisitionsLos Angeles, CA$105,000–$147,000 / yearCross-Functional Collaboration: Collaborate closely with internal teams to ensure clients are onboarded to Reddit effectively by submitting tickets to troubleshoot issues, and improve their set up and performance. You will prove the value of the platform by ensuring our clients are set up to succeed on Reddit, and will ensure clients are in a rapid scaling mode before graduating them seamlessly to the Same Store Growth (SSG) Account Executive team.
Senior Premier Client Services Associate East West Bancorp IncSenior Premier Client Services AssociatePasadena, CA$20–$27 / hourDaily 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 Onboarding Implementation Manager Associate JPMorgan Chase Bank, N.A.Client Onboarding Implementation Manager AssociateIrvine, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Client Service Associate (Teller)- Acton, CA California Bank & TrustClient Service Associate (Teller)- Acton, CAActon, CA$20–$22.39 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Service Associate - Teller (40 hours) | Tustin, CA California Bank & TrustClient Service Associate - Teller (40 hours) | Tustin, CATustin, CA$20–$27 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation of ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized, and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Senior Associate - Private Client Services Andersen Tax LLCSenior Associate - Private Client ServicesLos Angeles, CA$98,900–$124,400 / yearSenior Associates can expect to: Review and prepare complex tax returns; Engage in the tax planning and consulting process; Collaborate with engagement team to identify and research complex client issues and recommend solutions; Provide regular updates to clients; Assist in project management of compliance and consulting engagements; Supervise, train and mentor Associates and Interns; and. Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Trusts and Estates.
Audio-Visual (AV) Manager CentersAudio-Visual (AV) ManagerMalibu, CAJob Summary Working with IT Client Services leadership and the CENTERS team, the Manager - Audio-Visual oversees technology operations for the Mountain AV team, provides leadership for AV event support, manages assigned employees, and supports AV technology solutions that advance reliable, professional, and guest-centered event experiences at Mountain Waves Arena and related AV-enabled spaces. This state-of-the-art complex will not only be home to leading fitness and well-being resources for the entire Pepperdine community, the estimated 3,600-seat arena will give the basketball and indoor volleyball teams an extraordinary home court facility commensurate with those throughout the West Coast Conference.
NewNew Logo Account Executive - Financial Services Teradata CorpNew Logo Account Executive - Financial ServicesCalifornia, CASuccessful track record in closing sales, lead conversion, business development, converting new prospects into customers, and a willingness to pursue multiple contacts in support of a common sales strategy. Experience with CRM applications to document sales opportunities progress with discipline, forecasting policies, close plans, targeted marketing techniques, account planning both processes and methodologies and commonly used tools.
AVP System Operations, Entertainment - CA - On Site PrismHR IncAVP System Operations, Entertainment - CA - On SiteBurbank, CA$80,000–$90,000 / yearAnd PrismHR provides a wide range of additional resources that go beyond just technology and support: PrismHR SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and numerous learning opportunities throughout the year are all designed specifically to help PrismHR customers grow their business. Powering more than 80,000+ companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR is the most efficient, reliable, and scalable software solution to help PEOs and ASOs grow and prosper.
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesPasadena, CA$200,000–$300,000 / year9+ 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 Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
Assistant Project Manager ShawmutAssistant Project ManagerIrvine, California$72,300–$115,600 / yearFull timeResponsibilities: We are looking for an Assistant Project Manager to support Project Managers in building and delivering exceptional services catered to our clients’ specific goals and concerns. Placement within the listed range depends on many factors including, but not limited to years of experience, project size capability (for Construction & Field roles) and internal company equity.
Head Of Marketing Services 33 USA Inc.Head Of Marketing ServicesLos Angeles, CATaking over this function from the CEO, who currently holds it concurrently, you will own the organizational management, service quality, and delivery excellence of all service divisions, and carry accountability for achieving the semi-annual gross profit targets the company sets for each service team. Reporting directly to the CEO, you will work closely with Business Development teams in both the US and Japan to optimize team assignments and maintain the highest level of client satisfaction across all projects — while continuously evolving our service quality to stay ahead of market trends and client expectations.
Private Client Service Associate The Capital Group Companies, Inc.Private Client Service AssociateLos Angeles, CA$80,098–$128,157 / yearWorks with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
Sr. Client Manager, Commercial Risk - IAS, West The Baldwin Group Insurance Holdings, LLCSr. Client Manager, Commercial Risk - IAS, WestTustin, CA$90,000–$105,000 / yearEDUCATION AND EXPERIENCE REQUIREMENTS: Education: None required; Bachelor's degree and working towards a professional insurance designation preferred Experience (years and type of experience): 10 years' experience and demonstrated proficiency in Commercial Account Management required; 10+ years' experience and demonstrated proficiency in Commercial Account Management preferred Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment Some travel may be required IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract.