Manager, Financial Services 26-00205 Alura Workforce SolutionsManager, Financial Services 26-00205Fountain Valley, CADESCRIPTION Our client, a leading integrated healthcare organization, is seeking a Manager, Financial Services – Managed Care Analytics to lead financial analysis and reporting initiatives that support managed care contracting and organizational strategy. Analyze financial and operational data from multiple healthcare systems, including data warehouses, cost accounting systems, general ledger, budgeting systems, patient billing data, and payer capitation reports.
J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding AreasLos Angeles, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewClient Service Associate Pointwealth ManagementClient Service AssociateLos Angeles, CA$55,000–$85,000 / yearThe assistant must have the ability to problem solve independently using our backoffice and extensive resources and communicate proactively when needing additional guidance. Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor.
NewMarketing/Sales- Property Management Flooring Services Regal Commercial ServicesMarketing/Sales- Property Management Flooring ServicesSanta Ana, CAPromote Regal products and services to existing customer base and potential new clients. \nCompany Description Established in 1989, Regal Commercial Services is the premier commercial flooring contractor in the So.
Tax Partner - High Net Worth - Private Client Services RSMTax Partner - High Net Worth - Private Client ServicesLos Angeles, CAStrong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers). Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners.
Tax Manager - Private Client Services (Pcs) Ascend Partner Services LLCTax Manager - Private Client Services (Pcs)Encino, 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.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IILos Angeles, CaliforniaProvide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. Eligible for an Annual Discretionary Cash Bonus Target: 10%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
Office and Client Services Assistant Covington & Burling LLPOffice and Client Services AssistantLos Angeles, CA$50,000–$62,000 / yearStatus Non-exempt Reports To Client Services & Facilities Manager Workplace Type Onsite Salary Range of 50000 - 62000 Dependent on experience and location Candidates hired for Business Professional positions with a minimum work schedule of 30 hours per week are eligible for a comprehensive benefits package including healthcare insurance. Office & Client Services Assistant Operations Department Summary Supports daily office operations while delivering professional high-quality service to clients and staff.
Trust Operations - Client Services Columbia Banking System, Inc.Trust Operations - Client ServicesOrange, CA$24.87–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Client Services Coordinator Senior HelpersClient Services CoordinatorMonterey Park, CaliforniaOur Client Service Coordinator will manage and develop all client services for Senior Helpers of Monterey Park within the franchise territory including converting leads, retention of clients, and managing the growth of hours from current clients. If you are an individual who enjoys helping others decided on the best way to care for their family members by actively listening to their concerns, reviewing care plans, and visiting client’s homes to ensure quality of care, our Client Service Coordinator position would be the career for you!
HR Client Services Director, UCI Health University of California, IrvineHR Client Services Director, UCI HealthOrange, California$123,000–$237,800 / yearFull timeMisconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Responsibilities: Reporting to the Executive Director, the HR Client Services Director develops, leads, and ensures integrated delivery of high-quality HR services that support business strategy and operations and ensures excellent HR customer service to the UCI Health system clients.
Senior Manager- Client Accounting Services Family Office Baker Tilly Virchow Krause, LLPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CA$135,000–$195,350 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Services Specialist EBizChargeClient Services SpecialistIrvine, CaliforniaAssist Support team by reviewing records, following up with customers, assist via remote sessions, and update case documentation in CRM system. Work collaboratively with management, software development, project management, sales teams, and any other members of various departments.
Client Services Associate - Santa Ana, CA (Onsite) Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite)Santa Ana, CaliforniaTeamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Service Representative Hearts and HalosClient Service RepresentativeHuntington Beach, CAFull timeCandidates should be professional, friendly, compassionate, courteous, able to multi-task as well as have basic computer skills, organizational skills, and excellent communication skills. We are looking for a full-time Client Service Representative to join our team at Hearts & Halos in-home pet euthanasia and aftercare services.
Client Service Associate, Commercial Lines Hub International InsuranceClient Service Associate, Commercial LinesNewport Beach, CaliforniaThe expected salary range for this position is $35-$38/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
Client Service Associate, Commercial Lines Hub InternationalClient Service Associate, Commercial LinesLong Beach, CA$35–$38 / hourThe expected salary range for this position is $35-$38/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
Financial Services Tax Manager WithumFinancial Services Tax ManagerEncino, CA$150,000–$200,000 / yearAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco 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.
Financial Services Audit Senior WithumFinancial Services Audit SeniorLos Angeles, CA$80,000–$115,000 / yearStrong 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.
Financial Services Audit Supervisor WithumFinancial Services Audit SupervisorEncino, CA$110,000–$145,000 / yearHow You'll Spend Your Time: Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service to clients. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management.