Tax Director - Private Client Services WeaverTax Director - Private Client ServicesManhattan Beach, 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.
Global Client Services Director Downtown MusicGlobal Client Services DirectorLos Angeles, CA$80,000–$100,000 / yearAs the preferred partner for some of the world's most beloved songwriters, storied music catalogs, and emerging artists at the forefront of pop culture, we offer bespoke distribution, publishing administration, creative marketing and finance solutions to entrepreneurial creators and their partners. Help supervise junior team members responsible for day-to-day client communication on all publishing admin matters, including Licensing, Royalties, Copyright, and Income Tracking.
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.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateLos Angeles, CaliforniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Event Services Client Account Manager Allied UniversalEvent Services Client Account ManagerPomona, California$75,000–$85,000 / yearAccount managers also build, improve, and maintain relationships with clients and employees, develop and retain staff, and coordinate needed support services and solve problems to effectively run the account and event operations. Capably utilize ABI and WinTeam for scheduling and billing, and to produce reports (such as Scheduling Activity, invoice Aging by tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
Tax Director - Private Client Services EisnerAmperTax Director - Private Client ServicesLos Angeles, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Client Services Lead SPSClient Services LeadSanta Ana, CaliforniaAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Services Administrator Document Custody| $29.63 hourly | Urgently Hiring! | 835585 HelpmatesClient Services Administrator Document Custody| $29.63 hourly | Urgently Hiring! | 835585Santa Ana, CAOverview: The Document Custody department is primarily responsible for reviewing original mortgage loan documents, reporting on/certifying to the documents, safekeeping the documents and shipping the documents to a requested party. Key Responsibilities: The candidate will be the client point of contact for Document Custody transactions and responsible for the administration and client service of warehouse line and whole loan sale transactions as well as Agency certifications.
Client Service Manager (Burbank, CA) Mission Valley BankClient Service Manager (Burbank, CA)Burbank, CAFull timeAdditionally, you will bring:AA Degree preferred or equivalent experience requiredMinimum of 3 - 5 years of experience in bank operations with knowledge of banking regulations requiredMinimum of 3 - 5 years of leadership experience, supervising employees requiredComplete knowledge and understanding of bank operations, policies and proceduresClient centric approach to proactive client service and needs-based sellingMust be experienced and proficient in the use of various core banking system softwareExcellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the communityGeneral Mathematics and AccountingMust be able to assess any given situation, make decisions and bring to a successful resolutionMust have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc. This includes understanding all responsibilities outlined under the banks AML, BSA and OFAC Programs, participating in any required training and promptly complying with all reporting requirementsResponsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates, for themselves and their branch teamBring any suspicious activity to the attention of a supervisor, or the BSA OfficerFollow all bank policies and procedures to ensure compliance with all laws and government regulationsEnsure compliance with CRA and CDFI outreach programsProactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship ExpansionMaintain up to date knowledge and train others on products, services, departmental systems and related technology, policies and procedures, etc.
Tax Director - Private Client Services BPMTax Director - Private Client ServicesIrvine, CA$180,000–$220,000 / yearWell-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values.
Client Case Coordinator - Supported Living Services Vision Life LlcClient Case Coordinator - Supported Living ServicesPasadena, CA$25–$30 / hourPart timeYou will be responsible for coordinating client services, monitoring service delivery, assisting with staffing and scheduling, conducting home visits, completing required documentation, addressing client concerns, and helping ensure each individual receives high-quality, person-centered support. The ideal candidate will have experience working within an SLS program, collaborating with Regional Centers, supporting IPP/ISP implementation, coordinating staffing and client services, maintaining compliance with Title 17 requirements, and ensuring accurate, timely documentation.
Client Service Manager SSA Security GroupClient Service ManagerLos Angeles, CA$70,000–$80,000As the consistently top-rated private security patrol in Los Angles for nearly three decades, we employ only highly trained, vetted and experienced officers with real world policing expertise. As a Client Services Manager, you will play a crucial role in supervising and supporting security staff, maintaining client relationships, and ensuring the highest level of service delivery.
Tax Partner- Private Client Services (Pcs) EisnerAmperTax Partner- Private Client Services (Pcs)Los Angeles, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Tax Partner - Private Client Services (Pcs) EisnerAmperTax Partner - Private Client Services (Pcs)Los Angeles, CA$325,000–$425,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
NewClient Services Associate SPSClient Services AssociateCulver City, CaliforniaAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Senior Manager- Client Accounting Services Family Office Baker Tilly Advisory Group, LPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CaliforniaBaker 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.
Senior Associate – Private Client Services AndersenSenior Associate – Private Client ServicesLos Angeles, California$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. The Role: 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.
Client Services Associate Pacific Horizons Collective CorporationClient Services AssociateCulver City, CaliforniaThis role is ideal for a detail-oriented and customer-focused professional who enjoys supporting clients, maintaining organized records, and assisting internal teams with daily operational needs. The Client Services Associate plays a key role in ensuring a positive and efficient client experience.
Client Services Coordinator Glidewell DentalClient Services CoordinatorIrvine, CaliforniaTakes care of day-to-day administrative activities supporting the sales team by servicing accounts with order processing, coordinating accounts with focus on client satisfaction, revenue optimization, and account growth. Coordinates and schedules flights and hotel accommodations for traveling customers using Company’s designated travel agency to resolve issues, ensure positive results, and deliver a great customer experience.
Head of Client Services Team LiquidHead of Client ServicesSanta Monica, CaliforniaWorking closely with Creative, Production, Operations, and other senior stakeholders across the agency, they are equally comfortable building relationships with executive client stakeholders and collaborating cross-functionally to elevate campaign execution, strengthen partnerships, and drive exceptional outcomes for our clients. We deliver measurable results across content and influencer marketing for partners including Riot Games, Alienware, Warner Bros, adidas, and SEGA, spanning gaming, sports, entertainment, and culture.