Client Service Coordinator - 001314 Banfield Pet HospitalClient Service Coordinator - 001314Tustin, CA$16.93–$21.63 / hourHIRING QUALIFICATIONS / COMPETENCIESLeadership €¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ Listening Functional €¢ Preventative care and OWPs €¢ Communication Skills €¢ Client Service Skills €¢ Priority Setting €¢ Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
Sales Development Representative Altruist CorpSales Development RepresentativeLos Angeles, CA$62,000–$90,000 / yearContribute to the sales teams goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve team performance. Drive high-volume, multi-channel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new sales-qualified opportunities.
SVP, Regional Sales Manager, Middle Market Banking - Los Angeles Banc of CaliforniaSVP, Regional Sales Manager, Middle Market Banking - Los AngelesBeverly Hills, CaliforniaActively prospects and develops new relationships directly with businesses and their owners in the assigned segment and also with advisors, investment bankers, accountants and other highly reputable centers of influence (COI) who can refer such high quality opportunities. Leverages customer leads and other lead generating techniques to identify new prospects and cross-selling opportunities; conducts discussions with prospects to understand background, identify needs, and clearly communicate potential solutions.
Client Service Associate - Family Office Blue Trust IncClient Service Associate - Family OfficeCA$30–$36 / hourEffectively utilizes CRM and DMS systems to maintain accurate electronic database of prospect and client information, including maintaining up-to-date electronic file systems for correspondence, reports and reference material, confidential and non-confidential material, in accordance with compliance guidelines and regulations. The position also provides administrative support to team members and clients by performing a variety of complex duties in the areas of client service, investment management, office administration and/or accounting to support the team in serving and assisting clients.
Senior Corporate Counsel ConsumerDirect, Inc.Senior Corporate CounselIrvine, CAThe ideal candidate will have strong commercial contract drafting and negotiation experience, sound business judgment, excellent communication skills, and an interest in improving legal department processes through better workflows, templates, contract management tools, and AI-enabled legal technology. The Senior Corporate Counsel will report to the General Counsel and work closely with the legal operations manager, executive leadership and cross-functional teams to balance legal risk with business objectives while supporting the company's continued growth and innovation.
Property & Casualty Insurance Agent TransGlobal Holdings Co.Property & Casualty Insurance AgentAnaheim, CaliforniaRemoteIn this role, you will help individuals, families, and businesses protect their assets through customized insurance solutions, including Auto, Homeowners, Renters, Commercial, Liability, and Specialty Insurance products. At TransGlobal, we provide entrepreneurial professionals with the resources, training, and support necessary to build a successful insurance business.
Relationship Executive - Insurance Services Discipline - Executive Director JPMorgan Chase & CoRelationship Executive - Insurance Services Discipline - Executive DirectorLos Angeles, CAAnd you will play a central role in driving advisory, capital markets and top payments opportunities with Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development and Payments partners. As a Relationship Executive within the Commercial Banking and Specialized Industries Insurance Services team, your role is to act as an "individual contributor" to the firm, working with the team's Managing Director and Insurance Services teammates to grow the business profitably.
Part Time (30 Hours) Associate Banker Baker St, Costa Mesa, CA Bilingual Spanish Required JPMorgan Chase & CoPart Time (30 Hours) Associate Banker Baker St, Costa Mesa, CA Bilingual Spanish RequiredCosta Mesa, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Hiring Event - Part Time Associate Banker Downtown LA North (30 Hours) JPMorgan Chase & CoHiring Event - Part Time Associate Banker Downtown LA North (30 Hours)Los Angeles, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Sales Director Element Fleet Management CorpSales DirectorCA$75,000–$137,500 / yearSuccess in this role requires a strong hunter mentality, exceptional consultative selling skills, executive presence, financial acumen, and the ability to lead complex sales opportunities through a structured and disciplined sales process. As a Sales Director, Commercial Sales with Element, you will directly impact the financial success of the organization through the acquisition of new business and the development of strategic customer relationships.
Client Onboarding Implementation Manager Senior Associate JPMorgan Chase & CoClient Onboarding Implementation Manager Senior AssociateIrvine, CAChase 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. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Assurance Associate I (Start Date: January 2027) BPM LLPAssurance Associate I (Start Date: January 2027)Long Beach City, CA$72,500–$80,000 / yearAssist in evaluating and testing the effectiveness of internal control systems implemented by clients, working hand in hand with team members to deliver a quality product within the client's timeframe. Work-life Balance: Enjoy 14 firm holidays (including 2 floating holidays), unlimited "Flex PTO" program, paid family leave, generous Holiday Break, summer hours, and the option for remote work.
NewFinance Transformation - Finance Operations Consulting - Senior Associate PricewaterhouseCoopers LLPFinance Transformation - Finance Operations Consulting - Senior AssociateLos Angeles, CA$77,000–$202,000 / yearAs a Finance Transformation - Finance Operations Consulting - Senior Associate, you will work alongside CEOs, CFOs, controllers, and treasurers to optimize the structure of their finance functions and enhance their contribution to the business. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Associate, Credit Portfolio Management, TMT Sumitomo Mitsui Banking CorpAssociate, Credit Portfolio Management, TMTLos Angeles, CA$150,000–$175,000 / yearStrong accounting, financial statement analysis, and credit underwriting skills, with the ability to independently evaluate capital structure, leverage, cash flow, repayment capacity, liquidity, industry trends, competitive positioning, customer-specific issues, and key risks and mitigants. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Senior Home Lending Advisor - Huntington Beach CA JPMorgan Chase & CoSenior Home Lending Advisor - Huntington Beach CAHuntington Beach, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Fullerton CA JPMorgan Chase & CoSenior Home Lending Advisor - Fullerton CAFullerton, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Lead Software Engineer Kforce Inc.Lead Software EngineerNewport Beach, CA$84–$94.36A client with Kforce in Newport Beach, CA is seeking a a hands-on Lead Software Engineer to help modernize capabilities surrounding our legacy annuity policy administration platforms, including the design, development, testing, and deployment of AWS-based solutions and the orchestration layer that processes business events, applies routing and transformation rules, coordinates downstream activities, and manages exceptions. This role requires a strong combination of software engineering, AWS data platform development, Integration architecture, DevOps automation, and Technical leadership.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeDiamond Bar, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Head of Industry, Financial Services Viant, Inc. (US)Head of Industry, Financial ServicesLos Angeles, CA$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.
Senior Financial Services Representative Hanmi BankSenior Financial Services RepresentativeLos Angeles, CA$38,000–$60,000 / yearDemonstrates 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: GLBA(Gramm-Leach-Briley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. Basic 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.