Client Relationship Consultant 2 (Banker) - Oceanside Old Gove, CA (35hrs) U.S. BancorpClient Relationship Consultant 2 (Banker) - Oceanside Old Gove, CA (35hrs)Oceanside, CA$23.19–$28.35 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. 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.
2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, US PIMCO2027 Summer Intern – Global Wealth Management, Private Client Group Analyst, USNewport Beach, CaliforniaShow strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation. Global Wealth Management (GWM)’s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO’s overall business results.
Client Success Coordinator Widger TalentClient Success CoordinatorIrvine, CaliforniaThis role is ideal for someone who loves building relationships, anticipates needs before they’re voiced, and takes pride in helping clients feel supported during important life transitions. Experience supporting clients in wealth management, legal services, healthcare, case management, hospitality, or other high-touch service environments.
Sr Professional, Client Delivery Project Manager CotalitySr Professional, Client Delivery Project ManagerIrvine, CaliforniaProject Tracking: Maintain projects in ClickUp, project management tool, to ensure records of client interactions and project progress, and provide regular reports to senior management. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
2027 Summer Intern - Client Solutions & Analytics Analyst, US PIMCO2027 Summer Intern - Client Solutions & Analytics Analyst, USNewport Beach, CaliforniaWe manage investments and develop solutions across the full spectrum of asset classes, strategies, and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. As part of this team, you would partner with account managers, product specialists, and portfolio managers throughout this process and leverage quantitative analyses, financial modeling, data-driven research, and emerging technologies to support the team’s efforts.
Structured Credit Services - CLO Specialist Deutsche BankStructured Credit Services - CLO SpecialistSanta Ana, CaliforniaTrust and Securities Service (TSS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Securities Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. Work closely with internal support staff, client services specialists, portfolio accounting analysts, including external clients and agent banks to facilitate the setup and maintenance of syndicated bank loan facilities for the Structured Credit Services group.
Director, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & ConsultantsDirector, Finance And Accounting Advisory ServicesIrvine, CA$168,800–$230,100 / yearArmanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus.
Part Time Client Associate TravisMathewPart Time Client AssociateIrvine, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Part Time Client Associate - Fashion Island CA TravisMathewPart Time Client Associate - Fashion Island CANewport Beach, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Tax Manager - Private Client Services (PCS) Ascend Partner FirmsTax Manager - Private Client Services (PCS)Irvine, California$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.
NewSr. Director Client Services MediaNews Group IncSr. Director Client ServicesAnaheim, CA$140,000–$145,000 / yearWho we are: In 2016, the Southern California News Group (SCNG) rapidly became a major U.S. news organization bringing together prominent publications like the Orange County Register and Riverside Press-Enterprise under the MediaNews Group umbrella. SCNG has become the largest news content provider in the five-county Los Angeles metropolitan area, boasting a leading circulation nationwide with 11 daily newspapers and over a dozen community weeklies.
Professional, Client Account Services CotalityProfessional, Client Account ServicesIrvine, CaliforniaCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Requirements Engineering: You act as a translator, gathering raw business needs from clients and converting them into precise technical specifications for developers and database admins.
Outsourced Controller – Client Accounting Advisory Services (CAAS) Ascend Partner FirmsOutsourced Controller – Client Accounting Advisory Services (CAAS)Irvine, CaliforniaAscend 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. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
Registered Client Service Associate StifelRegistered Client Service AssociateIrvine, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Service Representative VenbrookClient Service RepresentativeIrvine, CaliforniaRisk Specialties & Services: Advisory, risk management, insurance brokers, accident & health insurance, property & casualty insurance, employee benefits, surety & title insurance, wholesale insurance, specialty programs, reinsurance, independent field adjusting, catastrophe services, and third-party claims administration. This role resolves routine issues, escalates complex matters following defined guidelines, and supports a consistent member experience while reducing service interruptions for Client Management teams.
Client Relationship Manager Zero Impact SolutionsClient Relationship ManagerSanta Ana, CaliforniaBachelor’s degree in business administration, marketing or a related field 1-3 years experience in client service, sales, or a related field Demonstrates a keen business acumen, proficient in prioritization, and makes informed judgment calls when necessary Dedicated to achieving excellence - consistently performs duties at the highest level of performance. We offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage, Hydroponic farming and Rain Water/Grey Water collection systems.
Client Delivery Manager CotalityClient Delivery ManagerIrvine, CaliforniaThe primary responsibility of the Client Delivery Manager, UWC Client Services, is to manage, for the UnderwritingCenter (UWC) Product line, the client delivery process and all aspects of the implementation of product and/or platform for clients from inception to implementation. Manages and drives change control activities including documenting all changes made to a client's system, ensuring that up-time is not negatively impacted and that testing & quality assurance steps are taken before delivery to the client.
NewCase & Client Experience Coordinator JAMS LLCCase & Client Experience CoordinatorRiverside, CAPerforms administrative tasks, prepares and distributes mail, maintains document retention, and ensures supplies are available for internal and external clients as necessary. Assists in the moderation of hybrid hearings, answers rollover calls and routes inquiries as appropriate, provides administrative support for Case Managers and Panelists.
Client Relationship Manager - Employee Benefits - IAS, West Baldwin Group ColleagueClient Relationship Manager - Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
NewResident Services Associate FirstService ResidentialResident Services AssociateRancho Mission Viejo, CA$23–$25 / hourFull timeMust work effectively with co-workers, clients and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; and; respecting the diversity of our workforce in actions, words and deeds. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies.