Client Services Manager East West BankClient Services ManagerPasadena, 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. Provide superior client service as related to deposit and business account services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
Premier Client Services Associate East West Bancorp IncPremier 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.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)Irvine, CA$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
10684 - Client Services Manager (Microsoft Intune, Windows Autopilot) Hyundai Autoever America10684 - Client Services Manager (Microsoft Intune, Windows Autopilot)Irvine, CAFull timeAdditional Key Roles & Responsibilities Lead the strategy, engineering, and operational delivery of Client Device and Endpoint Management services, including laptops, desktops, peripherals, mobile devices, and endpoint policies across a distributed enterprise environment. This role is responsible for delivering a secure, modern, and high-performing digital workplace experience across laptops, desktops, mobile devices, peripherals, AWS VDI, AV, and collaboration technologies, while also ensuring efficient and customer-focused support operations.
NewTax Manager, Private Client Services Regal Executive SearchTax Manager, Private Client ServicesManhattan Beach,, CALeadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist. Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities.
Environmental Lead - Client Services Manager PsomasEnvironmental Lead - Client Services ManagerPasadena, CA$140,000–$200,000 / yearAs our Environmental Lead | Client Service Manager for the Greater Los Angeles Region, you will lead the continued growth of our Environmental Services practice while serving as a trusted advisor to public and private sector clients throughout the region. Technical Oversight: Guide multidisciplinary teams delivering CEQA/NEPA compliance, permitting, biological resources, cultural resources, air quality, noise, and related environmental services.
Global Client Services Manager The Capital Group Companies, Inc.Global Client Services ManagerIrvine, CA$179,273–$286,837 / yearAs a Strategic Client Relationship RFP Manager within Global Client Services (GCS), you will lead, coach, and develop a multi-location team responsible for RFPs, RFIs, and DDQs that clearly communicate Capital Group's investment capabilities. You'll partner with business leaders across Sales, Product, Data, Legal & Compliance, and Marketing to anticipate client needs, strengthen proposal strategy, improve content quality, and use AI, automation, and scalable practices to drive efficiency and growth across the distribution business.
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.
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.
Senior Manager - Private Client Services Andersen Tax LLCSenior Manager - Private Client ServicesCosta Mesa, CASenior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Tax Senior Manager - Private Client Services AndersenTax Senior Manager - Private Client ServicesCosta Mesa, California$175,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesManhattan Beach, CA$141,000–$290,000 / yearCPA with 7+ 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 Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Wholesale Lending Client Services Specialist - California Market Dart Financial CorpWholesale Lending Client Services Specialist - California MarketCADart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so that you can begin to resolve the issue before this employer can take any action against you, including terminating your employment.
NewSenior Tax Manager / Tax Partner - HWNI / Private Client Services Regal Executive SearchSenior Tax Manager / Tax Partner - HWNI / Private Client ServicesPasadena, CAFast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice. Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes.
Client Services Leader Brown and Caldwell IncClient Services LeaderIrvine, CA$144,000–$196,000 / yearResponsibilities as Executive Director include serving as a trusted partner and objective resource on California water issues, strengthening collaboration among member agencies, representing the organization at Board meetings and related stakeholder engagements, and providing strategic counsel to support informed decision-making. As a key element of the role, the Client Service Leader and Executive Director will put approximately 8 - 12 hours per week toward executive management of a client organization, leveraging strong government/stakeholder relationships, excellent communication and facilitation skills, and a water policy background to implement the organization's mission and strategy.
Client Services Account Manager (Marketing QC Lead) Eurofins Digital Product Testing UK LimitedClient Services Account Manager (Marketing QC Lead)Burbank, CACollaborate with team members to finesse work order templates based on current client specifications and workflows, support CS team members with any complex or technical challenges to effectively communicate with both clients and Operations. Develop relationships with key client contacts representing Resillion's QC, Restoration & Post Production services, establish and increase trust, solve creative problems, and respond promptly to client questions.
Global Operations - Travel Manager, Client Services & Program Support Creative Artists AgencyGlobal Operations - Travel Manager, Client Services & Program SupportLos Angeles, CA$111,000–$137,000 / yearNamed Most Valuable Sports Agency by Forbes for eight consecutive years, CAA represents more than 2,000 of the world's top athletes in football, baseball, basketball, hockey, soccer, in addition to coaches, on-air broadcasters, and sports personalities and works in the areas of broadcast rights, corporate marketing initiatives, social impact, and sports properties for sales and sponsorship opportunities. The Travel Manager, Client Services & Program Support serves as a senior travel subject matter expert responsible for delivering elevated support across complex, high-touch travel scenarios while helping optimize travel operations, traveler experience, and meetings/event-related travel coordination.
Tax Director - Private Client Services Andersen Tax LLCTax Director - Private Client ServicesCosta Mesa, CA$220,000–$300,000 / yearAt least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor's and/or Master's degree - Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Tax Director - Private Client Services AndersenTax Director - Private Client ServicesCosta Mesa, California$220,000–$300,000 / yearThe Requirements: At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Client Service Leader - Water Services CDM Smith IncClient Service Leader - Water ServicesCACDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and wastewater municipal infrastructure for multiple private, municipal and state agency clients in the Northern California market! We have worked on some complex projects for major clients throughout this region and are looking for a candidate who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.