Client Services Supervisor TravisMathewClient Services SupervisorHuntington 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. Represent the Customer Experience department in cross-functional meetings, partnering with Sales, Marketing, Operations, Product Development, IT, and Distribution to improve systems, processes, and the end-to-end customer journey.
["Registered Client Service Associate","Registered Client Service Associate"] Stifel Financial["Registered Client Service Associate","Registered Client Service Associate"]IrvineUnder immediate supervision, client services associate (registered) assists one or more financial advisor(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). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client-side opportunities in the Irvine, CA area PM GroupClient-side opportunities in the Irvine, CA areaIrvine, California$75,000–$210,000 / yearYou will be on-site executing cutting-edge projects for Cell & Gene Therapy, Biologics, and Pharma facilities for both US and international clients. PM Group is committed to ensuring our hiring process is fair and accessible to all and will provide candidates with disabilities with reasonable accommodations required to participate in the recruitment process.
Client Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719 HelpmatesClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 839719Santa Ana, CAAs a Client Services Account Administrator, you will be responsible for: Overseeing daily administration of over 100 MBS trusts, including RMBS, CMBS, and ABS. Join a leading organization as a Client Services Account Administrator in Santa Ana, CA, and contribute to smooth client operations every day.
Outsourced Controller – Client Accounting Advisory Services (CAAS) Ascend Partner FirmsOutsourced Controller – Client Accounting Advisory Services (CAAS)Irvine, California$140,000–$155,000 / 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. 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.
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.
Senior Client Services Consultant II MetLife IncSenior Client Services Consultant IIIrvine, CA$100,000–$120,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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.
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.
Senior Client Services Specialist, Family Office Aldrich CPAs + Advisors LLPSenior Client Services Specialist, Family OfficeCarlsbad, CARemote$75,000–$105,000 / yearAs an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance.
Client Services Representative | KSNA Clay Lacy Aviation, Inc.Client Services Representative | KSNASanta Ana, CA$19.98–$26.29 / hourOur client services team members are trusted with delivering an experience worthy of the world's most discerning travelers - and we invest in the people who make that happen, with comprehensive benefits and real opportunities to grow within the company. We understand the contribution each employee makes to our accomplishments and so our goal is to provide a comprehensive program of competitive benefits to attract and retain the best employees available.
Customer Service Representative (Inside Sales Rep) FASTSIGNSCustomer Service Representative (Inside Sales Rep)Lake Forest, CAAt FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center.
NewPermission Planner NON-UNION Asplundh Tree ExpertPermission Planner NON-UNIONFort Wayne, INFull timeActivity: R O F C Activity: R O F C Standing X Seeing X Walking X Reading X Sitting X Reaching X Stooping X Range of Motion X Kneeling X Hearing - Speech Range X Squatting X Depth Perception X Body Twisting X Color Vision X Crawling X Lifting X Sense of Touch X Carrying X Manual Dexterity X Pushing X Speaking Clearly X Pulling X Seeing Distant X Climbing Ladders X Climbing On/Off Truck X Climbing Stairs X Climbing X Balancing X Gripping X Lifting up to 10 lbs X Lifting over 10 lbs to 50 lbs X Lifting up to 50 lbs X . Notice to Agencies: We only accept resumes from recruiters, employment agencies, or staffing services if a Service Agreement has been signed and we have requested recruitment/staffing services for the specific position.
6794 - Assistant Manager PT Hat World Inc.6794 - Assistant Manager PTOrange, CAAssistant Store Managers are accountable for every aspect of the retail store performance inclusive of achieving key results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids' products and services. Execute optimal layout and visual merchandising (VM) or product presentation strategy, including managing window activations, hardware flips, mannequin flips, and seasonal or weekly merchandise changes.
Client Services Representative | KSNA Clay Lacy AviationClient Services Representative | KSNASanta Ana, CAFull timeOur client services team members are trusted with delivering an experience worthy of the world's most discerning travelers - and we invest in the people who make that happen, with comprehensive benefits and real opportunities to grow within the company. We understand the contribution each employee makes to our accomplishments and so our goal is to provide a comprehensive program of competitive benefits to attract and retain the best employees available.
Remote Lifestyle & Client Services Consultant (Independent) Travel With LaniRemote Lifestyle & Client Services Consultant (Independent)Carlsbad, CaliforniaRemoteWe are bringing on Remote Lifestyle & Client Services Consultant (Independent) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateIrvine, CAUnder 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 Associate StifelClient Service AssociateNewport Beach, 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.
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.