Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesLos Angeles, 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.
Senior Client Services Associate East West BankSenior Client Services AssociatePasadena, California$20–$30 / hourFull 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. Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, account maintenance services; foreign currency exchange.
Client Services Coordinator (Medical Device) Ultimate Staffing ServicesClient Services Coordinator (Medical Device)Irvine, California$60,000–$62,000You will collaborate closely with cross-functional teams, including Sales, Accounting, Operations, and other internal departments, to ensure efficient processes and deliver exceptional customer support and operational results. Support all customer service and sales supporting activities; assist with the sales and clinical teams to ensure their requests are met while staying within company guidelines and policies.
Tax Manager - Private Client Services EisnerAmperTax Manager - Private Client ServicesCalabasas, 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. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
VP, Client Services IQBackOfficeVP, Client ServicesEl Segundo, CaliforniaWork with IQ leadership across departments to create and drive overall Client Strategy: Sales Supports the sales team in efforts to increase sales through expanding the customer base with participating in process assessments, due diligence discussions/meetings, client presentations etc. Oversee global financial performance of client programs; drive profitability improvements by working with operations, production support and IT teams or with client to increase efficiency or automate key processes.
Office and Client Services Assistant Covington & Burling LLPOffice and Client Services AssistantLos Angeles, CA$50,000–$62,000 / yearStatus Non-exempt Reports To Client Services & Facilities Manager Workplace Type Onsite Salary Range of 50000 - 62000 Dependent on experience and location Candidates hired for Business Professional positions with a minimum work schedule of 30 hours per week are eligible for a comprehensive benefits package including healthcare insurance. Office & Client Services Assistant Operations Department Summary Supports daily office operations while delivering professional high-quality service to clients and staff.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesLos Angeles, CA$146,000–$200,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
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.
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.
Trust Operations - Client Services Columbia Banking System, Inc.Trust Operations - Client ServicesOrange, CA$24.87–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
NewCoordinator, Warehouse Client Services Cross-Dock Estes Forwarding WorldwideCoordinator, Warehouse Client Services Cross-DockRancho Dominguez, California$19–$23 / hourFull timeA subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines’ extensive line haul network providing EFW clients with a hybrid transportation network. Overview: Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight.
Client Services Representative SagoClient Services RepresentativeLos Angeles, CAThe world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. Bold thinkers and Authentic team members who show up to work every day being ourselves, never afraid of new ideas or opinions, because we believe they matter.
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.
Global Client Services RFP Manager The Capital Group Companies IncGlobal Client Services RFP ManagerLos Angeles, 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.
NewClient 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 Services Coordinator Senior HelpersClient Services CoordinatorMonterey Park, CaliforniaOur Client Service Coordinator will manage and develop all client services for Senior Helpers of Monterey Park within the franchise territory including converting leads, retention of clients, and managing the growth of hours from current clients. If you are an individual who enjoys helping others decided on the best way to care for their family members by actively listening to their concerns, reviewing care plans, and visiting client’s homes to ensure quality of care, our Client Service Coordinator position would be the career for you!
General Internship (Client Services) TixrGeneral Internship (Client Services)Santa Monica, CaliforniaWe exclusively power 500 of the most respected live entertainment brands in 40 countries including Wynn Nightlife, Riot Fest, Acura Grand Prix of Long Beach, Riot Games Arena, Luke Bryan’s Crash My Playa, Sturgis Buffalo Chip, Lightning in a Bottle, Portland Trail Blazers’ New G League Affiliate Rip City Remix, among many others. This internship sits within our Client Services organization, which spans everything from day-to-day client relationships to technical implementation to how we teach the product itself.
NewClient Services Associate SPS North AmericaClient Services AssociateCulver City, CA$18–$19 / hourAcross 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.
HR Client Services Director, UCI Health University of California, IrvineHR Client Services Director, UCI HealthOrange, California$123,000–$237,800 / yearFull timeMisconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Responsibilities: Reporting to the Executive Director, the HR Client Services Director develops, leads, and ensures integrated delivery of high-quality HR services that support business strategy and operations and ensures excellent HR customer service to the UCI Health system clients.
Senior Manager- Client Accounting Services Family Office Baker Tilly Virchow Krause, LLPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CA$135,000–$195,350 / yearBaker 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.