Client Accounting And Advisory Services (Caas) Senior Associate Green Hasson & Janks LLPClient Accounting And Advisory Services (Caas) Senior AssociateLos Angeles, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
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.
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").
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesLos Angeles, CA$200,000–$300,000 / year9+ 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 Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
NewSenior Director Client Services Remote Businessolver IncSenior Director Client Services RemoteCARemote$110,000–$172,000 / yearThe company creates client programs that maximize benefits program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefits selections. Lead daily stand-up meetings with team members to communicate business initiatives and review deliverables such as open cases, file activity, and other related client maintenance tasks.
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.
Service Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union) University of Southern CaliforniaService Agent I - IS Client Services - Full Time 8 Hour Rotating Shifts (Non-Exempt) (Non-Union)Los Angeles, CA$29–$45.20 / hourReq Must be able to perform duties that include end user support, quickly analyze & diagnose application/system issues, creating & updating user accounts in Active Directory & other systems, performs software installs, PC maintenance and maintain communication for planned & unplanned outages. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations.
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.
Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BancorpCredit 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.
Senior Manager- Client Accounting Services Family Office Baker Tilly Advisory Group, LPSenior Manager- Client Accounting Services Family OfficeEl Segundo, CaliforniaBaker 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.
NewClient Services Associate SPSClient Services AssociateCulver City, CaliforniaAcross 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.
Avp/Vp, Client Service Manager Cathay General BancorpAvp/Vp, Client Service ManagerEl Monte, CA$100,000–$115,000 / yearGENERAL SUMMARYThe AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. Recommend, cross-sell, and coordinate the implementation of all deposit, treasury management, wealth, and international products and services that best compliment the client and their business.
AVP/VP, Client Service Manager Cathay General BancorpAVP/VP, Client Service ManagerEl Monte, CA$80,000–$100,000 / yearThe AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for our commercial banking and assigned clients. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or mickey.hsu@cathaybank.com.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesCosta Mesa, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Temporary Client Services Representative (US) NEW TELUS Digital IncTemporary Client Services Representative (US) NEWCAAnswer incoming calls from members to resolve issues, answer product inquiries and program questions, handle complaints, troubleshoot problems and provide information that demonstrates knowledge of products and services provided by the client, inclusive of benefit plan options. The Client Services Representative (CSR) position is responsible for ensuring pleasant and seamless client experiences via inbound & outbound calls, and if applicable, chat and email where they will provide product and service support to customers.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesCosta Mesa, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Client Services Specialist Citizens Business BankClient Services SpecialistOntario, CAThe role is responsible for preparing presentations and account documentation, maintaining databases and electronic records, monitoring daily account activity, and assisting with account openings, closings, asset setups, tax filings, and compliance reviews. The position also coordinates client access, handles inquiries and transaction requests, supports regulatory and risk-related processes, and ensures timely, accurate completion of assigned tasks.
Head of Client Services Team LiquidHead of Client ServicesSanta Monica, CaliforniaWorking closely with Creative, Production, Operations, and other senior stakeholders across the agency, they are equally comfortable building relationships with executive client stakeholders and collaborating cross-functionally to elevate campaign execution, strengthen partnerships, and drive exceptional outcomes for our clients. We deliver measurable results across content and influencer marketing for partners including Riot Games, Alienware, Warner Bros, adidas, and SEGA, spanning gaming, sports, entertainment, and culture.
Tax Director - (PCS) Private Client Services BPM LLPTax Director - (PCS) Private Client ServicesIrvine, CA$180,000–$220,000 / yearWell-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM's values.
Client Services Consultant II MetLife IncClient Services Consultant IIIrvine, CA$64,800–$99,300 / 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").