Global Business Services (GBS) - Strategy - Senior Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - Senior ConsultantLos Angeles, CA$128,000–$252,500 / yearOur mission is to help clients modernize functions which are part of their GBS organization including Finance, HR, Technology, Procurement, and other back office and core business functions, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. In this pivotal role, you will drive strategic business transformation programs, architect effective governance structures, implement new capabilities on a global scale, and optimize functional processes by leveraging the latest technologies.
Premier Client Services Associate East West BankPremier Client Services AssociatePasadena, California$20–$27 / hourFull timeDaily 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.
Project Manager - Localization and Client Operations Pixelogic Media Partners, LLCProject Manager - Localization and Client OperationsBurbank, CA$75,000–$85,000Participate in Corrective Action Report (CAR) process for client rejections and other issues to ensure proper processes/procedures are always in place to prevent issues from happening and especially recurring. Manage, monitor, and update all timelines, setting realistic expectations for day to day deliveries and communicating clearly with clients and internal operations.
Client Accountant Transwestern General Agency IncClient AccountantCARemotePOSITION SUMMARY: The Client Accountant performs daily property accounting duties for assigned Properties that includes, but is not limited to, preparing financial reports, entering accrual and cash journal entries, reviewing operating statements and variance reports, preparing escalation and payable reviews, performing reconciliations and ensuring accuracy, consistency and adherence to the Management/Leasing Agreements and SOC1 controls. In addition, the Client Accountant also works with property management to ensure that all reporting deadlines are met, e.g., monthly operating reports, annual budgets, escalation settlements, etc., and that all property owner policies and procedures are consistently and accurately followed.
Sr. Client Advisor | Beverly Center AMIRISr. Client Advisor | Beverly CenterLos Angeles, CA (Retail)Full timeThis role is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique operating experiences. As the brand's presence expands globally and continues to emerge as one of the fastest-growing businesses in the U.S. luxury fashion market, AMIRI is seeking visionary individuals with a creative and entrepreneurial mindset to join our team.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATLos Angeles, CA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingIrvine, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include: Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Senior Credit Underwriter - Metals & Chemicals, Institutional Client Group U.S. BancorpSenior Credit Underwriter - Metals & Chemicals, Institutional Client GroupNewport Beach, CA$159,970–$188,200 / yearThey partner with Relationship Managers on Middle Market and Corporate Banking credit relationships to evaluate, structure, approve, and close new relationships and retain/expand relationships with existing customers while maintaining disciplined adherence to the Bank's credit policies and risk appetite. 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.
Manager - Private Client Services Andersen Tax LLCManager - Private Client ServicesLos Angeles, CA$138,300–$172,800 / year4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (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. 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.
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.
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.
Client Service Representative VCA IncClient Service RepresentativeLos Angeles, CAAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Delivery Specialist Bank of MontrealClient Delivery SpecialistLos Angeles, CA$54,000–$99,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Client Account Manager - Experiences Pacific Journey ConsultingClient Account Manager - ExperiencesLos Angeles, CaliforniaRemoteThis fully remote position involves supporting clients with planning and booking travel experiences, while working closely with a professional team and reporting to a team lead. We are seeking motivated and detail-oriented individuals to join our team as Client Account Managers – Experiences .
Financial Services Consulting Senior Manager Weaver And Tidwell LLPFinancial Services Consulting Senior ManagerLos Angeles, CA$155,000–$265,000 / yearThis role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation. Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.
Accounting Advisory Services Senior Associate Or Supervisor WeaverAccounting Advisory Services Senior Associate Or SupervisorPasadena, CA$80,000–$120,000 / yearThe following are responsibilities of the role: Maintain client books and records, including bank and credit card reconciliations, invoicing, billing, treasury management, accounts payable, payroll processing, and expense reporting. We are seeking a Senior Associate or Supervisor to provide general accounting and financial advisory services to our clients, focusing on fund accounting related jobs.
NewSupport Specialist - Cloverfield Services Center (Friday-Sunday, 3:00Pm-11:30Pm) The People ConcernSupport Specialist - Cloverfield Services Center (Friday-Sunday, 3:00Pm-11:30Pm)Santa Monica, CAMonitor and oversee the floor including communal areas, patios, bathrooms, dorms and showers, ensuring program guidelines are upheld and that the physical site is well-maintained and safe, including general cleaning dutiesBe visible on the floor at all times and actively engage and welcome clientsConduct regular, thorough walk-throughs of the facilityCreate a supportive environment to ensure client progress towards stabilityAttend relevant staff meetings, trainings and retreats as scheduledOversee client cubicle/bed area maintenance in a trauma-informed mannerFacilitate a client engagement activities, such as groups or other activitiesComplete incident reports, update shift logs, and document in HMIS, as needed and email relevant documents/updates before the end of each shiftDevelop effective, trusting relationships with clients and use a client-centered approach that includes motivational interviewing, harm reduction, and trauma-informed careIntervene during crises to actively de-escalate situations, with client and staff safety in mind, using non-violent communications skillsWork as part of a team to provide comprehensive, integrated care to individuals experiencing homelessness, mental illness, and substance addictionCommunicate effectively, and in a timely manner, with management, peers, and clientsMaintain client confidentiality at all times, while following agency, state, and HIPAA lawsOther duties as assigned. Qualifications: High School Diploma or GED or EquivalentMinimum one (1) year experience in related workPossess effective customer service skills and the ability to handle difficult situationsAbility to work independently and think criticallyAbility to act in a professional manner regardless of circumstancesCommitment to improving the community through empowerment and dignityFamiliarity with non-violent crisis interventionFamiliarity with issues faced by population servedAbility to self-motivate and to appropriately organize and motivate othersComputer literate; able to use computerized database system for information managementAbility to work as a team memberAble to obtain and maintain Food Handlers, CPR and first aid certificationDemonstrate an ability to take initiative towards continued professional development.
Enterprise Account Director, New Logo - Revenue Management Services Model N IncEnterprise Account Director, New Logo - Revenue Management ServicesCA$150,000–$170,000 / yearThis role focuses exclusively on acquiring new customers ("new logos") within the high-growth down-market segment, driving net-new revenue growth through proactive prospecting, strategic outreach, and consultative selling of Model N's Revenue Management Services. Strategic Selling; Lead consultative sales engagements from initial interest through win, positioning Model N Revenue Management Services solutions to address pharmaceutical manufacturers business challenges.
D365 Client Relationship Manager BDO International LtdD365 Client Relationship ManagerCA$125,000–$185,000 / yearKeywords: Client Relationship Manager, Customer Success Manager, Service Delivery Manager, D365, Dynamics 365, Support, Managed Services, Finance & Operations, Finance and Operations, F&O, F&SC, Customer Engagement, CE, Business Central, BC, Power Platform, Technical Account Manager, business applications, Account Manager Microsoft, Dynamics, ERP, CRM, QBR. Job Summary: The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed services clients leveraging Microsoft Dynamics 365 business applications (Customer Engagement (CE), Finance & Operations (F&O), Business Central (BC)) and/or the Power Platform.
D365 Client Relationship Manager BDO USA PCD365 Client Relationship ManagerCA$125,000–$185,000 / yearKeywords: Client Relationship Manager, Customer Success Manager, Service Delivery Manager, D365, Dynamics 365, Support, Managed Services, Finance & Operations, Finance and Operations, F&O, F&SC, Customer Engagement, CE, Business Central, BC, Power Platform, Technical Account Manager, business applications, Account Manager Microsoft, Dynamics, ERP, CRM, QBR. Job Summary: The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed services clients leveraging Microsoft Dynamics 365 business applications (Customer Engagement (CE), Finance & Operations (F&O), Business Central (BC)) and/or the Power Platform.