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.
NewClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 840460 HelpmatesClient Services Account Administrator | $31.50 hourly | Urgently Hiring! | 840460Santa 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.
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.
Tax Director - Private Client Services BPMTax Director - 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 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.
Client Service Analyst - Investments BMO (Bank of Montreal)Client Service Analyst - InvestmentsNewport Beach, CA$69,000–$127,800 / yearMay act as Team Lead and assist manager in activities such as coordination and scheduling of work, workload management, resource forecasting, quality control, training, coaching team members and problem resolution. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
NewVeterinary Client Service Representative Estrella Veterinary HospitalVeterinary Client Service RepresentativeCapistrano Beach, CA$18–$21 / hourFull timeIndividuals with impeccable organizational skills, flawless customer service communications and unsurpassed multitasking abilities will have great success in this position. We are looking for full time team members available to work 4-10 hour shifts per week, including Saturdays.
Client Service Representative Medical Management InternationalClient Service RepresentativeOntario, CaliforniaHIRING QUALIFICATIONS COMPETENCIES Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional Preventative care and OWPs Communication Skills Client Service Skills Priority Setting Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
NewClient Service Representative AdeedoClient Service RepresentativeBrea, California$20–$24 / hourOur experienced team of dedicated plumbers and HVAC Professionals ensure that our customers are provided with outstanding quality, service, and reliability. Drains, Plumbing, Heating & Air is a premier Los Angeles plumbing and HVAC business that has been serving greater Southern Californian residents since 1949.
Client Delivery Team Manager BMO (Bank of Montreal)Client Delivery Team ManagerNewport Beach, CA$88,800–$165,600 / yearResolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
Benefit Client Manager GpacBenefit Client ManagerIrvine, CA90000–115000The E Benefit Client Manager is responsible for servicing employer clients with fully insured and level-funded benefit plans, ensuring smooth renewals, accurate plan administration, and proactive client support throughout the year. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
Sr. Client Manager, Commercial Risk - Ias, West BRP Group, Inc.Sr. Client Manager, Commercial Risk - Ias, WestTustin, CA$105,000–$115,000 / yearLicense(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred. The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad.
Sr Client Manager, Commercial Risk - Ias, West BRP Group, Inc.Sr Client Manager, Commercial Risk - Ias, WestTustin, CA$105,000–$115,000 / yearThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.
Managing Director, Risk Advisory Services bdo consultingManaging Director, Risk Advisory ServicesCosta Mesa, CA$220,000–$250,000 / yearThe Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
Client Relationship Manager - Employee Benefits - Ias, West BRP Group, Inc.Client Relationship Manager - Employee Benefits - Ias, WestIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
Manager, Threat Protection Services ProofpointManager, Threat Protection ServicesIrvine, CA$136,200–$214,005 / yearProofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. The Manager, Threat Protection Services leads a team of Threat Strategy Managers (TSMs) across different regions who ensure customers maximize the value of their investment through proactive engagement that advances their email security programs.
Client Banking Officer Banc of CaliforniaClient Banking OfficerSanta Ana, CaliforniaWorks daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity.
Client Banking Officer (Temporary up to 90 days) Banc of CaliforniaClient Banking Officer (Temporary up to 90 days)Santa Ana, CaliforniaWorks daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity.
Managed Services - SAP Brim - Manager PwCManaged Services - SAP Brim - ManagerIrvine, CA$99,000–$232,000 / yearAs a Managed Services - SAP BRIM - Manager, you will play a pivotal role in delivering consulting services across various SAP applications, helping clients optimize operational efficiency and achieve their strategic objectives. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .