Client Service Associate (Teller)- Claremont- Los Angeles, CA California Bank & TrustClient Service Associate (Teller)- Claremont- Los Angeles, CAClaremont, CA$20–$22.50 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Service Associate JPMorgan Chase Bank, N.A.Client Service AssociateIrvine, CAFull timeInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Licensed Client Service Associate - CITY OF INDUSTRY Citigroup IncLicensed Client Service Associate - CITY OF INDUSTRYCA$74,390–$103,810 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Client Service Associate (Newport Beach, CA) Oppenheimer & Co. Inc.Client Service Associate (Newport Beach, CA)Newport Beach, CA$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Service Associate Raymond James Financial IncClient Service AssociateBrea, CA$60,000–$85,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Client Service Associate JPMorgan Chase & CoClient Service AssociateIrvine, CAInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Services Associate - Santa Ana, CA (Onsite) Collectors Holdings, Inc.Client Services Associate - Santa Ana, CA (Onsite)Santa Ana, CATeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Part-Time Client Service Associate (Irvine, CA) Raymond James Financial IncPart-Time Client Service Associate (Irvine, CA)Irvine, CA$21,567–$45,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Client Services Associate - Santa Ana, CA (Onsite) Collectors Universe, Inc.Client Services Associate - Santa Ana, CA (Onsite)Santa Ana, CATeamwork- Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Service Associate (Newport Beach, CA) Oppenheimer Holdings IncClient Service Associate (Newport Beach, CA)Newport Beach, CA$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Services Associate - Santa Ana, CA (Onsite) Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite)Santa Ana, CaliforniaTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
NewClient Service Senior Associate JPMorgan Chase Bank, N.A.Client Service Senior AssociateIrvine, CAFull timeInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Senior Associate JPMorgan Chase & CoClient Service Senior AssociateIrvine, CAInteract with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewWealth Planning Associate & Client Services Kestra Financial Independent AdvisorWealth Planning Associate & Client ServicesCypress, CAThis role focuses on client relationship management, supporting the Lead Advisor, and requires strong understanding of the financial services industry. A growing wealth planning firm in Cypress, California, seeks an Associate/Service Wealth Advisor.
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CALa Habra, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CALa Habra, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CAHuntington Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNewport Beach, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Services Representative National Veterinary AssociatesClient Services RepresentativeWildomar, CA$17–$20 / hourSome of the duties include: answering multi-line phones, multitasking, customer service, problem solving, cleaning and disinfecting, maintaining charts, scheduling appointments, handling financial transactions and much more. For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
Client Onboarding Implementation Manager Senior Associate JPMorgan Chase Bank, N.A.Client Onboarding Implementation Manager Senior AssociateIrvine, CAFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Client Care Associate Illumination Health + HomeClient Care AssociateSanta Ana, CAFull timeIllumination Health + Home is a growing non-profit organization dedicated towards disrupting the cycle of homelessness by providing targeted, interdisciplinary services in our recuperative care centers, emergency shelters, housing services and children's and family programs. The Client Care Associate is responsible for addressing clients’ immediate shelter needs, providing support and resources to ensure their safety and comfort.
NewSenior Client Associate IMA Financial GroupSenior Client AssociateAnaheim, CA$65,000–$75,000 / yearESSENTIAL JOB DUTIES include but are not limited to: Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase & CoClient Associate - Commercial Real Estate- Commercial Term LendingIrvine, CAAs a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Client Experience Associate The PNC Financial Services Group IncClient Experience AssociateTemecula, CA$37,125–$61,875 / yearSupports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewClient Engagement Senior Associate, Tax Operations CroweClient Engagement Senior Associate, Tax OperationsCosta Mesa, CAResponsibilitiesOwn End-to-End Engagement Support – Billing support including WIP analysis and invoice preparation; D365 entry/maintenance; new client set‑up and risk assessments; drafting engagement contracts using Icertis or other software, submitting to DocuSign, and monitoring status; reporting with a focus on timeliness, accuracy, and consistency across the portfolio; monitoring and generating reports on upcoming deadlines and project complexities to flag risks. Influence Stakeholder Success – Build and maintain strong relationships with client service leaders; anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations.
NewClient Sales Associate (Remote) Stratford DavisClient Sales Associate (Remote)Riverside, CARemoteWe are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.
J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CANewport Beach, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Newport Beach, CANewport Beach, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
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.
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.
Manager - Private Client Services Andersen Tax LLCManager - Private Client ServicesCosta Mesa, CA$132,000–$190,100 / 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); Strong organizational and leadership skills to enhance project management and client service; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of tax software and relevant technology. Strong ownership and commitment in our people and clients; Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
Senior Manager - Private Client Services Andersen Tax LLCSenior Manager - Private Client ServicesCosta Mesa, CASenior 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. Advanced credential allowing for client representation before the Internal Revenue Service required (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.
Senior Manager - Private Client Services AndersenSenior Manager - Private Client ServicesCosta Mesa, California$175,000–$210,000 / yearThe Role: Senior 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. Advanced credential allowing for client representation before the Internal Revenue Service required (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.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesCosta Mesa, California$132,000–$190,100 / yearThe Requirements: 4+ 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); Strong organizational and leadership skills to enhance project management and client service; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: 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.
NewSenior Tax Director - Private Client Services AndersenSenior Tax Director - Private Client ServicesCosta Mesa, CA$220,000–$300,000 / yearAndersen in Costa Mesa, California, seeks a Tax Director to oversee tax compliance and manage client relationships. The ideal candidate will have at least 8 years of relevant experience, advanced credentials, and strong leadership skills.
Client Service Representative - Part Time VCA IncClient Service Representative - Part TimeLa Mirada, CA$18.50–$22 / hourAnswering 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 Service Representative VCA IncClient Service RepresentativeAnaheim, CA$18–$20 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heart worm 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.
NewAssociate Wealth Advisor - Client Growth & Planning 130 Raymond James Financial ServicesAssociate Wealth Advisor - Client Growth & PlanningBrea, CABlunt Wealth Services is seeking an Associate Wealth Advisor to manage day-to-day client relationships and investment requests. Requirements include a Bachelor's degree, Series 7 & 66 licenses (or equivalent), and at least 1 year of client relationship experience in financial services.
NewSr. Client Relations Associate Pierre Landscape ConstructionSr. Client Relations AssociateIrwindale, CaliforniaIn this role, you will provide essential administrative support to our Client Relations Team, manage Salesforce data, coordinate bid processes, and help ensure that our clients receive exceptional service throughout the entire project lifecycle. Client Engagement : Support Client Relations by reaching out to clients at key touchpoints, assisting with lower-level interactions, and helping organize client meetings and events.
Client Service Communication Specialist The Capital Group Companies, Inc.Client Service Communication SpecialistIrvine, CA$99,484–$159,174 / yearYou have 3+ years of experience leading or supporting project planning, campaign management, or related initiatives, with demonstrated ability to develop plans, manage timelines and coordinate cross-functional stakeholders. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
NewSeasonal Client Associate - Fashion Island TravisMathewSeasonal Client Associate - Fashion IslandNewport 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. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Client Service Representative - OVERNIGHT VCA IncClient Service Representative - OVERNIGHTOntario, CA$18–$20 / hourAs a CSR, you must be a self-starter with a strong attention to detail, ability to work in fast-paced environment, be able to handle difficult cases and clients, and have outstanding communication skills. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Client Services Representative I - KSNA Clay Lacy Aviation, Inc.Client Services Representative I - 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.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateBrea, CA$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Private Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateNewport Beach, CA$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Client Success Associate EBizChargeClient Success AssociateIrvine, CaliforniaEscalate complex technical issues to appropriate support teams while maintaining ownership of client communication. Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and professional manner.
Trust Operation Specialist - Client Service Columbia Banking System IncTrust Operation Specialist - Client ServiceOrange, CA$22.61–$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.
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.
Client Services Representative I - KSNA Clay Lacy AviationClient Services Representative I - 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.