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Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential or desire to obtain 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.

YEAR

Andersen Tax LLC

Tax Senior - Private Client Services

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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); 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.

Manager - Private Client Services

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). Our Client Service Representatives play a key role in making every visit positive and stress-free for both pets and their owners.

VCA Animal Hospitals

Client Service Representative

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Answering 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 rep

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The CSR is the pivot around which the hospitaloperatesandis responsible for: Customer service functions including: greeting clients, answering phones and guiding clients and their pets to exam rooms. Why we need you: As the face of VCA, the Client Service Representative (CSR) sets the tone for the practice as we build andmaintaineach customer's trust and confidence in our abilities.

HOUR

Veterinary Client Service Representative

Answering 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.

VCA Inc

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. 2+ years' experience supporting Complex Treasury Management Products (Ex: ECS Product Suite, BAI, International Wires) and utilizing Treasury Management Tools and Applications (Ex: UAM, Service View, Hogan).

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo & Co

Business Relationship Support Specialist (Client Service Officer 4) - Dedicated Teams

Proficiency with accounting software systems (Yardi, MRI, or similar property management platforms strongly preferred) and advanced Microsoft Excel skills including pivot tables, VLOOKUP, sorting/subtotals, and financial modeling. This position offers the opportunity to manage the complete accountingcycle for a single retail shopping center while partnering closely with property management teams and clients to drive informed business decisions.

JLL is a financial and professional services firm specializing in commercial real estate services and investment management. We create value for companies and institutions that invest in and use real estate. With 60,000 employees across 280 corporate offices worldwide, we serve the local, regional and global real estate needs of corporates and investors in more than 80 countries. Our integrated services offering is grounded in expertise in all property types, a deep understanding of real estate markets and capital markets, and is coordinated and consistent across geographies.

Sr Associate I - Retail Client Accounting

IRecruitee

Databases Using a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information. Set up and manage paper and electronic filing systems, recording information, updating paperwork, or maintaining documents, such as rental contracts, financial information, etc.

Town & Country Event Rentals

Event Sales Associate Level 1

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. The Head Client Care Representative handles all duties of the CCR position as well as lead and train others in the CCR team, inventory management of office supplies and oversees all aspects of the front desk.

National Veterinary Associates

Client Services Lead

Inspired 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.

TravisMathew

Seasonal Client Associate - Brea, CA

Seasonal Client Associate - Irvine Spectrum

Risk 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.

Venbrook

The incumbent also performs a variety of daily tasks including the review of management reports and daily callback, processing insufficient funds and overdraft accounts, solving problems associated with item and data processing, and assisting the Regional Branch Administration, Director of Branch Administration and the Operations Administrator with duties and projects as requested. The Client Service Manager I (CSM I) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the branch including Teller functions, New Account functions and background operations tasks and duties.

Bay Commercial Bank

Client Service Manager I

This is a rare opportunity to join a startup that has strong traction (substantial funding, well-respected backers, tremendous growth, and many happy customers) but is still small enough that you can have a huge impact and play a role in shaping our culture. You'll become an expert on a complex and interesting field, learn to rapidly navigate our internal tech platforms and tools (Salesforce, etc.), and help hundreds of ordinary people (each with a unique story) every week.

Atticus

Client Experience Associate

The ideal candidate brings deep program and project management experience, a strong track record in enterprise software implementation, and a practical understanding of tax payment operations, tax servicing workflows, escrow processes, and the broader mortgage and financial services ecosystem. The Director serves as a strategic partner to clients and internal stakeholders, ensuring complex implementations are governed effectively, risks are managed proactively, and delivery practices scale with the business.

CoreLogic Inc

Director, Client Delivery - Tax Services

Coordinator Non-Technical Customer Support Invoice Dispute Resolution for Beckman Coulter Diagnostics is responsible for researching and resolving customer invoice disputes while partnering closely with customers, Contract Administration, Sales, Finance, and other cross-functional teams. The essential requirements of the job include: High school diploma required, bachelor s degree preferred, with relevant experience in customer service, billing, accounts receivable, contract administration, order management, finance operations, or a related field.

We are a $125 Million, NMSDC-certified Minority & Woman owned Workforce Solutions Company headquartered in the DC metro area with presence across US with global presence - Canada, Mexico, India, UK, Malaysia, Indonasia, Hongkong, Singapore, UAE. We are specialized in providing Workforce Solutions, SOW project delivery, Engineering Solutions, Creative Services. We currently support 100+ Fortune companies globally and across multiple industry segments. We are currently supporting several massive programs across industry segment nationally/globally (Intel, Ally, AMD, QUALCOMM, Morgan Stanley, Kraft/ Mondelez, MNP, Amdocs, Dell, SanDisk, Medtronic, Becton Dickinson, GE, Lockheed Martin, UTC, L-3 Communications, Caterpillar, BMW, Mercedes Benz, National Grid, Dominion, Energy Future Holdings, PSEG, 3M, Fidelity, Aetna, Humana, Johnson & Johnson, Pfizer, Merck etc). 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

LanceSoft Inc

Client Services Specialist

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Bachelor’s degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs.

Marsh McLennan

Client Service Executive

About the Role: As a Client Services Associate (CSA) in the Technical Support department within the Customer Service category, you will serve as a key liaison between our company and our clients, providing exceptional support and assistance. This role involves daily interaction with customers, managers, and vendors, requiring a friendly and cooperative attitude in a high-visibility office environment.

XBP Global Holdings Inc

Customer Service Associate

Join Hinshaw & Culbertson LLP's nationally recognized Professional Liability practice, one of the firm's signature litigation strengths, where you'll work alongside highly accomplished trial lawyers on sophisticated, high-stakes professional malpractice matters for prominent clients-backed by the resources, reputation, and coast-to-coast platform of a leading AmLaw firm. Additional benefits include generous PTO and holidays, retirement savings and wealth management resources, a student loan repayment program, backup care, parental and personal leave with reintegration support, wellness and mental health resources, EAP, commuter benefits, and flexible spending and health savings accounts.

Client Service Associate Jobs in Ontario, CA

Tax Senior - Private Client Services Andersen Tax LLC

Manager - Private Client Services Andersen Tax LLC

Client Service Representative VCA Animal Hospitals

Client service rep VCA Animal Hospitals

Veterinary Client Service Representative VCA Animal Hospitals

Client service rep VCA Inc

Business Relationship Support Specialist (Client Service Officer 4) - Dedicated Teams Wells Fargo & Co

Sr Associate I - Retail Client Accounting JLL

Event Sales Associate Level 1 Town & Country Event Rentals

Client Services Lead National Veterinary Associates

Seasonal Client Associate - Brea, CA TravisMathew

Seasonal Client Associate - Irvine Spectrum TravisMathew

Client Service Representative Venbrook

Client Service Manager I Bay Commercial Bank

Client Experience Associate Atticus

Director, Client Delivery - Tax Services CoreLogic Inc

Client Services Specialist LanceSoft Inc

Client Service Executive Marsh McLennan

Customer Service Associate XBP Global Holdings Inc

Professional Responsibility Associate Attorney Hinshaw & Culbertson LLP

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