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.
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- Mailroom SPSClient Service Associate- MailroomSanta Ana, California$18–$19 / hourAcross 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CAMission Viejo, 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.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CANewport 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.
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.
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.
NewClient Services Coordinator - Shelter- Full Time Laura's HouseClient Services Coordinator - Shelter- Full TimeAliso Viejo, CAFull timeVoted Top Places to Work by the Orange County Register 2025 an Voted Best Places to Work by Orange County Business Journal - 2019At Laura's House, we don't just offer jobs-we offer purpose. This position ensures the safety and security of shelter residents by maintaining the Emergency Shelter facilities and providing support to all shelter residents to ensure a safe, sanitary living environment.
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.
Client Onboarding Implementation Manager Senior Associate JPMorgan Chase & CoClient Onboarding Implementation Manager Senior AssociateIrvine, CAChase 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.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCosta Mesa, CA$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 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 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.
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.
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.
Tax Senior Manager - Private Client Services AndersenTax Senior 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.
Senior Associate - Client Success Baker Tilly Virchow KrauseLLPSenior Associate - Client SuccessIrvine, CA$83,820–$127,120 / yearBaker 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.
NewTax 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.
Part Time Client Associate - Fashion Island CA TravisMathewPart Time Client Associate - Fashion Island CANewport 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 - 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.
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.
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 | KSNA Clay Lacy Aviation, Inc.Client Services Representative | 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.
Client Advisory Associate Whittier TrustClient Advisory AssociateNewport Beach, CaliforniaThe candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
NewGlobal Client Services Manager The Capital Group Companies, Inc.Global Client Services ManagerIrvine, CA$179,273–$286,837 / yearAs a Strategic Client Relationship RFP Manager within Global Client Services (GCS), you will lead, coach, and develop a multi-location team responsible for RFPs, RFIs, and DDQs that clearly communicate Capital Group's investment capabilities. You'll partner with business leaders across Sales, Product, Data, Legal & Compliance, and Marketing to anticipate client needs, strengthen proposal strategy, improve content quality, and use AI, automation, and scalable practices to drive efficiency and growth across the distribution business.
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 | KSNA Clay Lacy AviationClient Services Representative | 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.
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.
Trust Operations - Client Services Columbia Banking System, Inc.Trust Operations - Client ServicesOrange, CA$24.87–$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.
Commercial Client Services Representative Columbia Banking System IncCommercial Client Services RepresentativeIrvine, CA$20–$28 / hourProvide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels; subject matter expert for Deposit and Treasury Management products. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateIrvine, CaliforniaOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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.
NewTax Experienced Senior, Private Client Services BDO International LtdTax Experienced Senior, Private Client ServicesCosta Mesa, CA$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) 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.
NewTax Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesCosta Mesa, CA$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) 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.
Client Service Coordinator (Part Time) Banfield Pet HospitalClient Service Coordinator (Part Time)Foothills Ranch, CA$16.93–$21.63 / hourThe 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. 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.
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorHuntington, CA$16.93–$21.63 / hourSUMMARY 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. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.
Senior Associate - Client Success Baker Tilly Advisory Group, LPSenior Associate - Client SuccessIrvine, 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.
Client Operations Associate EBizChargeClient Operations AssociateIrvine, CaliforniaOur administrative team plays a key role in the merchants’ onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.
Client Service Coordinator - 001187 Banfield Pet HospitalClient Service Coordinator - 001187Buena Park, CA$16.93–$21.63 / hourClient Service Coordinator 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. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Veterinary Client Service Representative Vicar Operating dba VCAVeterinary Client Service RepresentativeFountain Valley, CaliforniaThe CSR is the pivot around which the hospital operates and is responsible for: Customer service functions including: greeting clients, answering phones and guiding clients and their pets to exam rooms. 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 Service Representative Vicar Operating dba VCAClient Service RepresentativeAnaheim, CaliforniaAnswering 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.
Trust Operations - Client Services Columbia BankTrust Operations - Client ServicesOrange, CaliforniaProvides 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.
Customer Service Rep Call Center Client Support Automatic Data Processing IncCustomer Service Rep Call Center Client SupportLa Palma, CAIn this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?.
Trust Operation Specialist - Client Service Columbia BankTrust Operation Specialist - Client ServiceOrange, CA$24.87–$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.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesCosta Mesa, CA$112,000–$150,000 / yearA Tax 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesCosta Mesa, CA$146,000–$200,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Client Service Administrator Staffmark Group LlcClient Service AdministratorSanta Ana, CA$26–$28 / hourJob Duties: Client Service Administrator responsibilities include coordinating between clients and other internal departments, being the point of contact for document custody transactions, reviewing mortgage loan files for accuracy, uploading files, performing data entry tasks, responding to requests and inquiries from client companies promptly, coordinating file review deliveries, and maintaining confidentiality of all information. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners.