We have other current jobs related to this field that you can find below
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Client Supportive Services Liaison
2 weeks ago
Los Angeles, United States Special Service for Groups, Inc- HOPICS Full time $20 - $23Job DescriptionJob DescriptionSpecial for Service Groups IncJob Announcement_____________________________________________________________________________Title: Client Supportive Services Liaison ...
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Client Supportive Services Liaison
1 week ago
Los Angeles, United States Special Service for Groups, Inc- HOPICS Full timeSpecial for Service Groups Inc Job Announcement Title: Client Supportive Services Liaison Division: HOPICS FLSA: NON-Exempt Supervisor: Program Manager Pay Range : $20-$23/per hour Revised: 08.06.2024 Summary Under the direction of the Employment, Wellness and Supportive Services Program Manager, the Client Supportive Services Liaison will support HOPICS...
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CAL AIM Client Support Manager
3 days ago
Los Angeles, California, United States Chinatown Service Center Full timePosition OverviewAre you dedicated to enhancing the lives of individuals in your community? We are looking for a passionate and dedicated professional to join our team as a California Advancing and Innovating Medi-Cal (CAL AIM) Case Manager.About Chinatown Service Center (CSC)Founded in 1971, the Chinatown Service Center (CSC) has a rich history of serving...
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Lead Client Services Manager
3 days ago
Los Angeles, California, United States EPIC Brokers Full timeTo excel in this position, an individual must effectively manage essential responsibilities. The qualifications outlined below reflect the knowledge, skills, and abilities necessary for success. Reasonable accommodations may be provided to enable individuals with disabilities to fulfill essential functions. This role supports remote work, with a preference...
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Client Services Manager
3 months ago
Los Angeles, United States Nautilus General Contractors Full timeJob DescriptionJob DescriptionPursues sales and new business in assigned territory. Manages business development to increase market share and brand recognition. Participates in industry and networking events, client meetings and presentations. Develops relationships with industry stakeholders, including community managers, management companies, attorneys,...
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Client Services Specialist
3 days ago
Los Angeles, California, United States City National Bank Full timeCLIENT SERVICES SPECIALIST - TREASURY MANAGEMENTWHAT IS THE OPPORTUNITY?This role serves as the primary point of contact for customer service and training related to Treasury Management Services. You will act as a bridge between clients and various departments within the Bank, independently addressing client inquiries and resolving issues. Your focus will be...
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Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking and full-service brokerage firm. Founded in 1881, the firm engages in a diverse array of activities within the financial services sector, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public...
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Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking and full-service brokerage firm with a rich history dating back to 1881. Our firm is involved in a diverse array of financial services, including retail securities brokerage, institutional trading, investment banking (corporate and public finance), equity and...
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Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Us: Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and comprehensive broker-dealer. Established in 1881, the company is involved in a wide array of activities within the financial services sector, including retail securities brokerage, institutional trading, investment banking (both corporate and public finance), equity and...
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Los Angeles, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and a comprehensive broker-dealer. Established in 1881, the company engages in a wide array of services within the financial sector, including retail securities brokerage, institutional trading, investment banking (both corporate and public finance),...
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Los Angeles, United States Social Service Staffing & Recruiting, Inc. Full time $35Job DescriptionJob DescriptionService Coordinator needed in LA to work with developmentally delayed clients, ages 0 - 3, in a community based position. The position is office based with community visits. This position is full time, M - F basic business hours and is for about 4+ months starting ASAP. $35/ hour + mileage reimbursement. Candidate must have BA...
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Los Angeles, United States Social Service Staffing & Recruiting, Inc. Full time $35Job DescriptionJob DescriptionService Coordinator needed in LA to work with developmentally delayed clients, school aged and their families, in a community based position. The position is office based with community visits. This position is full time, M - F basic business hours and is for about 4+ months starting ASAP. $35/ hour + mileage reimbursement....
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Client Engagement Manager
3 days ago
Los Angeles, California, United States Onebridge Full timeOnebridge is a leading consulting firm with a strong presence across North America. We are currently seeking a talented Business Development Executive - Data Solutions to join our innovative team, recognized as one of the top workplaces in the region. Business Development Executive - Data Solutions | Your Role In this position, you will oversee a sales...
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Client Service Associate
1 week ago
Los Angeles, United States ARCHE Full timeArche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new...
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Client Service Associate
3 weeks ago
Los Angeles, United States Arche, inc Full timeJob DescriptionJob DescriptionArche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
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Client Service Associate
6 days ago
Los Angeles, United States Arche, inc Full time $42,000 - $52,000Job DescriptionJob DescriptionArche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
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Client Service Associate
4 weeks ago
Los Angeles, United States Arche, inc Full timeJob DescriptionJob DescriptionArche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
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Client Service Associate
2 months ago
Los Angeles, United States Arche, inc Full timeJob DescriptionJob DescriptionArche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
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Client Service Associate
2 weeks ago
Los Angeles, United States Arche, inc Full time $42,000 - $52,000Job DescriptionJob DescriptionArche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...
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Client Service Associate
3 days ago
Los Angeles, United States ARCHE Full timeArche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new...
Client Service Manager
2 months ago
Client Service Manager Our client is a successful wealth management firm based in Old Town Pasadena seeking an experienced Client Service Manager for their boutique firm to provide servicing support for the team and clients. This is a full-time position and requires in-office work. Qualified candidates must demonstrate experience working in an RIA (Registered Investment Advisor) with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations background and "white glove" client relationship experience are highly preferred. Qualifications: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains and losses, calculation of stepped-up cost basis, ACATs, new account documentation and classification of securities. Schwab Institutional custodial platform is preferred. Primary responsibilities: Support advisor and team with client interactions, process client requests, and ensure smooth operational processesMovement of money such as wire transfers and MoneyLinkRequired minimum distributionsCoordination of quarterly statement processNew client onboardingTrading back-upAccount transfers and monitoring ACATsPrimary Liaison between firm and Schwab InstitutionalCalendar Appointments and ZOOM meetings as neededPreferred Skills Minimum 10 years' experience with an RIAExceptional communication and client interface skillsWorking knowledge of capital marketsHNW client servicing and back-office operations processingExtensive familiarity with Schwab Institutional website, Schwab applications and documentsExperience with Tamarac and WealthboxWorking knowledge of Microsoft programs Word, Excel, PowerPoint, PublisherRequired Education: Bachelor's DegreeJob Type and Benefits: Full-timeHealth and DentalProfit Sharing PlanParking includedJob Type: Full-time Salary: $90k - $110k Depending on experience, eligible for bonus
