Public Finance Onboarding & Client Liaison Lead
Downtown Boulder Partnership
Downtown Boulder Partnership is looking for a Public Finance Client Liaison in Los Angeles, CA. This position is responsible for optimizing client onboarding and supporting the group leader in executing internal team strategies for municipal, nonprofit, and affordable housing loans. The ideal candidate will have a Bachelor's degree and significant experience in banking, specifically with bond financing and client management. The package includes a competitive salary and benefits. #J-18808-Ljbffr Downtown Boulder Partnership
$117.73k - $138.5k
...One.Job DescriptionThe Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate and Public Sector Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships...SuggestedFull timeWork experience placementLocal area$131.75k - $178.25k
...firms, and investment banks that finance and advise them. The firm has... ...growth. Position OverviewThe Client Service Manager will play a... ...of the Client Service Analyst, leads data gathering and reporting tasks... ...and financial reporting, public company filings, and external...SuggestedFull timeWorldwide- Nossaman seeks a Client Intake & Compliance Manager in Los Angeles to oversee client and matter onboarding, contract administration and regulatory compliance. The role ensures accurate opening of new clients, identifies contractual obligations, and maintains licenses and...SuggestedContract work
$70k - $100k
IEQ Capital is seeking a Client Onboarding Specialist in Los Angeles, California. This role focuses on delivering a seamless and high-touch onboarding experience for clients, coordinating across various internal teams and external partners. The ideal candidate will have...Suggested$110k - $125k
...consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown... ..., our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI’s combination of...SuggestedFull timeTemporary workFor contractorsWork at officeLocal areaImmediate startFlexible hours$163.2k - $220.8k
...firms, and investment banks that finance and advise them. The firm has... ...committed to providing our clients with both exceptional legal... ...and ensuring those insights lead to tangible improvements in how... ...and optimizing the onboarding lifecycle to ensure our service...Full timeImmediate startWorldwide$130k - $150k
...internal support team for P&C at IMA West. This position also has client management responsibilities. Team Leadership and ManagementLead... ...supporting their professional growth.Assist in hiring efforts, onboarding new team members, and creating career pathing opportunities....Temporary workLocal areaFlexible hours$140k - $165k
...organizations. The Client Service Manager (... ...staff, serves as a liaison between clients... ...director, board members, finance chair, and key... ...staff for and lead new-client kick-off... ...positive, informed onboarding experience.Human-Centric... ...required; public accounting and/or...Full timeContract workPart timeImmediate start- ...to our team and their commitment to our client base. Thank you for considering United Business... ...you.About United Business BankWe are a publicly traded Regional Bank with over $2.5B in... .... With the support of the Regional Team Lead or Director of Lending and CRA Officer, the...Temporary workWork at officeLocal areaFlexible hours
$140k - $200k
...Job Description Job Description Environmental Lead | Client Service ManagerOwn Your Future at Psomas!Join a 100% employee-owned firm... ...Environmental Services practice while serving as a trusted advisor to public and private sector clients throughout the region. Backed by a...Contract workImmediate start$25 per hour
...enables employees’ growth and success. As a leading global financial services company at the... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about...Work at officeWorldwideFlexible hours$129.81k - $197.8k
...development opportunities, strengthen client relationships, and... ...positioning.This individual will lead cross-functional... ...campaigns, client alerts, industry publications, and market-facing content.Lead... ...knowledge repositories.Support onboarding and integration efforts for lateral...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package- MOREgroup is seeking a dynamic Director of Client Development/Relationships to lead business development for its Civic practice across Southern California... ...new opportunities, and expanding the firm's public-sector presence in the region. The ideal candidate has...Local area
- ...time and resources, and deliver superior outcomes for their clients. We’re looking for exceptional talent to help us achieve... ...obstacles. The opportunity We’re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist’s newest and...Full timeWork at officeImmediate start3 days per week
- ...generating revenue by promoting our advertising solutions, onboarding new clients, driving ad campaigns, and more. As the TikTok community grows at an unprecedented speed around the world, our GBS team leads groundbreaking projects that are changing the landscape of the...
- ...HEALTHCARE in Los Angeles is seeking an Accounting Success Manager, CAS to join a growing Customer Success team. You will help onboard new clients to our SaaS Accounting solution with emphasis on the Client Accounting Services industry. After onboarding you will maintain...
$122.5k - $423.78k
Industry/SectorNot ApplicableSpecialismIFS - Clients & MarketsManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Client... .... As a Director, you will set the strategic direction and lead business growth efforts, making impactful decisions while overseeing...Full timeH1bWork at office- Citi in Los Angeles is seeking an AVP Client Experience Associate to drive onboarding, KYC and client request workflows with a focus on risk controls and regulatory compliance. You will partner with sales, KYC, account opening and product teams to deliver a seamless, differentiated...
- ...shaping global security, guiding clients through a multifaceted and... ...strengthens partnerships, enhances public safety outcomes, and reduces... .... As a Public Safety Liaison, you will be responsible for fostering... ...Ambassador Team, who lead and manage all relationships with...Local areaRemote work
- ...also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide... ...compliance. May participate in risk mitigation activities.Leads by example, assumes responsibilities where a gap needs to be filled...Full timeTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours
$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth... ...degree in a relevant field and at least five years of experience in public accounting or private client services. The position offers a...$129k
Client Executive (New Business Development) Client Executive (New Business Development) 2... ...Solutions firm specializing in technology, finance & accounting. Each year, we help more... ...through internet research, social media, sales leads, and networking Delivering creative,...Full time- ...in Los Angeles seeks a Tax Supervisor to lead tax engagements, supervise staff, and mentor... ...You will manage planning, execution, and client relationships while ensuring compliance... ..., CPA or CPA-track, and 4+ years of public accounting experience with strong client...Local area
- ...Description GENERAL JOB DESCRIPTION The New Client Acquisition Manager is the first human... ...conversations by researching inbound leads, evaluating fit against MAI’s Ideal... ...CREDENTIALS ~ Bachelor's degree in Business, Finance, Marketing, or a related field. ~ FINRA...
- ...Accounting Success Manager, CAS will be a part of a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution, with an emphasis on the Client Accounting Services industry. Once onboarded, this...Work at office3 days per week
$141k - $290k
Weaver is seeking a Senior Manager in Los Angeles to lead tax compliance and planning for high-net-worth individuals and businesses. The ideal candidate will have over 7 years of experience, a CPA, and strong leadership skills. In addition to competitive compensation ranging...Flexible hours- Andersen is seeking a Private Client Services Manager in Los Angeles to lead engagement teams serving a spectrum of high-net-worth clients. You will guide tax strategy, ensure timely delivery, and partner with other service lines to provide comprehensive solutions. The...
$25 per hour
...enables employees' growth and success. As a leading global financial services company at the... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about...Work at officeWorldwide$100k - $200k
A prestigious business management firm is looking for a Manager, Business Management to lead their Client Service Team. Responsibilities include supervising staff, managing financial operations, and assisting in strategic planning. The ideal candidate should have a Bachelor...- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...
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