Wealth Management Client Services Analyst
Citibank (Switzerland) AG
Citi Private Bank in Beverly Hills is seeking a seasoned Client Service Sr. Analyst to support Citi Private Bank clients with wealth management services and coordinated transaction execution. You will work with bankers and operations teams to ensure compliant, timely processing, and proactive client engagement. The role requires 5–8 years of client-facing experience, strong communication, and knowledge of investments and banking products, with Series 7/63 or 7/66 preferred. #J-18808-Ljbffr Citibank (Switzerland) AG
- ...Senior Analyst And Technical Advisor This position is being offered under OPM Direct Hire Authority. Serves as a senior analyst and technical advisor to management officials responsible for overseeing SSA's Program Integrity Program. Oversees projects related to detecting...Suggested
$121.65k - $194.64k
PPS Alternatives Go-to-Market Analyst, Senior PPS Alternatives Go-to-Market Analyst, Senior... ...will additionally be providing project management and operational support.You will play a... ...to join the team to support our Wealth Management business. “ I am the person...SuggestedFull timeTemporary workLocal area$163.2k - $220.8k
....The Pricing & Legal Project Management (LPM) team supports the firm'... ...business problems that impact client acquisition and retention.... ...indirectly) for overseeing a team of analysts. The Senior Manager will... ...experience in a professional services setting (2+ years of legal...SuggestedWorldwide- ...Development, Marketing, Legal Project Management, Billing Operations, and... ...options in response to client RFP's and ad-hoc requests.... ...provides direction to Pricing Analysts on team. Develop models to... ...law firm or other professional services firm desirable. Minimum...SuggestedWork at officeRemote work
$124k - $280k
...Not Applicable Specialism Customer Management Level Senior Manager Job Description... ...will specialize in providing consulting services focused on pricing strategies and profitability... ..., and offer guidance to help clients optimize pricing strategies, improve profitability...SuggestedFull timeH1b$80k - $100k
...solutions. When You Join HairClub, You're Backed By High-quality inbound opportunities—no cold calling A nationally recognized brand clients already trust A proven consultative sales process Professional coaching and ongoing development Uncapped earning potential based on...- ...CALL CENTER MANAGER Director of First Impressions & High Fives Location: Tolleson AZ APEX Windows & Bath is looking for an experienced, high-energy Call Center Manager to lead our outbound appointment-setting team. We believe a successful call center doesn...Immediate start
$50k - $70k
...State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer... ...year. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize...Hourly payFor contractorsWork at officeFlexible hours$120k - $165k
...Overview The Pricing and Matter Analytics Manager will oversee the firm’s engagement... ...Provide consistent and proactive analysis on client financials to optimize profitability and... ...proficiency. Experience in a professional services firm and with Aderant is a plus. Exceptional...Work at office$137.5k - $250.7k
Description The Services team at Apple provides customers around the world with access to an incredible collection of content and experiences... ...and accuracy are critical to succeeding in this role. You will manage tasks related to pricing changes, ensuring a quality customer...Relocation package- Mitsubishi UFJ Financial Group (MUFG) seeks a portfolio management professional to oversee underwriting and risk for Japanese corporate loan clients, with a focus on complex structured finance and large exposures. You will engage with senior management, coordinate with...Remote job1 day per week
$16 - $20 per hour
..., identify customer needs, and market appropriate products and services. Make a minimum of 40-50 outbound calls per hour Make minimum... ...per hour About Our Agency ~ Our mission is to help people manage the risks of everyday life, recover from the unexpected and...Hourly payFull timePart timeFor contractorsFlexible hours$75k - $120k
...designing, building, and operating the world's lowest-cost enrichment services, here in the US. In the process, we are restoring America's... ...program is key to ensuring the safe, secure, and compliant management of nuclear material. This role is ideal for someone with...Full timeWeekend work- DoorDash is seeking an Associate Manager to own pricing strategy within New Verticals, partnering with Finance, Analytics and Product to build pricing models, forecast impacts, and design experiments. This role centers on fee structures and affordability, with a focus on...
$19 - $25 per hour
...impact customer retention, sales growth, and client satisfaction: Retention Department –... ...experience. Previous supervisory or management experience in a call center environment... ...is committed to delivering outstanding service to the communities we serve. Equal...Hourly payLocal area$145k - $160k
...of the Director, Strategic Pricing, the Manager, Strategic Pricing plays a critical role... ...of alternative fee arrangements (AFA) and client/matter profitability. In addition, this person... .... The ability to provide quality client service to both internal and external contacts,...Price workFull timeWork at officeLocal areaWorldwide- Duties Help Develops, implements and refines projects and mathematical/statistical studies of SSA programs and develops models to correct deficiencies or improve efficiency of processes, operations and systems related to administering program integrity. Determines...
- Applied Industrial Technologies is seeking an Area Pricing Manager to drive profitability by executing local pricing strategies, leveraging analytics, systems expertise, and cross‑functional partnering to ensure pricing is competitive and aligned with corporate objectives...Local area
- The Area Pricing Manager is integral to Applied Industrial Technologies' strategy and profit maximization efforts. This position drives... ...related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually...Local area
$40 - $50 per hour
Live Chat Agent Company: Amaz Technologies. Location: Beverly Hills, CA. Reports To: Customer Support Manager Job Summary We are looking for a proactive and customer-focused Live Chat Agent to join our team. As a Live Chat Agent, you will be the first point of contact...Hourly payFull time$18.5 per hour
...appointment setting, canvassing, customer service, retail, hospitality, promotions,... ...Angeles–based solar and roofing project management firm committed to delivering high-quality... ...ensuring a seamless experience for our clients. Company Description US Power Solar...Hourly payMonday to Friday$20 per hour
...lead generators & entry level sales people for our Reputation Management Services. The position offers the ability to learn and grow. You’ll... ...company iClimber.com offers social media marketing services. Our clients are mainly mid-size to large businesses, including Fortune 1...Full timePart time- Position SummaryAnswer Membership Services calls and emails from members and contacts throughout the world. Determine timely appropriate handling of monetary and non-monetary requests, providing essential information to other areas for reply.ResponsibilitiesResearch member...Hourly payWork at officeLocal areaRelocationMonday to Friday
- Responsibilities Kforce has a client in Culver City, CA that is seeking a Marketing... ...global brand marketers, product managers, media managers, creative teams, analysts, and other researchers across a... ...by law. Hourly employees on a Service Contract Act project are eligible...Hourly payContract workRemote work
- National Research Group in Culver City is seeking a Research Analyst or Senior Analyst to join our Technology research practice. You’ll collaborate with leading brands shaping the future of technology, supporting a wide range of initiatives from survey design to report...
- ...technical quotations, coordinate cross-functional activities, manage customer communications, and support business growth by converting... ...will also be considered. 5+ years of inside sales, customer service, estimating, or quotation experience. Experience supporting customers...Contract workWork at office
- Ohmega Ticer in Culver City, CA seeks an Inside Sales & Quotations Specialist to own the complete quote-to-order cycle, coordinate with engineering, operations and supply chain, and deliver accurate quotations while upholding pricing and policy guidelines. The role emphasizes...
- ...Digital Marketing Analyst Under new management and 15 awesome-to-work-with teammates, we are experiencing tremendous growth and we need motivated and talented teammates to keep us climbing and exploring new business ventures. We're tracking almost $10 million in annual...Work at officeFlexible hours
- Kforce is seeking a Marketing Researcher IV in Culver City, CA to support AI-enabled pre-testing of advertising creatives across the funnel. You will work with global marketing teams and cross-functional partners to deliver research that informs strategy and investments...
- Google is seeking a Marketing Data Analyst to empower publisher and partner strategies from its Los Angeles area offices, including Playa Vista. You will build dashboards, run experiments, and translate data into actionable insights that guide growth across paid channels...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Analyst. Be the first to apply!
- business analyst part time remote Beverly Hills, CA
- remote senior business analyst Beverly Hills, CA
- software asset management analyst Beverly Hills, CA
- international management trainee Beverly Hills, CA
- asset management intern Beverly Hills, CA
- managing attorney Beverly Hills, CA
- test data management Beverly Hills, CA
- entry level emergency management Beverly Hills, CA
- director of managed care Beverly Hills, CA
- management team Beverly Hills, CA


