Wealth Management Client Services Lead
Bank of America ATM
Bank of America in Los Angeles, CA is seeking a client service professional to support Financial Advisors and provide outstanding service to clients. The role focuses on educating clients about banking offerings, maintaining accurate materials, and supporting operational excellence. Ideal candidates are self-starters with a client-centric mindset, strong communication skills, and the ability to adapt to new technologies. The position includes full-time hours and competitive benefits. #J-18808-Ljbffr Bank of America
- Catholic Charities of Los Angeles, Inc. is seeking a Client Services Regional Coordinator in El Monte, CA. This Regular Full Time role coordinates... ...of related experience, with responsibilities spanning case management, service delivery improvements, and financial reporting,...SuggestedFull time
$78.97k - $126.14k
LEAD ACCOUNT OFFICER WHAT IS THE OPPORTUNITY? Leads the client and operational services activities of the Commercial, Specialty or Corporate Banking Division Services units.... ...compliance. Provides support to Relationship Managers in business development and portfolio...Suggested$26 - $31 per hour
...Client Care Representative Lead Title : Client Service Representative Reports to : CSR Supervisor Summary : The Client Care Representative... ...lead and train others in the CCR team, inventory management of office supplies and oversees all aspects of the...SuggestedFull timeWork at officeDay shiftAfternoon shift- KTC Search is seeking a Business Manager in Los Angeles. This leadership role involves overseeing multiple client account teams while delivering exceptional financial services. The ideal candidate will have a background in public accounting or professional services and...Suggested
- Jobtailor in Los Angeles is seeking a Licensing Operations Manager to serve as the daily point of contact for licensing clients and to own the servicing workflow from content availability research to delivery confirmation. You will coordinate with Sales, Mastering, Localization...Suggested
- Venice Family Clinic is seeking a Program Supervisor - HIV Services to lead HIV program operations in Venice, CA. The role oversees care teams... ...coaching, and cross‑department collaboration to deliver client‑centered services aligned with the National HIV/AIDS Strategy...
- AEG is looking for a Ticketing/Client Services Supervisor to provide excellent service at box offices nationwide. The ideal candidate will... ...closely with clients, offering support for AXS products while managing relationships with venue partners. This full-time position...Full time
- O'Neil Digital Solutions, LLC is seeking a Client Services Manager to support the Strategic Relationship Manager and Lead Client Services Manager in the day‑to‑day management of client’s business activities, and will be responsible for internal job production SLA monitoring...
- The Recording Academy is seeking a Senior Client Services Manager to lead Official Grammy Awards partners and year-round sponsors. You will manage programs, activations, IP usage, and campaigns, coordinating with internal teams to ensure on-brand delivery. You will oversee...
- ...Glendale, CA seeks a Commercial Brokerage Services Lead to deliver marketing and administrative support to a broker team, manage projects and assist with due diligence and... ...coordinate market reports, and prepare pitches for clients. Eligible candidates have 5+ years in...Hourly pay
- ...of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing... ...is the place to be. Come join our team! CASH MANAGEMENT SERVICE TELLER LEAD Supervise workflow of cash operations within a vaulted...
- United Business Bank in Los Angeles is seeking a Client Service Manager I to lead branch operations, including Teller and New Account tasks, ensuring accuracy and policy compliance. You will mentor staff, support relationship managers, and actively cross-sell bank services...Work at officeRemote work
- City National Bank seeks a Lead Account Officer to oversee client and operations workflow within the Commercial, Specialty or Corporate Banking... ...supervise Account Officers, ensure high-quality client service, and manage risk while supporting Relationship Managers in...
- LIQUID MEDIA in Los Angeles, CA is seeking a Head of Client Services to lead the Client Services function and serve on the agency's senior management team. This senior role involves overseeing key client partnerships and managing a team to ensure premium client service...
$146.7k - $335.1k
...world. The Transition/Onboarding Lead will play a critical role in... ..., and stabilization of clients onto EY’s IFMS operating model... ...of contact during transition, managing communications, risks, issues... ...smooth onboarding of client services into steady‑state operations....Summer holidayFlexible hoursShift work- ...Angeles, CA seeks a Commercial Brokerage Services Lead to deliver marketing and administrative... ...support to an assigned broker team. You will manage projects, assist with financial analysis... ...with various departments to support client pitches and presentations. #J-18808-...
- ...world. We believe construction services are more than project... ..., your work ensures that our clients’ visions become reality, with... ...professionals; Construction Managers, Inspectors, Resident Engineers... ...just a job, it’s a chance to lead in the field, uphold the highest...Contract workWork at office
$90k - $110k
...NBCUniversal is one of the world's leading media and entertainment... ...premium ad-supported streaming service. We produce and distribute... ...NBCUniversal is looking for a Manager of Episodic Operations to join... ...be responsible for managing client relationships and delivering...Full timeLocal areaFlexible hours- ...Global Elite Empire Consultants is seeking a client service leader who can excel in a fully remote role. You’ll deliver exceptional customer experiences, mentor teams, and drive growth while maintaining a healthy work-life balance. This opportunity emphasizes flexibility...Remote workFlexible hours
$21 - $22 per hour
...Job Summary We are seeking a Hospitality Services Coordinator for a contract, temporary-to-permanent opportunity in Los Angeles, CA... ...coverage. This is a strong opportunity to join a professional Client Services team with supportive leadership, steady weekday hours,...Hourly payPermanent employmentContract workTemporary workWork experience placementWork at officeMonday to FridayShift workWeekday work$134k - $202k
...As part of our Adoption Services team, you'll play a key role in... ...As an Adoption Services Lead, you are a senior practitioner... ...executives, customer service managers, technical account managers, to... ...(PII, trade secrets, attorney-client privilege), able toexplainandmapcomplex...Contract workRemote work- ...– Answer, filter and prioritize phone calls and emails for the service department. Taking and delivering messages. Data entry into company... ...manner. Scheduling service calls and appointments between clients, retailers, builders, and service technicians. Qualifications...Remote workFlexible hours
- ...Description Job Description MENTAL WELLNESS SERVICES COORDINATOR JOB ANNOUCEMENT POSITION... ...promote healthy coping techniques in managing stress, and other feelings of anger, sadness... ...and timely documentation of all client-based services. • Facilitate case management...Work experience placementLocal areaWeekend workAfternoon shift
$120.97k
...* CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and... ...facility capital projects, meet water management objectives, comply with environmental... ...Client Service Leader contributes by: • Leading business development, client engagement...Temporary workWork experience placementH1b$200k - $300k
...seeks a Tax Director to provide tax compliance and planning services to high-net-worth clients. The role requires a CPA with at least 9 years of... ...strong entrepreneurial spirit. The ideal candidate will lead new business initiatives and develop team members. The position...$134k - $202k
...impact. As part of our Adoption Services team, you'll play a key role in helping... ...future. As an Adoption Services Lead, you are a senior practitioner and... ...~ Excellent organizational and time-management skills, with proven ability to own multiple...Remote workFlexible hours- Fastems is seeking a Service Manager in Los Angeles to lead end-to-end service operations, acting as the central point of contact between customers, field personnel, technical support, engineering, and back-office functions. The role includes direct line management for...
- ...Administrative And Service Department Assistant Administrative Answer, filter and prioritize phone calls and emails for the service department... ...manner. Scheduling service calls and appointments between clients, retailers, builders, and service technicians. Qualifications:...Remote workFlexible hours
- ...craft together.Naughty Dog is seeking an experienced IT Support Services Lead to oversee end-user support services and support operations... ...exceptional support experience.What you will do:Lead, mentor, and manage the performance of the IT Support team, including contract...Contract workFor contractorsLocal areaRemote work
$78.97k - $126.14k
ACCOUNT MANAGER SENIOR ENTWHAT IS THE OPPORTUNITY?This... ...to time arise. Advises clients of the most effective combinations... ...of products and services for their individual... ...(eg. deposits, wealth management, cash management... ...one of North America’s leading diversified financial services...Immediate startRemote work
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