Client services manager jobs in Santa Ana, CA

A company is looking for a Manager, Client Services to oversee billing and client services operations. Key Responsibilities Manage billing associates, including hiring and performance appraisals..

Work with the operations teams in various areas to ensure the efficient operation of services provided.. Central Reach. Oversees the management of the intake and discharging of clients on the Wayne County, via..

Responsibilities. Perform software demonstrations showing potential clients how our product service works. Work collaboratively with Senior Management, Software Development, Project Management..

Tax & Financial Group (TFG) is a 54. year financial services firm committed to helping our clients.. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering..

We need an entry level warm, personable, compassionate, detail oriented, tech savvy administrative assistant who will be our receptionist and assist our Client Services Manager and paralegals..

We are one of the preeminent commercial real estate firms with services ranging from tenant.. invoices and billings Maintain and update assigned agents' client prospect databases Provide information..

Private Client Service (PCS) Tax Managers serve as members of various client service teams. Managers.. including at least 4 years of Private Client Services experience. Leadership and organizational skills..

We need an entry level warm, personable, compassionate, detail oriented, tech savvy administrative assistant who will be our receptionist and assist our Client Services Manager and paralegals..

Our client is seeking a full time Client Service Associate. This role focuses on back office.. Responsibilities. Manage client service requests, including account maintenance, ACH transfers, and ACAT..

Managers must possess strong technical knowledge of individual and partnership tax planning, consulting.. including at least 4 years of Private Client Services experience. Leadership and organizational skills..

Job DescriptionHow You'll Make an ImpactEpsilon is seeking a Marketing Client Account Executive to.. You will serve as the day to day client contact for various programs, managing the project from launch..

Prepares and participates in court appearances and audits. Collects assets and sets up accounts. Monitors investment activities. Assists managers and supervisors with Trust client escalation..

The Associate Director of Client Services on Century Group's Interim and Project Services practice is.. This role is crucial to expanding new and existing client opportunities. demanding detailed oriented..

Provides administrative support and customer service to large group benefits clients. Works with account.. and long term disability. We also provide company paid life insurance and legal services, a retirement..

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have.. As a member of our team, you become the driving force behind positive change, helping clients build..

Client Manager Location. Irvine Pay. 70,000. 85,000 Full time, on site Job Overview. The Client Manager.. handling communication, problem solving, and ensuring that services are delivered on time..

We offer deeply personalized wealth management, investment advisory, and family office services through.. Cresset is seeking an Associate , Private Wealth Client Services with 1 2. years of experience managing..

Introduction. Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have.. As a member of our team, you become the driving force behind positive change, helping clients build..