Client Services Representative

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
• Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions
• Take on the primary review of complex tax returns and maintain regular communication with clients
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities

Tax Senior Manager – Private Client Services

• Lead, manage, and develop payment business activities in multiple and complex markets
• Partner with relationship managers to consult on complex specific payment solutions
• Coordinate Request for Proposal response and proposal generation
• Provide production support on product issues and call on clients to address their business and product needs
• Review and analyze complex multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring a sound understanding of the function, policies, procedures, and compliance requirements that influence and collaborate with a broader work team to meet deliverables and drive new initiatives within Global Payments Sales
• Collaborate and consult with Global Payments Sales peers, colleagues, and managers to resolve issues and achieve goals
• Lead Global Payments Sales projects and serve as a peer mentor

Lead Global Payments Services Client Consultant

• Coordinate accounting functions and programs.
• Prepare financial work papers and reports.
• Assist with monitoring, maintaining, and reconciling financial accounts and Accounts Payable.
• Maintain and reconcile balance sheet and general ledger accounts as required.
• Prepare annual compliance reports: 1099s, City Tax, etc.
• Prepare financial statements, including a Balance Sheet, Income Statement, General Ledger, Trial Balance, and other Ad Hoc reports.
• Coordinate financial statement preparation and supporting documents for annual tax preparation and quarterly extension payments.
• Investigate and resolve account discrepancies and issues of non-compliance by communicating with all levels of management, clients, and third parties.
• Contribute to developing new or amended accounting systems, programs, and procedures.
• Perform other accounting research, accounting duties, and supporting staff as required or assigned additional training staff

Supervisor, Client Accounting Services

• Partner with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships
• Grow revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
• Underwrite all types of credit account exposure
• Manage an assigned credit portfolio
• Successfully close new business relationships and expand existing relationships
• Manage credit risk and respond to prospect or customer credit questions
• Make independent calls on assigned portfolio of relationships
• Provide customer service and participate in joint sales calls with Relationship Manager(s)
• Identify customer needs

Credit Portfolio Manager – Professional Services, Contractors

• Own and manage key client accounts, ensuring strategic alignment, operational excellence, and successful program delivery.
• Serve as the primary day-to-day client lead, building trusted relationships and proactively identifying opportunities for growth.
• Drive project planning and execution including scope development, timelines, budgets, and resource allocation.
• Lead client meetings, presentations, reporting, and post-program recaps with clear insights and recommendations.
• Partner closely with Creative, Strategy, and Production teams to deliver integrated, high-quality work that meets or exceeds objectives.
• Lead multiple concurrent client initiatives, balancing competing priorities while ensuring consistent quality, communication, and execution across all programs.
• Oversee scope management and financial tracking to ensure programs are delivered on time and on budget.
• Support Account Director in identifying account opportunities while proactively flagging risks, recommending solutions, and helping strengthen long-term client partnerships.
• Anticipate risks and develop proactive solutions to maintain momentum and client confidence.
• Act as a day-to-day leader for junior team members by sharing best practices, providing guidance, and helping elevate team performance across programs.
• Contribute to business development efforts, including proposals, pitch support, and organic account expansion.

Senior Account Manager, Client Services

• Provide service coverage for a FA/PWA/team including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Execute money movement transactions at the request of the client and/or FA/PWA/team
• Answer general non-investment related questions concerning client accounts
• Educate or enroll clients in digital tools
• Onboard and maintain client accounts
• Provide existing clients with details around their account information
• Accept or enter unsolicited orders at the direction of the FA/PWA/team
• Assist FAs/PWAs/teams in delivering against their business plan and client service model
• Participate in firm initiatives, special projects, and other duties directed by local management

Registered Client Service Associate, Part Time

• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents
• Analyzes and summarizes complex data and compiles reports with supervision
• Handles the renewing of bonds and flood policies
• Completes special projects as assigned

Client Service Specialist – Surety

• Developing and executing strategic sales initiatives to drive revenue growth and market penetration
• Building and maintaining strong relationships with key clients and stakeholders to enhance customer relationship management
• Leading cross-functional collaboration efforts to align sales strategies with organizational goals
• Coordinating sales programs and initiatives to optimize performance and achieve targets
• Utilizing analytical thinking to assess market trends and forecast market penetration opportunities
• Innovating and implementing creative solutions to address client needs and improve service excellence
• Mentoring and coaching team members to foster professional growth and development
• Promoting systemic thinking to identify and leverage strategic alliances for mutual benefit
• Applying a strategic mindset to guide decision-making and drive business outcomes
• Facilitating external relationships to expand the organization's network and influence

Client Relationship Executive – Managed Services

• Developing and executing Cyber Managed Services go-to-market strategies to drive revenue growth and exceed sales targets
• Identifying, qualifying, and managing new Cyber opportunities with Partners and MDs through close and project kick-off
• Building trusted relationships with key Cyber executives as a strategic advisor throughout the sales process
• Leveraging market research, threat intelligence, and competitive insights to position PwC’s Cyber value proposition
• Orchestrating subject matter experts, solution architects, and delivery leaders to design tailored Cyber solutions
• Translating Cyber strategy into actionable sales plans that shape client engagements and support KPIs
• Identifying Cyber market gaps and converting opportunities into successful outcomes for the Firm
• Staying current on the evolving threat landscape to advise clients and internal teams
• Partnering with delivery teams post-sale to support smooth transitions and exceed client expectations

Client Relationship Executive – Cyber Managed Services

• Assist with scheduling and coordinating player appointments and commitments
• Help manage and organize schedules, itineraries, and documents
• Coordinate with agents, coaches, and staff to keep operations running smoothly
• Support general administrative tasks as needed

Operations and Client Services Intern, Basketball

• Conducts prospect meetings with prospective policyholders and brokers and conducts onboarding meetings with assigned new policyholders and brokers upon policy issuance.
• Conducts claim reviews, stewardship meetings, and pre-renewal meetings with policyholders and brokers for each assigned account.
• Attends agency visits, meetings, and events with the Marketing and/or Underwriting teams.
• Develops and provides training to company staff relating to Client Services, such as development and maintenance of Plans of Action. Conducts mock claim reviews with new Claims Professionals.
• Maintains accurate account information in Salesforce. Effectively utilizes Salesforce to service new business and renewals, and manage account assignments.
• Develops and fosters strong working relationships with policyholders and brokers, providing timely and consistent communication regarding claim or service updates.
• Develops and maintains strong knowledge of company products and programs.
• Successfully resolves customer service issues and timely responds to inquiries. Acts as a liaison between policyholders/brokers and company staff and routinely follows up with all parties to ensure resolution. Utilizes monitoring tools to ensure continued compliance.
• Collaborates with Claims, Underwriting, and Marketing teams to access account retention, troubleshoot issues, and address service needs.
• Actively participates in Client Services team meetings, sharing ideas to drive continual improvement.
• Stays abreast of insurance industry changes and internal service team changes, and proactively shares knowledge with peers and internal partners.
• Proactively communicates any problems or issues that may adversely impact a policyholder or the company directly to the Client Services Manager and/or Director of Client Services.
• Ensures work is performed in accordance with company standards and supervisory direction.

Client Services Account Manager

• Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
• Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
• Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
• Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience.
• Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Senior Client Services Specialist, Family Office

• Assisting producers and clients in maintaining insurance coverage for personal lines of insurance
• Processing and invoicing policies, endorsements, audits, and cancellations
• Preparing and processing endorsement requests for submission to insurance carriers.
• Verification of rates, exposures, and prior premiums
• Handling/processing policy cancellations, billing inquiries, and related issues
• Work closely with Senior Insurance Managers for review and approval of endorsements and renewals
• Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.

Personal Lines Client Service Manager

• Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
• Prepare and complete client paperwork and follow up tasks to support registered representative.
• Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account.
• Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.
• Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs.
• Organize Client events and follow up tasks.
• Maintain an organized filing system following compliance guidelines.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
• Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow implementation guidelines.
• Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
• Work with Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing and client communication expectations and follow up processes.

Senior Client Services Representative

• As a Performance Analyst in the Client Report Services (CRS) group, you’ll be responsible for calculating and verifying portfolio returns and characteristics.
• You’ll produce investment measurement reports that provide important insights into the performance of our client portfolios.
• Calculate returns using custodial statements.
• Reconcile returns with investment managers.
• Obtain client information from investment managers/recordkeepers.
• Generate portfolio characteristics.
• Verify dividends/capital changes.
• Interact with clients and consultants on report content.
• Check returns and analysis for content and reasonability.
• Respond to special requests.

Performance Analyst

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm to ensure efficient and effective delivery of tax services.
• Mentor and coach junior team members.

Experienced Tax Associate – Private Client Services

• Answer incoming client, family, referral source, website, and email inquiries.
• Respond promptly and professionally to prospective clients, referral partners, and families.
• Gather and document intake information accurately.
• Schedule consultations, assessments, and onboarding appointments in collaboration with clinical leadership.
• Follow up with prospective clients and families to support service conversion and client satisfaction.
• Coordinate client onboarding paperwork and related documentation.
• Maintain accurate client, referral, and intake records in AlayaCare, CRM systems, Google Workspace, and other internal platforms.
• Create, update, and maintain nurse and caregiver schedules for private-duty nursing and caregiving services.
• Fill open shifts and coordinate staffing coverage to help ensure uninterrupted client care.
• Manage caregiver and nurse availability, call-offs, replacements, and urgent schedule changes.
• Communicate schedule updates clearly with staff, clients, families, and leadership.
• Support onboarding processes for clients, caregivers, nurses, and internal staff as assigned.
• Maintain organized client and caregiver files, databases, tracking systems, and documentation logs.
• Participate in a structured on-call rotation for intake, scheduling, and urgent staffing needs.
• Support management of company social media platforms, including Instagram, LinkedIn, and TikTok.

Client Services – Staffing Coordinator

• The client services product surface: enrollment, eligibility, payer configuration, and employer-facing experience
• One PM (Enrollment & Eligibility) — you will manage, develop, and hold accountable
• Long-term eligibility platform scalability — investments that unlock enrollment growth at scale, not just point fixes
• Enrollment funnel instrumentation and optimization — a member-centric view of where activation breaks down across landing pages, eligibility verification, and onboarding flows, with a clear plan to improve it
• Custom products and services for key clients — partner with Client Services and Growth to understand commercial priorities, develop a clear framework for how to evaluate, prioritize, and execute against them in partnership with core product and engineering teams
• A triage and prioritization framework for custom client requests — evaluate against platform leverage, sequence against core roadmap, route to the right owner, and communicate decisions back to Client Services and Growth with clarity
• Forward-deployed product work where needed — you will spend meaningful time embedded with client-facing teams, on client calls, and in RFP processes where product depth matters
• Translation of employer, payer, and client requirements into member-first product decisions — build strong partnerships with clients and client-facing teams, while ensuring B2B pressure does not override member need
• Partnership with Benefits Experience and Care Delivery on downstream activation and messaging surfaces

Group Product Manager, Client Services

• Join a fast-paced, growing company
• Further your career with Maverick Payments
• Collaborate with innovative technology designed for sales organizations
• Involvement in client services

Client Services

• Deliver accurate and timely service to advisors and clients
• Take ownership of client issues and work towards prompt resolution
• Handle communications between custodians and Operations with advisors or clients
• Provide comprehensive operational support to clients
• Act as a strong advocate for clients with empathy
• Prioritize and manage multiple requests simultaneously
• Effectively handle a steady flow of diverse requests
• Collaborate with internal teams for cohesive experience
• Utilize CRM platforms like Salesforce to manage cases
• Maintain clear communications with advisors and clients
• Demonstrate care and empathy to help advisors and clients
• High attention to detail for accurate processing
• Contribute to a positive team environment and provide training support

Client Services Representative jobs in California

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