client liaison manager jobs in Westminster, CA

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Regional Sales & Client Liaison (Remote)

BrightView Landscapes
Santa Ana 92725

A leading landscaping company is seeking a Sales Client Representative to drive business growth in Santa Ana, California. The ideal candidate will assist in strategic marketing, manage a regional sales pipeline, and cultivate relationships with key customers. Successful applicants will have a Bachelor’s degree or relevant experience, strong sales skills, and proficiency in Microsoft Office. This...

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a day ago

J.P. Morgan Wealth Management - Private Client Investment Associate - Westminster, CA

JPMorgan Chase Bank, N.A.
Westminster 92684

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and...

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2 days ago

J.P. Morgan Wealth Management - Private Client Investment Associate - Westminster, CA

JPMorgan Chase
Westminster

At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and...

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10 hours ago

Client Solutions Manager

United Collective
Huntington Beach 92605

Gallegos United is seeking an outgoing, strategic and creative Client Solutions Manager at our agency. You will play a crucial role in managing and nurturing client relationships. You will serve as the primary liaison between our agency and our clients, ensuring their satisfaction, coordinating project activities, and facilitating seamless communication. With your strong organizational skills,...

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an hour ago
Remote

VP, Portfolio Credit Manager, Large Vertical Client within Home Core

Synchrony
Costa Mesa 92626

Job Description Role Summary/Purpose: As the Portfolio Credit Manager for a large vertical furniture client and a portion of the Home Core Furniture & Electronic portfolios within the Home & Auto business segment you will hold full ownership of credit management activities and drive P&L outcomes that support the company’s financial objectives. You will lead credit and operational risk...

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3 days ago

Client Finance Liaison

Kent Daniels & Associates, Inc.
Los Angeles 90079

Onboard new clients within 48 hours of engagement, introducing firm billing processes, payment methods, and establishing liaison relationship. Serve as single point of contact for client billing and payment inquiries, ensuring timely/accurate respons Finance, Liaison, Payment, Accounting, Client Relations, Business Services, Staffing, Client

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4 days ago

Private Client Tax Senior Manager — High Net Worth

BDO USA
Costa Mesa 92626

A leading accounting firm in Costa Mesa seeks a Tax Senior Manager for their Private Client Services. Responsibilities include managing tax compliance and consulting for high net worth clients, reviewing tax returns, and supervising a team. Candidates should have a Bachelor's degree in Accounting, CPA certification, and seven years of public accounting experience. This position offers a salary...

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4 days ago

Sr Client Account Manager (Open to Remote)

First American Financial Corp.
Santa Ana 92725

Who We Are Join a team that puts its People First! As a member of First American’s family of companies, DataTrace is the nation’s largest provider of title and tax data, analytics and title automation for title companies nationwide. Our leading technology allows quick access to title history information, property tax assessment and payment data, document images, and property files in major...

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17 hours ago
Remote

Remote Managed Care Client Services Director

Sedgwick
Huntington Beach 92615

A global insurance service provider in California is seeking a Managed Care Client Service Director. This remote position involves determining client service strategies, fostering client retention, and managing customer satisfaction. The ideal candidate will have at least ten years of relevant experience, including supervisory responsibilities, and hold a bachelor's degree or equivalent. This...

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a day ago
Hybrid

Client Success Manager

Project Access
Orange 92613

Join to apply for the Client Success Manager role at Project Access Hybrid in Orange, CA, or Remote based in Phoenix/Tucson, AZ, Jacksonville, FL, or Atlanta, GA Overview Project Access is a dynamic, growing non‑profit that serves over 27,000 children, families, and seniors across the country. We connect, engage, and empower residents through four key initiatives: Economic Stability, Education...

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5 days ago

Client Finance Liaison

Kent Daniels and Associates, Inc.
Los Angeles

Position: Client Finance Liaison Location: Downtown Los Angeles, CA (Onsite for 90 days, 1 day/week onsite) Pay: $90,000 to $100,000 annually Experience: 3+ years of legal billing or law firm accounts receivable operations experience to serve as the primary point of contact for clients on all billing and payment matters, ensure timely payment and prevent aging issues. Education: Bachelor's...

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7 days ago
Hybrid

IT Services - Client Account Manager (Anaheim)

Calance
Anaheim 92808

Job Title: IT Services - Client Account Manager Industry: Managed Services Provider Location: Anaheim, CA (hybrid position) Salary Range: $108,000 - $112,000 Job Summary: TheClient ServicesManagerfocuses on theoperational efficiency and technical excellenceof service delivery, ensuring it is consistent, reliable, and cost-effective. In addition, this position focuses on helping customers...

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5 hours ago

Regional Director Strategic Client Management

Crane Worldwide Logistics
Cerritos 90703

Regional Director Strategic Client Management Job Category: Account Management Requisition Number: REGIO006916 Locations Showing 1 location Description ESSENTIAL JOB FUNCTIONS - Propose, monitor and execute agreed global business plan for assigned client – ensuring continuous development and growth - Drive the RFQ / Tender process and responses for assigned client, liaising closely with...

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6 days ago

Treasury Management Specialist: Client Banking & Analytics

Pacific Western Bank
Santa Ana 92725

A prominent financial institution in Santa Ana seeks a customer service and operational support professional for Treasury Management products. The successful candidate will provide support to clients, handle customer setups, and assist with compliance-related inquiries. This role offers opportunities for growth amid a culture of empowerment and inclusion. Candidates should have a high school...

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3 days ago

Client Manager - Los Angeles, CA

World Wide Technology
Costa Mesa 92626

Qualifications: - Candidates must live in Los Angeles. - 10+ years Account Management experience in a relevant industry with large commercial or enterprise customers. - 5+ years of experience managing/leading a sales book of business. - Highly regarded at Technical levels. - Ability to work independently and solve customer-facing problems. - Track record of successful solution selling. - ...

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2 days ago
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Environmental Client Project Manager - Stack

Montrose
Santa Ana 92701

ABOUT YOUAre you passionate about air quality and ready to join an inclusive work environment, committed to leading new ideas and pathways, and to delivering value? If the answer is, "Yes!" then we have an exciting career opportunity for you as a Client Project Manager.Who are we? We are Montrose, a global environmental services provider offering environmental planning and permitting, measurement...

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12 hours ago

Senior Manager, Client Retention (Personnel Services)

Profit Recovery Partners
Santa Ana 92701

Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: You are a strategic thinker and expert in your field who thrives in a fast-paced consulting...

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5 days ago
Hybrid

Senior Client Services Manager - Southern California (Water/Wastewater)

Brown and Caldwell
Orange 92606

BC is excited to offer a fantastic opportunity to drive our sales strategy in the vibrant Southern California market for water and wastewater engineering and consulting services.As a Client Service Manager, you will step into a well-established business and bring your skills and experience to build on and expand our operations. You will collaborate closely with our technical leaders, project...

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a day ago

Managed Care Client Service Director (REMOTE)

Sedgwick
Huntington Beach 92615

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top...

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a day ago

Tax Senior Manager, Private Client Services

BDO USA
Costa Mesa 92626

Tax Senior Manager, Private Client Services Join to apply for the Tax Senior Manager, Private Client Services role at BDO USA Job Description The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies,...

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4 days ago
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