Client Services Manager Jobs in Newport Beach
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Search Results - Client Services Manager Jobs in Newport Beach
The Agency Recruiting-Newport Beach
of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.
Requirements...
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appcast.io -
Sweet James-Newport Beach
and unwavering client service.
At Sweet James, we live by these guiding principles:
• We operate with integrity and a results-driven mindset.
• We are passionate about protecting the injured and holding corporations accountable.
• We foster growth, learning...
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Beacon Pointe Advisors LLC-Newport Beach
Job Description
Beacon Pointe Advisors, a client-centered Registered Investment Advisory (RIA) firm, is seeking a detail-oriented and client-service-driven Client Solutions Specialist to help advisors implement all of our various client solutions...
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primepay-recruit.com -
Sweet James-Newport Beach
and unwavering client service.
At Sweet James, we live by these guiding principles:
• We operate with integrity and a results-driven mindset.
• We are passionate about protecting the injured and holding corporations accountable.
• We foster growth, learning...
Read more
mindmatch.ai -
PIMCO Europe Ltd.-Newport Beach
A leading global investment firm seeks a Product Associate in Newport Beach, CA. This role supports Fixed Income Strategies, involving portfolio analysis, client service, and new product development. Candidates should have a relevant degree and 2-3...
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appcast.io -
Avrek Law Firm-Newport Beach
achievable.
• Sign-on bonus provided!
Responsibilities:
• Manage a significant caseload and a team of Case Managers.
• Provide informative and compassionate client service.
• Collaborate with multiple departments, including Property Damage, Case Management...
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mindmatch.ai -
Redline Associates, Inc.-Newport Beach
in the development of new products and funds
• Be an internal resource for client servicing and marketing groups for municipal related questions and inquiries.
• Ad Hoc research projects related to the municipal bond market
• Maintain marketing materials...
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appcast.io -
Aaron Wealth Advisors LLC-Newport Beach
professional designation preferred.
• Minimum 10 years’ experience specifically servicing UHNW clients ($25M+ investable assets).
• Proven track record of managing complex, multi-generational family relationships.
• Deep expertise in investments, tax-efficient...
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prismhr-hire.com -
LGBT Great-Newport Beach
stage of their career. It will support the team across dimensions of global client service, business management, and product development, including for example:
• Performing detailed portfolio risk and performance attribution to combine with economic...
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appcast.io -
Newport Beach
support and training, and at-risk client outreach. You will partner with Sales & Account Management to identify meaningful client engagement opportunities to deliver value, grow product adoption and drive customer satisfaction.
Job Responsibilities...
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icims.com -
PIMCO Europe Ltd.-Newport Beach
in the next stage of their career. It will support the team across dimensions of global client service, business management, and product development, including for example:* Performing detailed portfolio risk and performance attribution to combine...
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appcast.io -
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