Client Service Consultant jobs in Irvine, CA

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CONSULTANT, CLIENT SERVICE, INVESTMENT OPERATIONS OUTSOURCING

Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing,...

CompanyNorthern Trust
AddressChicago, IL
CategoryInformation Technology
SalaryUnspecified
Job typeFull time
Date Posted 3 weeks ago See detail

Consultant, Client Service, Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing,...

Client Services, Sr Consultant-Partnership Servicing Group

Northern Trust

Chicago, IL

Unspecified

Responsible for service and delivery to one or multiple clients within their area of specialization (Custody, Fund Accounting, Transfer Agency, or Middle Office Outsourcing. Ensures and maintains client service levels to dedicated...

Client Service Investment Operations Consultant

Northern Trust Corp.

Chicago, IL

$71.5K - $90.5K a year

Manage and strengthen daily recordkeeping relationships for assigned book of business. Oversee the daily participant investment activity. Works closely with Institutional Fund Accounting and Daily Valuation operations teams to res...

Senior Consultant, Client Service Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through the execution of daily functions and tasks. Drive the development, maintenance, and adoption of standard desktop procedures. Perform root cause analysis and escalate repetitive oper...

Consultant, Client Service, Investment Outsource Operations

Northern Trust

Chicago, IL

Unspecified

Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing,...

Senior Consultant, Client Service, Investment Operations Outsourcing

Northern Trust

Chicago, IL

Unspecified

Operations Management. Responsible for providing Client Service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporti...

Director, Health & Benefits, Client Service Team

Willis Towers Watson

Minnesota, United States

Leading the Client Service Team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards. Proactively advising clients and ensuring the...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

Serving as lead project manager for clients; materially contributing to project plan creation and leading the team on delivery; ensuring progress against established objectives, budgets, timelines, deliverables and quality standar...

Head of Client Services, North America

The Social Element

Chicago, IL

$57.9K - $73.4K a year

Lead and develop high value relationships with our incredible clients: Youll build and sustain senior and executive-level relationships with client partners, becoming a trusted marketing partner through a strong understanding of...

IT Services Consultant - Bureau of Fiscal Service

General Dynamics Information Technology

Indiana, United States

$100 - $150 an hour

Interface with the BFS leadership to align GDIT capabilities and strengths to meet mission needs. Develop and leverage relationships with key decision makers and influencers Strengthen alignment of GDIT organizational capabilities...

LICENSED Client Service Professional - Phoenix, United States - Charles Schwab

Charles Schwab

United States

Series 7, 63 (or equivalent), required with registration in all 50 states. Flexibility to work Monday-Friday anytime between 6:30am 7:00pm Local AZ Time based on contact center needs. Strong candidates will have robust written a...

Client Service Specialist

Summitry

California, United States

$70,000 - $100,000 a year

Investigates and answers operationally driven client inquiries Provides ongoing day-to-day support to our high-net-worth clients. Responds to client requests in a timely manner (such as but not limited to onboarding new clients, c...

Retirement Service Consultant

Ascensus

Chicago, IL

$40,000 - $80,000 a year

Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in har...

Client Service Associate

Compound

Massachusetts, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

Client Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

Client Service Associate

Biziq

Remote

$15 an hour

Claim and verify Google Business Pages for small to medium-sized business accounts. Optimize business listings with accurate and compelling information, ensuring alignment with client branding. Implement local search optimization...

Part-time Client Services Associate (Remote, California-based)

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

Manager, Client Services (Digital Account Management)

Blavity Inc.

Remote

$70,000 - $80,000 a year

Manage large scale activations, tentpole and digital campaigns, representing Blavity as the primary CS contact post-sales Collaborate with Sales to understand campaign scope, KPIs, and renewal/upsell opportunities Ensure feasibili...

Client Services Specialist

Hedra Consulting

Remote

$72,000 - $115,000 a year

Review and coordinate timely preparation of Client Engagement Letters with responsible Legal Assistant and ensure that an Open Matter Form is submitted in a timely and complete manner. Work with Finance, the Senior Manager, Practi...

Sr. Consultant, Strategic Advisory Services- Cloud Security (Remote)

Crowdstrike

Remote - Texas, United States

Do you find yourself interested in and keeping up with the latest Azure, AWS, and GCP vulnerabilities and breaches?. Do you want to help companies protect themselves against malicious adversaries?. Are you interested in learning y...

Consultant, Investor Services, Hedge Fund Services

Northern Trust

Chicago, IL

Unspecified

Ensures proper completion of subscription forms, with reference to requisite qualification requirements and monitoring the number of US and benefit plan investors. Reports capital activity to the fund manager in a prompt and effic...

Senior Benefit Advisory Services Consultant

Trinet

Remote

$66,700 - $136,100 a year

Support TriNets Sales teams in positioning TriNets employer-sponsored employee benefit plan offerings by maintaining and fostering best practices and compliance related to the sales positioning of TriNet-sponsored benefits and o...

Client Relationship Consultant 1-4 (Banker) - Saint Louis North County

Us Bank National Association

Missouri, United States

High school diploma or equivalent One to three years of customer service experience One to three years of sales experience Basic knowledge of retail product philosophy, policy, procedures, documentation and systems Basic knowledge...

Client Services and Configuration Specialist (St Louis)

Sap

Minnesota, United States

We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. At SAP, we believe w...

Client Service Representative

Vca Animal Hospitals

Alabama, United States

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Client Service Operations Specialist

Emoney Advisor

United States

parental leave, paid time off, sick time

Assist Client Service leadership in the design and documentation of internal processes and procedures.. Maintain and update all changes to the documented processes and procedures.. Educate the Client Service staff on the changes,...

SVP, Consulting Services

Pscu

Remote

Create vision and strategic/tactical roadmap for continued growth and development of Advisors Plus; Lead and support pursuit of new markets, business opportunities, and relationships, including but not limited to, potential new cl...

Client Support Consultant

Adp

Alpharetta, GA

Are you readyto join acompany offeringcareer advancementopportunities throughout your career journey?. Do you want to join a company withaward-winningtrainingandworld-class service guidelinesto help you achieve success,...

Client Relationship Consultant 3 (Banker) - Corona Hills (36hrs)

U.s. Bank National Association

Corona, CA

$20.63 - $30.25 an hour

High school diploma or equivalent. Four to five years of customer service experience. Four to five years of sales experience. Proven ability to build and foster relationships with clients through proactive outreach and follow up....

Bilingual Client Service Coordinator

Numeris

Remote - Oregon, United States

Respond to client questions and provide guidance, information, training, and basic technical support on software and data. Provide client support via phone, email, support desk tickets, and through web meetings, where necessary. L...