Client Services Representative

• Participate in onboarding new corporate clients, including collecting and organizing documents
• Work with the WRapid team to ensure internal platforms are set up accurately
• Assist Partners and Managing Attorneys with responses to client questions
• Prepare and deliver reports, dashboards, and client-specific tools
• Develop advanced familiarity with WRapid report generation, filtering, and subscriptions
• Create reports needed for legal team success
• Draft and update billing, budgeting, and forecasting reports using templates
• Analyze standard report information and communicate findings to Leadership and Partners
• Maintain data integrity in WRapid and monitor/update data discrepancies
• Support initiatives maintaining the integrity and organization of client information
• Maintain subject matter expertise for multiple major clients
• Assist Attorneys in developing training materials and presenting when appropriate
• Prepare and organize information for Requests for Proposal with Business Development
• Assist with data integrity/adherence reviews
• Assist with employee record creation and case initiation as necessary
• Extract, save, and log documents for each foreign national and identify missing documents
• Perform document management, data entry, legal record-keeping, and database management
• Perform other duties as assigned

Client Services Coordinator – Legal, Immigration

• Support execution of programs for a major global brand from early planning through on-the-ground activation
• Deliver first-class client service
• Support project planning and production
• Support pursuit of organic opportunities
• Build strong client relationships and provide consulting support in developing and delivering experiences
• Support execution of scope-of-services deliverables
• Work with cross-functional internal resource teams to execute programs addressing client needs and objectives
• Support development of RFP responses and program budgets
• Develop and maintain working-level understanding of assigned clients’ industries, cultures, products/services, and strategic communication plans
• Support development of client-facing budgets, work-back schedules, approval decks/documents, meeting agendas, meeting recaps, and event recaps
• Participate in and document client meetings and conference calls
• Create or provide feedback on project estimates and timelines
• Field and process internal information requests
• Maintain current work-in-progress records and archives of past project information
• Manage campaign objectives within budget and timeline
• Work with agency staff and field teams to exceed client expectations

Account Coordinator, Client Services

• Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver clients an impeccable experience
• Provide support functions to various internal teams and work on projects independently
• Prepare, open, and process new client paperwork as part of the account establishment process
• Ensure key client information and documentation is up to date
• Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies
• Facilitate money movement requests, account research, data entry, client onboarding/offboarding
• Resolve client issues and process account maintenance requests in a timely manner
• Research information needed to prepare documents for client meetings
• Establish and maintain ongoing relationships with clients

Client Service Associate

• Serve as a senior point of contact and trusted strategic partner for key client relationships
• Build long-term relationships with senior client stakeholders and understand their businesses, objectives, challenges, and opportunities
• Lead complex client conversations, including strategic recommendations, creative presentations, scope discussions, challenges, and difficult conversations
• Ensure clients feel supported, informed, and confident in the work and partnership
• Anticipate client needs and proactively bring forward ideas, solutions, and opportunities
• Own the health and growth of key accounts across social, creative, content, production, media, experiential, technology, and other capabilities
• Develop account growth plans and support broader new-business initiatives
• Identify organic growth opportunities and help convert them into revenue
• Manage account scopes, budgets, profitability, resourcing, and commercial performance
• Partner with Finance, Production, and agency leadership to manage accounts sustainably
• Contribute to pitches, proposals, presentations, and new-business opportunities
• Lead integrated engagements from initial brief through strategy, creative development, production, execution, and reporting
• Collaborate with Strategy, Creative, Social, Production, Media, and other disciplines
• Keep projects aligned on scope, timing, budget, quality, and client expectations
• Remove roadblocks and solve problems in complex or fast-moving client environments
• Champion ambitious creative thinking while balancing client objectives and commercial realities
• Lead, mentor, and develop Client Services team members
• Build a culture of accountability, collaboration, curiosity, and excellent client service
• Provide coaching and feedback to strengthen strategic, commercial, and relationship-management skills
• Structure account teams and resourcing for client needs and team sustainability
• Partner with senior leadership on hiring, performance management, career development, and succession planning
• Act as a senior leader within AntiSocial’s Los Angeles office
• Evolve Client Services processes, tools, standards, and ways of working
• Foster collaboration across AntiSocial, Thinkingbox, and The Heist
• Represent the agency with clients, partners, prospects, and the broader industry
• Monitor shifts in social, digital, culture, technology, creators, and consumer behaviour and bring relevant insights to clients and internal teams
• Build trusted client relationships, grow key accounts, develop the Client Services team, and enable high-quality work

Director, Client Services – AntiSocial

• Serve as the attorney point of contact for injured workers with active workers’ compensation claims
• Respond to and complete client call assignments routed through Actionstep within two business days
• Prioritize urgent matters, including benefit stoppages, denied or delayed medical treatment, and imminent hearing or evaluation dates
• Counsel clients on temporary disability payments, medical treatment authorizations, and utilization review denials
• Prepare clients for QMEs, IMEs, depositions, and WCAB hearings
• Answer questions about work restrictions, return to work, permanent disability ratings, and settlement processes
• Explain workers’ compensation concepts and procedures in plain language
• Address client concerns and de-escalate sensitive or emotionally charged conversations
• Document client interactions, advice, and follow-up items in Actionstep
• Escalate benefit disputes, deadline risks, and case concerns to handling attorneys or case managers
• Collaborate with case managers, paralegals, and handling attorneys
• Maintain strict confidentiality and comply with ethical and professional responsibility standards

Client Support Associate Attorney – Worker's Compensation

• Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements
• Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns
• Advise clients on tax planning opportunities, regulatory changes, and business strategies
• Build, deepen, and expand client relationships by identifying cross-service opportunities
• Lead business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of business
• Oversee client engagement staffing, budgeting, client economics, workflow, and service delivery
• Mentor, coach, and develop senior-level professionals
• Lead special projects and firm-wide initiatives involving thought leadership, technology adoption, and process improvements
• Monitor emerging tax legislation, regulatory developments, and business trends and translate impacts into actionable insights

Tax Partner – Private Client Services

• Deliver wealth management services to Citi Private Bank clients with guidance from Banker teams
• Manage and execute client transactions for business and individual banking, credit, and investment products
• Ensure transactions meet audit and compliance standards and are completed timely
• Own client investigations, including statement reporting issues and pricing inquiries
• Collaborate with operational and middle office teams to resolve issues
• Coordinate account maintenance and reporting on WINS
• Enforce banking policies and procedures while maintaining high client satisfaction
• Arrange and participate in client visits and perform service quality check-in calls
• Obtain banker/client appointments to build or establish relationships
• Identify and document new business opportunities for referral
• Use Citi applications proficiently and participate in service-related process improvements
• Assess risk in business decisions and ensure compliance with applicable laws, rules, regulations, and policies
• Escalate, manage, and report control issues transparently
• Coach and train new recruits and assume formal or informal team leadership roles

Client Service Officer

• Serve as a trusted advisor and strategic partner to clients and financial advisors
• Act as the primary point of contact and welcoming face of the team
• Build and maintain strong client relationships through proactive relationship management
• Provide advanced support to financial advisors
• Oversee high-priority client requests and transactions
• Coordinate client communications and meetings
• Support efficient and effective operation of the practice
• Mentor and train client service team members
• Answer phone calls and respond to client messages
• Send routine follow-ups, status updates, and meeting reminders
• Manage inbound client requests, including beneficiary updates, address changes, and RMD questions
• Order office supplies and coordinate office maintenance
• Complete prospect and new client paperwork and setup
• Follow up on fund transfers and maintain Salesforce databases and client files
• Research and resolve issues with the Broker/Dealer, WEG Operations, and vendors
• Record incoming assets in the appropriate blotting tool
• Understand client histories and current financial needs
• Prepare account transactions, trades, deposits, withdrawals, and RMDs
• Communicate client requests to advisors or handle issue resolution, including death claim processing
• Work with clients’ tax or legal counsel when needed
• Gather client data and prepare materials for client meetings and reviews
• Conduct tax research on 1099s and complete review follow-up
• Execute WEG’s Suitability Guidelines, operational processes, and sales model
• Attend client services, company educational, and vendor presentation events
• Assist financial advisors in client meetings
• Resolve escalated client issues
• Complete operational projects and support process and system enhancements
• Communicate process and sales updates to the team
• Assist Advisor Team Operations with process, systems, and upgrades
• Participate in company-offered sessions
• Serve as a subject matter expert for company initiatives and rollouts
• Manage vendors to Service Level Agreements
• Perform other duties as assigned

Senior Client Service Manager

• Answer phone calls and respond to client messages
• Send routine follow-ups and status updates
• Prepare and send meeting reminders
• Manage inbound client requests, including beneficiary updates, address changes, and RMD questions
• Order office supplies and coordinate office maintenance
• Ensure accurate completion of prospect or new client paperwork and setup
• Follow up on funds transfers from surrendering companies
• Maintain Salesforce database and client files
• Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors
• Record incoming assets to the appropriate blotting tool
• Build client relationships by understanding personal history and current financial needs
• Prepare account transactions, trades, deposits, withdrawals, and RMDs
• Communicate with clients to understand requests, determine required actions, route matters to advisors, or resolve issues, including death claim processing
• Work with clients’ tax or legal counsel as needed
• Gather client data and prepare materials for client meetings and reviews
• Conduct tax research, including 1099s
• Complete client review follow-up needs
• Execute WEG’s Suitability Guidelines, operational processes, and sales model
• Attend client services, company educational, and vendor presentation events as applicable
• Assist Advisor Team Operations with process, system, and operational improvements
• Complete operational projects supporting enhancements and changes
• Participate in company-offered sessions
• Perform other duties as assigned

Senior Client Service Associate

• Serve as Client Service Leader for priority clients
• Advance advisory services and drive growth with key clients
• Define and lead enterprise-level, multi-year growth strategies
• Shape client business cases across multiple service lines and geographies
• Drive expansion into advisory services, adjacent services, and new markets
• Provide executive leadership and strategic direction for a key client organization’s mission and objectives
• Support strategy, decision-making, communications, stakeholder alignment, planning, financing, and operational performance
• Serve as a trusted partner and objective resource on California water issues
• Strengthen collaboration among member agencies
• Represent the organization at Board meetings and stakeholder engagements
• Provide strategic counsel for informed decision-making
• Advance a unified voice for urban water solutions supporting thriving communities and a healthy environment
• Lead mature, multidisciplinary Client Service Teams
• Align Area, Market, and Service Line leadership around a unified client strategy
• Develop next-generation Client Service Manager talent through coaching and sponsorship
• Maintain executive-level client relationships
• Anticipate political, regulatory, and funding changes
• Position Brown and Caldwell as a strategic advisor beyond project delivery
• Serve as Sales Leader for major strategic pursuits
• Influence enterprise resource allocation for key accounts
• Contribute thought leadership on California water issues
• Spend approximately 8–12 hours per week on executive management of the client organization
• Maintain 30–50% utilization, with remaining capacity focused on strategic growth and client development
• Spend approximately 85% of time in direct client engagement
• Provide mentorship, guidance, support, and knowledge-sharing to less experienced team members

Client Services Representative jobs in California