Client Escalation Specialist Job at TaxRise (Irvine)

First Line Client Specialist

West & Central Africa First Line Client Specialist role at Citi focuses on suppo...

Location

Cameroon , Douala

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-5 years of experience in Capital Markets or in Operations, Risk, Client On-boarding or Middle Office
Bachelor's degree with minimum Upper Second honors (or equivalent)
proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
some knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help
good understanding of Client Marketing needs

Job Responsibility

Proactively support West and Central Africa Corporate FX Sales to manage the ‘First Line of Defence’
ensuring post-trade processes are managed efficiently and effectively
monitoring of the desks first line controls
act as a point of escalation and own resolution of operational issues between sales and support functions
diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
proactively mitigating client impact whilst enhancing the client experience
develop and maintain presentation and other material for internal purposes (Monthly Business Reviews, Senior Business Reviews, etc.)
assist with external presentation for client workshops, training, etc. with focus on formatting
help collate data to help the team in monitoring and analysing FX portfolio performance
compiling market updates from Citi research portal / Citi Velocity and by gathering info from local teams for specific markets

Fulltime

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
Excellent communication, organization, and analytical skills
Demonstrated ability to challenge existing processes constructively and support continuous improvement
Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
English fluency (written and spoken) required

Job Responsibility

Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Client Review Investigation Specialist

Citi’s Independent Compliance Risk Management (ICRM) is an independent control f...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Solid years’ relevant experience
Knowledge of AML regulations preferred
Proficient in MS Office
Excellent verbal and written communication skills
Demonstrated analytical skills
Bachelor’s/University degree or equivalent experience

Job Responsibility

Conduct investigations and research on potentially suspicious clients using various internal and external systems and databases
Conduct Cross Sector reviews among multiple Citi business lines
Document and report the review/investigation findings and prepare case files with the required supporting documentation
Summarize, in writing, clear and concise findings of the investigation
Advise senior management on next steps and provide recommendations on the next course of action (relationship retention, termination, Suspicious Activity Report (SAR))
Assist AML team with managing risks by analyzing the root cause of issues and impact to business
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

Access to an array of learning and development resources
Variety of programs that help employees balance their work and life
Opportunity to grow your career, give back to your community and make a real impact

Fulltime

Billing Senior Manager

Own end-to-end billing operations for a Line of Business (LoB), ensuring invoice...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, or related field
MBA preferred
8-12 years finance operations or billing management experience
At least 3-5 years in supervisory/management roles (managing teams of 10-15+ FTE)
Deep knowledge of billing processes, pricing models (fixed-fee, variable, basis points, T&E, complex), and contract terms
Strong stakeholder management and client relationship skills
Experience managing operations in multi-currency, multi-jurisdictional environment preferred
SAP4HANA knowledge preferred
Proven track record of operational performance management (SLA compliance, quality improvement, cost efficiency)
Financial services or professional services industry experience strongly preferred

Job Responsibility

Own end-to-end billing operations for a Line of Business (LoB), ensuring invoice accuracy, timeliness, and client satisfaction
Serve as primary operational interface between BMT and LoB Leadership
Manage billing execution, escalations, and continuous improvement for central billed invoices
Operational Leadership (40%): Own end-to-end billing performance for a LoB
Supervise team leads and billing specialists
Manage daily/weekly operational planning
Conduct weekly team meetings and monthly performance reviews
Escalate operational issues
LoB Stakeholder Management (25%): Serve as primary operational contact for LoB Leaders
Attend monthly LoB leadership meetings

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Custody Service Specialist

Our Custody Processing Support team plays a key role in delivering an excellent ...

Location

Ireland , Dublin

Salary:

35950.00 - 46750.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Client Service Experience: Demonstrated experience in managing client interactions and fulfilling service requirements
Operational Effectiveness and Efficiency: Ability to work effectively in demanding, high-volume, and time-sensitive environments, showcasing strong organizational skills and the capability to manage multiple tasks efficiently
Issue Management: Experience with handling urgent and escalated client situations, managing expectations for both clients and internal teams
Commitment to Improvement and Adaptability: A dedication to promoting operational improvements and the ability to implement and adapt to necessary changes within complex organizational structures
Accuracy and Thoroughness: Strong attention to detail, essential for maintaining accuracy in all tasks
Clear Communication: Excellent command of written and spoken English, facilitating clear, precise, and professional communication with various client groups and internal teams

Job Responsibility

Client Service and Inquiry Resolution: Proactively manage and resolve client inquiries, ensuring accurate responses and adherence to service level agreements (SLAs) and global compliance standards
Issue and Risk Escalation: Identify, escalate, and manage urgent client issues, potential operational risks, and events, ensuring clear communication and effective resolution to protect client interests and operations
Performance Analysis and Improvement: Contribute to the analysis of key performance indicators (KPIs) and service metrics, identifying root causes of recurring issues and participating in initiatives to improve service delivery and client satisfaction
Market and Product Knowledge: Develop and maintain knowledge of settlement products and international securities markets to provide informed guidance and support to clients
Operational Compliance: Ensure adherence to all global standards for client query management, documentation, and reporting, reinforcing control environments
Project Support: Assist with business development reviews, system testing, and process improvement projects to enhance operational efficiency and service offerings

Fulltime

Client Success Specialist

This is position responsible for building and maintaining client relationships w...

Location

Salary:

Not provided

My Amazon Guy

Expiration Date

Until further notice

Requirements

You should be independent, comfortable with leadership, and know-how to build a process
Strong organizational skills: You should be comfortable problem solving, managing projects, time management, calendar management and detail oriented
Excellent interpersonal skills: You should be comfortable taking responsibility for client accounts, conducting client calls, and communicating with clients on a frequent basis to grow their sales on Amazon
A computer with dual monitor setup is required
Computer with at least 8GB of RAM
Must have at least 25 MBPS internet speed

Job Responsibility

Handles retention tickets
Manages retention contracts
Assist with pricing agreements and ensure the Client PM team archives clients properly
building and maintaining client relationships
establish relationships, keep clients happy and fix their problems
Be a customer advocate
joining calls with clients, retaining existing clients, determining burn rates and appropriate workloads, providing monthly reports on client performance, handling client escalations and complaints
sending client gifts

What we offer

Permanent work-from-home setup
Unlimited FREE access to MAG School courses and SOP Library
Opportunities for professional development and career advancement

Fulltime

Audit Supervisor

We are not actively looking for this position, but if you feel that you meet the...

Location

United States , El Paso

Salary:

Not provided

Lauterbach Financial Group

Expiration Date

Until further notice

Requirements

BS/BA Degree in Accounting or equivalent degree
CPA Certification
3-5 years of current or recent experience in a public accounting environment, auditing financial statements
Minimum of 3 years of experience with financial statement audits
Minimum of 2 years of team lead or supervisory experience overseeing staff on multiple engagements
Understanding of audit services with knowledge of GAAP, GAAS, GAGAS, GABB and FASB regulations

Job Responsibility

Provide timely, high-quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables
Develop an understanding of the client’s business, and become an industry specialist to understand client-specific needs
Lead the team through the entire audit process, preparing all necessary financial statements and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy
Understand and utilize Lauterbach’s audit methodology
Supervise Audit Associates and Seniors on engagement teams and facilitate field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
Anticipate and address client concerns and escalate issues as they arise
Interact with clients to help ensure the information flow from the client to the audit team is efficient
Identify and communicate accounting and auditing matters to Managers and Partners
Identify performance improvement opportunities
Recognize and inform audit team lead of opportunities to increase level and types of services to clients

Client Support Specialist

As a Client Support Specialist, you will be responsible for providing profession...

Location

United States , Atlanta

Salary:

Not provided

Arrive

Expiration Date

Until further notice

Requirements

3-5 years of client service experience
Proactive, detail-oriented, problem-solver who is committed to accuracy and meeting deadlines
Ability to provide courteous, professional and empathetic support while following company guidelines and best in class standards
Possess sense of urgency and the ability to ask appropriate probing questions to ensure the complete nature of a request is well defined
Ability to adapt quickly and handle stress in difficult situations
Experience implementing new clients
Experience troubleshooting with smart phone/mobile apps and other general technical issues
Experience troubleshooting payment errors and working with payment processors and internal teams effectively
Exceptional computer skills and the aptitude for learning new systems.
Experience using Google Drive, Microsoft Office and Zendesk

Job Responsibility

Provide excellent operative support to new and existing clients
Proven experience in maintaining and updating parking rates, zone updates, and user account updates
Merchant of Record changes
Payment Processing changes and troubleshooting
Transaction Fee changes and troubleshooting
Supplier Setup
Integrations setup and troubleshooting
Reservation events creation and setup
Maintaining engagement with clients post setup
Investigate any potential issues by analysing client transactions and feedback

Client Escalation Specialist

TaxRise

Location:
United States , Irvine

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 13, 2026

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