Client Services Specialist – Financial Services (Remote) All Financial FreedomClient Services Specialist – Financial Services (Remote)Hillsborough, CARemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Client Service Manager III United Business BankClient Service Manager IIISan Jose, CARemoteThe CSM III also performs a variety of daily tasks including the review of management reports and daily callback, processing insufficient funds and overdraft accounts, solving problems associated with item and data processing, and assisting the Regional Branch Administration, Director of Branch Administration and the Director of Deposit Operations with duties and projects as requested. The Client Service Manager III (CSM III) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the more complex branch including Teller functions, New Account functions and background operations tasks and duties.
Manager of Client Care (caregiving Services) -Home Care Industry Career StrategiesManager of Client Care (caregiving Services) -Home Care IndustryCampbell, CaliforniaThe Manager of Caregiving and Patient Services plays a pivotal role in overseeing and managing the patient care and ensuring that their needs are met with compassion and efficiency. The Manager of Caregiving/Patient Services assists in managing other Patient Care Managers and ensures the Department is running efficiency.
Blackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateSan Francisco, CaliforniaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
Director, Client Services Guardant HealthDirector, Client ServicesPalo Alto, California$181,800–$250,000 / yearPrimary Location: Palo Alto, CA Primary Location Base Pay Range: $181,800 - $250,000 Other US Location(s) Base Pay Range: $154,530 - $212,500 If the role is performed in Colorado, the pay range for this job is: $163,620 - $225,000 Employee may be required to lift routine office supplies and use office equipment. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer.
NewTax Experienced Associate - Private Wealth/Private Client Services Baker Tilly Virchow Krause, LLPTax Experienced Associate - Private Wealth/Private Client ServicesSanta Clara, CA$82,990–$108,930 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, HNW and Ultra-HNW individuals and corporations ranging from small to middle market.
Senior Specialist, Client Services Continuous Improvement (San Francisco, CA, US, USA_520290) SephoraSenior Specialist, Client Services Continuous Improvement (San Francisco, CA, US, USA_520290)San Francisco, CA$102,510–$114,570 / yearYou’ll be part of a team that’s united in beauty, supported by those who are equally passionate about providing exceptional, personalized service, solving complex issues, and creating scalable improvements that help Sephora deliver best-in-class experiences for every client. Support end-to-end execution of cross-functional projects and new initiatives within Client Services, including technology enhancements, process changes, and operational improvements.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateSan Francisco, CaliforniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Service Manager Heffernan FinancialClient Service ManagerWalnut Creek, California$90,000–$105,000 / yearThe Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.
Tax Director - Private Client Services EisnerAmperTax Director - Private Client ServicesSan Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
NewClient Services Associate Thriving Asset Management LLCClient Services AssociatePalo Alto, CA$90,000–$110,000 / yearAre you an experienced client services professional at a wealth management firm who enjoys building lasting relationships, solving problems, and making a meaningful difference for clients? If you're looking for a stable, rewarding career in client service-and not pursuing a financial advisor or sales career-we offer an environment where your expertise is appreciated, and your contributions truly matter.
NewClient Service Manager, Employee Benefits Hub InternationalClient Service Manager, Employee BenefitsSan Francisco, CAMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Stays current on new and existing HUB resources and specialty practices, carrier updates, and state and federal regulations; develops and manages team implementation strategy in tandem with the assigned producer and/or HUB leadership.
Tax Partner, Private Client Services AprioTax Partner, Private Client ServicesSan Francisco, CAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction.
Tax Partner- Private Client Services (Pcs) EisnerAmperTax Partner- Private Client Services (Pcs)San Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Lead Client Safety Navigator - 890 Residential Services Healthright 360Lead Client Safety Navigator - 890 Residential ServicesSan Francisco, CAThe Lead Client Safety Navigator (Lead CSN) serves as the senior Client Safety Navigator during assigned shifts and functions as the operational lead for the Client Safety Navigator team. Review hourly safety checks for accuracy, completeness, and compliance with program expectations; provide peer guidance when documentation or assigned tasks are incomplete or inaccurate and communicate significant discrepancies to leadership.
Client Services Executive Bay FC JobsClient Services ExecutiveSan Francisco, CaliforniaThe Client Service Executive will be responsible for managing a segment of Bay FC’s General Season Ticket Members, including building strong client relationships, backend account management, collecting payments, and renewing and upselling accounts. Adopt a mindset of “unreasonable hospitality” to deliver incredible, personalized service and ensure each account has a great experience with Bay FC.
Senior Client Services Associate Guardant HealthSenior Client Services AssociatePalo Alto, CaliforniaFounded in 2012, Guardant® is transforming patient care and accelerating new cancer therapies by providing critical insights into what drives disease through its advanced blood and tissue tests, real-world data and AI analytics. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer.
NewClient Services & Support Coordinator Coleman Information Technology GrouClient Services & Support CoordinatorPleasant Hill, CAFull timeWe’re looking for a motivated and detail-oriented Client Services & Support Coordinator to manage scheduling, coordinate service delivery, and track support activity. This role supports clients and internal teams by ensuring smooth, accurate, and efficient IT service operations.
Client Services Technician Manpower EngineeringClient Services TechnicianFoster City, CATemporaryManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
Associate Director of Client Services and Equity Regional Center of the East BayAssociate Director of Client Services and EquityConcord, California$4,342.71–$6,416.16 / weekEmployees who work at least 30 hours per week for a governmental, 501(c)(3) nonprofit, or other qualifying nonprofit organization may apply to have the balance of their student loans forgiven (tax free) after making 120 monthly payments. The Associate Director, Client Services and Equity provides leadership and strategic direction to identify and advance equity initiatives for the participants and families served throughout the Regional Center of the East Bay (RCEB).