Senior Client Service Manager - San Francisco Area Citigroup Inc.Senior Client Service Manager - San Francisco AreaSan Francisco, CA$163,600–$245,400 / yearAppropriately 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. Coordinate "SWAT" resources for both domestic and international Advisors who are new to Citi and need support in transferring client book to Citi (resources may or may not report directly to this role, however, this role will coordinate time, effort and collaboration with sales teams and leadership).
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesSan Francisco, CA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Client Service Manager, Client Experience Wilson Sonsini Goodrich & RosatiSenior Client Service Manager, Client ExperiencePalo Alto, CaliforniaWith the Director of Client Service, assist in leading the firm’s feedback ecosystem, orchestrating the end-to-end client feedback lifecycle, conducting traditional qualitative interviews and overseeing sophisticated survey programs to capture a 360-degree view of the client experience. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate’s qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location.
Client Service Manager Wilson Sonsini Goodrich & RosatiClient Service ManagerPalo Alto, CaliforniaDemonstrated ability to build strong working relationships across all levels of the organization and work effectively both independently and with others in a cooperative, enthusiastic and friendly manner to accomplish position functions and participate in team efforts. The actual base pay offered will depend upon a variety of factors, including but not limited to the selected candidate’s qualifications, years of relevant experience, level of education, professional certifications and licenses, and work location.
Commercial Lines Client Service Manager (Private Equity) GallagherCommercial Lines Client Service Manager (Private Equity)Walnut Creek, CaliforniaFull timeOverview : At Gallagher, we’re looking for a Property and Casualty licensed Commercial Lines Client Service Manager to join our Private Equity team in Walnut Creek, CA. About you : Here’s what you’ll bring to the role: A Bachelor’s degree with 5+ years of client service management experience, or a high school diploma/GED with 8+ years of experience.
NewClient 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.
Client Service Manager Canadian Imperial Bank of CommerceClient Service ManagerSan Francisco, CA$90,000–$110,000 / yearEnsure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Handle client inquiries and maintenance requests: Manage general account inquiries and maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes, and tax reporting inquiries.
Client Service Manager - Water/Wastewater Kennedy/Jenks ConsultantsClient Service Manager - Water/WastewaterSanta Clara, CA$178,000–$298,000 / yearKennedy Jenks is seeking an experienced Client Service Manager in Northern California to strengthen client relationships, support growth, and guide high-quality service delivery. Client and market insight: Ability to grow client relationships, lead accounts, recognize opportunities, and translate client needs into business development strategies.
Client Service Manager, Commercial Lines Hub International LtdClient Service Manager, Commercial LinesLarkspur, 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. This is a leadership and supervisory position that manages processes, training, and collaboration amongst Commercial Lines service staff as well as operational sales support and client related services.
Client 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 Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Client Account Manager, Large Customer Sales (Financial Services) RedditClient Account Manager, Large Customer Sales (Financial Services)San Francisco, CA$135,100–$189,200 / yearProactively manage and deepen relationships with existing advertising partners, both with agencies and directly with Fortune 500 clients to drive year-on-year Reddit revenue growth. This person will closely collaborate with Client Partner on campaign execution and optimizations to help agencies and advertisers achieve their marketing objectives on the fast-growing Reddit platform.
Group Product Manager, Client Services Maven ClinicGroup Product Manager, Client ServicesSan Francisco, CA$217,000–$255,000 / yearThrough Maven Enterprise, the company partners with more than 2,300 employers and health plans to provide end-to-end women's and family health programs spanning fertility and family building, maternity and newborn care, parenting and pediatrics, and menopause and midlife — improving clinical outcomes, reducing healthcare costs, and expanding equitable access to high-quality care at scale. Founded in 2014 by CEO Kate Ryder, Maven Clinic has raised more than $425 million from leading healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesWalnut Creek, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CASan Francisco, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CASan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Manager, Client Service Mercer AdvisorsManager, Client ServiceWalnut Creek, CaliforniaThe Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthWalnut Creek, CaliforniaBaker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.