Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab CorpSenior Client Service Manager, Relationship Management Retirement Plan ServicesSan Francisco, CAThis role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants.
Client Services Associate Entrust Administration, IncClient Services AssociateOakland, CAThe Client Services Associate is the outward face of our company with the overarching goals and responsibilities to represent our company to new clients, support our current clients and make sure their issues are resolved appropriately and in a timely manner. With an Entrust self-directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)Walnut Creek, CA$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
Tax Senior Manager - Private Client Services Andersen Tax LLCTax Senior Manager - Private Client Servicessan francisco, CA$160,000–$253,900 / yearThe Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and Proficient use of technology.
Managing Client Services Director (Water/Wastewater/Infrastructure) Brown and Caldwell IncManaging Client Services Director (Water/Wastewater/Infrastructure)San Francisco, CA$177,000–$264,000 / yearIn the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. This role is designed for an experienced relationship leader who understands municipal operations, major capital program funding and delivery, and the challenges of affordability, regulatory compliance, and community expectations.
NewGroup Product Manager, Client Services Maven ClinicGroup Product Manager, Client ServicesSan Francisco, CA$217,000–$255,000 / yearli>Custom products and services for key clients — partner with Client Services and Growth to understand commercial priorities, develop a clear framework for how to evaluate, prioritize, and execute against them in partnership with core product and engineering teams. Founded in 2014 by CEO Kate Ryder, Maven has raised more than $425 million in funding from top healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital.
Senior Consultant, Client Services - Global Service Experience Visa IncSenior Consultant, Client Services - Global Service ExperienceFoster City, CA$149,800–$240,100 / yearThis position requires working closely with Product teams to understand go‑to‑market strategies and client demand, develop subject matter expertise, deliver high‑quality product documentation, define efficient implementation and onboarding processes, and establish support models that enable consistent and scalable product adoption. The individual will also partner with service experience teams across Visa's five global regions to drive global readiness by communicating product launches and enhancements, supporting pilot initiatives, and training regional Client Services teams to ensure long‑term success.
Client Services Coordinator HomeWell Care ServicesClient Services CoordinatorSan Rafael, Californiadiv class="careers-description__container">With aging comes a lot of change, and a solid support system helps ease the many transitions older adults experience. HomeWell Care Services, a California licensed Home Care Organization, is seeking to add a highly motivated self-starter to our growing and dynamic Client Services team.Client Services Associate I, Oncology BillionToOne IncClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Benefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients.Client Services Associate I BillionToOne IncClient Services Associate IUnion City, CAp>Benefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients. The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers, including physicians, OB/GYN clinics, auxiliary staff, and patients.Patent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorCA$94,000–$141,250 / yearp>Assist with the drafting and e-filing of various legal documents in the U.S. Patent & Trademark Office (PTO) related to patent prosecution of applications including, but not limited to, office action amendments and responses, requests for continued examination, continuation and divisional applications, information disclosure statements, supplemental application data sheets, sequence listings, extensions of time, terminal disclaimers, various petitions, notices of appeal, appeal briefs, corrected drawings, assignment recordations, post-grant proceedings and other documents as required. The Patent Client Services Administrator will ensure quality service and will maintain a harmonious working relationship with lawyers, management, supervisors, co-workers, and clients by ensuring effective and efficient workflows and working ahead of all deadlines.Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearp>A 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.NewTax Manager, Private Client Services CroweTax Manager, Private Client ServicesSan Francisco, New Yorkp/>If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Mateo, CAp>Our 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. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesSan Mateo, CA$85,000–$150,000 / yearOur 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. Bachelor's Degree in Accounting or equivalent field is required 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix CPA or IRS Enrolled Agent Certification required.Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, Californiadiv>Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family offices, and non-profit organizations. The successful candidate will coordinate all non-investment aspects of these relationships and interface with members of our internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as with external custodians to meet our client’s investment objectives while providing excellent personal service.Client Services Analyst I SS&C Technologies Holdings IncClient Services Analyst ISan Francisco, CARegardless of the platform you support, you'll be at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge funds, asset managers, and other financial institutions. To further explore this opportunity, please apply through our careers page on the corporate website at https://www.ssctech.com/careers/join-ssc.M&A Client Services Administrator Monarch Advisory GroupM&A Client Services AdministratorSan Francisco, CA$65,000–$80,000a class="external" href="https://careers.wsgr.com/openings/" rel="nofollow noreferrer noopener">. Job Title: M&A Client Services Administrator.Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearp>A 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 Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSan Francisco, 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 Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesSan Francisco, CA$96,000–$125,000 / yearp>A Tax Experienced Senior, Private Client Services (PCS) 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.NewTax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesSan Francisco, CA$84,000–$110,000 / yearp>A Tax Senior, 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.Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesSan Francisco, CA$80,000–$115,000 / yearOur 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. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.Client Services Coordinator Administrative and Marketing Cbre ValuationClient Services Coordinator Administrative and MarketingBurlingame, CAli>Reviews marketing material specifications and acts as point of contact and liaison with centralized marketing, analysis and research groups to coordinate the completion and submission of financial, marketing and various client specific property data to incorporate into customized property information packages. Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages.Client Services & Operations Coordinator ComForCare Home Care - Contra Costa WestClient Services & Operations CoordinatorOrinda, CAComForCare Home Care is seeking a compassionate, organized, and highly responsive Client Services & Operations Coordinator to support day-to-day agency operations, client care coordination, scheduling support, assessments, and community support activities. This role works closely with the Director of Operations and Care coordination team to support day-to-day operations, client services, scheduling coordination, and community outreach activities.Senior Client Service Manager, SVP Citigroup IncSenior Client Service Manager, SVPSan Francisco, CA$163,600–$245,400 / yearli>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). 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.Client Service Manager Canadian Imperial Bank of CommerceClient Service ManagerSan Francisco, CA$90,000–$110,000 / yearli>Ensure 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.Associate Commercial Lines Client Service Manager GallagherAssociate Commercial Lines Client Service ManagerWalnut Creek, Californiaul style="margin: 0px; padding: 0px; font-family: verdana;">Bachelor's degree with minimum 1+ years client service management experience OR- High School degree/GED with a minimum of 3+ years client service management experience . Proficiency in EPIC agency management system and Microsoft Office. .Client Service Manager- Water- Bay Area GHD Group Pty LtdClient Service Manager- Water- Bay AreaOakland, CA$230,000–$280,000 / yearCustomer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements. As a Client Service Manager for Water Clients in San Francisco, Oakland and Concord, CA and working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: • Client Relationship Development: Build and maintain strong relationships with municipal clients, including city governments, utilities, and public agencies.Client Service Associate (Mail and Office) SPS-North AmericaClient Service Associate (Mail and Office)San Francisco, CA$20–$22 / hourIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.Client Service Manager - Revenue UCSF Medical CenterClient Service Manager - RevenueSan Francisco, CAThe incumbent will interface directly with the Physician and Revenue Cycle Leadership teams to proactively research, identify, communicate, and assist in resolving operational and payor-related trends that impact the Client-specific and overall Professional Revenue Cycle. To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html.NewClient Service Manager Heffernan FinancialClient Service ManagerWalnut Creek, California$80,000–$100,000 / hourdiv>The 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 Services Associate I, Oncology BillionToOne IncClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Benefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients.
Client Services Associate I BillionToOne IncClient Services Associate IUnion City, CAp>Benefits And Perks: Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients. The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers, including physicians, OB/GYN clinics, auxiliary staff, and patients.
Patent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorCA$94,000–$141,250 / yearp>Assist with the drafting and e-filing of various legal documents in the U.S. Patent & Trademark Office (PTO) related to patent prosecution of applications including, but not limited to, office action amendments and responses, requests for continued examination, continuation and divisional applications, information disclosure statements, supplemental application data sheets, sequence listings, extensions of time, terminal disclaimers, various petitions, notices of appeal, appeal briefs, corrected drawings, assignment recordations, post-grant proceedings and other documents as required. The Patent Client Services Administrator will ensure quality service and will maintain a harmonious working relationship with lawyers, management, supervisors, co-workers, and clients by ensuring effective and efficient workflows and working ahead of all deadlines.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearp>A 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.
NewTax Manager, Private Client Services CroweTax Manager, Private Client ServicesSan Francisco, New Yorkp/>If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Mateo, CAp>Our 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. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesSan Mateo, CA$85,000–$150,000 / yearOur 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. Bachelor's Degree in Accounting or equivalent field is required 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix CPA or IRS Enrolled Agent Certification required.
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, Californiadiv>Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family offices, and non-profit organizations. The successful candidate will coordinate all non-investment aspects of these relationships and interface with members of our internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as with external custodians to meet our client’s investment objectives while providing excellent personal service.
Client Services Analyst I SS&C Technologies Holdings IncClient Services Analyst ISan Francisco, CARegardless of the platform you support, you'll be at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge funds, asset managers, and other financial institutions. To further explore this opportunity, please apply through our careers page on the corporate website at https://www.ssctech.com/careers/join-ssc.
M&A Client Services Administrator Monarch Advisory GroupM&A Client Services AdministratorSan Francisco, CA$65,000–$80,000a class="external" href="https://careers.wsgr.com/openings/" rel="nofollow noreferrer noopener">. Job Title: M&A Client Services Administrator.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearp>A 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 Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSan Francisco, 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 Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesSan Francisco, CA$96,000–$125,000 / yearp>A Tax Experienced Senior, Private Client Services (PCS) 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.
NewTax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesSan Francisco, CA$84,000–$110,000 / yearp>A Tax Senior, 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.
Tax Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesSan Francisco, CA$80,000–$115,000 / yearOur 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. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Client Services Coordinator Administrative and Marketing Cbre ValuationClient Services Coordinator Administrative and MarketingBurlingame, CAli>Reviews marketing material specifications and acts as point of contact and liaison with centralized marketing, analysis and research groups to coordinate the completion and submission of financial, marketing and various client specific property data to incorporate into customized property information packages. Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages.
Client Services & Operations Coordinator ComForCare Home Care - Contra Costa WestClient Services & Operations CoordinatorOrinda, CAComForCare Home Care is seeking a compassionate, organized, and highly responsive Client Services & Operations Coordinator to support day-to-day agency operations, client care coordination, scheduling support, assessments, and community support activities. This role works closely with the Director of Operations and Care coordination team to support day-to-day operations, client services, scheduling coordination, and community outreach activities.
Senior Client Service Manager, SVP Citigroup IncSenior Client Service Manager, SVPSan Francisco, CA$163,600–$245,400 / yearli>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). 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.
Client Service Manager Canadian Imperial Bank of CommerceClient Service ManagerSan Francisco, CA$90,000–$110,000 / yearli>Ensure 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.
Associate Commercial Lines Client Service Manager GallagherAssociate Commercial Lines Client Service ManagerWalnut Creek, Californiaul style="margin: 0px; padding: 0px; font-family: verdana;">Bachelor's degree with minimum 1+ years client service management experience OR- High School degree/GED with a minimum of 3+ years client service management experience . Proficiency in EPIC agency management system and Microsoft Office. .
Client Service Manager- Water- Bay Area GHD Group Pty LtdClient Service Manager- Water- Bay AreaOakland, CA$230,000–$280,000 / yearCustomer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements. As a Client Service Manager for Water Clients in San Francisco, Oakland and Concord, CA and working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: • Client Relationship Development: Build and maintain strong relationships with municipal clients, including city governments, utilities, and public agencies.
Client Service Associate (Mail and Office) SPS-North AmericaClient Service Associate (Mail and Office)San Francisco, CA$20–$22 / hourIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
Client Service Manager - Revenue UCSF Medical CenterClient Service Manager - RevenueSan Francisco, CAThe incumbent will interface directly with the Physician and Revenue Cycle Leadership teams to proactively research, identify, communicate, and assist in resolving operational and payor-related trends that impact the Client-specific and overall Professional Revenue Cycle. To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html.
NewClient Service Manager Heffernan FinancialClient Service ManagerWalnut Creek, California$80,000–$100,000 / hourdiv>The 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..
NewClient Service Manager, Commercial Lines Hub International LtdClient Service Manager, Commercial LinesLarkspur, CAli>Maintains 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. The expected salary range for this position is $120,000 - $150,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Tax Manager, Private Client Services/HNWI Aprio Technologies, Inc.Tax Manager, Private Client Services/HNWIWalnut Creek, CA$98,500–$160,000 / yearp>Qualifications: • Bachelors degree in Accounting • Master's degree in Taxation preferred • Recent experience working in a public accounting firm • 6+ years of federal tax consulting and/or compliance experience in accounting • CPA is preferred • Experience in S-Corp, Partnership returns, Individual and Corporate • Exceptional verbal and written communication skills • Computer expertise including knowledge of tax software and technology • Experience managing a team • Willing to work hybrid. Aprio, 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.
Client Service Associate - NR StifelClient Service Associate - NRSan Francisco, CaliforniaWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRSan Francisco, CAp>Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthSan Francisco, 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.
Manager, Client Service Mercer AdvisorsManager, Client ServiceWalnut Creek, Californiap>The 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. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.Client Service, Senior Associate Freestone Capital ManagementClient Service, Senior AssociateSan Francisco, Californiaul>Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.Director of IP Client Service Cooley LLPDirector of IP Client ServiceCA$220,000–$270,000 / yearp>Position summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service. Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.Client Service, Associate Freestone Capital ManagementClient Service, AssociateSan Francisco, Californiaul>Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. .Associate / Senior Associate, Client Service - SF Jordan Park GroupAssociate / Senior Associate, Client Service - SFSan Francisco, Californiap>The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing.Client Service Specialist - Commercial Lines Relation Insurance Services, IncClient Service Specialist - Commercial LinesNapa, CA$15.38–$35.58 / hourp>The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.Associate Director - Sales & Client Service Artisan Partners Limited PartnershipAssociate Director - Sales & Client ServiceSan Francisco, CA$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.Environmental Client Service Leader WSP Global IncEnvironmental Client Service LeaderSan Francisco, CA$167,800–$249,150 / yearli>Being active in professional societies and industry organizations where clients or potential clients are members, representing WSP in leadership roles, participating in committees, and elevating the firm's visibility and reputation in the Southern California market. WSP is seeking an experienced Environmental Client Service Leader in the Northern California (NorCal) market to lead the development and execution of an environmental business strategy focused on growth, client service excellence, and market leadership.Senior Client Service Specialist - Employee Benefits Relation Insurance Services, IncSenior Client Service Specialist - Employee BenefitsPleasant Hill, CAThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.Sr. Transportation Client Service Leader CDM Smith IncSr. Transportation Client Service LeaderSan Francisco, CAli>Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. This position leads the business development activities, oversees overall client service, represent CDM Smith on transportation related boards or organizations, and serve as a leader in your office and throughout the organization.Transportation Client Service Leader CDM Smith IncTransportation Client Service LeaderConcord, CADeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. This position leads the business development activities, oversees overall client service, represent CDM Smith on transportation related boards or organizations, and serve as a leader in your office and throughout the organization.NewSr. Transportation Client Service Leader CDM SmithSr. Transportation Client Service LeaderSan Francisco, CAPreferred Qualifications** • Strong technical and business development experience in civil transportation engineering, including existing relationships with local public transportation entities such as MTC, City of Alameda, BART, SamTrans, VTA or Caltrans • PE strongly preferred **Skills & Abilities** • Expert knowledge of corporate governance practices, organization design principles, accounting principles, finance, supply chain management, and organization management. • Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.Client Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWalnut Creek, CA$60,000–$75,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.1234Resume ResourcesFree Resume TemplatesFree Resume Builder
Client Service, Senior Associate Freestone Capital ManagementClient Service, Senior AssociateSan Francisco, Californiaul>Client Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
Director of IP Client Service Cooley LLPDirector of IP Client ServiceCA$220,000–$270,000 / yearp>Position summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service. Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.
Client Service, Associate Freestone Capital ManagementClient Service, AssociateSan Francisco, Californiaul>Client Account & Service Excellence: Act as a trusted resource for clients, ensuring smooth account operations and exceptional service, while working closely with advisors and the broader client service team. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. .
Associate / Senior Associate, Client Service - SF Jordan Park GroupAssociate / Senior Associate, Client Service - SFSan Francisco, Californiap>The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing.
Client Service Specialist - Commercial Lines Relation Insurance Services, IncClient Service Specialist - Commercial LinesNapa, CA$15.38–$35.58 / hourp>The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
Associate Director - Sales & Client Service Artisan Partners Limited PartnershipAssociate Director - Sales & Client ServiceSan Francisco, CA$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Environmental Client Service Leader WSP Global IncEnvironmental Client Service LeaderSan Francisco, CA$167,800–$249,150 / yearli>Being active in professional societies and industry organizations where clients or potential clients are members, representing WSP in leadership roles, participating in committees, and elevating the firm's visibility and reputation in the Southern California market. WSP is seeking an experienced Environmental Client Service Leader in the Northern California (NorCal) market to lead the development and execution of an environmental business strategy focused on growth, client service excellence, and market leadership.
Senior Client Service Specialist - Employee Benefits Relation Insurance Services, IncSenior Client Service Specialist - Employee BenefitsPleasant Hill, CAThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.
Sr. Transportation Client Service Leader CDM Smith IncSr. Transportation Client Service LeaderSan Francisco, CAli>Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. This position leads the business development activities, oversees overall client service, represent CDM Smith on transportation related boards or organizations, and serve as a leader in your office and throughout the organization.
Transportation Client Service Leader CDM Smith IncTransportation Client Service LeaderConcord, CADeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. This position leads the business development activities, oversees overall client service, represent CDM Smith on transportation related boards or organizations, and serve as a leader in your office and throughout the organization.
NewSr. Transportation Client Service Leader CDM SmithSr. Transportation Client Service LeaderSan Francisco, CAPreferred Qualifications** • Strong technical and business development experience in civil transportation engineering, including existing relationships with local public transportation entities such as MTC, City of Alameda, BART, SamTrans, VTA or Caltrans • PE strongly preferred **Skills & Abilities** • Expert knowledge of corporate governance practices, organization design principles, accounting principles, finance, supply chain management, and organization management. • Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development.
Client Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWalnut Creek, CA$60,000–$75,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.