Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateWalnut Creek, California$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Remote Client Service Representative Entry Level CbRemote Client Service Representative Entry LevelConcord, CaliforniaRemote$1,500–$1,800 / weekFamily Planning Associate (Remote | Entry-Level) Location: Remote Schedule: Flexible (Full-Time / Part-Time options available) About the Role We’re looking for motivated, people-focused individuals who want to help families build a better future. As a Family Planning Associate, you’ll work directly with clients to guide them through simple strategies around protection, budgeting, and long-term planning.
Client Executive Service Marsh McLennanClient Executive ServiceWalnut Creek, CaliforniaDrive client changes by recommending improvements based on changing employee benefit legislation, suggesting strategies to address client concerns, and providing resolutions if discrepancies, errors or inconsistencies are contained within the information. Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
Sr. CSR (Corporate, Sr. Registered Agent Services) - Hybrid (Nationwide) R0059137 Wolters KluwerSr. CSR (Corporate, Sr. Registered Agent Services) - Hybrid (Nationwide) R0059137Sacramento, CA$34,000–$57,500 / yearResponsible for corporate filings including, but not limited to the preparation, review and filing of: articles of incorporation/organization, amendments, DBA/assumed business names, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance requests, and reinstatements/revivals. Educate and promote additional services such as Registered Agent Services, transactional services, Federal Employer Identification Number (FEIN) services, corporate kits and supplies, business license renewals, and annual report services (ARS).
Sr. CSR (Corporate, Sr. Registered Agent Services) - Hybrid (Nationwide) R0059022 Wolters KluwerSr. CSR (Corporate, Sr. Registered Agent Services) - Hybrid (Nationwide) R0059022Sacramento, CA$37,400–$63,150 / yearResponsible for corporate filings including, but not limited to the preparation, review and filing of: articles of incorporation/organization, amendments, DBA/assumed business names, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance requests, and reinstatements/revivals. Educate and promote additional services such as Registered Agent Services, transactional services, Federal Employer Identification Number (FEIN) services, corporate kits and supplies, business license renewals, and annual report services (ARS).
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerSacramento, CA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Microbiology Services Assistant Manager Pacific BioLabsMicrobiology Services Assistant ManagerHercules, CA$95,000–$125,000 / yearCollaborate with the Microbiology Services Manager and other departments to ensure studies are conducted efficiently, accurately, and in compliance with applicable quality and regulatory requirements. Minimum of 4 years of microbiology laboratory experience in the pharmaceutical, medical device, CRO, biotechnology, or related life sciences industry required.
Tax Senior Manager - Private Client Baker Tilly Advisory Group, LPTax Senior Manager - Private ClientWalnut 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.
Managed Services - SAP Brim - Manager PwCManaged Services - SAP Brim - ManagerSacramento, CA$99,000–$232,000 / yearAs a Managed Services - SAP BRIM - Manager, you will play a pivotal role in delivering consulting services across various SAP applications, helping clients optimize operational efficiency and achieve their strategic objectives. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Senior Client Manager GallagherSenior Client ManagerWalnut Creek, CaliforniaFull timeAbout you : Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. How you'll make an impact : In this role, you’ll ensure our clients receive exceptional service by managing accounts, supporting complex projects, and mentoring colleagues.
Senior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LPSenior Manager, Transactions Advisory ServicesWalnut 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.
Risk Advisory Services Principal Baker Tilly Virchow Krause, LLPRisk Advisory Services PrincipalNapa, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker 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.
Technical Services Technician I IMCS Group IncTechnical Services Technician IOakland, CAThe primary responsibility of the Technical Services Technician I is to troubleshoot issues, including researching, resolving and documenting technical issues associated with service requests from customers. problems with PCs, laptops, laser printers, network access, e-mail access) according to service level agreements; fulfills service requests and document problem and resolution in problem management system.
Manager, Threat Protection Services ProofpointManager, Threat Protection ServicesSacramento, CA$136,200–$214,005 / yearProofpoint has been honored with six Best Places to Work Awards in 2024 by workplace culture leader Comparably, including Best Company Career Growth, Best Company Outlook, Best Global Culture, Best Engineering Teams, Best Sales Teams, and Best HR Teams. The Manager, Threat Protection Services leads a team of Threat Strategy Managers (TSMs) across different regions who ensure customers maximize the value of their investment through proactive engagement that advances their email security programs.
Premier Client Specialist BMO (Bank of Montreal)Premier Client SpecialistBerkeley, CA$63,300–$117,200 / yearWorks collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
Manager, Accounting Services SercoManager, Accounting ServicesSacramento, CALead and manage the Accounts Payable team, fostering a culture of excellence, collaboration, and continuous improvement while overseeing day-to-day operations to ensure efficient workflows, accuracy and timeliness in invoice posting and payment processing, correct reporting, and compliant data management. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations.
Client Development Senior Manager - State And Local Government Health Manatt, Phelps & Phillips, LLPClient Development Senior Manager - State And Local Government HealthSacramento, CA$170,000–$187,000 / yearAs its nationally recognized State Health Transformation team continues to grow, Manatt seeks a business development professional with experience in state and local government-issued health care related procurements and other contracting opportunities, particularly in researching, tracking and pursuing health care opportunities. The Client Development Senior Manager - State and Local Government Health will work closely with the State Health and Business Development teams to identify, track and manage business development opportunities and relationships with state and local procurement offices and procuring state health agencies.
Vehicle Porter/Office Services Clerk - Full Time IST Management ServicesVehicle Porter/Office Services Clerk - Full TimeBerkeley , California$22–$24 / hourFull timeServices provided on-site varies depending on assigned site location but includes and is not limited to mailroom services, copy/print services, hospitality, taking client company vehicles to different local vendors for service (fleet service), in addition to other administrative tasks as needed to support client needs. The Vehicle Porter/Office Services Clerk will be mainly responsible for assisting with San Francisco bay area site operations and services provided, including driving company vehicles/fleet management.
Operational Branch Services Officer On-Call Westamerica BancorporationOperational Branch Services Officer On-CallNovato, CAWhile performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria.
Program Manager for Behavioral Support Services Strategies to Empower People Inc.Program Manager for Behavioral Support ServicesSacramento, CA$36–$37 / hourFull timeThe Program Manager for Behavioral Support Services has a hand in almost every aspect in the services we provide, from general administrative duties such as documentation, reports, and supervising field staff to on-site assessments for incoming clients, hands-on support for our current clients, and developing and implementing numerous plans, goals, and celebrations for the people we support. This role requires at least three (3) years experience working directly with individuals who have Intellectual and/or Developmental Disabilities (I/DD population).This role requires at least three (3) years experience working directly with individuals who have regular and consistent behavioral challenges, including physical aggression, elopement, self-injurious behaviors, and other challenges.