Tax Acc - Business Tax Services - Private Client Services - Manager - Multiple Positions - 1702605 Ernst & Young Global LtdTax Acc - Business Tax Services - Private Client Services - Manager - Multiple Positions - 1702605San Jose, CAYou can review this definition at https://www.gpo.gov/fdsys/pkg/CFR-2011-title20-vol3/pdf/CFR-2011-title20-vol3-sec656-3.pdf at the bottom of page 750. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCA$105,375–$215,375 / yearp>At 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, 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 Service Manager, Client Experience Wilson Sonsini Goodrich & Rosati, Professional CorporationSenior Client Service Manager, Client ExperiencePalo Alto, Californiaul>With 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.
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.
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.
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.
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.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.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.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.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.Junior Software Engineer - Client Services Centrl IncJunior Software Engineer - Client ServicesMountain View, CAIdeal for recent computer science graduates and provides an opportunity to gain practical experience with current software development techniques and work with experienced professionals in the software development field. In this role, you will work closely with our product development team to handle support escalations, troubleshoot client issues, identify solutions for issues on our customer's behalf, and provide fixes as necessary.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 Jose, 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.Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Francisco, 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.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.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.AVP/Client Services Banking Officer I Heritage Bank of CommerceAVP/Client Services Banking Officer ILivermore, CA$28.64–$47.73 / hourJob related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Maintain a superior knowledge of banking operations as it applies to the position: Follow proper procedures to mitigate risk to the bank within assigned approval authority including but not limited to NSF/OD decisions, large deposits, uncollected funds hold, etc.Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CA$130,000–$185,000 / yearp>Primary responsibilities include: • Act as the primary operational point of contact for clients, custodians, consultants, and third parties • Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures • Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy • Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines • Manage and execute client cash flows, asset transfers, and account maintenance • Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) • Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits • Communicate and work with client's attorneys, CPAs, and outside advisors • Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance • Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder. or B.S.) with an excellent academic record • Minimum of five years of experience working with high net worth separate account clients • Familiarity with estate planning, various trust instruments, and personal financial planning preferred • Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products • Exceptional verbal and written communication skills; strong proofing and editing skills • Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented • Strong analytical and problem-solving skills • Ability to manage multiple priorities and meet tight deadlines • Collegial and collaborative • Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat • Comfortable with proactively soliciting input and feedback from colleagues.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 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 Experienced Associate - Private Client Services Baker Tilly Virchow KrauseLLPTax Experienced Associate - Private Client ServicesSan Francisco, CA$88,990–$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 federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE, PRIVATE WEALTH CLIENT SERVICESMenlo Park, CA$75,000–$90,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals.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 Jose, 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 Service Manager Wilson Sonsini Goodrich & Rosati, Professional CorporationClient 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.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 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.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 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.Client Service Coordinator AccentCare IncClient Service CoordinatorSan Jose, CA$24–$25 / hourp>Overview Client Service Coordinator / Personal Care Services Coverage Territory: Walnut Creek, Petaluma, Sacramento, San Jose, Modesto, Fresno. Were proud to be named one of Americas Greatest Workplaces 2025 by Newsweek - a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place.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 Representative - Campbell Loan Administration Network, Inc (LANI)Client Service Representative - CampbellCampbell, CAul> Ability to communicate effectively (i.e., strong listening, oral, and written communication skills) and interact with people at all levels of the company; results in respect of peers and individuals at all levels of the company. This person is expected to be a leader of people and operations and possesses attributes which include the following: Must have basic computer skills including: Ten-Key (by sight).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.Client Service Associate (Mail and Office) SPS-North AmericaClient Service Associate (Mail and Office)San Francisco, CaliforniaIn 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. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors..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.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..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.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.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 - 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 Representative II Bay Commercial BankClient Service Representative IILivermore, CARemotep>The Client Service Representative II (CSR II) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems.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 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.12345Resume ResourcesFree Resume TemplatesFree Resume Builder
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.
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.
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.
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.
Junior Software Engineer - Client Services Centrl IncJunior Software Engineer - Client ServicesMountain View, CAIdeal for recent computer science graduates and provides an opportunity to gain practical experience with current software development techniques and work with experienced professionals in the software development field. In this role, you will work closely with our product development team to handle support escalations, troubleshoot client issues, identify solutions for issues on our customer's behalf, and provide fixes as necessary.
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 Jose, 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.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Francisco, 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.
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.
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.
AVP/Client Services Banking Officer I Heritage Bank of CommerceAVP/Client Services Banking Officer ILivermore, CA$28.64–$47.73 / hourJob related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Maintain a superior knowledge of banking operations as it applies to the position: Follow proper procedures to mitigate risk to the bank within assigned approval authority including but not limited to NSF/OD decisions, large deposits, uncollected funds hold, etc.
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CA$130,000–$185,000 / yearp>Primary responsibilities include: • Act as the primary operational point of contact for clients, custodians, consultants, and third parties • Manage all aspects of the client lifecycle, including new account onboarding, account transitions, and account closures • Understand the client's financial objectives and how Dodge & Cox fits into their overall investment strategy • Coordinate Legal and Compliance review of Investment Management Agreements and investment guidelines • Manage and execute client cash flows, asset transfers, and account maintenance • Serve as coordination hub for client needs at key life planning inflection points (includes gifting, account splits, estate distributions) • Facilitate and address inquiries related to proxies, class actions, corporate actions, and client audits • Communicate and work with client's attorneys, CPAs, and outside advisors • Interface and develop strong working relationships with all departments, including Portfolio Management and Trading, Client Service, Operations, Technology, Legal, and Compliance • Represent the Private Client CSA team on cross-functional projects where the department is a stakeholder. or B.S.) with an excellent academic record • Minimum of five years of experience working with high net worth separate account clients • Familiarity with estate planning, various trust instruments, and personal financial planning preferred • Demonstrate intellectual curiosity about the investment business and knowledge of equity and fixed income products • Exceptional verbal and written communication skills; strong proofing and editing skills • Highly organized, detail-oriented, flexible, reliable, curious, proactive, and service-oriented • Strong analytical and problem-solving skills • Ability to manage multiple priorities and meet tight deadlines • Collegial and collaborative • Proficiency in MS CRM, MS Excel, PowerPoint, MS Office and Adobe Acrobat • Comfortable with proactively soliciting input and feedback from colleagues.
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 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 Experienced Associate - Private Client Services Baker Tilly Virchow KrauseLLPTax Experienced Associate - Private Client ServicesSan Francisco, CA$88,990–$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 federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE, PRIVATE WEALTH CLIENT SERVICESMenlo Park, CA$75,000–$90,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. The Associate, Private Wealth Client Services plays a key role in delivering exceptional experiences for high-net-worth and ultra-high-net-worth individuals.
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 Jose, 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 Service Manager Wilson Sonsini Goodrich & Rosati, Professional CorporationClient 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.
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 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.
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 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.
Client Service Coordinator AccentCare IncClient Service CoordinatorSan Jose, CA$24–$25 / hourp>Overview Client Service Coordinator / Personal Care Services Coverage Territory: Walnut Creek, Petaluma, Sacramento, San Jose, Modesto, Fresno. Were proud to be named one of Americas Greatest Workplaces 2025 by Newsweek - a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place.
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 Representative - Campbell Loan Administration Network, Inc (LANI)Client Service Representative - CampbellCampbell, CAul> Ability to communicate effectively (i.e., strong listening, oral, and written communication skills) and interact with people at all levels of the company; results in respect of peers and individuals at all levels of the company. This person is expected to be a leader of people and operations and possesses attributes which include the following: Must have basic computer skills including: Ten-Key (by sight).
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.
Client Service Associate (Mail and Office) SPS-North AmericaClient Service Associate (Mail and Office)San Francisco, CaliforniaIn 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. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors..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.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..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.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.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 - 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 Representative II Bay Commercial BankClient Service Representative IILivermore, CARemotep>The Client Service Representative II (CSR II) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems.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 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.12345Resume ResourcesFree Resume TemplatesFree Resume Builder
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.
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..
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.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.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 - 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 Representative II Bay Commercial BankClient Service Representative IILivermore, CARemotep>The Client Service Representative II (CSR II) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems.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 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.12345Resume ResourcesFree Resume TemplatesFree Resume Builder
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.
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 - 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 Representative II Bay Commercial BankClient Service Representative IILivermore, CARemotep>The Client Service Representative II (CSR II) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. They perform a broad variety of Consumer New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems.
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 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.