Case Manager (Supported Living Disability Services) ToolworksCase Manager (Supported Living Disability Services)SF, CA$70,304–$71,991 / yearFull timeOur Community Living Department is seeking a dedicated and dynamic Case Manager for our Supported Living Program, serving the San Francisco, San Mateo, and East Bay Areas. As a Program Case Manager, you will be at the heart of our mission, overseeing 6-8 Supported Living cases and ensuring that our clients lead fulfilling lives in the communities of their choice.
NewSr. Business Development & Construction Services Manager Davron LLCSr. Business Development & Construction Services ManagerPleasant Hill, CAHEAD OF CONSTRUCTION DEVELOPMENT | DIRECTOR OF CONSTRUCTION | CONSTRUCTION EXECUTIVE | HEAVY CIVIL | SITE WORK | REMEDIAL CONSTRUCTION | ENVIRONMENTAL CONSTRUCTION | BUSINESS DEVELOPMENT | CLIENT RELATIONSHIPS | COST ESTIMATING | PROJECT DELIVERY | SAN FRANCISCO BAY AREA . This is an exciting senior leadership opportunity for a seasoned, client-facing construction professional who wants the smaller-company feel, strong executive influence, and ability to shape long-term growth while working with a supportive team that values culture, recognition, and work-life balance.
NewHome Delivered Services Program Specialist VivalonHome Delivered Services Program SpecialistSan Rafael, CAWe’re looking for a Home Delivered Services Program Specialist to join our frontline team and help bring connection, care, and nutritious meals to homebound older adults through our Meals on Wheels program. Named one of the North Bay’s Best Places to Work nine times and the 2025 “Best Social Organization” by the Marin Independent Journal , Vivalon is a place where purpose meets people.
NewPersonal Lines Account Manager JobotPersonal Lines Account ManagerWalnut Creek, CA$65,000–$85,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients, ensuring excellent customer service, policy accuracy, and strong client relationships.
NewAccount Manager - Commercial HVAC JobotAccount Manager - Commercial HVACRohnert Park, CA$85,000–$115,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will coordinate initial PMA visits, communicate with customers about scheduling and site requirements, support data accuracy, and help ensure renewals and retention efforts are handled professionally and on time.
NewCommercial Lines Account Manager JobotCommercial Lines Account ManagerWalnut Creek, CA$125,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate must have a very strong background of experience working primarily with medium to large size commercial accounts and possess a minimum of three to five years of insurance agency experience in an account management role.
NewSenior Tax Manager JobotSenior Tax ManagerPiedmont, CA$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
NewCommercial Route Manager Sprague Pest SolutionsCommercial Route ManagerVALLEJO, CA$26–$30 / hourThis position reports to the Branch Manager and partners with Operations Managers, Sales Reps, and a team of Route Managers (technicians) to continually enhance client satisfaction and business operations. The Route Manager will develop professional relationships with clients to understand their unique business challenges, offer knowledgeable guidance, recommend actions, and solve a wide variety of pest management problems.
Senior Private Banker BMO FinancialSenior Private BankerSan Francisco, CA$122,400–$228,000 / yearApplication Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
IT Manager - Oakland, CA Epik SolutionsIT Manager - Oakland, CAOakland, CA$75–$85 / yearFull timeManages and participates in projects performing comprehensive systems analysis to design and develop new systems and enhancements in assigned technology area; consults, confers, and coordinates activities with users, staff from various departments, outside agencies, and vendors to resolve program, system, operational, and procedural problems; analyzes problems and recommends courses of action. Stays abreast of changing laws, regulations and procedures pertaining to information services and technology best practices and regulatory compliance requirements; communicates business implications, and impact to all key stakeholders including the Board of Directors, executive management, other District staff, and various public and private entities.
NewCatering Sales Manager - Oracle Park AramarkCatering Sales Manager - Oracle ParkSan Francisco, CA$80,000–$95,000BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. This role will book and detail events for the location while networking for new sales opportunities, conduct sales blitz and other marketing efforts to support sales growth.
Client Services Manager Senior Helpers North BayClient Services ManagerSanta Rosa, CaliforniaAs the Client Services Manager, you’ll oversee the delivery and development of all client services and caregiver support within the franchise territory. Your responsibilities will include ensuring high-quality care, supporting client and caregiver retention, and driving growth in client service hours.
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.
NewPrivate Wealth, Client Services Manager (West Coast) Citizens Financial Group IncPrivate Wealth, Client Services Manager (West Coast)San Francisco, CA$112,000–$168,000 / yearHire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.). As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues.
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 Manager - Private Client Services (PCS) Relocation Assistance Available BPMTax Manager - Private Client Services (PCS) Relocation Assistance AvailableSanta Rosa, CAWell-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. BPM is seeking an experienced and client-focused Tax Manager to join our Private Client Services (PCS) team, working exclusively with Ultra High Net Worth (UHNW) individuals and families.
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.
Client Services Coordinator HomeWell Care ServicesClient Services CoordinatorSan Rafael, CaliforniaHomeWell 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. They will help drive agency growth and support care excellence by delivering exceptional customer service to our staff, clients, caregivers and referral partners.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesSan Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. 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.
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. Collaborate Across Teams: Work closely with internal teams-including Professional Services, Product Management, and Product Development -to ensure seamless client experiences.
Patent Client Services Administrator Fenwick & West LLPPatent Client Services AdministratorCA$94,000–$141,250 / yearAssist 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 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Service Manager SF PalAmerican SecurityClient Service Manager SFSan Francisco, CA$90,000–$100,000As a Client Services Manager, you will play a crucial role in supervising and supporting security staff, maintaining client relationships, and ensuring the highest level of service delivery. At PalAmerican Security, our CARE Culture is the cornerstone of our people-first approach and is embodied in every interaction: Curious – We embrace continuous learning and encourage team members to seek opportunities for growth and innovation.
Senior Client Service Manager, SVP Citigroup IncSenior Client Service Manager, SVPSan Francisco, CA$163,600–$245,400 / yearCoordinate "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 Associate TransPerfect IncClient Services AssociateCAIn this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax 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 Senior Associate - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Associate - Private Client ServicesSan Francisco, CAAbout our Private Client Services (PCS) Team: 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. 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.
Client Service Manager- Water- Central Valley GHD Group Pty LtdClient Service Manager- Water- Central ValleySanta Rosa, 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 the Central Valley (Sacramento, Roseville, Santa Rosa) 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 Manager- Transportation- Central Valley GHD Group Pty LtdClient Service Manager- Transportation- Central ValleySANTA ROSA, 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 Transportation Clients in the Central Valley (Sacramento, Roseville, Santa Rosa) 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.
VP, Client Services Lyra Health IncVP, Client ServicesCA$209,000–$288,000 / yearOutside of the United States, for example in the EU, Switzerland and the UK, you may have the right to request access to, or a copy of, your personal information, including in a portable format; request that we delete your information from our systems; object to or restrict processing of your information; or correct inaccurate or outdated personal information in our systems. Cross-Functional Collaboration: Partner closely with Commercial leadership to align service delivery with key requirements, and with Clinical/Product/Tech to ensure seamless service readiness for new product launches.
Client Service Manager, Commercial Lines Hub International LtdClient Service Manager, Commercial LinesLarkspur, CAMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. 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 Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesSan Francisco, CA$96,000–$125,000 / yearA 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.
Client Service Manager Canadian Imperial Bank of CommerceClient Service ManagerSan Francisco, CA$90,000–$110,000 / yearEnsure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Handle client inquiries and maintenance requests: Manage general account inquiries and maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes, and tax reporting inquiries.
Client Service Coordinator AccentCare IncClient Service CoordinatorPetaluma, CA$24–$25 / hourOverview 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 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. The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care.
Client Service Manager Heffernan FinancialClient Service ManagerWalnut Creek, California$90,000–$105,000 / yearThe Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.
Client Services & Support Coordinator Coleman Information Technology GrouClient Services & Support CoordinatorPleasant Hill, CAWe’re looking for a motivated and detail-oriented Client Services & Support Coordinator to manage scheduling, coordinate service delivery, and track support activity. This role supports clients and internal teams by ensuring smooth, accurate, and efficient IT service operations.
Client Services & 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.
NewClient Relationship Executive - Cyber Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - Cyber Managed ServicesSan Francisco, CA$122,500–$423,780 / yearAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's service offerings and address clients' most pressing business challenges. 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 .
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CA$130,000–$185,000 / yearPrimary 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.
Client Partner, Mid-Market B2B Services Acquisitions Reddit IncClient Partner, Mid-Market B2B Services AcquisitionsSan Francisco, CA$102,400–$143,400 / yearWith 100,000+ active communities and approximately 126 million daily active unique visitors, Reddit is one of the internet's largest sources of information. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
Manager, Client Service Mercer AdvisorsManager, Client ServiceWalnut Creek, CaliforniaThe Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Client Safety Navigator (On-Call) - 890 Residential Services HealthRIGHT 360Client Safety Navigator (On-Call) - 890 Residential ServicesSan Francisco, CAHealthRIGHT 360 provides an array of medical and behavioral health services to some of the most marginalized populations, ranging from primary care, mental health services, detox, substance use disorder treatment in both residential and outpatient settings, and transitional services for the criminal justice population. HealthRIGHT360 gives hope, builds health, and changes lives for people in need by providing comprehensive, integrated, compassionate care that includes primary medical care, mental health services, and substance use disorder treatment.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthSanta Rosa, 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.
Client Service Associate NR Stifel Financial CorpClient Service Associate NRSan Francisco, CAUnder 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.
Senior Client Service Associate Stifel Financial CorpSenior Client Service AssociateSan Francisco, CAMinimum Required: Bachelor''s degree in a related field or equivalent experience.• Minimum Required: 3+ years of related experience in financial services, or a combination of education and internships relating to Private Wealth Management.• Preferred: Experience in Private Wealth Management or Portfolio Administration. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients.
Client Service Associate - NR StifelClient Service Associate - NRSan Francisco, CaliforniaFull timeWhat 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.
Senior Client Service Associate StifelSenior Client Service AssociateSan Francisco, CaliforniaFull time1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. What You'll Be Doing: The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.