Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthRedwood City, 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.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Mountain View, CaliforniaRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Veterinary Client Service Representative - Dermatology Dermatology for AnimalsVeterinary Client Service Representative - DermatologyCampbell, CA$23–$24 / hourFull timeYour life-changing work will range from warmly welcoming clients and coordinating appointments, to facilitating clear communication between pet parents and the medical team, managing check-ins and check-outs, processing payments, and supporting the smooth flow of patient care. Today, its network of 360+ primary, emergency, and specialty hospitals across the U.S. cares for pets of all ages and health needs, while portfolio companies provide tools and technology that help veterinary teams work smarter and deliver better care.
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.
Client Service Associate Morgan StanleyClient Service AssociateMenlo Park, California$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
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.
Client Service Associate (Mail & Shipping/Receiving) SPSClient Service Associate (Mail & Shipping/Receiving)Santa Clara, California$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Registered Client Service Associate Citigroup Inc.Registered Client Service AssociateSan Francisco, CA$61,280–$109,280 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
NewSpecialist, Client Service Management The Bank of New York Mellon CorpSpecialist, Client Service ManagementSan Francisco, CAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, you'll make an impact in the following ways: Provide quality client support to resolve transaction and process-related issues in a timely and professional manner.
Client Service Representative Crystal Springs Pet HospitalClient Service RepresentativeSan Mateo, CA$25–$30 / hourFull time25–$30/hour (based on experience) About Us Crystal Springs Pet Hospital is a full-service small animal practice in San Mateo, CA, providing high-quality medical, surgical, dental, and preventive care. We’re a collaborative, client-centered team committed to compassionate care, low-stress handling, and creating a positive experience for pets and their people.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeLos Gatos, California$20–$23 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).• The CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.•
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateSan Francisco, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Jose, California$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Purely Remote Client Service & Sales Associate AoglobelifePurely Remote Client Service & Sales AssociateSan Jose, CaliforniaRemoteAO Globe Life, one of the fastest-growing financial services organizations in North America, is expanding and seeking motivated Client Service and Sales Associate to join our nationwide team. Whether you're an experienced professional in sales or customer service, or someone ready to start a new career, well give you the training, mentorship, and tools to help you thrive, NO EXPERIENCE needed but a PLUS! all from the comfort of your home.
Client Service Manager - Water/Wastewater Kennedy/Jenks ConsultantsClient Service Manager - Water/WastewaterSanta Clara, CA$165,000–$250,000 / yearKennedy Jenks is seeking an experienced Client Service Manager in Northern California to strengthen client relationships, support growth, and guide high-quality service delivery. Client and market insight: Ability to grow client relationships, lead accounts, recognize opportunities, and translate client needs into business development strategies.
Veterinary Receptionist/Client Service Representative- Evening Shift Advanced Veterinary Medical CenterVeterinary Receptionist/Client Service Representative- Evening ShiftEl Sobrante, California$25–$30Our fast-paced, multi-doctor practice is open 7 days a week and offers wellness and preventative care, urgent care, digital full-body and dental radiography, dentistry, in-house diagnostics, soft tissue and orthopedic surgery, and more. As the first point of contact for our clients, you will help create a welcoming and supportive experience while coordinating appointments, managing phone communication, maintaining medical records, and assisting the medical team as needed.
Registered Client Service Associate - Part Time Morgan StanleyRegistered Client Service Associate - Part TimeSan Francisco, CA$35,152–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Client Service Associate Claire Myers ConsultingClient Service AssociateSan Francisco, CaliforniaA portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability. This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.
NewTechnical Project Manager - Client Service Delivery DataVisorTechnical Project Manager - Client Service DeliveryMountain View, CA$100,000–$150,000 / yearWith an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's solution scales infinitely and enables organizations to act on fast-evolving fraud and money laundering activities in real time. The ideal candidate will be managing all client communications and driving overall delivery schedule, be responsible for designing and implementing innovative integration solutions that meet our client's technical and business requirements.