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.
NewAssociate Attorney -- Student Services and Disabilities (2-5 years) JobotAssociate Attorney -- Student Services and Disabilities (2-5 years)Pleasanton, CA$150,000–$200,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewSr. Product Manager, Global Token Services Visa Technology and Operations LLCSr. Product Manager, Global Token ServicesFoster City, CA$169,100–$270,800 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.
NewHVAC Service Contracts Rep JobotHVAC Service Contracts RepAlameda, 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.
NewCustomer Service Manager (Manufacturing) Davron LLCCustomer Service Manager (Manufacturing)Fremont, CAWith over 30 years of success, a strong team-oriented culture, and partnerships with high-profile clients in industries such as automotive, aerospace, and advanced manufacturing, this is an exciting opportunity to make a meaningful impact while working alongside professionals who value safety, quality, teamwork, customer service, and continuous improvement. CUSTOMER SERVICE MANAGER | CUSTOMER EXPERIENCE MANAGER | ACCOUNT MANAGER | ERP SYSTEMS | EPICOR | PRECISION MANUFACTURING | AEROSPACE MANUFACTURING | SEMICONDUCTOR MANUFACTURING | MEDICAL MANUFACTURING | CUSTOMER RELATIONSHIP MANAGEMENT | TEAM LEADERSHIP | CONTINUOUS IMPROVEMENT.
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.
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.
NewCustomer Success Manager JobotCustomer Success ManagerSan Francisco, CA$120,000–$165,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
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.
Account Manager - Santa Rosa Impact Floors of TexasAccount Manager - Santa RosaUnion City, CA$50,000–$85,000 / yearToday, management companies and property managers trust our outstanding customer service and quick installation every time they need new flooring installed. Experience selling products and services to multifamily property management companies or working for multifamily property management companies preferred.
NewSr. Product Manager, Authorization & Network Connectivity Visa Technology and Operations LLCSr. Product Manager, Authorization & Network ConnectivityFoster City, CA$169,100–$270,800 / yearIn addition to owning Visa Cloud Connect end‑to‑end, this role will work closely with senior product leaders across Authorization and AI-driven network decisioning platforms to learn, contribute to, and support advanced authorization products such as Smarter Authorization (Smarter Auth), Smarter Retry, and Smarter Stand‑In Processing (Smarter STIP). This is a highly technical, platform-focused product role suited for a senior PM who thrives in cloud connectivity, network infrastructure, data-intensive systems, and AI‑driven platforms, and who wants to grow deeper into authorization and AI product management over time.
Product Manager Visa Technology and Operations LLCProduct ManagerFoster City, CA$146,200–$233,700 / yearSolution Delivery: Contribute to product discovery, working closely with Product leaders, Data Scientists, UX teams and other stakeholders to establish a clear understanding of the target users’, pain points to ensure solutions meet the required product outcomes. Accountabilities: Strategy, Planning and Prioritisation: Work with product leaders to understand product area vision and goals, communicating with stakeholders and working with product engineering teams to ensure that the team maintains a cohesive vision and delivers outcomes that are aligned to goals.
Senior Product Manager, Flex and Installments Products Visa Technology and Operations LLCSenior Product Manager, Flex and Installments ProductsFoster City, CA$169,100–$270,800 / yearMasters, MBA, JD, MD) or 3 or more years of experience with a PhD Knowledge of consumer payments, digital wallets, tokens or other financial services or banking products Strong experience with solution architecture for payment platforms, including payment rails, gateways, partner integrations, and APIs. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewClinic Administrative and Compliance Manager - Health Access Point Rafiki CoalitionClinic Administrative and Compliance Manager - Health Access PointSan Francisco, CA$85,000–$95,000 / yearCover Letter describing: Your experience managing clinic operations in regulated healthcare settings, including oversight of specimen collection or biohazard-related workflows, How you ensure safety, compliance, and operational efficiency. This role ensures that clinic operations run smoothly, services are delivered in alignment with program goals, and staff are supported to provide high-quality, culturally responsive care.
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.
Account Manager - Peninsula Impact Floors of TexasAccount Manager - PeninsulaUnion City, CA$50,000–$85,000 / yearToday, management companies and property managers trust our outstanding customer service and quick installation every time they need new flooring installed. Experience selling products and services to multifamily property management companies or working for multifamily property management companies preferred.
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.
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.
Client Services Associate I BillionToOne IncClient Services Associate IUnion City, CABenefits 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.
Tax Manager, Private Client Services bdo consultingTax 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.
Tax Experienced Manager, Private Client Services bdo consultingTax 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.
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 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 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.
Group Product Manager, Client Services Maven ClinicGroup Product Manager, Client ServicesSan Francisco, CA$217,000–$255,000 / yearFounded 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. This role sits at the intersection of client needs and core product: working closely with Client Services and Growth to understand what clients need, identify when custom work is warranted, and own the build from decision through delivery.
Tax Manager, Private Client Services CroweTax Manager, Private Client ServicesSan Francisco, New YorkThe 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. 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 .
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 Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
NewClient 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.
Client Services Executive Bay FC JobsClient Services ExecutiveSan Francisco, CaliforniaThe Client Service Executive will be responsible for managing a segment of Bay FC’s General Season Ticket Members, including building strong client relationships, backend account management, collecting payments, and renewing and upselling accounts. Adopt a mindset of “unreasonable hospitality” to deliver incredible, personalized service and ensure each account has a great experience with Bay FC.
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.
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 Services Technician Manpower EngineeringClient Services TechnicianFoster City, CATemporaryManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
Client Services Associate II Freenome IncClient Services Associate IIBrisbane, CARemote$27.38–$39.12 / hourWe are looking for a Client Services Associate who is passionate about the impact service can have to an organization's success, and who is highly skilled in utilizing digital phone and case management tools, and in clear and compassionate communication and de-escalation techniques. Please note that individual total compensation for this position will be determined at the Company's sole discretion and may vary based on several factors, including but not limited to, location, skill level, years and depth of relevant experience, and education.
Client Services Coordinator Administrative and Marketing Cbre ValuationClient Services Coordinator Administrative and MarketingBurlingame, CAReviews 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.
Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client ServicesSan Francisco, CA$120,000–$250,000 / 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. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Client Report Services - Performance Analyst CallanClient Report Services - Performance AnalystSan Francisco, OregonPrimary Duties: Data Collection and Evaluation: · Calculate returns using custodial statements · Reconcile returns with investment managers · Obtain client information from investment managers/recordkeepers · Generate portfolio characteristics · Verify dividends/capital changes Production of Investment Measurement Reports: · Interact with clients and consultants on report content · Check returns and analysis for content and reasonability · Respond to special requests · Obtain non-custodial information for mutual/commingled/real estate/private equity funds · Generate custom reports using various proprietary software programs Job Skills and Requirements Skills: · Be proficient in Microsoft Excel, Word, and Outlook · Excellent interpersonal, communication, and organization skills Characteristics: · Have a familiarity/interest in the institutional investment market · Be self-motivated, accurate, detail-oriented, and able to work independently while meeting numerous deadlines · Be able to thrive in an unstructured environment · Resourceful and have a great deal of patience · Strong desire to learn and drive to excel Education and Experience: · Bachelor’s degree required, preferably in finance, statistics, mathematics, or related degree · 0-2 years of professional work experience, preferably in finance or the investment industry. Our goal is to identify a candidate with a genuine interest in investments, data analysis, and reporting, has intellectual curiosity, strong project and time management skills and a true appreciation for the value of building strong, trusted relationships with clients and fellow Callan colleagues.
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 Services Technician LancesoftClient Services TechnicianFoster City, CA$40In this position, staff will be tasked with fielding all incoming support requests, prioritizing and assigning requests to the appropriate party as needed, and ensuring that requests are addressed in a timely manner. High-level knowledge of commonly used software, hardware and applications Experience with Active Directory, Google Workspace products, or similar platforms.