Client Services Manager HeffernanClient Services ManagerWalnut Creek, California$90,000–$110,000 / yearThe Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. Create, send, process, and follow up on all client paperwork (applications, investment advisory agreements, Investment Policy Statements, etc.) Send client all necessary supplemental/disclosure paperwork.
NewClient Services Manager - Middle Market/Construction CNA Financial Corp.Client Services Manager - Middle Market/ConstructionWalnut Creek, CA$54,000–$103,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Associate I, Prenatal BillionToOneClient Services Associate I, PrenatalUnion 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. Our revolutionary QCT molecular counting technology enhances disease detection resolution by over a thousandfold using cell-free DNA,a breakthrough that has already transformed the lives of over half a million patients worldwide.
Client Services Associate I, Oncology BillionToOneClient 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. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture Technology.
Client Service Manager - Water/Wastewater Kennedy/Jenks ConsultantsClient Service Manager - Water/WastewaterSan Francisco, 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.
Client Service Manager Vicar Operating dba VCAClient Service ManagerRohnert Park, California$68,000–$75,000 / yearClient Services Manager — VCA Animal Care Center of Sonoma County Rohnert Park, CA VCA Animal Care Center of Sonoma County is looking for a Client Services Manager who can lead with energy and heart. You'll be the steady hand behind a busy hospital, building real relationships with clients and the team, keeping daily operations sharp, and creating a team culture people actually want to be part of.
NewClient Service Manager, Employee Benefits Hub InternationalClient Service Manager, Employee BenefitsSan Francisco, 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. Stays current on new and existing HUB resources and specialty practices, carrier updates, and state and federal regulations; develops and manages team implementation strategy in tandem with the assigned producer and/or HUB leadership.
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.
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.
Group Product Manager, Client Services Maven ClinicGroup Product Manager, Client ServicesSan Francisco, CA$217,000–$255,000 / yearThrough Maven Enterprise, the company partners with more than 2,300 employers and health plans to provide end-to-end women's and family health programs spanning fertility and family building, maternity and newborn care, parenting and pediatrics, and menopause and midlife — improving clinical outcomes, reducing healthcare costs, and expanding equitable access to high-quality care at scale. Founded in 2014 by CEO Kate Ryder, Maven Clinic has raised more than $425 million from leading healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)San Francisco, CA$150,000–$210,000 / 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. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Staffing Operations Manager Institute on AgingStaffing Operations ManagerSan Francisco, CAThe Staffing Operations Manager will oversee the day-to-day operations of the Staffing Managers and provide leadership in ensuring effective caregiver-client matching, caregiver retention, and high-quality service delivery. Key Responsibilities: Supervision of Staffing Managers: Provide leadership, guidance, and direct supervision to a team of Staffing Managers responsible for scheduling and overseeing the care provided.
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.
Financial Services Tax Manager WithumFinancial Services Tax ManagerSan Francisco, CA$150,000–$200,000 / yearAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Investor Services Manager Gen II CareersInvestor Services ManagerSan Francisco, CaliforniaGen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Housing Services Manager Tenderloin Housing ClinicHousing Services ManagerSan Francisco, CaliforniaCollaborate with Property Management to ensure the consistent enforcement of payment plans, Pay and Stay Stipulation Agreements, and other known payment arrangements for clients residing in THC-managed and non-THC properties, while supporting THC’s goal of maximizing housing retention. Maintain and strengthen collaborative working relationships with property managers and supportive service providers at non-THC-operated properties to promote effective communication, coordinated client services, and housing stability.
NewSenior Tax Manager, Lead Tax Services CroweSenior Tax Manager, Lead Tax ServicesSan Francisco, CaliforniaRemoteCrowe provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services. The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world*.
Blackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateSan Francisco, CaliforniaDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthSan Francisco, 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.