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.
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 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.
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.
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.
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.
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.
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateSan 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. 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 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.
Security Officer Full Time Client Service Allied UniversalSecurity Officer Full Time Client ServiceFremont, CaliforniaFull timeAs a Security Officer in an automotive location, you will monitor and patrol assigned areas, maintain a visible presence to help deter security-related incidents, and provide outstanding customer service and communication. Provide customer service to clients by carrying out security-related procedures, site-specific policies, and when appropriate, emergency response activities at an automotive manufacturing location.
Security Officer Experienced Client Service Allied UniversalSecurity Officer Experienced Client ServiceFremont, CaliforniaFull timeYou will monitor and patrol assigned areas, maintain a visible presence to help deter security-related incidents, respond to concerns, and provide outstanding customer service and communication. Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociatePleasanton, CA$75,000–$110,000 / 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).
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 Representative Gentle Care Veterinary HospitalClient Service RepresentativeHayward, CA$19–$21 / hourFull timeGentle Care Veterinary Hospital is searching for a Client Service Representative (CSR) who can efficiently manage front desk operations while providing exceptional customer service to our clients. Come join our amazing team of veterinary professionals here at Gentle Care Veterinary Hospital, where we provide comprehensive care for Bay Area companion animals.
Client Service Associate (Class Of 2027) Guidepoint GlobalClient Service Associate (Class Of 2027)San Francisco, CABacked by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration.
Client Service Associate (December 2026 Graduates) Guidepoint GlobalClient Service Associate (December 2026 Graduates)San Francisco, CABacked by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration.
Client Service Representative Current Opportunities to Join our TeamClient Service RepresentativePleasant Hill, CaliforniaServe as the primary point of contact for client communication, including answering phones, responding to inquiries, scheduling appointments, and providing exceptional customer service. Coordinate patient flow, appointment scheduling, and daily workflow to support efficient hospital operations and continuity of patient care.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeSan Carlos, California$21–$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). Now operating from our new state-of-the-art facility, we provide advanced veterinary care using the latest technology to ensure pets receive the highest quality treatment.
Client Service Associate BBR PartnersClient Service AssociateSan Francisco, California$80,000–$90,000 / yearBase salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.