Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group LLCSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
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.
J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CASan Francisco, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Manager I - ICS J.B. Hunt Transport Services IncClient Manager I - ICSOakland, CA$57,500–$71,800 / yearDrive retention and growth of current business to maintain and exceed profit levels through analysis of operations execution, understanding profitability of overall account, forecasting business changes, monitoring award compliance, providing pricing as needed, and presenting to internal stakeholders and/or customers Execute the spirit and methodology of J.B. Provide reporting/presentations for internal and external audiences with support from internal stakeholders as needed; topics include, but are not limited to cost studies, measurement tools, key performance indicators, utilization studies, service level management, acceptance rates, award compliance, and/or cost and delivery analysis.
Professional Services Project Manager Cloudflare IncProfessional Services Project ManagerCADemonstrated proficiency using AI tools in a professional delivery context - for example, drafting and summarizing project artifacts, meeting notes and action items, status and executive reporting, risk analysis, resource/budget forecasting, or projet assets - with sound judgment on the responsible and secure use of AI. Proactively leverage AI tools to optimize project workflows and delivery - automating status reporting, meeting summarization and action tracking, risk detection, and documentation - serving as a force multiplier for yourself and your team while maximizing overall project productivity.
Payments Sales Manager - Enterprise Technology - Vice President JPMorgan Chase & CoPayments Sales Manager - Enterprise Technology - Vice PresidentSan Francisco, CAJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Microbiology Services Assistant Manager Pacific BioLabsMicrobiology Services Assistant ManagerHercules, CA$95,000–$125,000 / yearCollaborate with the Microbiology Services Manager and other departments to ensure studies are conducted efficiently, accurately, and in compliance with applicable quality and regulatory requirements. Minimum of 4 years of microbiology laboratory experience in the pharmaceutical, medical device, CRO, biotechnology, or related life sciences industry required.
Specialized Tax Services - Research & Development Tax - Manager PricewaterhouseCoopers LLPSpecialized Tax Services - Research & Development Tax - ManagerCA$99,000–$266,000 / yearAs a Specialized Tax Services - Research & Development Tax - Manager, you will provide tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. 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 .
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerSan Francisco, CA$99,000–$266,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Finance Solutions- Treasury And Working Capital Consultant, Manager PwCFinance Solutions- Treasury And Working Capital Consultant, ManagerSan Francisco, CA$99,000–$232,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You will work closely with clients to analyse financial needs, develop strategies for capital structure optimization, manage liquidity and cash flow, and provide guidance on mergers and acquisitions, divestitures, and other financial transactions.
Client Solutions Experience Manager - Commercial Adoption & Expansion - Payments - Vice President JPMorgan Chase & CoClient Solutions Experience Manager - Commercial Adoption & Expansion - Payments - Vice PresidentPalo Alto, CAConvert pilots to scalable growth by validating solutions with real client use cases and technical stakeholders, aligning pilots to target client profiles/market readiness, and partnering with Sales/Product/Commercialization on pipeline conversion, pricing, repeatable GTM motions, and revenue realization. Own end-to-end pilot lifecycle from readiness through execution to GA decisioning, managing scope, milestones, dependencies, timelines, and success criteria across multiple concurrent pilots/workstreams.
Specialized Tax Services - Research & Development Tax Senior Manager PricewaterhouseCoopers LLPSpecialized Tax Services - Research & Development Tax Senior ManagerSan Francisco, CA$124,000–$335,000 / yearYou are expected to leverage your specialized knowledge and technical acumen of industry-leading business trends, the firm's client service offerings, and professional industry networks to deliver quality results to clients and provide strategic input into the firm's business strategies. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Deals - Capital Markets Accounting Advisory Services - Manager PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - ManagerSan Francisco, CA$99,000–$232,000 / yearAs a Deals - Capital Markets Accounting Advisory Services - Manager, you will provide strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. 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 .
NewSpecialized Tax Services - Energy Incentives & Credits Manager PricewaterhouseCoopers LLPSpecialized Tax Services - Energy Incentives & Credits ManagerSan Francisco, CA$99,000–$266,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Manager, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Tax Manager [Financial Services] CohnReznick LLPTax Manager [Financial Services]San Francisco, CA$110,000–$170,000 / yearLocated in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds.
Client Operations & LPM Manager Ropes & GrayClient Operations & LPM ManagerSan Francisco, California$145,800–$222,350 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C. The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. Develops, maintains and enhances a portfolio of practice-specific resources that help lawyers identify and communicate to clients the cost and scope of legal work, spot risks for cost overruns, monitor run rate and leverage the firm’s technology and knowledge resources to optimize legal service delivery.
State And Local Tax Financial Services Senior Manager PwCState And Local Tax Financial Services Senior ManagerSan Francisco, CA$124,000–$335,000 / yearAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. 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 .
Payer Back Office Strategy / Technology / Operations Consultant, Manager PwCPayer Back Office Strategy / Technology / Operations Consultant, ManagerSan Francisco, CA$99,000–$232,000 / yearYou are to use autonomous decision-making and professional skepticism when reviewing, analyzing, and producing deliverables across multiple client needs, and play a visible role in cultivating meaningful client relationships, inspiring your teams, and navigating ambiguity. As a Manager you are to supervise, develop, and coach teams, manage client service accounts, and drive client engagement workstreams by solving and analyzing complex problems to develop quality deliverables.
Financial Services International Tax Compliance - Manager PwCFinancial Services International Tax Compliance - ManagerSan Francisco, CA$99,000–$266,000 / yearPwC 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 . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Deals - Capital Markets Accounting Advisory Services - Senior Manager PricewaterhouseCoopers LLPDeals - Capital Markets Accounting Advisory Services - Senior ManagerCA$124,000–$280,000 / yearPwC 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 . As a Deals - Capital Markets Accounting Advisory Services - Senior Manager, you will provide strategic guidance on a broad range of technical accounting, financial reporting, transaction structures, and capital markets topics.