NewBlackstone Private Wealth - Client Services, Analyst BlackstoneBlackstone Private Wealth - Client Services, AnalystSan 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.
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.
Senior Client Service Manager - San Francisco Area Citigroup Inc.Senior Client Service Manager - San Francisco AreaSan Francisco, CA$163,600–$245,400 / 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. Coordinate "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).
Tax Experienced Associate - Private Wealth/Private Client Services Baker Tilly Virchow KrauseLLPTax Experienced Associate - Private Wealth/Private Client ServicesWalnut Creek, CA$82,990–$108,930 / yearBaker 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. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, HNW and Ultra-HNW individuals and corporations ranging from small to middle market.
Tax Senior Associate - NorCal Private Wealth/Private Client Services Baker Tilly Virchow KrauseLLPTax Senior Associate - NorCal Private Wealth/Private Client ServicesSanta Clara, CA$67,880–$128,690 / yearBaker 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. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients: Provide tax compliance and advisory services to individuals (HNW and Ultra-HNW), s-corporations, partnerships, and corporations in the middle-market space.
Tax Experienced Associate - NorCal Private Wealth/Private Client Services Baker Tilly Virchow KrauseLLPTax Experienced Associate - NorCal Private Wealth/Private Client ServicesSan Francisco, CA$57,460–$108,930 / yearBaker 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.
NewClient Services Lead, Finance MercorClient Services Lead, FinanceSan Francisco, CaliforniaMercor Enterprise brings this same infrastructure to Fortune 500 companies: helping companies capture how their best people actually work, translating that expertise directly back into agents. 5+ years in Client Service, Account Management, or Commercial roles, serving financial services clients.
NewClient Services Lead, Healthcare MercorClient Services Lead, HealthcareSan Francisco, CaliforniaYou'll sit at the intersection of client management, data strategy, contracting, and stakeholder alignment, ensuring healthcare clients get maximum value from Mercor's expert network and data products, while navigating the sector's unique regulatory and clinical requirements. About the Role As a Client Services Lead, you will own Mercor's relationships with healthcare and life sciences clients — providers, payers, pharma, and health-tech companies — from first contact through long-term account growth.
Independent Client Services Consultant (Remote) Travel With LaniIndependent Client Services Consultant (Remote)Walnut Creek, CaliforniaRemoteWe are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.
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.
Analyst, Client Service Entry-Level, New York and San Francisco ICONIQ Capital, LLCAnalyst, Client Service Entry-Level, New York and San FranciscoSan Francisco, CAThe Analyst, in collaboration with experienced team members, also helps support third-party vendor relationships on behalf of clients, serving as a liaison with concierge companies, attorneys, security providers, insurance brokers, and tax advisors to help drive core projects to completion on behalf of clients. Assist with the timely communication and execution of financial planning strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high-touch, seamless experience for the client.
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.
Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu LtdTax Manager, Global Employer Services - Individual Tax Services, High Net WorthSan Jose, CA$105,375–$215,375 / yearA successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.
Client Service Associate (Teller) - San Francisco California Bank & TrustClient Service Associate (Teller) - San FranciscoSan Francisco, CA$22–$30 / hourIdentifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Bank Operations Services Supervisor (Teller Manager) First Citizens BankBank Operations Services Supervisor (Teller Manager)San Francisco, California$25.24–$38.70 / hourFull timeQualifications: Bachelor's Degree and 1 years of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Senior Analytics Manager Inizio Partners CorpSenior Analytics ManagerSan Francisco, CaliforniaExtremely comfortable working with data, including managing large number of data sources, analyzing data quality, and pro-actively working with clients data/ IT teams to resolve issues. Preferred experience in marketing analytics in banking industry in the following fields: Experience running analytics for search engine marketing, paid social, search engine optimization, A/B testing, website traffic, funnel conversion, marketing attribution and customer behavior.
Dispatcher I EMCOR Group IncDispatcher ISan Leandro, CA$30–$37 / hourHelp the growth of the local office by supporting service and maintenance accounts for a specific geographical area, coordinating the work efforts of the technicians and sales support to ensure projects are sold and implemented in a timely and orderly fashion. As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success.
Account Manager, Commercial Lines (Mavrix) Mavrix Insurance ServicesAccount Manager, Commercial Lines (Mavrix)Walnut Creek, CaliforniaRemote$70,000–$80,000 / yearThe Commercial Account Manager role is responsible for servicing and managing a book of business consisting of small commercial accounts, typically under $10,000 in revenue. We’ve reimagined the way agents grow, providing a robust infrastructure of modern tools, innovative tech, comprehensive support, and a customer-first mindset.
Account Manager VaronisAccount ManagerSan Francisco, CaliforniaCustomers use Varonis to automate a wide range of security outcomes, including data security posture management (DSPM), data classification, data access governance (DAG), data detection and response (DDR), data loss prevention (DLP), and insider risk management. The Competencies: To perform this job successfully, an individual should demonstrate the following competencies: Achievement Focus: Demonstrates persistence and overcomes obstacles; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
NewClient Technology Services - Associate Vialto PartnersClient Technology Services - AssociateCampbell, CA$65,000–$90,000 / yearWhether someone is moving to a new country, working remotely, or traveling for business, we help ensure they have the right permits or visas, are paid and compensated according to local regulations, and remain compliant with cross-border tax requirements. We combine deep expertise in immigration, tax, business travel, remote work, payroll, and compensation with a single, integrated platform and team-to make global work better.