Tax Senior Associate - Private Client Services Baker Tilly Advisory Group, LPTax Senior Associate - Private Client ServicesSan Jose, 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.
Senior Client Account Executive, Mid-Market Sales (B2b Services) RedditSenior Client Account Executive, Mid-Market Sales (B2b Services)San Francisco, CA$129,400–$181,100 / yearWe're building Reddit's Mid-Market team in North America to support a rapidly expanding book of advertisers who are looking to grow their businesses through Reddit's unique, intent-rich communities. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
Senior Client Account Executive, Mid-Market Sales (B2B Services) RedditSenior Client Account Executive, Mid-Market Sales (B2B Services)San Francisco, CA$129,400–$181,100 / yearWe’re building Reddit’s Mid-Market team in North America to support a rapidly expanding book of advertisers who are looking to grow their businesses through Reddit’s unique, intent-rich communities. The base salary range for this position is: $129,400—$181,100 USD In select roles and locations, the interviews will be recorded, transcribed and summarized by artificial intelligence (AI).
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CaliforniaDodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family offices, and non-profit organizations. The successful candidate will coordinate all non-investment aspects of these relationships and interface with members of our internal Operations, Legal, Compliance, Trading, and Portfolio Management departments as well as with external custodians to meet our client’s investment objectives while providing excellent personal service.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorSan Jose, CaliforniaRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
Client Safety Navigator (On-Call) - 890 Residential Services Healthright 360Client Safety Navigator (On-Call) - 890 Residential ServicesSan Francisco, CAHealthRIGHT 360 provides an array of medical and behavioral health services to some of the most marginalized populations, ranging from primary care, mental health services, detox, substance use disorder treatment in both residential and outpatient settings, and transitional services for the criminal justice population. The On-Call Client Safety Navigator is responsible for ensuring and maintaining a safe environment for all clients, staff, and visitors, and utilizes de-escalation strategies to address crisis situations and client behavioral issues.
Investor Relations, Client Services Associate A-Frame SearchInvestor Relations, Client Services AssociateSan Francisco, CaliforniaRole: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing You’re a great fit if you: Have 4–6 years of experience within investment management or financial services. Assist with fund operations, including capital call and distribution processes and cash flow tracking.
Digital Marketing & Creative Client Services Specialist connoisseurmediaDigital Marketing & Creative Client Services SpecialistSan Jose, CaliforniaConnoisseur Media’s San Jose stations, KBAY-FM (Bay Country 94.5) and KEZR-FM (MIX 106.5) , are searching for a hands-on Digital Marketing & Creative Client Services Specialist who thrives at the intersection of content, strategy, and client success. This is not a sit-back-and-watch role — you’ll be creating eye-catching visuals, launching and optimizing campaigns, producing multimedia content, and bringing brands to life across social, web, email, apps, and emerging digital platforms.
Client Service Associate (Mail & Shipping/Receiving) SPSClient Service Associate (Mail & Shipping/Receiving)Santa Clara, California$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Nonprofit Associate Director – Client Services Claire Myers ConsultingNonprofit Associate Director – Client ServicesSan Mateo, CaliforniaReporting to the Vice President of Programs and Services, this individual will oversee program operations, lead and develop staff, manage departmental budgets, monitor program outcomes, and collaborate with organizational leadership to enhance services and drive continuous improvement. The Nonprofit Associate Director – Client Services will provide strategic and operational leadership for multiple Client Services locations, ensuring high-quality, client-centered service delivery across the organization.
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.
NewAssociate Director of Client Services- Young Adults Regional Center of the East BayAssociate Director of Client Services- Young AdultsConcord, California$4,342.71–$6,416.16 / weekAs a member of RCEB’s leadership team, this role is responsible for implementing the agency’s mission, values, and strategic priorities; ensuring compliance with all state and federal laws and California Department of Developmental Services (DDS) requirements; and developing strong, effective leadership capacity across the Client Services Department as a whole and specifically within the Young Adults division. Master's degree in social work, Rehabilitation Counseling, Psychology or related field and five years of management/supervisory experience at a regional center OR a bachelor's degree in social work, Rehabilitation Counseling, Psychology, or related field and eight years of management/supervisory experience at a regional center.
Senior Client Service Associate Beacon Pointe Advisors LLCSenior Client Service AssociateCampbell, CAThe Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. Meets regularly with wealth advisors, relationship managers, and associate wealth advisors to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate.
Client Service Lead Ethos Veterinary HealthClient Service LeadSan Francisco, CA$34–$40 / hourThis leadership role is ideal for a client service professional with veterinary experience who is passionate about developing teams, creating outstanding client experiences, and supporting operational excellence in a fast-paced specialty hospital. As one of the Bay Area's premier specialty and emergency veterinary hospitals, SAGE San Francisco is committed to providing compassionate, advanced veterinary care while fostering a collaborative and supportive workplace.
Sr. Transportation Client Service Leader CDM SmithSr. Transportation Client Service LeaderSan Francisco, CaliforniaDeveloping and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
NewClient Service Representative Veritas Veterinary PartnersClient Service RepresentativeSan Rafael, CA$25–$28 / hourKeeping clients informed of their pet's appointment journey from start to finish, from check in to discharge, including collecting records, medical histories, intake information, creating and delivering estimates, collecting deposits, finalizing invoices, preparing medications and supplies for discharge, and delivering discharge information as appropriate. Veritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals are staffed by board-certified specialists, create a collaborative environment where you can work alongside like-minded, caring professionals.
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.
NewTechnical Project Manager - Client Service Delivery DataVisorTechnical Project Manager - Client Service DeliveryMountain View, CA$100,000–$150,000 / yearWith an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's solution scales infinitely and enables organizations to act on fast-evolving fraud and money laundering activities in real time. The ideal candidate will be managing all client communications and driving overall delivery schedule, be responsible for designing and implementing innovative integration solutions that meet our client's technical and business requirements.
Client Service, Senior Associate Freestone Capital ManagementClient Service, Senior AssociateSan Francisco, California$90,000–$125,000 / yearClient Service & Operations Excellence: Exhibit mastery of client service operations, ensuring the smooth execution of processes related to client portfolios, account management, and project oversight. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
Client Service Leader NFP CorpClient Service LeaderSan Francisco, California$130,000–$175,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.