Blackstone Private Wealth - Client Services, Analyst Blackstone IncBlackstone Private Wealth - Client Services, AnalystSan Francisco, CA$100,000–$130,000 / yearDepending 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 Partner, Private Client Services AprioTax Partner, Private Client ServicesSan Francisco, CAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm’s long term strategic direction.
Tax Partner, Private Client Services Aprio Technologies, Inc.Tax Partner, Private Client ServicesSan Francisco, CAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction.
Tax Experienced Associate - Private Wealth/Private Client Services Baker Tilly Virchow KrauseLLPTax Experienced Associate - Private Wealth/Private Client ServicesSanta Clara, 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.
NewTax Senior Associate - NorCal Private Wealth/Private Client Services Baker Tilly Virchow KrauseLLPTax Senior Associate - NorCal Private Wealth/Private Client ServicesSan Francisco, 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.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateSan Jose, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Client Services Associate TransPerfectClient Services AssociateSan Francisco, CAIn this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.
Client Service Manager III United Business BankClient Service Manager IIISan Jose, CARemoteThe CSM III also performs a variety of daily tasks including the review of management reports and daily callback, processing insufficient funds and overdraft accounts, solving problems associated with item and data processing, and assisting the Regional Branch Administration, Director of Branch Administration and the Director of Deposit Operations with duties and projects as requested. The Client Service Manager III (CSM III) is responsible for providing and managing the efficient, effective and accurate performance of all the Operations Functions of the more complex branch including Teller functions, New Account functions and background operations tasks and duties.
NewTax 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.
Client Services Technician Manpower EngineeringClient Services TechnicianFoster City, CATemporaryManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
Manager of Client Care (caregiving Services) -Home Care Industry Career StrategiesManager of Client Care (caregiving Services) -Home Care IndustryCampbell, CaliforniaThe Manager of Caregiving and Patient Services plays a pivotal role in overseeing and managing the patient care and ensuring that their needs are met with compassion and efficiency. The Manager of Caregiving/Patient Services assists in managing other Patient Care Managers and ensures the Department is running efficiency.
Tax Director - Private Client Services EisnerAmperTax Director - Private Client ServicesSan Francisco, CAOur 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. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
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.
Partner, Client Accounting Services AprioPartner, Client Accounting ServicesSan Francisco, CAAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term strategic direction.
Tax Partner- Private Client Services (Pcs) EisnerAmperTax Partner- Private Client Services (Pcs)San Francisco, CAOur 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. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Tax Experienced Associate - Private Wealth/Private Client Services Baker Tilly Virchow Krause, LLPTax Experienced Associate - Private Wealth/Private Client ServicesSanta Clara, 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.
Client Service Manager - Water/Wastewater Kennedy/Jenks ConsultantsClient Service Manager - Water/WastewaterSanta Clara, 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.
Senior Specialist, Client Services Continuous Improvement (San Francisco, CA, US, USA_520290) SephoraSenior Specialist, Client Services Continuous Improvement (San Francisco, CA, US, USA_520290)San Francisco, CA$102,510–$114,570 / yearYou’ll be part of a team that’s united in beauty, supported by those who are equally passionate about providing exceptional, personalized service, solving complex issues, and creating scalable improvements that help Sephora deliver best-in-class experiences for every client. Support end-to-end execution of cross-functional projects and new initiatives within Client Services, including technology enhancements, process changes, and operational improvements.
Provider AND Client Services Representative North East Medical ServiceProvider AND Client Services RepresentativeBurlingame, CAThe MSO Network Provider and Client Services Representative is required to have excellent ability to communicate effectively with a variety of professionals, including physicians, administrators, other healthcare providers, and services agencies. The MSO Provider and Client Services Representative (PCSR) is responsible for providing general administrative support to the MSO Department and works in conjunction with the MSO Value Based Care Programs team.
PROVIDER AND CLIENT SERVICES REPRESENTATIVE North East Medical ServicePROVIDER AND CLIENT SERVICES REPRESENTATIVEBurlingame, CAThe MSO Network Provider and Client Services Representative is required to have excellent ability to communicate effectively with a variety of professionals, including physicians, administrators, other healthcare providers, and services agencies. Must have excellent communication skills (verbal and written), ability to communicate effectively with a variety of professionals, including physicians and other healthcare providers, business administrators and other healthcare services agencies.