Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateSan Francisco, CaliforniaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Services Executive Bay FC JobsClient Services ExecutiveSan Francisco, CaliforniaThe Client Service Executive will be responsible for managing a segment of Bay FC’s General Season Ticket Members, including building strong client relationships, backend account management, collecting payments, and renewing and upselling accounts. Adopt a mindset of “unreasonable hospitality” to deliver incredible, personalized service and ensure each account has a great experience with Bay FC.
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.
Client Services Associate TransPerfect IncClient 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.
Account Coordinator - Private Client Services Willis Towers Watson PLCAccount Coordinator - Private Client ServicesSan Francisco, CA$48,200–$103,200 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
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).
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSan Jose, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
NewClient Executive Retirement Services Marsh & McLennan Companies IncClient Executive Retirement ServicesSan Francisco, CA$92,400–$172,100 / yearWork closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team. Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
Client Services Coordinator Administrative and Marketing Cbre ValuationClient Services Coordinator Administrative and MarketingBurlingame, CAReviews marketing material specifications and acts as point of contact and liaison with centralized marketing, analysis and research groups to coordinate the completion and submission of financial, marketing and various client specific property data to incorporate into customized property information packages. Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages.
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.
Tax Director - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Director - Private Client ServicesSan Francisco, CA$120,000–$250,000 / yearOur 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, Employee Benefits Hub InternationalClient Service Manager, Employee BenefitsSan Francisco, CAMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Stays current on new and existing HUB resources and specialty practices, carrier updates, and state and federal regulations; develops and manages team implementation strategy in tandem with the assigned producer and/or HUB leadership.
Client Service Manager, Commercial Lines Hub InternationalClient Service Manager, Commercial LinesSan Francisco, CAMaintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The expected salary range for this position is $120,000 - $150,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
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 Partner- Private Client Services (PCS) TAG EisnerAmper, LLC (Inactive)Tax 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. 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.
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.
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.
Client Services Executive - PCT Withers Bergman LLPClient Services Executive - PCTSan Francisco, CA$47–$61.44 / hourThe Client Services Executive position at Withers is responsible for providing a broad range of secretarial and administrative support to fee-earners, administrative personnel and clients. Strong communication skills: the ability to express self effectively, both orally and in writing including excellent spelling, grammar, punctuation, form and style.
Digital Marketing & Creative Client Services Specialist Alpha MediaDigital Marketing & Creative Client Services SpecialistSan Jose, CAConnoisseur Medias 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 - youll 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 Coordinator AccentCare IncClient Service CoordinatorSan Jose, CAWe're proud to be named one of America's Greatest Workplaces 2025 by Newsweek - a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place. You'll belong to a team that cares deeply for patients and each other; a team committed to consistently providing exceptional care.