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.
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.
Client Services Specialist (Full Time) Compass Group USA IncClient Services Specialist (Full Time)Fremont, CA$26–$31 / hourFull-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program. Six months of equivalent advanced customer service experience is required - one year is strongly preferred; with a high school diploma, three years of equivalent advanced customer service experience is required.
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 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.
Blackstone Private Wealth - Client Services, Associate Blackstone RestaurantBlackstone Private Wealth - Client Services, AssociateSan Francisco, CA$130,000–$175,000 / 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.
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CaliforniaThe 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. Strong candidates are able to speak knowledgeably to aspects of an investment portfolio, coordinate effectively with outside advisors on tax and estate matters, and manage the operational complexity inherent to sophisticated investment relationships.
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.
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 Representative National Veterinary AssociatesClient Services RepresentativeCA$19–$25 / hourIn this vital role, you will coordinate client interactions, manage appointment scheduling, and support the smooth operation of our veterinary practice; ensuring that pets receive the care they need and their owners feel supported and informed. You're not just answering phones; you're managing a fast paced flow of patients, coordinating seamlessly with medical staff, and delivering exceptional customer service at every interaction.
Client Services Representative (Part Time) Pets in NeedClient Services Representative (Part Time)Redwood City, CaliforniaIn collaboration with the Medical & Outreach Team, greet clients and collect fees for Community Outreach related programs such as Community Spay & Neuter, Community Vaccine Clinic, Community Veterinary Clinic, and Owner Requested Humane Euthanasia. Comfortable working with a variety of domestic species (including dogs, cats, rabbits, guinea pigs, hamsters, rats, reptiles, etc.) and wild species (including squirrels, small birds, birds of prey, raccoons, etc.).
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.
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.
Treasury & Client Services Supervisor Beneficial State BankTreasury & Client Services SupervisorOakland, CAThe position provides leadership to treasury management staff and partners closely with relationship management, lending, branch operations, and operations teams to ensure effective coordination across treasury management sales, onboarding, and service delivery. This position requires writing, typing, speaking, listening, lifting up to 10 pounds, driving (personal, company, or rental vehicle on occasion), carrying, sitting, pulling, walking, standing, squatting, kneeling, reaching, and using close, color, and peripheral vision, depth perception, and the ability to adjust focus.
Tax Experienced Associate - NorCal Private Wealth/Private Client Services Baker Tilly Virchow KrauseLLPTax Experienced Associate - NorCal Private Wealth/Private Client ServicesSanta Clara, 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 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.
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.
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.
2027 Tax Winter Intern - Private Client Services (PCS) EisnerAmper2027 Tax Winter Intern - Private Client Services (PCS)San Francisco, CaliforniaOur 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. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Associate - Private Client Services Evolve Talent PartnersAssociate - Private Client ServicesSan Francisco, CAAdvisor and Internal Support: Support internal advisors and Private Client team members by preparing meeting materials, coordinating follow-up items, tracking open tasks, and helping ensure client needs are addressed timely and accurately. Systems, Workflow, and Data Integrity: Use Salesforce, custodian platforms, reporting portals, secure delivery tools, and internal systems to manage workflows, track status, document activity, maintain accurate records, and support timely follow-through.