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.
Senior Client Service Associate StifelSenior Client Service AssociateSan Francisco, CaliforniaFull time1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. What You'll Be Doing: The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
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.
Associate Director - Sales & Client Service Artisan PartnersAssociate Director - Sales & Client ServiceSan Francisco, CA$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Analyst, Client Service (Entry-Level, New York and San Francisco) IconiqAnalyst, Client Service (Entry-Level, New York and San Francisco)San Francisco, CaliforniaThe 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.
NewAnalyst, Client Service (Entry-Level, New York And San Francisco) ICONIQ CapitalAnalyst, Client Service (Entry-Level, New York And San Francisco)San 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 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.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthSan Francisco, 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.
Client Service Associate - NR StifelClient Service Associate - NRSan Francisco, CaliforniaFull timeWhat You'll Be Doing: Under 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.
Registered Client Service Associate Citigroup Inc.Registered Client Service AssociateSan Francisco, CA$61,280–$109,280 / 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, and escalating, managing and reporting control issues with transparency. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Client Service Manager Vicar Operating dba VCAClient Service ManagerRohnert Park, California$68,000–$75,000 / yearClient Services Manager — VCA Animal Care Center of Sonoma County Rohnert Park, CA VCA Animal Care Center of Sonoma County is looking for a Client Services Manager who can lead with energy and heart. You'll be the steady hand behind a busy hospital, building real relationships with clients and the team, keeping daily operations sharp, and creating a team culture people actually want to be part of.
Veterinary Receptionist/Client Service Representative- Evening Shift Advanced Veterinary Medical CenterVeterinary Receptionist/Client Service Representative- Evening ShiftEl Sobrante, California$25–$30Our fast-paced, multi-doctor practice is open 7 days a week and offers wellness and preventative care, urgent care, digital full-body and dental radiography, dentistry, in-house diagnostics, soft tissue and orthopedic surgery, and more. As the first point of contact for our clients, you will help create a welcoming and supportive experience while coordinating appointments, managing phone communication, maintaining medical records, and assisting the medical team as needed.
Client Service Associate Claire Myers ConsultingClient Service AssociateSan Francisco, CaliforniaA portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability. This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.
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.
Security Officer Full Time Client Service Allied UniversalSecurity Officer Full Time Client ServiceFremont, CaliforniaFull timeAs a Security Officer in an automotive location, you will monitor and patrol assigned areas, maintain a visible presence to help deter security-related incidents, and provide outstanding customer service and communication. Provide customer service to clients by carrying out security-related procedures, site-specific policies, and when appropriate, emergency response activities at an automotive manufacturing location.
Security Officer Experienced Client Service Allied UniversalSecurity Officer Experienced Client ServiceFremont, CaliforniaFull timeYou will monitor and patrol assigned areas, maintain a visible presence to help deter security-related incidents, respond to concerns, and provide outstanding customer service and communication. Overview: Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose.
Client Service Representative Gentle Care Veterinary HospitalClient Service RepresentativeHayward, CA$19–$21 / hourFull timeGentle Care Veterinary Hospital is searching for a Client Service Representative (CSR) who can efficiently manage front desk operations while providing exceptional customer service to our clients. Come join our amazing team of veterinary professionals here at Gentle Care Veterinary Hospital, where we provide comprehensive care for Bay Area companion animals.
NewSpecialist, Client Service Management The Bank of New York Mellon CorpSpecialist, Client Service ManagementSan Francisco, CAEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. In this role, you'll make an impact in the following ways: Provide quality client support to resolve transaction and process-related issues in a timely and professional manner.
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateSan Francisco, CA$35,152–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeSan Carlos, California$21–$23 / hourAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Now operating from our new state-of-the-art facility, we provide advanced veterinary care using the latest technology to ensure pets receive the highest quality treatment.