NewAccount Manager, HeffDirect Commercial Lines Heffernan Insurance BrokersAccount Manager, HeffDirect Commercial LinesWalnut Creek, CAExpand existing accounts by offering additional lines of coverage in collaboration with the sales team to round out coverages. At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique.
NewClinical Case Manager PRC Baker PlacesClinical Case ManagerSan Francisco, CAMission Statement: Our mission is to help people affected by HIV/AIDS, substance use, or mental health issues better realize opportunities by providing integrated legal, social and health services that address the broad range of social risk factors that impact wellness and limit potential. Job Description PRC Baker Places is a non-profit organization dedicated to serving the San Francisco community through legal advocacy, workforce development, financial services, and residential treatment programs.
Client Services Manager HeffernanClient Services ManagerWalnut Creek, California$90,000–$110,000 / yearThe Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. Create, send, process, and follow up on all client paperwork (applications, investment advisory agreements, Investment Policy Statements, etc.) Send client all necessary supplemental/disclosure paperwork.
Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group AcquisitionSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
NewClient Services Manager - Middle Market/Construction CNA Financial Corp.Client Services Manager - Middle Market/ConstructionWalnut Creek, CA$54,000–$103,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client Services Associate I, Prenatal BillionToOneClient Services Associate I, PrenatalUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Our revolutionary QCT molecular counting technology enhances disease detection resolution by over a thousandfold using cell-free DNA,a breakthrough that has already transformed the lives of over half a million patients worldwide.
Client Services Associate I, Oncology BillionToOneClient Services Associate I, OncologyUnion City, CAAt BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. Unity Confirm enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture Technology.
Tax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Group Product Manager, Client Services Maven ClinicGroup Product Manager, Client ServicesSan Francisco, CA$217,000–$255,000 / yearThrough Maven Enterprise, the company partners with more than 2,300 employers and health plans to provide end-to-end women's and family health programs spanning fertility and family building, maternity and newborn care, parenting and pediatrics, and menopause and midlife — improving clinical outcomes, reducing healthcare costs, and expanding equitable access to high-quality care at scale. Founded in 2014 by CEO Kate Ryder, Maven Clinic has raised more than $425 million from leading healthcare and technology investors including General Catalyst, Sequoia, Dragoneer Investment Group, Oak HC/FT, StepStone Group, Icon Ventures, and Lux Capital.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)San Francisco, CA$150,000–$210,000 / 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. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Client Services Specialist – Financial Services (Remote) All Financial FreedomClient Services Specialist – Financial Services (Remote)Hillsborough, CARemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
ITS Client Services Student Assistants (Solano Campus) 2021. All Rights Reserved. A California State University CampusITS Client Services Student Assistants (Solano Campus)Vallejo, CaliforniaEffective July 1, 2025, the California State University Maritime Academy integrated with California Polytechnic State University, San Luis Obispo, forming one academic institution operated as California Polytechnic State University, San Luis Obispo . This position supports a variety of technology services including account access, Office 365, Wi-Fi connectivity, classroom technology, device deployment, printing services, PolyCard distribution, and general technical troubleshooting.
ITS Client Services Student Assistants (Solano Campus) Cal PolyITS Client Services Student Assistants (Solano Campus)Vallejo, CaliforniaEffective July 1, 2025, the California State University Maritime Academy integrated with California Polytechnic State University, San Luis Obispo, forming one academic institution operated as California Polytechnic State University, San Luis Obispo . This position supports a variety of technology services including account access, Office 365, Wi-Fi connectivity, classroom technology, device deployment, printing services, PolyCard distribution, and general technical troubleshooting.
Blackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateSan 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.
ITS Client Services Student Assistants (Solano Campus) CSU CareersITS Client Services Student Assistants (Solano Campus)Vallejo, CaliforniaEffective July 1, 2025, the California State University Maritime Academy integrated with California Polytechnic State University, San Luis Obispo, forming one academic institution operated as California Polytechnic State University, San Luis Obispo . This position supports a variety of technology services including account access, Office 365, Wi-Fi connectivity, classroom technology, device deployment, printing services, PolyCard distribution, and general technical troubleshooting.
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.
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.
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 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.