Tax Experienced Associate - Private Client Services Baker Tilly Advisory Group, LPTax Experienced Associate - Private Client ServicesSan 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. What you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
Tax Senior Associate, Private Client Services Baker Tilly Advisory Group, LPTax Senior Associate, Private Client ServicesSan 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. 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 S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.
Client Relationship Executive - Cyber Managed Services PwCClient Relationship Executive - Cyber Managed ServicesSan Francisco, CA$122,500–$423,780 / yearAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's service offerings and address clients' most pressing business challenges. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Client Services Technician LancesoftClient Services TechnicianFoster City, CA$40In this position, staff will be tasked with fielding all incoming support requests, prioritizing and assigning requests to the appropriate party as needed, and ensuring that requests are addressed in a timely manner. High-level knowledge of commonly used software, hardware and applications Experience with Active Directory, Google Workspace products, or similar platforms.
Manager, Client Service Mercer AdvisorsManager, Client ServiceWalnut Creek, CaliforniaThe Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
On-Call Client Safety Navigator - 815 Residential Services Healthright 360On-Call Client Safety Navigator - 815 Residential ServicesSan Francisco, CAServices include individual, group and family therapy, trauma informed care, case management, family reunification, treatment planning, individual and group drug and alcohol counseling, re-entry and aftercare, linkage to medical services (including HIV testing and treatment) and medication-assisted treatments (MAT) (ie: Suboxone).The On-Call Client Safety Navigator is responsible for ensuring and maintaining a safe environment for all clients, staff, and visitors, and utilizes verbal de-escalation strategies to address crisis situations and client behavioral issues. The 815 Residential Dual Diagnosis program fully integrates substance use disorder and mental health services; beyond merely providing both services under the same roof or cross-training staff, it adopts a model of providing effective services to the targeted needs of individuals with co-occurring disorders.
Client Safety Navigator - 815 Residential Services Healthright 360Client Safety Navigator - 815 Residential ServicesSan Francisco, CAServices include individual, group and family therapy, trauma informed care, case management, family reunification, treatment planning, individual and group drug and alcohol counseling, re-entry and aftercare, linkage to medical services (including HIV testing and treatment) and medication-assisted treatments (MAT) (ie: Suboxone).The Client Safety Navigator is responsible for ensuring and maintaining a safe environment for all clients, staff, and visitors, and utilizes verbal de-escalation strategies to address crisis situations and client behavioral issues. The 815 Residential Dual Diagnosis program fully integrates substance use disorder and mental health services; beyond merely providing both services under the same roof or cross-training staff, it adopts a model of providing effective services to the targeted needs of individuals with co-occurring disorders.
890 Residential Services - Client Safety Navigator Healthright 360890 Residential Services - Client Safety NavigatorSan Francisco, CAThe Client Safety Navigator is responsible for ensuring and maintaining a safe environment for all clients, staff, and visitors, and utilizes de-escalation strategies to address crisis situations and client behavioral issues. Desired: Familiarity with various supportive counseling strategies and wellness and recovery principles in working with clients with mental health, substance abuse, or co-occurring conditions.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorSan Francisco, CaliforniaRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
Senior Client Account Executive, Mid-Market Sales (B2B Services) RedditSenior Client Account Executive, Mid-Market Sales (B2B Services)San Francisco, CA$129,400–$181,100 / yearWe’re building Reddit’s Mid-Market team in North America to support a rapidly expanding book of advertisers who are looking to grow their businesses through Reddit’s unique, intent-rich communities. The base salary range for this position is: $129,400—$181,100 USD In select roles and locations, the interviews will be recorded, transcribed and summarized by artificial intelligence (AI).
Senior Client Account Executive, Mid-Market Sales (B2b Services) RedditSenior Client Account Executive, Mid-Market Sales (B2b Services)San Francisco, CA$129,400–$181,100 / yearWe're building Reddit's Mid-Market team in North America to support a rapidly expanding book of advertisers who are looking to grow their businesses through Reddit's unique, intent-rich communities. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
Independent Client Services Consultant (Remote) Travel With LaniIndependent Client Services Consultant (Remote)Walnut Creek, CaliforniaRemoteWe are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.
Private Client Team - Client Service Associate Dodge & CoxPrivate Client Team - Client Service AssociateSan Francisco, CaliforniaDodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family offices, and non-profit organizations. The 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.
Client Safety Navigator (On-Call) - 890 Residential Services Healthright 360Client Safety Navigator (On-Call) - 890 Residential ServicesSan Francisco, CAHealthRIGHT 360 provides an array of medical and behavioral health services to some of the most marginalized populations, ranging from primary care, mental health services, detox, substance use disorder treatment in both residential and outpatient settings, and transitional services for the criminal justice population. The On-Call Client Safety Navigator is responsible for ensuring and maintaining a safe environment for all clients, staff, and visitors, and utilizes de-escalation strategies to address crisis situations and client behavioral issues.
Investor Relations, Client Services Associate A-Frame SearchInvestor Relations, Client Services AssociateSan Francisco, CaliforniaRole: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial Services Firm Style: Collaborative, fast-paced, and high-performing You’re a great fit if you: Have 4–6 years of experience within investment management or financial services. Assist with fund operations, including capital call and distribution processes and cash flow tracking.
Client Service Lead Ethos Veterinary HealthClient Service LeadSan Francisco, CAFull timeThis leadership role is ideal for a client service professional with veterinary experience who is passionate about developing teams, creating outstanding client experiences, and supporting operational excellence in a fast-paced specialty hospital. As one of the Bay Area's premier specialty and emergency veterinary hospitals, SAGE San Francisco is committed to providing compassionate, advanced veterinary care while fostering a collaborative and supportive workplace.
Nonprofit Associate Director – Client Services Claire Myers ConsultingNonprofit Associate Director – Client ServicesSan Mateo, CaliforniaReporting to the Vice President of Programs and Services, this individual will oversee program operations, lead and develop staff, manage departmental budgets, monitor program outcomes, and collaborate with organizational leadership to enhance services and drive continuous improvement. The Nonprofit Associate Director – Client Services will provide strategic and operational leadership for multiple Client Services locations, ensuring high-quality, client-centered service delivery across the organization.
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.
Associate Director of Client Services- Young Adults Regional Center of the East BayAssociate Director of Client Services- Young AdultsConcord, California$4,342.71–$6,416.16 / weekAs a member of RCEB’s leadership team, this role is responsible for implementing the agency’s mission, values, and strategic priorities; ensuring compliance with all state and federal laws and California Department of Developmental Services (DDS) requirements; and developing strong, effective leadership capacity across the Client Services Department as a whole and specifically within the Young Adults division. Master's degree in social work, Rehabilitation Counseling, Psychology or related field and five years of management/supervisory experience at a regional center OR a bachelor's degree in social work, Rehabilitation Counseling, Psychology, or related field and eight years of management/supervisory experience at a regional center.
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.