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.
Arabic-English Bilingual Healthcare Customer Service Representative - Remote in California TtecArabic-English Bilingual Healthcare Customer Service Representative - Remote in CaliforniaCupertino, CaliforniaRemote$22.65 / hourFull timeWebcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates.
Digital Marketing & Creative Client Services Specialist connoisseurmediaDigital Marketing & Creative Client Services SpecialistSan Jose, CaliforniaConnoisseur Media’s 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 — you’ll 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 Associate (Mail & Shipping/Receiving) SPSClient Service Associate (Mail & Shipping/Receiving)Santa Clara, California$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
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.
Field Service Technician BLM GroupField Service TechnicianSan Francisco, CaliforniaThey come to BLM GROUP USA for our expertise, deep network and nearly sixty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising BLMers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Under direct supervision of the Service Manager, the Field Service Technician will perform new equipment installations, preventive maintenance, troubleshooting, and emergency repair of BLM equipment at the customer site.
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.
NewCustomer Success Manager Crusoe EnergyCustomer Success ManagerSan Francisco, CA$155,000–$175,000 / yearWe're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved - people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services. This role is pivotal in ensuring that our clients maximize the value of our solutions, guiding them through the technical complexities and empowering them with the tools and knowledge to achieve their business and sustainability goals.
NewHousing Navigator (Ssvf) Insight HousingHousing Navigator (Ssvf)San Francisco, CA$28.32–$30.02 / hourA Pathway to Housing for Homeless Veterans- Insight Housing Roads Home program assists low-income Veteran families experiencing homelessness to attain housing placement and housing stability. In partnership with the Housing Services Manager, develop partnerships with property managers and landlords in counties that Roads Homes serves and maintain a database of landlords and available properties.
Corporate Tax Senior Manager WithumSmith+Brown PCCorporate Tax Senior ManagerSan Francisco, California$200,000–$235,000 / yearThis Corporate Tax Senior Manager - Provisions will be based out of our San Francisco, CA office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Actively participating in and contributing to the industry and service line leadership providing perspective and commentary on areas of opportunity and challenge presented to Withum in the technology marketplace.
Technical Project Manager - Client Service Delivery DataVisorTechnical Project Manager - Client Service DeliveryMountain View, CA$100,000–$150,000 / yearWith an open SaaS platform that supports easy consolidation and enrichment of any data, DataVisor's solution scales infinitely and enables organizations to act on fast-evolving fraud and money laundering activities in real time. The ideal candidate will be managing all client communications and driving overall delivery schedule, be responsible for designing and implementing innovative integration solutions that meet our client's technical and business requirements.
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 Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Mountain View, CaliforniaRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Technical Program Manager, Customer Trust HarveyTechnical Program Manager, Customer TrustSan Francisco, CaliforniaSales Enablement & Thought Leadership: Manage our Trust Center, create and maintain a high-quality security and regulatory knowledge base, and help develop thought leadership supporting our GTM teams to handle complex security discussions. You will build and lead a high-performing team across time zones (US, UK, and beyond) to address customer security inquiries, support our Go-To-Market (GTM) team with accurate and timely responses, and elevate our overall security posture.
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.
Purely Remote Client Service & Sales Associate AoglobelifePurely Remote Client Service & Sales AssociateSan Jose, CaliforniaRemoteAO Globe Life, one of the fastest-growing financial services organizations in North America, is expanding and seeking motivated Client Service and Sales Associate to join our nationwide team. Whether you're an experienced professional in sales or customer service, or someone ready to start a new career, well give you the training, mentorship, and tools to help you thrive, NO EXPERIENCE needed but a PLUS! all from the comfort of your home.
Work from home Client Service and Sales Rep AoglobelifeWork from home Client Service and Sales RepSan Jose, CaliforniaCompany Overview: Aoglobelife is a leading provider of life insurance and financial services, dedicated to helping individuals and families achieve financial security and peace of mind. Job Summary: We are seeking a highly motivated and results-driven Work from home Client Service and Sales Rep to join our team.
Relationship Manager, Japanese Banking (Pac Rim) BMO (Bank of Montreal)Relationship Manager, Japanese Banking (Pac Rim)San Jose, CA$69,000–$127,800 / yearBuilds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life.
Client Service Associate (Class Of 2027) Guidepoint GlobalClient Service Associate (Class Of 2027)San Francisco, CABacked by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration.
Client Service Associate (December 2026 Graduates) Guidepoint GlobalClient Service Associate (December 2026 Graduates)San Francisco, CABacked by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration.