Client Relationship Manager Jobs in San Mateo (CA)
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Search Results - Client Relationship Manager Jobs in San Mateo (CA)
Buchanan Legal Professional ServicesSan Mateo (CA)
functional collaboration.
• Assist with client onboarding, conflicts coordination, and client relationship management.
• Support business development efforts, including pitches, research, CRM updates, attorney bios, and event coordination.
• Partner...
OdooSan Mateo (CA)
maintaining a solution-oriented approach in a fast-paced environment.
Responsibilities
Client Relationship Management:
• Manage a portfolio of approximately 1,400–1,600 accounts, ensuring efficient and consistent support for all customers.
• Act...
Evergreen GavekalSan Mateo (CA)
functions (cash movements, client reporting outside of periodic reports).
• Create new accounts, groups, and households in the portfolio accounting system and client relationship management platform.
• Reconcile and maintain client accounts with custodian...
OdooSan Mateo (CA)
maintaining a solution-oriented approach in a fast-paced environment.
Responsibilities
Client Relationship Management:
• Manage a portfolio of approximately 1,400–1,600 accounts, ensuring efficient and consistent support for all customers.
• Act...
Robert HalfOakland, 14 mi from San Mateo (CA)roberthalf.com
Responsibilities
• Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager
• Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning...
OdooSan Mateo (CA)
oriented approach in a fast-paced environment.
Responsibilities
Client Relationship Management:
• Manage a portfolio of approximately 1,400–1,600 accounts, ensuring efficient and consistent support for all customers.
• Act as the primary point of contact...
Heidrick & StrugglesSan Francisco, 15 mi from San Mateo (CA)
of a Senior Associate’s role is assisting with client relationship management, sustaining relationships with senior executives and guiding candidates through their recruitment journey.
While learning the Search industry, Senior Associates invest significant...
OdooSan Mateo (CA)
a solution-oriented approach in a fast-paced environment.
Responsibilities
Client Relationship Management:
• Manage a portfolio of approximately 1,400–1,600 accounts, ensuring efficient and consistent support for all customers.
• Act as the primary point...
BCCI ConstructionSan Francisco, 15 mi from San Mateo (CA)
of standard building codes, city permitting processes, and construction documentation requirements.
• Current experience working with corporate tenants, ownership groups, designers, and brokers, with a strong emphasis on communication and client relationship...
MIGSO-PCUBEDSan Mateo (CA)
teams to oversee project activities to ensure timely and successful delivery of PMO initiatives
• Delivering within complex client engagements and aiding team leadership with client relationship management
• Supporting the engagement lead/director...
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