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Client Services Jobs in Pleasanton (CA)

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Search Results - Client Services Jobs in Pleasanton (CA)
apartmentCity National BankplacePleasanton (CA)event_available
GRM) approach.  •  Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.  •  Maximize client contact – networking & being visible in the community...
placePleasanton (CA)languagehrblock.comevent_available
About the Role: As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare...
apartmentCynch AIplacePleasanton (CA)event_available
Job Description Job Description Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. We’re the accounting and client services practice of Cynch AI. We’re growing fast...
apartmentLandCareplacePleasanton (CA)languageworkable.comevent_available
business opportunities, and identify networking opportunities within the industry. WHAT YOU WILL BE DOING Client Service and Retention  •  Drive customer satisfaction and retention by understanding the individual needs of our customers and the spaces...
apartmentCynch AIplacePleasanton (CA)event_available
Job Description Job Description Aardvark Tax Advisors is a full-service tax, accounting, and advisory firm serving small businesses and entrepreneurs. We’re the accounting and client services practice of Cynch AI. We’re growing fast...
apartmentFairstone IrelandplaceDublin (CA), 5 mi from Pleasanton (CA)languagehirehive.comevent_available
We are seeking an experienced, organised and client-focused Client Services Manager/Senior Administrator to join our team in South Dublin. This is a key role within the business, responsible for delivering an exceptional client experience while...
placeSan Rafael (CA), 41 mi from Pleasanton (CA)languageicims.comevent_available
in-class client experience across the firm by leading client service teams, partnering with advisors, and overseeing key operational processes. The ideal candidate brings deep RIA and custodial platform expertise, a proven track record of developing high...
placeSan Francisco, 32 mi from Pleasanton (CA)languagecdmsmith.comevent_available
Description: Build what’s next for Bay Area transportation with CDM Smith. CDM Smith is looking for a dynamic Client Service Leader (CSL) to help grow our West Transportation Group in the Bay Area. This high-impact role is ideal for someone who thrives...
apartmentSingerLewakplaceSan Jose, 18 mi from Pleasanton (CA)languageappcast.ioevent_available
on client service and offers a dynamic work environment that fosters professional growth. If you are passionate about tax consulting and looking to make a significant impact in a collaborative setting, this opportunity is perfect for you. Join a firm...
apartmentKES EUplaceFremont, 9 mi from Pleasanton (CA)event_available
and margin forecasting  •  Build and drive the account plan and growth strategy  •  Lead client service and capability teams in a matrixed delivery environment You'll need:  •  10+ years working with senior client contacts, 5+ growing complex relationships...

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