Client Services Manager Jobs in California
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Search Results - Client Services Manager Jobs in California
BDO USA-San Francisco-appcast.io-
Tax Senior Manager, Private Client Services
Job Description
Job Summary:
The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation...
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Venbrook-Irvine-
Job Description
POSITION TITLE: Client Services Representative (CSR) – Employee Benefits
DEPARTMENT: Employee Benefits
REPORTS TO: SVP, Employee Benefits
LOCATION: Irvine, CA – Hybrid
CLASSIFICATION: Non-Exempt
COMPANY OVERVIEW:
Venbrook...
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Kennedyjenks-San Francisco-appcast.io-
service on projects.
• Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
• Brand Development: Lead client service and professional engagement efforts to enhance both...
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Robert Half-Walnut Creek (CA)-roberthalf.com-
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a respected wealth management firm in a beautiful new office in Walnut Creek seeking a Senior Client Service Associate to support a Senior Financial Advisor and deliver a high...
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EisnerAmper LLP-San Francisco-appcast.io-
Tax Senior Manager – Private Client Services Family Office page is loaded## Tax Senior Manager – Private Client Services Family Officelocations: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: Req-7553## ## **Job...
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Pace Analytical Services-San Leandro-
in the application and assistance to staff and management regarding sample, equipment, and shipping/receiving administration policies, programs, and practices.
• Provides various support in researching issues and developing recommendations to resolve project...
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Jobot-Pasadena-mindmatch.ai-
2+ years of experience in wealth management, financial services, or a related client service role
Strong attention to detail and organizational skills
Excellent communication and interpersonal skills
Comfortable working with high-profile clients...
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Bank of San Francisco-San Francisco-
a critical part of our team.
Location: San Francisco, CA
Job Responsibilities:
• Develop and manage new and existing client relationships through superior client service.
• Keep up to date with local bank competition and community involvement.
• Act...
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Jobot-San Diego-mindmatch.ai-
The Personal Lines Account Manager will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met.
Responsibilities:
Manage a portfolio of high net worth clients...
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Bryant Staffing Solutions-Los Angeles-resume-library.com-
on tax planning strategies.
• Evaluating partnership agreements and managing Internal Revenue Code (IRC) 704b accounts.
• Leading multiple client service teams on engagements across diverse industries.
• Mentoring, training, and coaching staff...
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Linn T. Hodge & Sons Insurance Services-Los Angeles-mindmatch.ai-
the insurance needs of our Commercial Clients. In performing these duties, the CSR is expected to meet the agencys defined standards for client service, professionalism, ethics, and work attitude. Applied EPIC Management Software is utilized.
The position...
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HARVEST WEALTH GROUP-Exeter (CA)-gnahiring.com-
Insurance Client Service Administrator
Exeter, CA
$55,000–$85,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only)
You’ve built your career in insurance. You know...
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LandCare-San Jose-resume-library.com-
closely with the Branch Manager, Production Manager, and production teams to create and maintain meaningful client relationships. This person will manage existing relationships, develop new business opportunities, and identify networking opportunities...
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BDO USA-San Francisco-appcast.io-
A leading accounting firm is seeking a Tax Senior Manager to provide tax compliance and consulting services for high net worth clients. The successful candidate will be responsible for managing client engagements, supervising team members...
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LandCare-Santa Rosa-resume-library.com-
THE POSITION
This position is a high impact role, working closely with the Branch Manager, Production Manager, and production teams to create and maintain meaningful relationships with each of our clients. This person will manage existing client...
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