Client Services Manager Jobs in Walnut Creek (CA)
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Search Results - Client Services Manager Jobs in Walnut Creek (CA)
Brown and Caldwell-Walnut Creek (CA)
We are seeking a Senior Client Service Manager (CSM) to lead strategic client development for priority municipal clients in the West region. This role is designed for an experienced relationship leader who understands municipal operations, major...
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Robert Half-Walnut Creek (CA)
Overview
In this role you will lead the client service team within a growing independent wealth management firm, shaping service delivery and operational infrastructure. You partner with advisors, operations, and compliance to scale processes...
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Brown and Caldwell-Walnut Creek (CA)
contributes to thought leadership within and on behalf of the organization. A Client Service and Executive Director typically: Serves as Client Service Manager for one Type I client or up to two Type II clients Maintains 30–50% utilization, with remaining...
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BPM-Walnut Creek (CA)
Overview
In this Tax Manager role within BPM’s Private Client Services, you advise high-net-worth individuals and families on complex tax matters to optimize efficiencies and preserve wealth. You will lead sophisticated compliance and consulting...
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Brown and Caldwell-Walnut Creek (CA)
Ability to build successful relationships with Clients, while collaborating with client service managers and project teams to assess client satisfaction. Monitor and share clients’ critical success factors for project success and client satisfaction.
Lead...
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Robert Half-Walnut Creek (CA)
Overview
As Associate Advisor at a growing wealth management team, you partner with an established Wealth Manager to deliver a high-touch experience for high-net-worth clients. You will gather and analyze financial information, prepare financial...
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BPM-Walnut Creek (CA)
striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Manager within BPM's Private Client Services (PCS) practice, you will serve as a trusted advisor to high-net-worth individuals, families, business...
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KForce-Walnut Creek (CA)
and technical guidance
• Identify opportunities to improve engagement efficiency and client service
• Support business development and firm initiatives
Key requirements
• Bachelor's or Master's degree in Accounting or related field
• CPA required
• 8+ years...
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Aprio-Walnut Creek (CA)
will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Manager to join their dynamic team.Position Responsibilities:Deliver exceptional client service while developing and implementing tax strategies...
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Aprio-Walnut Creek (CA)
Services
• Strong communication, relationship-building, and project management skills
• Ability to balance multiple engagements while delivering exceptional client service
• Bachelor in Accounting
• CPA preferred but not required
• Building Relationships...
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Internetwork Expert-Walnut Creek (CA)
or regions.
• Excellent business acumen with a focus on KPIs, operational efficiency, and scalable growth.
• Demonstrated track record of business development and client relationship management in public and/or private sector markets.
• Skilled in strategic...
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appcast.io -
Walnut Creek (CA)
to lead, mentor, motivate, and collaborate within multidisciplinary teams.
• Ability to develop productive, long-term relationships and communicate with clients, peers, multi-disciplinary teams, and management
• Ability to manage several subconsultants...
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icims.com -
BKF Engineers-Walnut Creek (CA)
With a strong understanding of water resources services, the Business Sector Lead of Water Resources ensures excellence in project delivery, client service, talent development, and financial performance. This role is accountable for aligning the Water Resources...
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appcast.io -
N Service Auto-Walnut Creek (CA)
and repair recommendations in the shop management system.
• Communicate clearly with the Service Advisor regarding vehicle conditions and recommended repairs.
• Maintain a clean, safe, and organized work environment while delivering high-quality workmanship...
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BKF-Walnut Creek (CA)
lines or regions.
• Excellent business acumen with a focus on KPIs, operational efficiency, and scalable growth.
• Demonstrated track record of business development and client relationship management in public and/or private sector markets.
• Skilled...
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workable.com -
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