- PowerToFly (San Francisco, CA)
- Morgan Stanley Prime Brokerage Client Service Account Manager Morgan Stanley is a leading global financial services firm providing a wide range of investment ... deliver tangible solutions. On a daily basis, the Account Manager oversees the client 's accounts and is...Must have minimum of 3‑5 years of Prime Brokerage Client Service or Prime Brokerage Operations support… more
- Institute on Aging (San Francisco, CA)
- Client Service Manager page is...to effectively manage any issues or concerns in a professional and timely manner.* Ensure that home care is provided ... customer service to current and prospective home care clients, the Client Service Manager II (CSMII) serves clients, prospects, and their loved ones… more
- Itlearn360 (San Francisco, CA)
- …Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. ... Private Wealth Client Relationship Manager job at Bank...Specific responsibilities include, but are not limited to Ensuring client service expectations are met and exceeded… more
- Baker Tilly International (Oxnard, CA)
- …communication skills* Ability to lead and supervise others, provide exceptional client service , demonstrate commitment to continuous learning in order ... Tax Senior Manager - Private Client page is...LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance… more
- EisnerAmper LLP (San Francisco, CA)
- Tax Senior Manager - Private Client Services Family Office page is loaded## Tax Senior Manager - Private Client Services Family Officelocations: San ... career or taking your next step as a seasoned professional , the EisnerAmper experience is one-of-a-kind. You can design...to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services… more
- Capital Group (San Francisco, CA)
- …complex client matters. Additionally, this role will provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, ... judgment in resolving matters of high complexity.* You demonstrate effective and professional service orientation and build appropriate rapport with internal and… more
- Inscapers (San Francisco, CA)
- …States. Our mission is to empower brands through strategic digital marketing, outstanding client service , and a commitment to measurable success. Job Summary: We ... are seeking an experienced and proactive Client Success Manager to join our San...agreements and expectations. Contribute to the continuous improvement of client service processes, systems, and workflows to… more
- Kennedyjenks (San Francisco, CA)
- …award‑winning water reuse projects. We are known for our dedication to industry‑leading client service and tailored solutions. Kennedy Jenks is seeking an ... experienced and collaborative Client Services Manager to join our growing...and budget requirements. Team Leadership: Lead one or more client service teams, coordinating resources and activities… more
- Menlo Ventures (San Francisco, CA)
- …offer hybrid NY-based positions (Four days/ week in-office). About the role As a Client Success Manager focused on Betterment's 401(k) offering, you'll serve as ... and their advisors. You will lead the ongoing relationship, ensuring each client 's plan delivers measurable value to their organization and employees. In this… more
- Crafty (San Francisco, CA)
- …programs across locations. Proactive Service Delivery: You deliver excellent client service through proactive communication, timely responses to requests, ... on top! The Role: Crafty is seeking an established Client Success Manager to own client...and drive revenue growth through a commitment to world‑class service . You prioritize client satisfaction and build… more
