Client Services Jobs in San Francisco
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Search Results - Client Services Jobs in San Francisco
Kennedyjenks-San Francisco
Client Services Director - Northern California
San Francisco, CA, USA
Job Description
Posted Tuesday, December 17, 2024 at 10:00 AM
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture...
appcast.io -
BBR Partners-San Francisco
BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm...
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Goldman Sachs Bank AG-San Francisco
Wealth Management Client Experience | Analyst | San Francisco, CA
MORE ABOUT THIS SKILLSET
Partnering with our wealth management clients to provide exceptional client service, operational support, and risk management. Answering client questions...
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Morgan Stanley-San Francisco
POSITION SUMMARY:
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...
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The Citco Group Limited-San Francisco
industry
• 5+ years’ experience in accounting operations and an external client-facing role
• 3+ years of project management experience and client services experience within the asset management industry
• Working knowledge of Private Equity, Real Assets...
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Morgan Stanley-San Francisco
POSITION SUMMARY:
Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...
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Robert Half-San Francisco
firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.
Responsibilities:
• Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively...
roberthalf.com -
Innovations PSI-San Francisco
internally and externally.
• Reconcile securities transfers and ensure accurate quantities and cost basis.
• Utilize Salesforce for data entry, reporting, and task management.
• Respond promptly and accurately to client service requests.
• Generate reports...
mindmatch.ai -
Visa-San Francisco
including but is not limited Sales Engineers, Sales Operations, Account Managers, Product, Strategy, Client Services, Marketing and the Visa Enabler, Merchant, and Fintech teams. Moderate to extensive travel is required for attendance of client meetings...
resume-library.com -
Persistent Systems-San Francisco
focus on Client Service excellence along with Eagerness and experience in successfully growing and partnering with clients.
What you will do:
• Customer profiling, account planning and set revenue / margin targets by services line at the account level...
mindmatch.ai -
Visa-San Francisco
to support improved ecosystem risk management across 3rd parties and Sponsor Banks. This includes:
Act as the primary interface with the NA Sales, Legal, Client Services and Risk teams operationalizing a robust, scalable program to support a portfolio of 3rd...
resume-library.com -
Willis Towers Watson-San Francisco
and to be a leader in the marketplace.
Responsibilities:
Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs. Responsibilities include:
• Leading the client service team in the design...
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J.S. Held LLC-San Francisco
Job Description
As a Forensic Accounting and Economics Intern, you will work with a team of experts to analyze the numbers and provide unparalleled client service.
Job Responsibilities:
Assist in the measurement of small and large losses...
resume-library.com -
Regal Executive Search-San Francisco
Manager or Manager; - Has exceptional client service skills; - Has knowledge in wash sales, straddles, constructive sales, Section 1233, 988, 1256 adjustments, waterfall calculation, partial and full netting, various foreign tax filings, including...
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Capgemini Government Solutions-San Francisco
and solutions.
This role is an opportunity to apply and grow your skillset in ServiceNow with a motivated and rapidly growing company, servicing a wide range of technology forward clients, and building CGS’ capabilities.
Job Responsibilities
As a ServiceNow...
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