Client Services Jobs in San Mateo (CA)
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Search Results - Client Services Jobs in San Mateo (CA)
Trinnovo Group | B Corp™-San Mateo (CA)
Job Title: Director of Client Services
Location: USA/Remote – Bay Area presence required for client interactions
About the Role
We are looking for an experienced Director of Client Services to manage a portfolio of high-growth clients...
mindmatch.ai -
Accrualify Inc-San Mateo (CA)
with spend and vendor management. Accrualify integrates with all tier-1 ERP systems, and we are the only accrual management software on the market.
The account manager 3 is the primary client services contact responsible for supporting retention, client...
appcast.io -
Innovations PSI-San Mateo (CA)
Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls.
Responsibilities:
• Manage client service requests, including account...
mindmatch.ai -
Thriveworks-San Mateo (CA)
for paid clinical supervisory roles
• Monthly in-house professional development
• No required call
• We credential you!
• Support team for scheduling and client service with extended hours
• Customized Marketing
• Autonomy, but with access to case...
RFA-San Mateo (CA)
Client Services Engineer-- MUST LIVE IN MENLO PARK AREA
The Client Services Engineer provides technical assistance to computer system users. Responsibilities include answering questions or resolving computer problems for Clients in person, via...
mindmatch.ai -
Thriveworks-San Mateo (CA)
roles
• Monthly in-house professional development
• No required call
• We credential you!
• Support team for scheduling and client service with extended hours
• Customized Marketing
• Autonomy, but with access to case consultation groups
• Amazing...
Innovations PSI-San Mateo (CA)
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 -
Thriveworks-San Mateo (CA)
population
• Opportunities for paid clinical supervisory roles
• Monthly in-house professional development
• No required call
• We credential you!
• Support team for scheduling and client service with extended hours
• Customized Marketing
• Autonomy...
Persistent Systems-San Mateo (CA)
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 -
Thriveworks-San Mateo (CA)
population
• Opportunities for paid clinical supervisory roles
• Monthly in-house professional development
• No required call
• We credential you!
• Support team for scheduling and client service with extended hours
• Customized Marketing
• Autonomy...
ELCO Consulting-San Mateo (CA)
the team. Job responsibilities include:
-Serve as trusted contact to family clients for day-to-day client service and family advisory needs.
• Support investment team in oversight and implementation of client portfolios. Areas of involvement include client...
mindmatch.ai -
Thriveworks-San Mateo (CA)
to “motivated” patient population
• Opportunities for paid clinical supervisory roles
• Monthly in-house professional development
• No required call
• We credential you!
• Support team for scheduling and client service with extended hours
• Customized...
Innovations PSI-San Mateo (CA)
the investment team, and Client Service Specialists for seamless service delivery.
Qualifications:
• 7+ years of experience in the investment industry (client-facing experience preferred).
• Certified Financial Planner designation with 5+ years of experience...
mindmatch.ai -
Mission Creek Capital Partners Inc.-San Mateo (CA)
and is responsible for ensuring exceptional client service and ongoing support. This role requires direct, daily interactions with our clients and our team. This individual should be comfortable working with sophisticated clients in a team-based environment...
mindmatch.ai -
Lenox Advisors-San Mateo (CA)
tested by others in the firm and are relevant to current client needs.
• A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Well-developed interpersonal...
mindmatch.ai -
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