Client Services Jobs in Sonoma
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Search Results - Client Services Jobs in Sonoma
Optima Search | Europe & America-Sonoma
and outcomes for our clients, ensuring customer success.
• Enable, mentor, and coach your account teams to achieve client success.
QUALIFICATIONS:
• 7-12 years of experience in a consulting or client services lead role related to cloud, software development...
mindmatch.ai -
Ken Fulk Inc-Sonoma
Ken Fulk Inc. is seeking a Client Services Coordinator with a minimum of five years of experience in a related role for our San Francisco studio.
You will directly assist the Vice President - Brand Marketing & Client Relations (VP) in signing...
mindmatch.ai -
Morgan Stanley-Sonoma
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...
mindmatch.ai -
Sköna-Sonoma
Sköna is seeking a Account Director with a kick-ass track record. As such, you’re not easily stressed. You’ve been in this business long enough to not let deadlines, clients or unforeseen changes rattle your zen. You multitask with fervent energy...
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Innovations PSI-Sonoma
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 -
Phaidon International-Sonoma
The successful candidate will have a deep understanding of custodial platforms, a proven track record of managing high-performing teams, and the ability to refine and implement key operational processes.
Key Responsibilities:
• Lead and develop Client Service...
mindmatch.ai -
ELCO Consulting-Sonoma
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 -
The Worker Agency-Sonoma
external facing support team responsible for taking initiative on key client services. The campaign manager is responsible for supporting the development and execution of The Worker Agency’s objectives and scope of services on behalf of our clients...
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Lenox Advisors-Sonoma
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...
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Insight Global-Sonoma
accounting and collections software systems
• Experience with Aderant or other legal finance software required (3E acceptable), as well as Microsoft Excel/Word
• Ability to perform complex financial analysis and must be client-service focused
• Ability...
mindmatch.ai -
Green Dot Corporation-Sonoma
to join us in our mission? These are the qualifications we are looking for:
Required:
• Minimum 3 years of successful strategic sales or client service experience.
• Ability to travel 75% in territory and attend occasional trade shows.
• Computer...
mindmatch.ai -
Coda Search│Staffing-Sonoma
of client service.
• Sales & Business Development: The successful candidate will have a regimented approach to onboarding new clients and expanding, retaining, and nurturing existing relationships.
Qualifications:
• Bachelor’s degree in Finance, Economics...
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Corporate Connections LLC-Sonoma
Services) to profitably provide an exceptional client experience.
Operational Oversight and Authority: Ensures that all project and service activities are managed in accordance with our clients established processes and policies. Intercedes with active...
mindmatch.ai -
Lateral Investment Management, LLC-Sonoma
legal assistant/paralegal.
Bachelors degree in Finance, Business Administration, Economics, or related field.
Previous experience in investor relations, client services, or related roles within the financial services industry, preferably...
mindmatch.ai -
Lawson Chase-Sonoma
Overview
A San Francisco-based investment management firm is looking to appoint a Director to join its Client Team.
Candidates for this role will be experienced client service/fundraising professionals who have been integral to successful...
mindmatch.ai -
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