Client Services Manager Jobs in Alameda (CA)
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Search Results - Client Services Manager Jobs in Alameda (CA)
RFA-Alameda (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...
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Sköna-Alameda (CA)
seriously. We focus on collaboration to produce beautiful results, we leave our egos at the door and look for ways to always pitch in.
Job Responsibilities
Client management Client partner including advising clients and providing strategic guidance...
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Innovations PSI-Alameda (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...
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Persistent Systems-Alameda (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...
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Confidential-Alameda (CA)
upon onboarding.
Experience
• Background in client service, relationship management, and wealth management.
• Strong knowledge of financial planning, risk management, investment management, tax planning, and estate planning.
• Exceptional attention...
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Robert Half-Alameda (CA)
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Join a fast-growing wealth management RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong...
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Green Dot Corporation-Alameda (CA)
clients, networking contacts, attending various tradeshows, and to other meetings or events as requested by management.
• Executing on a strategic plan of reaching new prospects through telephone, networking, tradeshows, industry associations...
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Lenox Advisors-Alameda (CA)
is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement...
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Mission Creek Capital Partners Inc.-Alameda (CA)
Company Description
We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited...
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TransPerfect-Alameda (CA)
investigation
• Source and close new clients through referrals, cold calling, networking, and other means (tradeshows, regional organizations, etc.)
• Cultivate and maintain long term relationships with healthcare organizations by delivering elite client service...
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Creatives On Call-Alameda (CA)
Development & Management
Google Docs
Design & Production
Google Slides
Additional Information
-Results-oriented, customer driven, organized with attention to detail
• Strong understanding of corporate event management and client service
• Personable...
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Aspen Standard Wealth-Alameda (CA)
Please note: This posting is for Aspens RIA portfolio company, Summitry.
Financial Advisor/Senior Financial Advisor
Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized...
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Selby Jennings-Alameda (CA)
across underwriting, risk, and portfolio management to ensure a high level of client service and effective transaction structuring.
Key Responsibilities:
• Origination and Sourcing: Identify and engage with high-growth companies in need of venture debt...
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