Client Services Manager Jobs in San Francisco
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Search Results - Client Services Manager Jobs in San Francisco
RFA-San Francisco
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 -
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...
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...
mindmatch.ai -
MTS Moose Tech Solutions L.L.C.-San Francisco
contributor in the Region.
The Role
The role of a CRM includes client management, project management, and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client...
resume-library.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 -
The Agency Recruiting-San Francisco
to delivering high-quality client service.
Key Responsibilities:
• Client Management:
• Develop and maintain strong client relationships, acting as a trusted advisor on tax-related matters.
• Lead client engagements, including tax planning, compliance...
appcast.io -
Turner & Townsend-San Francisco
Manager and other Project Managers to identify process improvements, efficiencies and better ways of working.
Responsible for ensuring all aspects of client services are delivered at the highest level to ensure the client’s needs are addressed.
Manage...
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...
appcast.io -
Visa-San Francisco
to prioritize product development needs spanning strategy, sales, client services, regulatory and localization factors
Develops perspective on product market fit, key gaps, and opportunities for products in portfolio and owned verticals
Serves as supporting...
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 -
The Agency Recruiting-San Francisco
complex tax matters
• Identifying and implementing tax planning opportunities
• Handling and resolving tax controversies
• Having conversations with clients to provide insight and individually tailored solutions
• Managing multiple engagements concurrently...
appcast.io -
Insurance Relief-San Francisco
and wants to add a dependable Account Manager. The ideal professional will likely possess the following insurance experience, organizational skills, and strong management skills. In this role, you will closely assist with client needs, and oversee...
mindmatch.ai -
Keller Executive Search-San Francisco
Company Overview:
Join a reputable mid-sized public accounting firm in Los Angeles, known for its commitment to excellence and exceptional client service. This dynamic firm fosters a collaborative work environment that encourages professional...
appcast.io -
EarthCam-San Francisco
communication cadence and progress in CRM
Schedule and lead product demos with prospects
Attend local & national industry events as approved, to promote EarthCam products
Collaborate with Sales Coordination & Client Services teams to provide quality customer...
resume-library.com -
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 -
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