Client Services Manager Jobs in San Jose
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Search Results - Client Services Manager Jobs in San Jose
Morgan Stanley-San Jose
its workforce (M/F/Disability/Vet).
Keywords: Series 7, Series 66, Wealth Management, Client Services, San Francisco...
mindmatch.ai -
Gallagher-San Jose
you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
We are seeking a Client Service Associate to join our growing team who can deliver exceptional customer service! Are you interested in helping...
Morgan Stanley-San Jose
its workforce (M/F/Disability/Vet).
Keywords: Series 7, Series 66, Wealth Management, Client Services, San Francisco...
Innovations PSI-San Jose
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 -
NakedMD-San Jose
Skills
Proven experience as a Manager
Knowledge of industry trends and best practices
Excellent Client Service Skills
Ability to multi-task and work in a fast-paced environment
Knowledge of health and safety guidelines and procedures
Kind...
resume-library.com -
ScaleneWorks INC-San Jose
Title : AVP/VP – Client Partner (Hi-tech)
Location : Bay Area, California, United States
Job Responsibilities:
Client Relationship Management:
• Build and maintain strong, long-lasting client relationships
• Serve as the primary point of contact...
mindmatch.ai -
Robert Half-San Jose
Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Our client, a respected SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team...
roberthalf.com -
Knowhirematch-San Jose
Position: Tax Manager – Honolulu Office
Overview
A premier accounting and advisory firm in the Western region is seeking a seasoned Tax Manager to join our Honolulu team. Recognized for superior client service, deep industry insights, and a strong...
resume-library.com -
Affinity Executive Search-San Jose
returns and delegates to the various tax preparers as deemed necessary.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Delegates and manages...
appcast.io -
Essel-San Jose
and/or Design/Build delivery method
Must work well in a team environment and be committed to client service
A valid Driver’s License
Benefits
Industry competitive benefits...
resume-library.com -
Software Placement Group-San Jose
and governmental tax examinations of any complexity.
• Serve as a subject matter expert in specific tax disciplines or industries.
• Ensure all client service tasks are completed within budgeted time.
• Take full responsibility for larger tax returns, delegating...
appcast.io -
TORP Group-San Jose
capital improvements, along with tenant improvements. This position will be mentoring an APM and acting as the primary contact for the client. Individual will be interacting with the ownership Asset Managers, managing various projects, mentoring...
Innovations PSI-San Jose
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...
APR-San Jose
Job Description
Job Description
Job Title: Senior Commercial Lines Account Manager
Job Location: San Jose | Hybrid
Salary: $70k-$80k + Benefits
Commercial Lines Account Manager | Small Business to Middle Market Clients
This position can be fully...
California Bank of Commerce-San Jose
Answers and directs telephone calls. Communicates and coordinates as necessary with Relationship Credit Managers (RCM’s) and provides consistent client service, with the ability to regularly identify and move forward with next steps in problem resolution...
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