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Client Services Manager Jobs in San Jose

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Search Results - Client Services Manager Jobs in San Jose
Sköna-San Jose
ourselves too 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...
mindmatch.ai -
Robert Half-San Jose
management experience  •  Bachelor’s degree required  •  Experience with custodians like Schwab/TDA, Fidelity, Pershing  •  Familiarity with Orion Advisor Technology is a plus  •  Strong background in professional client service with excellent communication skills...
roberthalf.com -
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 -
Ethical Search Professionals, Ltd.-San Jose
issues and/or questions.  •  Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.  •  Communicates to the appropriate firm personnel important tax and tax...
appcast.io -
Persistent Systems-San Jose
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 -
Hireio, Inc.-San Jose
As the HR Account Manager you will be a key driver in leading our EOR HR team to deliver high-quality, compliant, and efficient employment solutions for our clients. This exempt role requires a deep understanding of HR compliance, payroll processes...
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 -
Keller Executive Search-San Jose
About Our Client Our client, a leading accounting and advisory firm, is seeking an experienced Senior Audit Manager to join their dynamic team in a hybrid work arrangement. Known for their commitment to exceptional client service and professional...
resume-library.com -
SingerLewak-San Jose
clients.  •  Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.  •  Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from...
appcast.io -
Keller Executive Search-San Jose
About Our Client Our client, a leading accounting and advisory firm, is seeking an experienced Audit Manager to join their dynamic team in a hybrid work arrangement. Known for their commitment to exceptional client service and professional growth...
resume-library.com -
Robert Half-San Jose
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use...
roberthalf.com -
Red Oak Technologies-San Jose
Previous experience managing, servicing, supporting, developing and generating client relationships.  •  Bachelor’s Degree preferred. A combination of education and experience may be considered....
mindmatch.ai -
Keller Executive Search-San Jose
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...
resume-library.com -
Jobot-San Jose
and plans client service delivery, including review meetings.  •  Helps develop processes and infrastructure for client services.  •  Analyzes client financials, assesses needs, and devises strategies to meet objectives.  •  Manages client relationships end-to-end...
mindmatch.ai -
Cameron Craig Group-San Jose
issues and/or questions.  •  Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.  •  Communicates to the appropriate firm personnel important tax and tax...
appcast.io -
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