Client Services Manager Jobs in Santa Cruz (CA)
Search jobs in
1 - 10 of 10
Search Results - Client Services Manager Jobs in Santa Cruz (CA)
CFO's Domain-Santa Clara, 27 mi from Santa Cruz (CA)
Job Description
CLIENT SERVICE DIRECTOR
Who We Are: Founded in 2019 by seasoned industry pioneers, CFO’s Domain provides Accounting, Finance, and Business Intelligence Consulting and Recruiting solutions to Fortune 1000, middle-market and high...
Read more
Robert Half-San Jose, 30 mi from Santa Cruz (CA)
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Client Services Associate | Wealth Management Firm | San Jose
Join a thriving wealth management firm known for its rapid growth, exceptional service...
Read more
roberthalf.com -
SingerLewak-San Jose, 30 mi from Santa Cruz (CA)
An established industry player is seeking a Tax Manager to lead tax return reviews and manage client relationships. This role requires expertise in tax laws and software, along with a commitment to developing a skilled team.
The firm prides itself...
Read more
appcast.io -
Bristlecone-Santa Clara, 27 mi from Santa Cruz (CA)
The Client Partner is experienced in leading teams of both Client Service as well as service line professionals on multidisciplinary teams in a matrixed environment. These individuals also have a strong operational acumen in operating their clients business...
Read more
JPMorgan Chase & Co.-Palo Alto (CA), 33 mi from Santa Cruz (CA)
strategic plans, managing a team of Relationship Managers, and enhancing client relationships. Candidates should have 10+ years of experience in banking or financial services and a strong commitment to client service.
This position comes with a competitive...
Read more
appcast.io -
Mariner Finance-San Jose, 30 mi from Santa Cruz (CA)
Job Description
Job Description
Responsibilities
• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios...
Read more
JPMorgan Chase & Co.-Palo Alto (CA), 33 mi from Santa Cruz (CA)
JPMorgan Private Client Market Director - Palo Alto, CA
Job Information
• Job Identification 210596769
• Job Category Relationship Manager
• Business Unit Consumer & Community Banking
• Posting Date 03/03/2025, 05:11 PM
• Locations Palo Alto...
Read more
appcast.io -
Robert Half-San Jose, 30 mi from Santa Cruz (CA)
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Senior Client Services Associate| Wealth Management| San Jose
Join a fast-growing investment advisory firm, known for client-driven growth and a strong...
Read more
roberthalf.com -
esrhealthcare-San Jose, 30 mi from Santa Cruz (CA)
and coordinate necessary actions with other teams such as Product, Technology, Project and Release management, Risk management, Legal and Compliance, Onboarding and the User Acceptance Testing team.
RESPONSIBILITIES:
Handling incoming client calls and client...
Read more
jobvertise.com -
Mariner Finance-Milpitas, 32 mi from Santa Cruz (CA)
Job Description
Job Description
Responsibilities
• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare thoughtful, customized comprehensive financial plans and portfolios...
Read more
Client Services Manager jobs in Santa Cruz (CA) – Similar offers:
Client Services Manager jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Client Services Manager, Santa Cruz (CA)
It's free, and you can cancel email updates at any time