Client Services Manager Jobs in Sonoma
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Search Results - Client Services Manager Jobs in Sonoma
Trinnovo Group | B Corp™-Sonoma
Job Title: Director of Client Services
Location: USA/Remote – Bay Area presence required for client interactions
About the Role
We are looking for an experienced Director of Client Services to manage a portfolio of high-growth clients...
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RFA-Sonoma
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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Innovations PSI-Sonoma
Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls.
Responsibilities:
• Manage client service requests, including account...
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Innovations PSI-Sonoma
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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Corporate Connections LLC-Sonoma
creating policies, and communicating business goals.
Duties and Responsibilities:
General Management: Ensures coordination between all departments within the location (Sales, Administration, Technical Services, Project Management, Production, and Client...
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Rails-Sonoma
and driving for results.
The Store Manager reports to the Head of Stores
Responsibilities:
Strategic:
• Ensure floor coverage, financial targets, visual merchandising standards, client service, and operational functions within the store both front of house...
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Archetype-Sonoma
Marketing Manager plays a key role in managing marketing campaigns, developing content strategies, overseeing social media management, and building relationships with clients. The successful individual in this role will deliver on current and new marketing...
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ELCO Consulting-Sonoma
COMPANY DESCRIPTION:
Our client is a multi-billion dollar alternative investment manager based in the Bay Area. The firm works in their office Tuesday - Thursday.
JOB DESCRIPTION:
Our client seeks a Family Office Investment Associate to join...
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Robert Half-Sonoma
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-Sonoma
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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Innovations PSI-Sonoma
Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing...
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Lenox Advisors-Sonoma
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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LHH-Sonoma
Proficient in MS Office
• .Excellent verbal and written communication skills
• .Client service-oriented attitude
• .Interest in commercial real estate
• .Knowledge of property management and/or real estate is a plus
• .Experience with billing, budgeting...
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Lighthouse Legal Search-Sonoma
Reputation and Culture:
Recognized consistently in top legal rankings and publications for their legal prowess and client service, the firm maintains a collaborative and inclusive environment that values teamwork, diversity, and professional growth.
The firm...
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Selby Jennings-Sonoma
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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