Client Services Manager Jobs in Sunnyvale
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Search Results - Client Services Manager Jobs in Sunnyvale
Sköna-Sunnyvale
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 guidance...
mindmatch.ai -
Innovations PSI-Sunnyvale
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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Archetype-Sunnyvale
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-Sunnyvale
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...
mindmatch.ai -
Rails-Sunnyvale
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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Hanson Bridgett LLP-Sunnyvale
Human Resources Manager
The Human Resources Manager is an integral part of Hanson Bridgetts Talent team. The person in this role must have a strong client service approach; the ability to work in a demanding environment independently...
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Confidential-Sunnyvale
upon onboarding.
Experience
• Background in client service, relationship management, and wealth management.
• Strong knowledge of financial planning, risk management, investment management, tax planning, and estate planning.
• Exceptional attention...
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Robert Half-Sunnyvale
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-Sunnyvale
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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Mission Creek Capital Partners Inc.-Sunnyvale
Company Description
We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited...
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Aspen Standard Wealth-Sunnyvale
Please note: This posting is for Aspens RIA portfolio company, Summitry.
Financial Advisor/Senior Financial Advisor
Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized...
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Selby Jennings-Sunnyvale
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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