Tax Experienced Associate, Private Client Services - San Francisco, CA

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full fir ...

Company Description · Inflection Capital Management is a partner-owned and operated multi-family office based in San Francisco, dedicated to advising successful families, individuals, family offices and foundations in preserving and building their wealth and legacy. With a commit ...

We are seeking a detail-oriented client services professional to join our team. · At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. · This role is ideal for an early career professional who excels in client service, · ope ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · ...

Compensation: $105,000 – $120,000 base salary + benefits · About Our Client: · Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operat ...

+ Serve as a key contact for client requests on designated client relationships+ Respond to client inquiries and communications within 24 hours with most response within the same day+ Manage client account maintenance by updating client contact information as needed+We are a dyna ...

Syon Capital is seeking a full-time Client Services Analyst to assist the team in providing best-in-class service to our valued clients. · We value individuals who work independently while also contributing to a formidable team dynamic.As a key point of contact, the ideal candida ...

The Client Services Engineer provides technical assistance to computer system users. Responsibilities include answering questions or resolving computer problems for Clients in person, via telephone, or from remote location as well as providing assistance concerning the use of com ...

· Who We Are  · At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under mana ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco dedicated to serving ultra-high-net-worth clients. · We foster a creative environment where team members contribute ideas build meaningful relationships and leverage technology to enhance clie ...

Tatari helps some of the world's fastest growing brands reach their customers using linear and streaming TV ads. · Own post-sale relationships for a defined portfolio of mid-market client accounts... · ...

Tatari is on a mission to revolutionize TV advertising. Founded in 2016 to help transform the antiquated world of TV advertising through the intelligent application of AI and machine learning, Tatari helps some of the world's fastest growing brands reach their customers using lin ...

We are the pre-eminent global tech communications and marketing consultancy. We are a group of expert communicators and marketers who are fanatical about tech and are here to help businesses ignite their possibilities. · We connect and support you in a way that allows you to achi ...

We are looking for an exceptional person to join our North America Consumer/B2C team as a Director, Client Services Consumer Tech/Consumer/B2C.This is a full-time hybrid role open to individuals who reside within 100 miles of our San New York or San Francisco office location. · Y ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · ...

We are seeking a detail-oriented client services professional to join our team. · ...

Tatari is on a mission to revolutionize TV advertising. We work with some of your favorite disruptor brands—like Calm, Vuori, Rocket Money, and hundreds more—to grow their business using linear and streaming TV ads. Our platform combines sophisticated media buying with proprietar ...

The Client Services Associate provides exceptional office and mail services delivering operational functions in processing of inbound/outbound mail distributing/delivering of mail shipping and receiving product supplies to support onsite business service center replenishing/organ ...

The Client Service Specialist is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests. They support the Associate Financial Planner, Financial Planner, and Founder. · Duties & Responsi ...

The Client Services Engineer provides technical assistance to computer system users. · ...

The Castro Animal Hospital is Hiring a Client Service Representative · We are seeking a Client Service Representative (CSR) with a passion for veterinary medicine, a commitment to excellent client care, and the ambition to become an integral part of our client service team across ...