Tax Manager – Private Client Services - San Francisco

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 manageme ...

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 ...

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 ...

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 oper ...

We are seeking a Client Service Associate to join our team and become a core contributor to our client service and operational excellence. · This role is designed for a highly capable, detail-oriented professional who takes pride in accuracy, · accountability, and follow-through. ...

· (Providing extraordinary customer service to current and prospective home care clients) · ...

· 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 are seeking a Client Service Associate to join our team and become a core contributor to our client service and operational excellence.This role is designed for a highly capable, detail-oriented professional who takes pride in accuracy, accountability, and follow-through. · ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · Serve as a key contact for client requests on designated client relationships · Respond to client inquiries and communications within 24 h ...

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 ...

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 ...

JOB LEVEL · Non Exempt · TIER · NA · Position Summary · Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, ind ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Frequent custodian interaction & paperwork processing. · Process account openings, funding, deposit electronic checks, money mov ...

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 ...

The Director, Global Client Services is responsible for leading BioIVT's global Client Services organization ensuring exceptional experiences for global clients across all regions and service channels.This executive role drives strategic initiatives to enhance service quality pro ...

+Job Summary · The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients.+Essential Job Functions Include · Responsible for day-t ...

We are seeking a Client Service Associate to join our team and become a core contributor to our client service and operational excellence. · This role is designed for a highly capable, detail-oriented professional who takes pride in accuracy, accountability, and follow-through. · ...

This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately. · Our client is a growing high-touch wealth management firm that delivers a highly personalized experience to a sophisticated ...

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

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Serve as a key contact for client requests on designated client relationships · Respond to client inquiries and communications within 24 hou ...