2026 Tax Staff I - Private Client Services (PCS) - San Francisco

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 ...

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. ...

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

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

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partne ...

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

+ 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 ...

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. · The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are atta ...

· Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the fi ...

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 ...

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

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 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. · ...

The Castro Animal Hospital is hiring a Client Service Representative. The ideal candidate has a passion for veterinary medicine and excellent client care skills. · Greeting clients · Scheduling appointments · Entering client, patient, and financial data into the computer · ...

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

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, · ...

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. · As a Client Service Specialist you will have a direct impact on the ...

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 ...