Director of Client Services - San Francisco Bay Area

We are seeking a Client Service & Operations Analyst in our Seattle or San Francisco office,presenting a high-touch experience to our clients while supporting the firm's operational infrastructure. · Demonstrate excellence in client service operations. · Manage quarter-end proces ...

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

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 ...

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 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 ...

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 ...

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. This role is ideal for an early career professional who excels in client service, operations, and project management within the financial services industry. · Bachelor's degree (or substantial financi ...

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

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 ...

+ 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 ...

Tatari is on a mission to revolutionize TV advertising with AI and machine learning. This role is for Client Services Manager who will own post-sale relationships for mid-market clients. · Own post-sale relationships for defined portfolio of mid-market client accounts. · Build an ...

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 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 ...

+We are looking for a professional who is passionate about working in wealth management. · +Provide support or serve as back-up to client service-related functions (cash movements, client reporting outside of periodic reports). · Create new accounts, groups, and households in the ...

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 ...

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. ...

+Act as liaison between Invitae|LabCorp,the customer base and patients · +Be well-versed in all Invitae products processes and policies to effectively solve client inquiries and complaints over the phone or via email · +Speak with customers in a courteous friendly and professiona ...

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 ...