Jobs near Oakland: 9,606

RS

Relevance Score ranked on: CLIENT SERVICE

Registered Client Service Associate

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client f...

Search Terms: Client Service, Associate, Registered, Client Support, Service

88

0mi

Updated: June 19

Client Services Manager - Security

Join GardaWorld as a Security Client Services Manager – Where Service Excellence Meets Impact! As a Security Client Services Manager, you’ll be the trusted link between our clients and our organization, ensuring they receive an exceptional experience that reflects GardaWorld’s reputation as the indus...

Search Terms: Client Service, Manager, Security, Staffing, Client Relations

88

5.2mi

Updated: July 28

Client Services Associate

Each of our 100 offices has its own individual identity, and each also has its own unique rewards.

Search Terms: Client Service, Associate, Retail, Business Services

87.5

11mi

Updated: July 29

J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA

Join our team at J. P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firm...

Search Terms: Client Service, Service Manager, Vice President, Advisor, Manager

87.5

11mi

Updated: July 29

Client Services Manager

May manage 25 routine/moderately complex clients. Manages an assigned book of business, covering multiple industries and client locations, building, expanding, and solidifying relationships with existing clients. Primarily focused on delivering exceptional service to all clients within book. Solves c...

Search Terms: Client Service, Manager, Project Management, Industry, Client

87.2

12mi

Updated: July 29

Senior Client Service Manager, SVP

Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures. Interface daily with Banking teams to ensure escalated issues addressed and client service requirement...

Search Terms: Service Manager, Client Service, Manager, Processing, Senior

85.4

11mi

Updated: July 25

Tax Experienced Manager, Private Client Services

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financia...

Search Terms: Client Service, Tax, Manager, Private, Experience

85.1

11mi

Updated: July 24

Tax Experienced Manager, Private Client Services

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financia...

Search Terms: Client Service, Tax, Manager, Private, Experience

85.1

11mi

Updated: July 24

Registered Client Service Associate

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client f...

Search Terms: Client Service, Associate, Registered, Client Support, Service

84.9

10mi

Updated: July 22

Commercial Lines Client Service Manager - Private Equity

You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. From managing renewals to mentoring team members, you’ll help ensure client needs are met and compliance standards are upheld. Here’s what you’ll do: Manage the renewal process by gathering clie...

Search Terms: Service Manager, Client Service, Equity, Commercial, Manager

84.2

12mi

Updated: July 20

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