Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
RevInfotech Inc
San Francisco, CA, United States
Role Description As Client Service Manager you will supervise other client services representatives to ensure client satisfaction with the organization's product and service. Your job tasks will include directing and controlling the processing and fulfillment of orders, fielding customer inquiries, and resolving customer complaints. You will also
Job Source: RevInfotech IncFirst Republic
San Francisco, CA, United States
**Client Service Manager** **Overview** At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and cli
Job Source: First RepublicVoya Financial, Inc.
San Francisco, CA, United States
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves a
Job Source: Voya Financial, Inc.UCSF Health
Emeryville, CA, United States
Medical Group Business Services Full Time 78702BR Job Summary The Client Service Manager is a manager within the Client Service and Analysis unit. He/she will have exposure to all facets of the Client Service Managers’ interactions with Clients, the production and analysis of revenue-related data, and be part of a highly effective team. This po
Job Source: UCSF HealthCIBC
San Francisco, CA, United States
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they a
Job Source: CIBCGuidepoint
San Francisco, CA, United States
OVERVIEW: The Client Service team is the backbone of Guidepoint's success. The team is responsible for efficiently delivering Guidepoint's services to our clients around the world. We work to understand each client's unique business questions and help them gain critical insights to stay informed and make better business decisions. Come work with u
Job Source: GuidepointGursey | Schneider LLP
San Francisco, CA, United States
Job Title: Manager, Client Accounting Services Department: CAS (Client Accounting Services) Location: San Francisco Position Summary: Join our vibrant team at our cutting-edge San Francisco office! We seek an exceptional individual to join our newly formed client services accounting department. You can collaborate with early-stage companies,
Job Source: Gursey | Schneider LLPTatari Inc
San Francisco, CA, United States
Tatari is on a mission to revolutionize TV advertising. We work with some of your favorite disruptor brands—like Calm, Fiverr, OneWheel and Chime—to grow their business through linear and streaming TV. We combine a sophisticated media buying platform with proprietary analytics to turn TV advertising into an automated, digital-like experience. Named
Job Source: Tatari IncSan Francisco, CA, United States
**Client Service Manager**
** San Francisco Bay Area 1 month ago 45 applicants**
** Welcome back**
Sign in to save **Client Service Manager** at **Baker Street Advisors**.
**Baker Street Advisors LLC (BSA)** is a preeminent, private wealth management firm, based in San Francisco. We manage over **$14 billion (AUM)** in aggregate wealth for **420+ families.** We are a team of dedicated professionals who put our clients interests first and take pride in making a positive impact on their lives. We offer excellent compensation and benefits, flexibility, great work/life balance and a casual atmosphere.**We are looking for an exceptional individual for our client service team**. Your primary responsibility will be to provide s**upport services to our ultra-high net worth clients**. Your resume should showcase your academic and employment experience. **Our ideal candidate** is a highly experienced client service professional in **family wealth management, financial services** or **accounting,** with **strong interpersonal skills,** successful at **supervising** and **facilitating team collaboration** across departments. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
***Responsibilities***
* Manage client relationships to ensure that all aspects of our client service offering are being addressed (investments, tax and estate planning, insurance and philanthropy)
* Serve as a key point of contact for day?to?day client service needs (transfers, wires, checks, trading)
* Help manage the onboarding and implementation for new clients
* Review quarterly investment performance reports for accuracy
* Develop client asset allocations and rebalancing recommendations
* Participate in client meetings and related meeting preparation, as needed
* Proactively service client needs and research and resolve client questions
* Perform ad hoc analyses for clients financial planning needs
* Manage relationships with clients outside advisors (CPA, insurance broker, banker, attorney)
***Requirements***
* Bachelors degree required, CFP, CPA, CFP or CFA preferred
* Be a self-starter, detail oriented, reliable, dedicated, collaborative, intellectually curious, with a friendly and positive personality
* 5-6 years relevant industry experience, ideally at a high net worth RIA or wealth management firm
* Top-notch written and oral communication skills
* Ability to handle multiple projects for various team members simultaneously
* Proficiency with Excel, Word, PowerPoint and Adobe Acrobat Professional
* Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable
***If you are ready to work with an amazing team, please send your resume to [email protected]***
** Featured Benefits**
** Inferred from the description for this job**
* Medical insurance
* Dental insurance
* Vision insurance
* 401(k)
* Child care support
* Paid maternity leave
* Paid paternity leave
* Commuter benefits
* Disability insurance
Turn on job alerts Client Services Manager in San Francisco Bay Area
Sign in to easily apply to **Client Service Manager** - **Baker Street Advisors** with your saved information. Client Service Manager
Baker Street Advisors San Francisco Bay Area
** Associate, Client Service**
****
San Francisco, CA 3 weeks ago ** Client Service Admin/ParaPlanner**
****
Napa, CA 7 days ago Apply Now ** Client Service Associate**
****
Pleasanton, CA 2 weeks ago Apply Now ** Client Service Associate**
****
San Francisco, CA 4 months ago Apply Now ** Manager - Private Client Services**
****
San Mateo, CA 4 days ago ** Client Service Associate**
****
San Francisco, CA 2 weeks ago ** Client Service Associate**
****
San Francisco, CA 4 days ago Apply Now ** Associate Director - Institutional Sales & Client Service**
****
San Francisco, CA 2 weeks ago ** Client Service Associate/ Wealth Management**
****
San Francisco, CA 2 weeks ago Apply Now ** Manager - Private Client Services**
****
San Francisco, CA 4 days ago ** Client Service Associate**
****
Palo Alto, CA 3 weeks ago ** Client Service Associate***
Mountain View, CA 3 days ago ** Senior Manager - Private Client Services**
San Francisco, CA 4 days ago Sign in to create your job alert for Client Services Manager jobs in San Francisco Bay Area . **Youre signed out**
**Sign in for the full experience.**
#J-18808-Ljbffr
Email Alert for Client Service Manager jobs in San Francisco, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.