Client Service Specialist jobs in San Mateo, CA

Now available 10 results are consistent

Sort by:relevance - date

CLIENT SERVICE ASSOCIATE

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

CompanyEscalon Services, Inc.
AddressSan Mateo, CA
CategoryRetail
Salary$61.8K - $78.3K a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

Tax Senior Manager - Private Client Services

Morrison & Morrison

San Francisco, CA

$120,000 - $200,000 a year

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

Summer Associate, Client Service, 2024

Alphasights

San Francisco, CA

$14,423 a month

You thrive in a fast-paced, results-oriented environment. You possess a client-first mindset. You excel under pressure and enjoy working to tight deadlines. You are gritty, resilient and ready to roll up your sleeves and make thin...

Associate, Client Service I

Bny Mellon

San Francisco, CA

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Here's a few of our awards: Fortune World's Most Admired Companies & To...

Tax Engagement Support Services Specialist

Rsm Global

San Francisco, CA

Printing and assembling tax returns utilizing firm software tools and Route Sheet instructions in the workflow tool to ensure all required client deliverables are included in documents saved to document management system and for d...

Client Quant Developer, Specialist Sales - Bloomberg Financial Solutions

Bloomberg

San Francisco, CA

Partner with our account management team to build tactical Excel and Python solutions to increase revenue opportunities for the company. Liaise between the client, product development teams, R&D to push internally for enhancements...

Supervising Physician Specialist - Medical Director of Substance Use Disorder Services 2233

City And County Of San Francisco

San Francisco, CA

*Applicants possessing a valid license to practice medicine issued from another state within the United States of America may apply, but if selected, the candidate will NOT be appointed/hired until they obtain a valid license to p...

Senior Client Delivery Manager, Enterprise Cloud Services, Palo Alto

Sap

Palo Alto, CA

Develop a strategic engagement with your client to establish client focus on the core of the services delivered.. Continuously increase client trusted advisor relationship with executives and key stakeholders. Demonstrate accounta...

Student Services Specialist - Berkeley City College

Peralta Community College District

Oakland, CA

The college's mission is to contribute to the success of all students and to the well-being of the community by offering the best possible education which promises intellectual growth, social mobility, economic development and an...

Client Services Manager

Compass Group

Fremont, CA

Build a strong network with internal partners to ensure ongoing excellent service standards are met for our most critical accounts. Become an expert on our top clients and help continuously improve the way we service them as a com...