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Client Services Specialist jobs in San Francisco, CA

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TAX ENGAGEMENT SUPPORT SERVICES SPECIALIST

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...

CompanyRsm Global
AddressSan Francisco, CA
CategoryInformation Technology
Job typeFull-Time
Date Posted 5 days ago See detail

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...

5 days ago seen See more...

Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

2 weeks ago seen See more...

Customer Service Specialist

Tcwglobal

San Francisco, CA

Document, sort, pack, and ship customer mail. Monitor the flow of mail from our remote locations to our processing center(s) and investigate any disruptions, opening cases, contacting vendors, and submitting refunds/claims when ne...

2 weeks ago seen See more...

R0027866 Office Service Specialist

Epiq Systems, Inc.

San Francisco, CA

$18.07 - $22.00 an hour

Mail Services includes metering, sorting, and distributing mail and accountable packages per schedule. Copy Services includes accurately producing copy, print and scan projects per written instructions. Reception includes answerin...

3 weeks ago seen See more...

R0027851 Office Services Specialist (Shift M-F 11:00am-8:00pm)

Epiq Systems, Inc.

San Francisco, CA

$18.07 - $22.00 an hour

Mail Services includes metering, sorting, and distributing mail and accountable packages per schedule. Copy Services includes accurately producing copy, print and scan projects per written instructions. Reception includes answerin...

3 weeks ago seen See more...

Client Service Executive

Hsbc

San Francisco, CA

Deposit Account Management. Custody Account Management. Loan Servicing. Asset Movement both internally and externally, such as wire transfers and any related wire investigations. Timely/same day response to client inquiries. Credi...

3 weeks ago seen See more...

Facilities Service Specialist

Adecco

San Francisco, CA

$20.28/Hour

Adecco is currently assisting one of its clients in their search for aMail Office Services in San Francisco, CA Zip Code 94105 This is a great opportunity to join a leading American Multinational Company! Pay Rate: $20....

3 weeks ago seen See more...

Family Service Specialist

Mission Neighborhood Centers

San Francisco, CA

Partner with MNC Bayview Family Resource Center to bridge families to resources. Including presenting resources available during monthly campus parent meetings and FRC events, collaborating with special events, and referring famil...

3 weeks ago seen See more...

Client Service Specialist (Hybrid)

Nfp

San Rafael, CA

Develop and maintain strong relationships with clients, Advisors and other team members across the firm. Fulfill on-going client requests. Assist clients in a timely and accurate manner, striving to exceed client expectations. Com...

a month ago seen See more...

VP of Client Services - Remote Work

Bairesdev

San Francisco, CA

$120,000 a year

At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of th...

4 weeks ago seen See more...

Associate, Client Services - Digital

Bully Pulpit International

San Francisco, CA

Client Deliverables. Participate in client engagements and start interfacing with clients; Manage limited client projects based on team needs and individual strengths; Work with team on client deliverables such as workplans, agend...

4 weeks ago seen See more...

Client Specialist - Womens Ready to Wear, Reiss, Full Time - San Francisco

Bloomingdale's

San Francisco, CA

Day-1 Medical, Dental, Vision Benefits for eligible colleagues. Competitive Pay. Paid Time Off. Flexible Holiday Time-Off & Flexible Scheduling. Fully Funded Education Benefits (100% tuition coverage including books and fees). Ins...

4 weeks ago seen See more...

Client Service Associate

Bakeravenue

San Francisco, CA

$55,000 - $65,000 a year

Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience. Responsible for the account establishment process by preparing, opening and processing n...

a month ago seen See more...

Tax Manager - Private Client Services

Eisneramper Llp

San Francisco, CA

$85,000 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...

2 months ago seen See more...

Tax Senior Manager - Private Client Services

Eisneramper Llp

San Francisco, CA

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...

2 months ago seen See more...

2025 Tax Winter Intern - Private Client Services (Summer Leadership Program)

Eisneramper Llp

San Francisco, CA

Current Junior or Senior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the U...

2 months ago seen See more...

Client Service Manager II

Gallagher

San Francisco, CA

The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and encouragi...

2 months ago seen See more...

Service Desk Specialist

Nixon Peabody Llp

San Francisco, CA

$63.7K - $80.6K a year

Monday - Friday: 8:30am - 5:00pm EST. Monday - Friday: 10:30am - 7:00pm EST. Participate in the Service Desk Queue at assigned shift time, to provide virtual end-user technical support to the firms staff and attorneys via phone,...

a month ago seen See more...

Client Success Specialist

Ubiquity Retirement + Savings

San Francisco, CA

$55,000 - $65,000 a year

Monitors our support queue, classifies cases for the team based on the type of inquiry, and responds to cases to help our clients with their retirement plan questions Researches and assists in solving complicated client requests b...

a month ago seen See more...

Client Support Specialist (Part Time/Weekends Only) (remote)

Roo

San Francisco, CA

$23 - $28 an hour

Be one of the point-of-contacts for customer inquiries coming through our online support channels email, LiveChat, 1-833-Roo Vet, etc. Troubleshoot and resolve any first line issues raised by our hospital/vet/tech users, providi...

a month ago seen See more...

Client Service Associate

Jackson Hewitt - 1176

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

3 weeks ago seen See more...

Client Service Associate

Jackson Hewitt

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

4 weeks ago seen See more...

Support Services Specialist

Internal Revenue Service

Oakland, CA

Specialized experience for this position includes: Experience using methods and procedures for providing or performing a variety of functions and services such as, managing tickets (e.g., customer request such as locksmith service...

a month ago seen See more...

Apple Specialist - Retail Customer Service and Sales - (Seasonal)

Apple

Emeryville, CA

$27.75 - $34.55 an hour

You have agility to learn new products and features with an interest in technology, particularly Apple products. Ability to deliver great customer experiences in any environment and to be invigorated by constant personal interacti...

4 weeks ago seen See more...

Client Support Specialist I

One Workplace

Oakland, CA

$23.28 - $29.09 an hour

15 days of PTO 9 Paid holidays Medical/Dental/Vision Insurance Profit Sharing 401k + Employer Match Wellness App with reimbursement of up to $500/year Work closely with the Client Experience Manager to provide excellent customer s...

4 weeks ago seen See more...

Financial Services Specialist - Behavioral Health 901 (Remote)

Telecare Corporation

Alameda, CA

$25.79 - $31.87 an hour

High school Diploma or G.E.D. Minimum five (5) years professional experience in a healthcare billing Ability to read, write and speak English. Strong analytical and time management skills and attention to details Ability to work...

4 weeks ago seen See more...

Client Service Representative (CSR)

Berkeley Animal Hospital

Berkeley, CA

Uphold ethics and promote a culture that is positive and thoughtful. Minimum 1 year experience in a veterinary hospital. Passionate about veterinary medicine and animal well-being. Ability to give feedback to management and not pa...

4 weeks ago seen See more...

Full-Time Loss Prevention Service Specialist

Kohls

Daly City, CA

Works to promote customer service in the store by implementing the Kohl's Smile and Say Hi initiatives and helping customers with their needs. Assists in implementing Loss Prevention strategy. Promote a neat and clean store appe...

a month ago seen See more...

QA Training Services Specialist - Temp

Penumbra

Alameda, CA

As a QA Training Services Specialist, you will play a pivotal role at Penumbra providing timely and accurate support of our quality processes related to the maintenance of the Electronic Document Management System (EDMS). What You...

2 months ago seen See more...

Veterinary Client Service Representative/Receptionist

Alameda Pet Hospital

Alameda, CA

$16 - $26 an hour

Maintaining efficiency of flow of clients. Providing support for client interactions in hospital ensuring exceptional customer service is provided. Monitoring and maintaining hospital communications via phone, email, fax, text, e...

2 months ago seen See more...

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