Client Services Manager, Wealth & Fiduciary Accounts
Scion Staffing, Inc.
Scion Staffing, Inc. is seeking an experienced Client Services Manager in Walnut Creek, CA to oversee a portfolio of client accounts and coordinate between clients, internal staff, and external professionals. The role emphasizes handling confidential financial information with care and maintaining organized administrative processes. Ideal candidates have extensive financial services background, a bachelor’s degree, and strong attention to detail. #J-18808-Ljbffr Scion Staffing, Inc.
$100k - $110k
...established professional services firm in Walnut Creek, CA... ...identify an experienced Client Services Manager. This position is ideal for... ...relationships, managing detailed account information, and keeping... ...trusts and estates, wealth management, fiduciary services, or a related...AccountsTemporary workInterim role$165k - $250k
Kennedy Jenks is seeking an experienced Client Service Manager in Northern California to strengthen client relationships, support growth, and... ...market insight: Ability to grow client relationships, lead accounts, recognize opportunities, and translate client needs into business...AccountsWork at officeWork from home2 days per week- Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for... ...in the water reuse market. They will be a strategic account leader responsible for defining and advancing multi-year growth...AccountsFull timeTemporary workShift work
$54k - $103k
...serving as primary contact for assigned clients, commercial branch contacts, agents and... ...on all issues related to the client's service relationship with CNA. Provides technical... ...claim handling instructions for risk management accounts and key commercial clients. Accountable...AccountsWork experience placementWork at office- Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients... ...expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client...Accounts
$140k
...Worth Individual Tax Manager (including Gift, Trust... ...solutions and advice to help clients achieve their goals... ..., employee-centric fiduciary advisory firm, that prides... ...responsible for tax services provided to clients... ...assigned BS/BA Degree, accounting preferred Valid CPA license...AccountsFull timeTemporary workWork at officeLocal areaFlexible hours- ...this role, the individual will serve as a Client Service Leader, advancing advisory services for... ...Executive Director role is a strategic account leader responsible for defining and advancing... ...services and technical expertise, manage portfolio performance, and ensure consistent...AccountsFull timeTemporary workShift work
- We are seeking a Senior Client Service Manager (CSM) to lead strategic client development for priority municipal clients in the West region.... ...This role reflects sustained success in developing strategic accounts, delivering significant profitable revenue, and positioning...AccountsFull timeTemporary work
- ...to use. The Opportunity As the Client Advisory Partner of Electric & Gas... ...and Enterprise Evolution on Strategic account management, clarity on playbook and client zippering... ...to break into new accounts and expand service offerings; develop a sales lead from start...AccountsContract workWork at officeRemote workFlexible hours
- Slalom, LLC in the San Francisco Bay Area seeks a Client Partner to grow our Life Sciences portfolio across biopharma, medtech, and emerging... ...will operate as a senior client leader across a portfolio of accounts, balancing business development, account leadership, and...Accounts
$75k - $90k
...Job Title/Code: Accounts Payable Lead Job Code : FI202 Department... ...Reports To: Finance, Senior Manager Job Type: Full Time,... ...the AP Staff and the Shared Services Manager, escalating significant... ...confidentiality of company and client information. Desire to...AccountsFull timeFor contractors$171k - $236k
...Northern California market is seeking a Client Partner to grow our Life Sciences portfolio... ...client leader across a portfolio of accounts, balancing business development, account... ...oversight and governance across all sold and managed engagements to ensure delivery excellence...AccountsTemporary workLocal area$171k - $236k
...practice, partnering closely with clients to shape strategy, drive... ...across Retail and Consumer Goods accounts. You'll also play a key role... ...'s consulting and technology services, setting account strategy,... ...opportunity market. Grow and manage a $1-3M+ portfolio across Retail...AccountsContract workTemporary workLocal area- ...Job Description The Assistant Property Manager will support a portfolio of assets including... ...the importance of strong customer service, be highly organized and have a high attention... ...debit balances, in order to bring their accounts current, via phone calls, tenant ledger...AccountsWork at officeLocal areaImmediate start
$185k - $300k
Kennedy Jenks is seeking a dynamic Client Service Director in California to grow and strengthen... ...to delivery: Serve as a project manager, project engineer, or project team member... ...disability insurance; a health savings account; a 401(k); bonus programs; tuition reimbursement...AccountsWork at officeLocal areaWork from home2 days per week- ...Client Service Manager The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services... ...required. Bachelor's degree in Finance, Accounting, Economics, or related field preferred....Internship
- ...assurance firm, providing clients with a genuine coast-to-coast... ...) provide professional services through an alternative practice... ...network of independent accounting and business advisory... ...Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal ! This...AccountsLocal areaWorldwide
- We are looking for an experienced Accounts Payable Supervisor/Manager to oversee end-to-end payable operations in Walnut Creek, California. This position plays a key role in keeping invoice processing, subcontractor payments, and month-end activities on track across multiple...AccountsFor subcontractor
$117k - $159k
The Industrial Design Client Services Manager - Distribution is responsible for driving growth by identifying, shaping, and winning major capital... ...collaborative delivery models, while advancing long-term account growth and market presence. The Client Services Manager...AccountsTemporary work- ...Creek, CA seeks an experienced Private Client relationship manager to cultivate affluent client... ...deliver bespoke financial planning and wealth management guidance. You will build a... ...controls while providing high-touch service. Licenses SIE, Series 7, and 66 (or 6...
- ...we challenge the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing...Full timeWork at office
- ...Our client, Kinder's is looking to fill an Accounts Payable Specialist position. About t he Role: The Accounts Payable Specialist supports the... ...execution of accounts payable activities, vendor account management, and cross-functional support within the AP function...AccountsFull timeWeekend work
- ...Misch Group in Walnut Creek seeks a seasoned Commercial Lines Account Manager to oversee a focused book of 10-20 middle to large market... ...M-$1.5M in revenue and guide renewals, coverage reviews, and client communications for high-complexity, low-volume books. As a technical...Accounts
$100k - $130k
...About the Job Job Title: Client Success Manager Organization: The Surplus Line Association... ...the value of SLA's resources, services, and expertise. You'll work closely with... ...reduce compliance risk. Monitor account health and identify opportunities for...AccountsFull timeWork at officeLocal areaFlexible hours- ...brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing Commercial Lines team... ...industries. This is not a sales role —it’s a high-touch service and strategy position focused on long-term client relationships. Key Responsibilities Manage...AccountsWork at officeRemote work
- ...We are seeking a detail-oriented and motivated Accounts Receivable Specialist with a minimum of 2 years of experience in the construction... ...and Procore. Responsibilities Collaborate closely with Project Managers and Project Engineers to ensure accurate billing Generate and...AccountsFor contractors
$24 - $33.35 per hour
...Full-time Description Staff Accountant Location: Concord, NH Schedule: Monday–Friday, 8:00 AM–4:30 PM Department... ...an organization dedicated to providing compassionate care and services to individuals, families, and communities. As a member of our...AccountsFull timeWork at officeLocal areaMonday to Friday- ...Description Job Description Description: Client Service Team Leadership: Supervise Client... ...to service standards. Establish and manage team goals, track progress, and... ...business transfers, re-codes, and other client account-related changes for existing business....AccountsWork at office
$150k - $225k
...engineering and environmental consulting services today, with a focus on innovation and... ...of developing sustainable solutions for clients, including green infrastructure design,... ...experienced and collaborative Client Service Manager to join our growing team in Northern...Work at officeWork from home- ...Walnut Creek, CA seeks an experienced Commercial Insurance Account Manager at various levels (AA, SAA, AMA). The role requires 2-5 years... ...and an active P&C license. Candidates will support client service, policy administration, and renewal processes across the client...AccountsWork at office
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