Senior Client Service Leader, Banking & Wealth
Citi
Citi in San Francisco seeks a Senior Client Service Manager to lead a team delivering high-level client servicing for banking and investment products. You will guide process improvements, oversee onboarding and training for staff, and ensure compliance with global and regional controls while coordinating with sales teams and leadership. The role emphasizes managing budgets, recruiting, performance management, and driving strategic initiatives within wealth management operations. #J-18808-Ljbffr Citi
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Client Service Leader, Banking & Wealth in San Francisco, CA vacancy
- ...seeks an experienced professional to develop client relationships and manage sophisticated wealth management needs. The role involves... ...The candidate should bring deep knowledge of banking, investments, and fiduciary services, with strong negotiation, leadership, and communication...Senior
$163.6k - $245.4k
...$245,400.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Client Service Manager accomplishes results... ...related to the branch office banking and investment relationships.... ...board and provides guidance to Wealth Academy to provide relevant...SeniorFull timeTemporary workWork at officeCitigroup
San Francisco, CA1 day ago- ...Senior Account Executive Location: San Francisco, CA Work... ...Industry: Fintech (business banking and corporate cards) Compensation... ...seat. You will drive new client acquisition primarily through... ...with implementation and client services on onboarding Share market...SeniorWork at officeAfternoon shift
Talentpluto
San Francisco, CA2 days ago - ...is seeking an Enterprise Account Executive in San Francisco to drive strategic sales to large Financial Services accounts, including Banking, Insurance, and Wealth & Asset Management. You will build trusted executive relationships, develop account strategies, and coordinate...Senior
$200k - $300k
...seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing client relationships, and...Senior- A financial services company in San Francisco is looking for a senior accountant to join its Controllers team. Candidates should have over 4 years of accounting... ...salary is $72k with potential bonuses. Applicants from banking backgrounds are preferred. #J-18808-Ljbffr WorkilaSenior
- ...currently seeking experienced Senior Wealth Advisors to join Beacon... ...long-term relationships with clients. The role partners closely with... ...With centralized back-office services, resources, and technology, our... ..., independent broker-dealer, bank, or RIA environment ~ Financial...Senior
Beacon Pointe Advisors
San Francisco, CA3 days ago - ...best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will... ...and ultra‑high net worth clients by assessing creditworthiness... ...wealth management, private banking, or high net worth lending... ...years and today we are a leader in investment banking, consumer...Senior
- ...You'll Do Build the Finance Client Function (0 → 1) Identify, engage, and onboard financial services clients and partners Test and... ...for finance-sector clients and senior stakeholders Manage complex,... ...Have Experience in fintech, banking, asset management, or financial...Work at officeRelocation package
$84k - $202k
...Consulting - Sector Operations - Financial Services Senior Associate Intern you will support... ...business operations, process improvement, and client service within our Advisory practice.... ...methods, and process efficiency across banking, insurance, and asset management...SeniorSummer workInternshipH1bPwC
San Francisco, CA3 days ago$198.94k - $266.07k
Senior Director, BVS, Customer Financial Officer Location... ...Business Value Services (BVS) team as a senior-... ...consulting, investment banking, corporate strategy, or... ...technology buyer or as a leader of large‑scale digital... ...Services (Banking/Lending, Wealth/Asset Management, or...SeniorFull timeWork at officeRemote workFlexible hours- ...advice to Not-for-Profit clients, then a role as a... ...Business Relationship Manager Senior Not-for-Profit is for... ...for-Profit in Business Banking, you’ll manage existing... ...in client advice and service, develop the business to... ...business network; viewed as a leader in community...SeniorWork experience placement
$120k - $250k
...new and existing Commercial banking loans and credit solutions in... ...portfolio of technology clients. Makes credit decisions and... ...maintaining an exceptional client service environment.Negotiates loan... ...as a specialist resource to senior leaders and stakeholders.Applies...SeniorFull timeContract workPart timeWork experience placementLocal areaShift workBMO Bank
San Francisco, CA1 day ago$85.1k - $161.7k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...RSMUS is currently seeking a Senior Associate to join our Accounting... ...capital or investment banking. High upside candidates with...SeniorFull timeWork experience placementInternshipLocal areaRSM International
San Francisco, CA3 days ago$108k - $115k
...About Us Rho is the modern banking platform built for the AI era. Startups and growth... ...volume through networking. Advocate for client needs to inform Rho's roadmap. Win new... ...teams to maintain the highest level of service and experience. Qualifications ~3...SeniorFor contractorsRho Technologies
San Francisco, CA1 day ago- ...RockBridge Search & Recruitment is seeking a Vice President, Relationship Manager in the San Francisco Bay Area. You will build strategic client partnerships, manage a high-quality commercial portfolio, and drive opportunities across diverse industries. Expect to lead with...Senior
RockBridge Search & Recruitment
San Francisco, CA4 days ago $300k - $400k
...career as we build the future of global banking. If that sounds like you, let’s build what... ...operations and drive growth for our enterprise clients. As a team, we value strategic thinking,... ...organizations.What you'll do This is a Senior Enterprise Account Executive focused on...SeniorTemporary workLocal areaWorldwideAirwallex
San Francisco, CA5 days ago$10 per hour
...financial advice to your clients, then a role as a... ...Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio... ...partner with Branch, Wealth Management and Private... ...suite of products and services; follow up with clients...SeniorWork experience placementWork at office$150k - $190k
...risk and pricing strategies for Fintech clients. This position requires extensive experience... ...Relevant experience within the Banking or FinTech industry; preferred if experience... ...dynamics on third party channels and help senior management make informed decisionsAct as...SeniorWork at office3 days per weekEXL Service
San Francisco, CA5 days ago- ...Chase & Co. is seeking a Senior Business Relationship Manager in Business Banking to manage a portfolio of profitable business clients, deepen deposits, and... ...emphasizes high-touch client service, risk management, and... ...deals, coordinate with Wealth/Private Banking, and leverage...Senior
- JPMorgan Chase & Co. in San Francisco seeks a Senior Business Relationship Manager to acquire... ...deepen a portfolio of large business clients. You will provide deposits, cash... ...management, and collaboration with Private Bank, Wealth Management, and other partners to identify...Senior
- JPMorganChase in San Francisco seeks a Business Relationship Manager Senior in Acquisition banking to manage a portfolio of high-potential business clients. You will focus on relationship-building and financial advice, while growing deposit and credit opportunities up...Senior
$141k - $195k
...impact summaries and timelines that Compliance and Legal use for bank partner and regulatory notifications.Close the loop. Facilitate... ...technology company, not a bank*—on the premise that core banking services should be helpful, easy, and free. Through our user-friendly...SeniorFull timeWork at officeLocal areaRemote workNight shiftWeekend workChime
San Francisco, CA2 days ago- City National Bank seeks a Senior Specialty Wealth Asset Officer to lead asset/investment management for complex real estate and related assets held... ...policies are followed. You'll partner with relationship teams, clients and partners to optimize investment performance, manage...Senior
$155.98k - $174.33k
...such as your SSN or banking details via email,... ...glow up? As Senior Manager, Brand Marketing... ...sales and grow clients for brands and the... ...senior-most marketing leaders in brand... ...Passion for Client Service, Innovation, Expertise... ...and life insurance. Wealth. We offer a competitive...SeniorSephora
San Francisco, CA2 days ago$28 per hour
...private markets is next. Funds is the software and services behind private funds, Nova is the banking network, Meridian is the wealth platform for accredited investors, and USVC... ...foundational to every product we build. As a Senior Infrastructure Engineer, you will shape the...SeniorWork at office2 days per weekDevopsroles
San Francisco, CA1 day ago$200.7k - $250.9k
...depositing assets with them, wealth remained secure and... ...provide an exceptional banking* experience for... ...traditional expectations.As a Senior Software Engineer on... ...key role as a technical leader and hands-on engineer in... ...-insured bank. Banking services provided through Choice...SeniorMercury
San Francisco, CA3 days ago- ...earn tangible returns on their wealth, offering a sophisticated... ...spirit to building an exceptional banking* experience for all. We’ve... ...an FDIC-insured bank. Banking services provided through Choice... ...fundsExcited to mentor both junior and senior engineersIf this role...Senior
Mercury
San Francisco, CA3 days ago $134.7k - $168.37k
...By combining global corporate cards and banking with intuitive spend management, bill pay... ...Brex’s AI-native automation and world-class service eliminate manual expense and accounting... ...Marketing team is looking for an experienced Senior Marketing Operations Manager to architect...SeniorWork at officeRemote workWork from homeBrex
San Francisco, CA4 days ago$155.67k - $225.72k
...Senior Relationship Manager Bank of Marin, voted by our employees as one of the "Best Places to Work" in... ...office-based and off-site visits to clients. The Senior Relationship Manager is... ...approval processes to meet established service levels for outstanding customer...SeniorFull timeWork experience placementBank staffWork at officeBank of Marin
San Francisco, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Leader, Banking & Wealth. Be the first to apply!
Related searches
- service lead San Francisco, CA
- family service coordinator San Francisco, CA
- early intervention service coordinator San Francisco, CA
- service coordinator San Francisco, CA
- food service coordinator San Francisco, CA
- service team leader San Francisco, CA
- resident service coordinator San Francisco, CA
- member services coordinator San Francisco, CA
- senior living San Francisco, CA
- senior associate vice president San Francisco, CA