Client Services Manager — Wealth & Trusts
The Bronx
Scion Staffing is partnering with a Walnut Creek, CA firm to hire a Client Services Manager who will manage a portfolio of client accounts and coordinate between clients, internal staff, and external partners. The role emphasizes attention to detail, sound judgment, and the ability to handle confidential financial information with care. Requires 7+ years in financial services and a Bachelor’s degree. #J-18808-Ljbffr The Bronx
- ...Description Job Description Description The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and... ...this together as a team, as a family, and as trusted advisors to many. Do Good : This is our...SuggestedInternship
$100k - $110k
...an established professional services firm in Walnut Creek, CA to identify an experienced Client Services Manager. This position is ideal for... ...professional who enjoys building trusted client relationships,... ...involving trusts and estates, wealth management, fiduciary services...SuggestedTemporary workInterim role- Tax Supervisor, Gift, Estate, Trust and HNWI Full-time Advantage Group is a retained search firm based out of the San Francisco Bay... ...and executive level placements with stable and rapidly growing clients nationally. We have established deep relationships, some lasting...SuggestedFull time
- Advantage Group is seeking a Tax Supervisor for Gift, Estate, Trust, and HNWI work in the Walnut Creek area. The role focuses on technical... ...of tax returns and ongoing collaboration with partners and clients to resolve tax issues. The ideal candidate holds a CPA license,...Suggested
- ...Senior Client Manager EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance... ...who bring an owner mindset, inspire trust, think big, and drive results. If you... ...Producers and Client Executives to manage and service a book of employee benefits clients....SuggestedLocal area
$50k - $80k
...are seeking a strategic, consultative Client Manager to help enterprise customers maximize the... ...of enterprise clients, building trusted relationships across Talent Acquisition... ...optimization strategies, and consulting services. Partner with Sales and Customer Success...Work experience placementSummer workRemote workFlexible hours- ...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...
$144k - $196k
The Industrial Design Client Services Manager - Food & Beverage is responsible for driving growth by identifying, shaping, and winning major capital... ...teams around a defined future state, and position BC as a trusted advisor. The Client Services Manager sets the tone and...Temporary workShift work$8k
...together - lifting our communities and building trust in how we show up, everywhere & always.... ...a combination of both. * Engage your clients with Verizon's Velocity Selling... ...Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions...Full timeTemporary workPart timeWork experience placementShift work$100.17k - $180.78k
.... Employees enjoy multiple wealth-building opportunities through... ...Time Zones. The Client Success Manager at T-Mobile is a pivotal... ...business reviews and building trusted executive relationships,... ...Mobile for Business products, services, and self-service tools (e....Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours- ...Agency of Jared Burns-Coffin is seeking a qualified Insurance Customer Service Account Manager to join a locally trusted brand with national backing. You will build relationships, educate clients on insurance options, and support growth through value-based conversations...
- ...Job Description Job Description 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. This role combines team leadership, process oversight, and operational execution to ensure advisors...
$95k - $125k
Client Service Manager Seeking a highly motivated and detail-oriented Client Service Manager to join a dynamic financial services team. This role... ...gathering) Wealthbox (CRM) Holistiplan (tax planning) Wealth.com (estate planning) Nitrogen (portfolio and risk analysis...$165k - $250k
Kennedy Jenks is seeking an experienced Client Service Manager in Northern California to strengthen client relationships, support growth, and... ...support strong outcomes. Develop key relationships: Serve as a trusted advisor while leading presentations, proposals, and pursuit...Work at officeWork from home2 days per week$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$150k
Job Description At JPMorgan Private Client, we are devoted to providing distinguished... ...help facilitate the introduction of wealth management services. This includes regularly engaging in in... ...markets with clients, fostering trust and earning their business through informed...Temporary workWork at officeImmediate start- Mercer Advisors is seeking a Manager, Client Service to collaborate with the Director, Client Service on people management, productivity improvements, and delivering exceptional service to our client base. You will oversee hiring, training, and performance reviews, coordinate...
- ...Sr. Client Service Associate/ Sr. Client Service Manager Our Walnut Creek, CA office is looking for an Sr. Client Service Associate/ Sr. Client Service Manager... ..., licensing, and other credentials (Available after meeting service requirements) Wealth Enhancement GroupFull timeTemporary workWork at officeFlexible hours
$90k - $110k
The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships...Work experience placementLocal areaImmediate start- Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for... ...teams around a defined future state, and position BC as a trusted advisor.Moreover, this role requires consistent success in...Full timeTemporary workShift work
$117k - $159k
Overview Client Services Manager - Technology Sector. Brown and Caldwell is seeking a strategic Business Development/Client Service Manager with a proven track record in marketing, winning, and delivering projects and programs in the Technology sector. The role requires...Temporary workFlexible hours- ...challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage...Work at office
- ...the specified location.Wealth and Advice Solutions is... ...s comprehensive Wealth Management organization filled with... ..., specialized service and providing ongoing advice... ...wealth management needs of clients through our Planning... ...liquidity needs.The Tax, Trust and Estate specialist role...Full timeWork at office
- Withum's Tax Services Group seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. The role collaborates with seasoned CPAs and industry leaders to deliver accurate tax reporting and strategic planning. Ideal candidates...Remote job
$110k - $210k
Job Description Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure... ...tax, R&D Tax Credit, and International and Private Client services. As a Trust and Estate Tax Manager based at any of our office locations, you will work...Work at officeLocal areaRemote work- ...Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area... ...join their growing Private Wealth practice. This is a high-impact, client-facing role working with... ...tax planning and advisory services to high-net-worth individuals...Private practiceWork at officeRemote workFlexible hours
- ...contributor to lead the development and execution of claim service strategies while managing underwriting branch partnerships and agency relationships... ...against defined service standards and driving positive client outcomes. Externally focused, it requires strong engagement...
$54k - $103k
...contributor role leads the development and execution of claim service strategies while managing underwriting branch partnerships and agency relationships... ...or high‑impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key...Work experience placementWork at office$92.4k - $172.1k
CE The applicable base salary range for this role is $92,400 to $172,100. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be...Minimum wage$60k - $128k
...Company: Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs... ...healthcare consumers. Develop analytical, customer service and communication skills needed to perform as a Client Executive...Minimum wageWork experience placementWork at officeNight shiftAfternoon shift
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