Current jobs related to Client Service Manager - San Francisco, California - United Business Bank
-
Client Services Manager
4 weeks ago
San Francisco, California, United States Kennedy Jenks Full timeAt Kennedy Jenks, we are seeking a seasoned Client Services Manager to lead our Northern California market. This key role will be responsible for developing client strategies, assembling client teams, and executing plans to deliver our services efficiently.The ideal candidate will have a strong background in water/wastewater engineering consulting, with a...
-
Client Services Manager
1 month ago
San Francisco, California, United States SafelyYou Full timeAbout SafelyYouSafelyYou is a mission-driven company that uses artificial intelligence to support care for individuals with Alzheimer's disease, Dementia, and other cognitive impairments. Our goal is to reduce the frequency and impact of falls, the leading cause of hospitalization for those living with dementia. We have peer-reviewed results showing up to...
-
Client Service Manager Nonqualified
4 weeks ago
San Francisco, California, United States Voya Financial Full timeJob SummaryVoya Financial is seeking a highly skilled Client Service Manager Nonqualified to join our team. As a key member of our Executive Benefit Services department, you will be responsible for providing exceptional service to our clients and ensuring the highest level of client satisfaction. This role requires a strong understanding of executive...
-
Client Service Manager I
4 weeks ago
San Francisco, California, United States United Business Bank Full timeAbout the RoleThe Client Service Manager I is a key position at United Business Bank, responsible for overseeing the efficient and effective performance of all operations functions within the branch. This includes managing teller functions, new account functions, and background operations tasks and duties.The ideal candidate will have previous management...
-
Commercial Lines Client Service Manager
4 weeks ago
San Francisco, California, United States HUB International Full timeJob Title: Commercial Lines Client Service ManagerAbout HUB International:HUB International is a leading insurance brokerage firm that advises businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and...
-
Client Service Associate
1 month ago
San Francisco, California, United States BNY Mellon Full timeClient Service AssociateAt BNY Mellon, we're seeking a talented Client Service Associate to join our Wealth Management team. As a key member of our team, you'll be responsible for delivering exceptional client service, working closely with Wealth Managers to support day-to-day operational and technical responsibilities, and producing high-quality investment...
-
Client Services Liaison
4 weeks ago
San Francisco, California, United States National Women's Soccer League Full timeAt National Women\u2019s Soccer League, we are seeking a Client Services Executive to play a key role in our client management and support team. The ideal candidate will have a professional mindset, a service-focused approach, and a background in client relations. Key responsibilities include managing client relationships, providing exceptional support, and...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team. In this role, you will be responsible for delivering exceptional client service and support to high net worth individuals and families.Key ResponsibilitiesDeliver a white glove experience for clients, from account opening and...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a dynamic financial planning practice seeking a highly organized and detail-oriented Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for ensuring seamless client experiences, from onboarding to ongoing support.Key Responsibilities:Communicate with clients to process...
-
Client Service Director
4 weeks ago
San Francisco, California, United States Davita Inc. Full timeJob Title: Client Service DirectorAt Davita Inc., we are seeking a highly skilled Client Service Director to lead our thriving Public and Private sector water and wastewater practice in Southern California. This senior role is an essential part of our growth as we continue to provide quality solutions to our trusted clients.Key Responsibilities:Engage the...
-
Security Client Manager
4 weeks ago
San Francisco, California, United States Allied Universal® Full timeJob DescriptionAt Allied Universal, we're committed to delivering exceptional security services that exceed our clients' expectations. As a Client Manager, you'll play a critical role in building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Develop and implement client-specific plans to...
-
San Francisco, California, United States Synergy Management Group Full timeAbout the Role:Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital) portfolio companies and growing businesses across various industries. We partner with our clients to evaluate,...
-
Client Services Liaison
4 weeks ago
San Francisco, California, United States AEG Full timeAbout Bay FCBay FC is a professional soccer team based in the Bay Area, dedicated to providing an exceptional fan experience. We are seeking a highly skilled Client Services Executive to join our team.Job SummaryThe Client Services Executive will be responsible for managing a segment of Bay FC's General Season Ticket Members, including building strong client...
-
Client Success Manager
1 month ago
San Francisco, California, United States One Legal Full timeAbout One LegalOne Legal is a leading provider of innovative technology solutions for legal professionals. With over 30 years of experience, we continue to be a respected industry leader. Our mission is to empower legal professionals to succeed through our cutting-edge solutions.Job DescriptionWe are seeking a highly ambitious and results-driven Manager of...
-
Senior Client Service Associate
4 weeks ago
San Francisco, California, United States CIBC Full timeWe're seeking a skilled Senior Client Service Associate to join our team at CIBC. As a key member of our client service team, you will be responsible for executing complex transactions and providing exceptional client service to high net worth clients.Responsibilities:Prepare and process new account paperworkOpen new accounts and sub-accountsCash transaction...
-
Veterinary Client Services Coordinator
4 weeks ago
San Francisco, California, United States Ethos Veterinary Health Full timeJob Title: Client Services Coordinator - VeterinaryWe are seeking a highly skilled and compassionate Client Services Coordinator to join our team at Ethos Veterinary Health. As a key member of our veterinary hospital team, you will be responsible for providing exceptional client service, ensuring seamless communication, and maintaining accurate records.Key...
-
Licensed Client Service Associate
4 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Licensed Client Service Associate is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This role requires good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. The ideal candidate...
-
Client Service Coordinator
4 weeks ago
San Francisco, California, United States Itsjustlunchmassillon Full timeAbout the Role:As a Client Service Professional at It's Just Lunch, you will have the opportunity to make a meaningful impact on our clients' lives. Your primary responsibility will be to coordinate and facilitate our clients' dating experiences, ensuring that every interaction is personalized and exceptional.Key Responsibilities:• Coordinate and schedule...
-
Client Service Specialist
1 month ago
San Francisco, California, United States Evergreen Services Group Full timeJob DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian...
Client Service Manager
1 month ago
United Business Bank is seeking a highly skilled Client Service Manager to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and ensuring the efficient performance of all operations functions within the branch.
Key Responsibilities
- Manage the efficient and effective performance of all operations functions, including teller and new account functions.
- Ensure all tasks and responsibilities are handled within bank policies and procedures.
- Maintain expenses and losses within the annual budget.
- Cross-sell bank products and services to clients.
- Provide training and support to staff in cross-selling efforts.
- Assist Client Relationship Managers with outside calls to selected businesses and current clients.
- Perform daily tasks, including review of management reports and daily callback.
- Solve problems associated with item and data processing.
- Assist Regional Branch Administration, Director of Branch Administration, and Operations Administrator with duties and projects as requested.
Requirements
- High school graduate or equivalent.
- Previous management experience and a minimum of 3 years bank experience in banking.
- Excellent communication and client service skills.
- Professional appearance, dress, and attitude.
- Excellent math skills.
- Ability to use Microsoft Office software package.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium-sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short-term disability insurance, flexible spending account, a generous vacation and sick policy.
Equal Opportunity Employer
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.