client portfolio manager jobs in Santa Rosa, CA

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Senior Director, Strategic Planning and Portfolio Management

Keysight Technologies
Santa Rosa 95402

Overview Keysight is at the forefront of technology innovation, delivering breakthroughs and trusted insights in electronic design, simulation, prototyping, test, manufacturing, and optimization. Our ~15,000 employees create world‑class solutions in communications, 5G, automotive, energy, quantum, aerospace, defense, and semiconductor markets for customers in over 100 countries. Learn more about...

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a day ago

J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding Areas

JPMorgan Chase
Santa Rosa

At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and...

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22 hours ago

J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding Areas

JPMorganChase
Santa Rosa 95402

Overview J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding AreasJoin to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding Areas role at JPMorganChaseJob Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...

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a day ago
Hybrid

Client Service Manager - Water/Wastewater

Kennedy Jenks Consultants
Santa Rosa 95402

Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at...

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3 hours ago

Client Services Manager

Senior Helpers North Bay
Santa Rosa

Client Services Manager – Santa Rosa Office Senior Helpers Senior Helpers is seeking a Client Services Manager to join our Santa Rosa team. In this vital role, you’ll be at the forefront of our mission to provide compassionate care and improve the quality of life for our clients, their families, and our employees. As the Client Services Manager, you’ll oversee the delivery and development of...

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22 hours ago
Hybrid

Agribusiness Portfolio Analyst - Hybrid/Remote

American AgCredit
Santa Rosa 95402

A national financial services provider is seeking a Portfolio Analyst to evaluate complex loan applications and manage a designated loan portfolio. The ideal candidate will have over eight years of experience in banking or agricultural lending. This position offers a hybrid work model, focusing on customer service and financial analysis. Join us to make a real impact on our clients and...

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5 days ago

Landscaping Account Manager: Grow Client Relationships

Sperber Landscape Companies
Rohnert Park 94928

A landscaping business in California is seeking a dedicated Account Manager who will manage client accounts and oversee production crews. The role includes ensuring compliance with safety regulations, conducting client meetings, and handling a landscape maintenance portfolio worth $750,000–1,000,000. The ideal candidate should have a Bachelor's degree in a related field, at least 2 years of...

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5 days ago

Landscape Account Manager - Maintenance & Client Growth

Gabriel Group
Rohnert Park 94928

A leading landscaping company is seeking an Account Manager to oversee client accounts and ensure high standards of service. Responsibilities include managing relationships, ensuring compliance with safety regulations, and leading production teams. Ideal candidates will have a proven track record in client management and team leadership. This role focuses on achieving customer satisfaction and...

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9 hours ago
Hybrid

Client Service Director - Water/Wastewater

Kennedyjenks
Santa Rosa 95402

Client Service Director - Water/Wastewater Santa Rosa, CA, USA Job Description Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ...

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2 days ago
Hybrid

Water/Wastewater Client Services Leader

Kennedy Jenks
Santa Rosa 95402

A leading consulting firm in California is seeking an experienced Client Service Manager – Water/Wastewater to drive business development and ensure project success. The ideal candidate will have over 10 years of experience in the field, a Professional Engineer license, and strong client relationship skills. This full-time role offers a hybrid work model and competitive compensation, emphasizing...

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6 days ago

Client Service Representative

VCA
Santa Rosa

VCA Windsor Animal Hospital, 6422 Old Redwood Hwy, Santa Rosa CA is looking for aClient Service Representative to join our team. The pay range for this position is $19 - $23/hour, full-time. We are open Monday- Friday 8am to 6pm and Saturday 8am to 5pm. Our ideal candidate would have at least 1 year of CSR experience, be able to multitask efficiently, have compassionatecommunication skills,be...

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22 hours ago

Client Advisor

Acrisure
Santa Rosa 95402

Join to apply for the Client Advisor role at Acrisure .About AcrisureAcrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage...

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a day ago
No Experience

Financial Center Client Service Representative

Bank of America
Santa Rosa 95404

Financial Center Client Service RepresentativeSanta Rosa, CaliforniaTo proceed with your application, you must be at least 18 years of age.AcknowledgeRefer a friendTo proceed with your application, you must be at least 18 years of age.Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Rosa/Financial-Center-Client-Service-Representative_25044486)Job Description:At Bank of America,...

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a day ago

Launchpad to Financial Advisor — Grow Your Client Book

First Technology Federal Credit Union
Santa Rosa 95402

A financial services organization seeks a Senior Associate Financial Advisor in Santa Rosa. This role supports and grows an existing book of business and engages in financial planning and client relationship management. The ideal candidate has at least 3 years of client-facing experience and possesses a series of relevant licenses. Compensation in California ranges from $90,000 to $150,000,...

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2 days ago
Hybrid

Psychologist - Client Services Consultant

North Bay Regional Center
Santa Rosa

Please visit our website, www.nbrc.net to learn more about North Bay Regional Center and to apply for this position. Company Overview: Promoting Opportunities - Supporting Choices: At North Bay Regional Center, (NBRC) we believe that all people with developmental disabilities should have the same opportunities as are available to all other citizens. As one of the 21 nonprofit Regional Centers...

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22 hours ago
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Client Service Coordinator

Banfield Pet Hospital
Santa Rosa

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and...

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a day ago

J.P. Morgan Wealth Management – Private Client Advisor - Sonoma County, CA and Surrounding Areas

JPMorgan Chase
Rohnert Park

At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and...

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a day ago
Hybrid

Portfolio Analyst

American AgCredit
Santa Rosa 95402

American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams.Benefits offered by American...

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5 days ago
Hybrid

Client Service Director - Water/Wastewater

Kennedy Jenks Consultants
Santa Rosa 95402

Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at...

View salary & More Info
a day ago
Hybrid

Water/Wastewater Client Services Leader (Hybrid)

Kennedy Jenks Consultants
Santa Rosa 95402

A leading engineering consulting firm in Northern California seeks an experienced Client Services Manager to enhance client relationships and ensure project success. The candidate will lead business development initiatives and manage project delivery with responsibility for scope, schedule, and budget. This role requires a Bachelor's and/or Master's degree in Civil or Environmental Engineering...

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6 days ago
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