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

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10 hours ago
Hybrid

Client Service Manager - Water/Wastewater

Kennedyjc
Santa Rosa

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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6 days 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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7 days ago

Client Services Manager

Senior Helpers North Bay
Santa Rosa 95402

Client Services Manager – Santa Rosa Office Senior HelpersSenior 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 all...

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8 hours ago
Hybrid

Portfolio Analyst

American AgCredit
Santa Rosa 95402

Join to apply for the Portfolio Analyst role at American AgCredit. Why you should join our team? 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...

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5 days ago
Hybrid

Client Accounting & Advisory Lead

Hickok Waterman Tax
Santa Rosa 95402

Role: Client Accounting & Advisory Lead Location: Santa Rosa, CA (Primarily Onsite, with Hybrid Flexibility) Are you an experienced accountant who loves advising businesses but feels trapped in the endless, backward-looking grind of the month-end close? What if you could join a firm that uses AI and automation to handle the "grunt work," freeing you to focus on high-impact strategic advice? At...

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2 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...

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6 days ago

VP, Client Solutions & AI Delivery

Elios Talent
Santa Rosa 95402

Job Description VP, Client Solutions & AI Delivery Key Highlights 🤝 Own executive-level client relationships and lead strategic growth across fashion, ecommerce, automotive, beauty, and wellness 📈 Drive end-to-end AI solution delivery, ensuring measurable value, strong adoption, and long-term expansion 🧠 Blend program management, customer success, sales strategy, and technical AI leadership...

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52 minutes ago

Locum Client Service Representative

VCA Animal Hospitals
Santa Rosa 95402

Locum Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Petcare East Veterinary Hospital in Santa Rosa, Ca, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner’s expectations. We’re looking for a personable...

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10 hours ago

Client Service Coordinator

Banfield
Santa Rosa 95402

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

Client Service Accounts Payable Clerk

BOLT Staffing Service
Santa Rosa

Client Service Accounts Payable Clerk Job Location: Santa Rosa, California Job Type: Temp to Hire Pay Rate: $24-$26/hour Schedule: Monday - Friday; 9:30am-6pm Description of Position: Do you have experience in Client Service and Accounts Payable? Our client is seeking a Client Service Technical Specialist with an emphasis on Accounts Payable to join their team. This role combines...

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7 days ago

Client Service Specialist - Float

Umpqua Bank
Santa Rosa

About the Role : As the first point of contact for most clients, the Client Service Specialists (Teller) play a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Float Manager, various Branch Managers and Assistant Branch Managers, the CSS-Float role's primary responsibility is to ensure banking transactions are performed accurately, ethically,...

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7 days ago

Client Service Specialist - Float

Columbia Bank
Santa Rosa 95402

About Us At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. Description We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we...

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3 days ago

Insurance Client Advisor-Technology

ACRISURE
Santa Rosa

About Acrisure : Acrisure 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 Origination and more. Acrisure employs over 17,000...

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7 days ago
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Financial Center Client Service Representative

Bank of America
Santa Rosa 95402

Financial Center Client Service Representative Santa Rosa, California To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To 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...

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8 hours 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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7 days ago

Client Service Representative

VCA
Santa Rosa

Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Petcare East Veterinary Hospital in Santa Rosa, Ca, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously.With every opportunity, we aim to exceed each pet owner’s expectations. We’re looking for a personable yet...

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7 days ago

Commercial Portfolio Manager - North Bay, CA

Windsor Management Corp.
Petaluma 94954

Commercial Portfolio Manager - North Bay, CA At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team. This position is open year-round to support our continued growth. This position will manage a portfolio of commercial properties in the North Bay, CA. An Ideal Candidate - You're the one people go to when nobody else can solve a problem. -...

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4 days ago

Client Services Assistant (Reception) Bilingual: English/Spanish

North Bay Regional Center
Santa Rosa

Description Santa Rosa Location Company Overview At North Bay Regional Center, 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 throughout California, we offer a comprehensive program supporting the needs of our communities, provided by driven and passionate...

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2 days ago
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