client portfolio manager jobs in Santa Rosa, 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 and ensure we attract top talent whenever you're ready to make your next career move. The compensation for this role is commensurate with the cost of living in the Bay Area. The compensation will be adjusted to reflect the...

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...

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...

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...

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...

Client Services Manager - Santa Rosa OfficeSenior 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...

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...

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...

About the Company Our client is leading Strategic Management and Information Technology company, recognized as a global leader in digital services. With offices in 60 countries, they navigate digital transformation through cutting-edge AI, cloud, and automation solutions. About the Role - Client Partner will manage a portfolio of existing clients within the High Technology Industry. - P&L...

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...

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...

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...

A leading insurance provider in California seeks an Insurance Claims Advocate to manage the complete claim process. Responsibilities include assisting clients, reviewing claims, and serving as a primary contact for claims-related issues. Candidates must have excellent communication skills and a valid Property & Casualty License, or the ability to obtain one within 60 days. This position offers a...

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,...

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...

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...

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...

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...

A leading home care service provider in Santa Rosa is seeking a Client Services Manager to oversee client services and caregiver support. The role involves ensuring high-quality care, driving growth in client service hours, and maintaining client engagement. Ideal candidates should have prior experience in home care or healthcare settings, along with a Bachelor’s degree and strong communication...

About the Company Our client is leading Strategic Management and Information Technology company, recognized as a global leader in digital services. With offices in 60 countries, they navigate digital transformation through cutting-edge AI, cloud, and automation solutions. About the Role - Client Partner will manage a portfolio of existing clients within the High Technology Industry. - P&L...