Latest Private Client Services jobs in San Rafael, CA

17 Private Client Services Jobs in San Rafael, CA

Dental Front Office Receptionist (Bilingual) Marin Community Clinics - San Rafael, California ) for all clients during check-in process, capturing vital demographic data and authorized signatures. Verifies timelines of arrival, collects new patient private pay deposits. Prepares charts and superbills 17 days ago
Chief Executive Officer, Multi-Location Healthcare Services Provider, Private Equity, 78797 Truenorth Executive Search, Inc. - San Francisco, CA, United States Chief Executive Officer, Multi-Location Healthcare Services Provider, Private Equity Our client is a lower middle market specialty healthcare services company that provides services across multiple 6 days ago
Executive Assistant to the President & COO Cresset - San Francisco, CA, United States About Cresset Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better 8 days ago
Financial Due Diligence & Advisory Director - Financial Services RSM US LLP - San Francisco, California . In this dynamic role, you will work with our nationally award winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our M&A group services include: buy-side 2 days ago
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Senior Associate, M&A and Financial Due-Diligence (31435) DeWinter Group - San Francisco, CA, United States due diligence and accounting, data analysis and balance sheet investigations for their clients, which cover a broad range of private equity funds, private investors, lenders and corporate clients 15 days ago
Private Wealth Management Administrative Assistant - San Francisco Advantage xPO - San Francisco, CA, United States , coordinating interview schedules, liaising with building services, and greeting visitors · Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer 20 days ago
Accounting Advisory Director RSM US LLP - San Francisco, California on your clients Required Qualifications: BS/BA Degree in Accounting, Finance or equivalent degree 8+ years of current or recent experience in accounting advisory services, with a focus on serving private equity 2 days ago
Senior Accounting Fund Manager Hamlyn Williams - San Francisco, CA, United States Our client is seeking a qualified individual to oversee a team of fund accountants, ensuring the delivery of top-tier fund administration services to asset and fund managers within the private equity 29 days ago
Associate School Finance Manager - Remote (Must Reside in PST/MST Time Z EdTec - Emeryville, CA and analytical skills Customer service orientation or experience in client services Expertise with Microsoft Excel, financial modeling, and forecasting Experience in business development and marketing initiatives 3 days ago
2025 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst Program JPMorgan Chase Bank, N.A. - San Francisco, CA clients and provide a comprehensive suite of services. We're seeking team members who excel in fast-paced environments, relationship building, and innovation. As part of our team, you'll collaborate 4 days ago

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