742 client management jobs at 294 companies in San Diego, CA
1mo
Save
Mark Applied
Hide
1mo
Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, learn technology platforms, maintain client-centric focus; high school diploma/GED required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEClient service support for Financial Advisors; 1 year experience, high school diploma/GED required; familiarity with investment products and client relationship management; strong communication and detail orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yrOnsiteFull Time
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Provide administrative and client-facing support: calendar management, expense and budget administration, travel coordination, marketing/content upkeep, event planning, and strong communication and organizational skills.
Allied Universal: Global provider of security guard and facility management services.
2+ YOE2+ MgmtManage client relationships and front-line staff, 2+ years supervisory experience, proficiency with Microsoft Office and BI tools, ability to meet financial targets and travel to client sites.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
1+ YOEProvide support for client administrators and managers on property & casualty accounts; bachelor’s degree or 1–2 years P&C experience required; maintain California Fire & Casualty Solicitors license; pursue AAI/AINS/INS designations; proficient with ImageRight, Sagitta, and Microsoft Office.
ImageRight, Sagitta, Microsoft Word, Microsoft Excel, Microsoft Outlook, iPad
ServiceNowNYSE: NOW: Enterprise cloud platform for digital workflow automation.
7+ YOERequires 7+ years in client management, 2+ years as a Client Director or equivalent, multi-million-dollar sales experience, executive relationship management, IT sales experience, target achievement, and virtual team leadership.
ServiceNowNYSE: NOW: Provides a cloud platform for automating enterprise digital workflows.
7+ YOE7+ years client management, 2+ years as a Client Director or equivalent, proven multi-million-dollar sales experience, executive relationship management, AI integration thinking, IT/service-management domain experience, ability to lead virtual teams, travel up to 50%.
Booz Allen HamiltonNYSE: BAH: Consulting and technology services for government and commercial clients
3+ YOE3+ years supporting DoD/government, 2+ years with Navy ISR systems, Secret clearance required, Bachelor's degree, Microsoft Office/Teams proficiency, strong communication, independent problem solving, and ability to manage client deliverables.
Microsoft Office Suite, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AI Tools
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage front-line security staff, build client relationships, oversee budgets and account health, use BI and reporting tools, drive operational goals, and ensure safety and compliance; requires 2+ years operational/management experience and proficiency with Microsoft Office.
Allied Universal AI technology, Business Intelligence Platform, Microsoft Office
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Lead studio hospitality and daily operations, support management, train staff, manage client inquiries, maintain facilities, and work weekends and holidays. Must be 18+ with strong customer service and communication skills.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, educate clients about wellness plans and services, strong communication and organizational skills required.
5+ YOE2+ Mgmt5+ years in client services or sales (waste management preferred), 5+ years California waste profile experience, 2+ years supervisory experience, pricing/RFP expertise, intermediate-advanced Microsoft Office skills.
Acumatica, Digital Waste, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
California or Los Angeles or Los Angeles County or San Diego or San Diego County or San Francisco or San Francisco County or United States
$100k-$107k/yrRemoteFull Time
Sedgwick: Provides global insurance claims management and risk services.
5+ YOE5+ years claims management experience, California workers' compensation knowledge, ability to manage client programs, lead teams, analyze loss data; Bachelor's preferred; pursue CPCU/AIC/ARM.
Payliance: Provides integrated payment processing, risk management, and recovery solutions.
1+ YOE1+ years client support or payment-processing experience; strong communication, problem-solving, and organizational skills; proficiency with Salesforce and Microsoft Office; ability to manage priorities in a compliance-sensitive environment.
United States or Austin or Boston or Chicago or Dallas or Denver or Houston or Los Angeles or Minneapolis or New York or Phoenix or Portland or Salt Lake City or San Diego
$108k-$130k/yrRemoteFull Time
DEPT: Global digital agency providing integrated technology and marketing services.
7+ YOE3+ Mgmt7+ years in client-facing digital media planning and activation, including 3+ years leading agency client relationships; requires leadership, persuasive communication, and cross-channel paid media expertise.
Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Booz Allen HamiltonNYSE: BAH: Provides technology and management consulting services to diverse organizations.
3+ YOE3+ years supporting DoD/government agencies, 2+ years with Navy ISR systems, Microsoft Office/Teams proficiency, Secret clearance, bachelor’s degree, ability to develop client deliverables and communicate to technical and non-technical audiences.
Microsoft Office Suite, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AI Tools
7+ YOE7+ years insurance experience, active P&C license, B2B client management, strong underwriting/placement knowledge, excellent communication, math and organizational skills; college degree and insurance designations preferred.
Knox Attorney Service: Provides litigation support, process serving, and legal document management.
Highly organized client representative with attention to detail, urgency, time management, fast typing, professional phone and email etiquette, and familiarity with Word, Adobe, and Outlook.