641 client manager jobs at 274 companies in Galt, CA
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Client Portfolio Manager
Sacramento, California, United States
$118k-$128k/yrOnsiteFull Time
Allied Universal: Provides professional security, janitorial, and facility management services.
2+ YOE2+ MgmtUpper-management role overseeing security service delivery across client sites; requires leadership, team development, operational and financial metric experience, bachelor's/associate/HS with required management experience, and a valid driver’s license.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree with 5+ years client service/claims management or HS diploma with 10+ years; 1+ year supervisory exp; Life & Health licensing required. Preferred: insurance knowledge and client relationship management; strong communication and analytical skills.
Montrose Environmental GroupNYSE: MEG: Provides environmental testing, remediation, and regulatory compliance services.
5+ YOE5+ years of stack testing experience with QI credentials, ability to travel up to 75% (including overnight), knowledge of federal/state/local regulations, client/project management and budgeting experience, HS diploma, valid driver\u000fs license, DOT medical and OSHA respirator medical evaluation, pass background and drug screening.
5+ YOE5+ years in employee benefits account management; strong renewal, plan design, and vendor management; California Life & Health license; proficient in Excel/PowerPoint; client-facing in deadline-driven environment.
Veros: Provides automated property valuation and mortgage risk analytics software.
Strong verbal and written communication, client relationship and customer service skills, organization and follow-through, ability to manage multiple priorities, discretion with confidential information, and 45 WPM typing.
The Surplus Line Association of California: Oversees California's surplus lines insurance marketplace and ensures compliance.
California resident with a Bachelor's in Business or related field; experience in client relationship management, insurance/regulatory knowledge preferred; strong communication, training, analytical, and CRM/Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
Mercer Advisors: Provides integrated wealth management and financial planning for families.
2+ YOEBachelor's degree preferred; minimum 2 years financial industry and client-facing experience; people management, proficiency with financial planning software, Salesforce, and Microsoft Office; strong communication and analytical skills.
financial planning software, Salesforce, Microsoft Office Suite
The Surplus Line Association of California: Oversees compliance and data reporting for California's surplus lines insurance.
California resident required. Bachelor's in Business Administration or related field. Experience with client relationship management, insurance compliance/filing processes preferred. Proficiency with Microsoft Office and CRM; strong communication, analytical, and training skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, reporting tools
1+ YOEBachelor's degree required. 1-5 years in client support or account management (SaaS experience preferred). Strong technical aptitude, communication, analytical and problem-solving skills.
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship experience; excellent writing, presentation, and public speaking; active Series 6, 63 and SIE (or obtained within year); state Life & Health insurance license (or obtained within year); valid driver’s license; ability to work flexible hours.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
3+ YOE3–5 years insurance account management experience in Life & Health, active life & health insurance license, proficiency with Salesforce and agency management systems, strong communication and underwriting knowledge.
Client Services Manager - Distribution Market Sector
Walnut Creek or United States or North America
$117k-$191k/yrHybridFull Time
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
10+ YOESenior client leader with minimum 10 years in environmental engineering/consulting, bachelor\u0002s degree required, experience in business development, pursuit leadership, and client portfolio management.
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Allied Universal: Global provider of physical security and facility management services.
2+ YOE2+ MgmtLeadership of multi-site security operations; 2+ years building teams; 1+ year driving operational/financial metrics; bachelor's/associate/high school with specified management experience options; valid driver\u0002s license; strong communication and leadership skills.
Hillendale Home Care: Provides professional non-medical in-home care for seniors.
5+ YOE2+ MgmtBachelor's degree, 5+ years healthcare/home care experience, 2+ years client/account management, proven business development success, CRM and Google Workspace/Microsoft Office proficiency, valid driver’s license and background clearance.
0+ YOEHigh school diploma (BA preferred), 0-2 years financial planning/paraplanning experience, CFP preferred, Series 7 and 65/66 preferred or willing to obtain, strong analytical and communication skills, proficiency with MS Office and CRM.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Vituity: Providing multispecialty clinical care and healthcare management services.
4+ YOE4+ Mgmt4+ years leadership/management experience; high school diploma or GED; experience in medical office or medical billing preferred; CA driver license required.
Microsoft Office 365, Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
OnterrisNYSE: ONT: Global provider of environmental consulting, testing, and remediation services.
5+ YOE5+ years stack testing experience with QI credentials, ability to travel up to 75% including overnight, knowledge of federal/state/local regulations, project budgeting and client management, high school diploma, valid driver’s license, DOT medical and OSHA respiratory evaluations.