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693 client service manager jobs at 320 companies in Berkeley, CA

3w
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Client Service Manager
San Jose, California, United States
$85-$105/hr OnsiteFull Time
PalAmerican Security
PalAmerican Security: Provides professional armed and unarmed security and patrol services.
3+ YOESupervise and support security staff, recruit and train employees, conduct site assessments and client visits, track KPIs, manage client billing; requires clean MVR, 3+ years related experience, bachelor's degree or equivalent, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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3mo
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Client Service Manager
Palo Alto or San Francisco or San Diego or Century City or Los Angeles or Seattle
$119k-$178k/yr HybridFull Time
Wilson Sonsini
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
5+ YOE5+ years in client service or related field; bachelor's degree preferred; strong communication, relationship building, and project management skills; proficient in MS Office; hybrid work and travel flexibility.
Salesforce, Smartsheet, Microsoft Office
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Manager, Client Service
Walnut Creek, California, United States
$100k-$110k/yr HybridFull Time
Mercer Advisors
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
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1mo
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Client Service Manager
San Francisco, California, United States
$90k-$110k/yr OnsiteFull Time
CIBC
CIBCToronto Stock Exchange: CM: Provides personal, commercial, and investment banking and wealth management.
5+ YOEBachelor's degree required, 5+ years financial industry client service experience, investment and trust knowledge preferred, strong communication, organization, and problem-solving skills, proficiency with Microsoft Word/PowerPoint/Outlook/Excel; Schwab/Fidelity experience preferred.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel, MS Office, Schwab, Fidelity
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2w
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Client Service Manager
Walnut Creek, California, United States
$80k-$100k/hr HybridFull Time
Heffernan Insurance Brokers
Heffernan Insurance Brokers: Independent insurance brokerage providing risk management and financial services.
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
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1d
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Commercial Lines Client Service Manager - Private Equity
Walnut Creek or San Francisco or Sacramento
$63k-$123k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEProperty & Casualty license, 5+ years client service management (or HS+8 years), EPIC and Microsoft Office proficiency, strong middle-market insurance experience, CIC or ARM preferred.
EPIC, Microsoft Office
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1d
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Client Service Representative
Los Gatos, California, United States
$20-$23/hr OnsiteFull Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide client-facing customer service, answer phones, schedule and confirm appointments, process payments, manage medical records, educate clients on basic pet care, and maintain facility cleanliness.
Workday
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2w
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Client Technology Manager
San Francisco, California, United States
$152k/yr HybridFull Time
ECI
ECI: Managed IT and cybersecurity services for financial institutions.
Hands-on IT leadership to deliver managed services for a client portfolio; recent cloud, infrastructure, security, and Microsoft 365/Azure experience; strong communication, project management and client relationship skills.
Windows Server, Windows 11, Microsoft 365, Azure, Exchange Online, Google Workspace, VMware vSphere, Hyper-V, Cisco, Palo Alto Networks, Meraki, Microsoft Modern Workplace, Amazon Web Services (AWS), Google Cloud Platform (GCP)
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Client Service Leader
San Francisco, California, United States
$130k-$175k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
10+ YOE5+ Mgmt10+ years in financial services with client service operations expertise, 5+ years people management, expert custodial and CRM proficiency, project and strategic initiative experience, bachelor's degree or equivalent.
Schwab, Fidelity, Pershing, Salesforce, CRM
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Client Service Leader
San Francisco, California, United States
$130k-$175k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
10+ YOE5+ Mgmt10+ years in financial services with client service operations expertise, 5+ years people management, expert knowledge of Schwab/Fidelity/Pershing, Salesforce/CRM proficiency, project management and data-driven operational leadership, bachelor's degree or equivalent.
Schwab, Fidelity, Pershing, Salesforce, CRM systems
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Client Service Coordinator
Santa Rosa, California, United States
$19-$25/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOECoordinate client and pet flow, promote services, educate clients, handle front desk tasks, manage appointments and payments.
Word, Excel, Access, Outlook
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2w
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Client Service Specialist
Santa Rosa, California, United States
$70k-$75k/yr HybridFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
3+ YOE3+ years RIA industry client-facing service experience with custodians (Charles Schwab, Fidelity); proficiency with Salesforce/CRM and Microsoft Teams; strong communication, problem-solving, organization, and ability to manage multiple requests.
Salesforce, Microsoft Teams
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Client Service Representative
Santa Clara or Los Angeles
$19-$25/hr OnsiteFull Time
GoodVets
GoodVets: Operates a network of partner-owned, modern veterinary hospitals.
Front-desk client service role requiring strong communication, evening/weekend availability, phone/appointment/payment handling, familiarity with Windows and practice management software; vet/medical front-desk experience preferred.
Microsoft Windows
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2mo
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Client Service Lead
San Francisco, California, United States
$34-$40/hr OnsiteFull Time
Ethos Veterinary Health
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
3+ YOE3+ years in high-volume client service; veterinary clinic experience; leadership; MS Office; Vetspire/EzyVet preferred
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Vetspire, EzyVet
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2w
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Client Service Coordinator
Tracy, California, United States
$17-$22/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide client-facing front desk support, manage client/pet flow, promote wellness plans, perform administrative and financial tasks, use Microsoft Office, lift up to 50 lbs; HS diploma preferred; 1 year related experience.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
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3mo
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Client Service Manager - Revenue
San Francisco or Emeryville or Berkeley
HybridFull Time
UCSF Health
UCSF Health: Academic medical center providing advanced patient care and research.
3+ YOEBachelor's or 4 years relevant experience; 3+ years data analysis experience; strong revenue cycle knowledge; advanced reporting and communication skills; experience with analytics, dashboard/report development, and stakeholder collaboration.
Microsoft Access, Microsoft Excel, Cognos Data Warehouse, Clarity, SQL, Epic Workbench
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Client Services Manager
Redwood City, California, United States
$134k/yr HybridFull Time
Securitas
SecuritasNasdaq Stockholm: SECU B: Provides protective services including guarding and electronic monitoring.
7+ YOE5+ MgmtSeven+ years progressive leadership in security or operations, five+ years managing multi-site programs, strong financial acumen, executive client relationship experience, and proficiency with Microsoft Office and analytics tools.
Microsoft Office Suite
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1w
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Client Service Manager, Employee Benefits
Sacramento or San Francisco
$95k-$150k/yr HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
5+ YOE2+ Mgmt5-7 years benefits/brokerage experience, 2+ years supervisory experience, Life & Health license, high school diploma (college preferred), strong communication, critical thinking, and Microsoft Office skills.
Microsoft Office Suite, Outlook, agency management systems, ResourcePro
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Client Manager
Seattle or San Francisco or United States
$54-$56/hr HybridFull Time
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants: Provides insurance brokerage and risk management consulting services.
5+ YOE5+ years account management experience in benefits consulting or brokerage, California Life & Health license required, bachelor’s degree preferred, proficiency with Microsoft Office, strong client service, negotiation, and analytical skills.
Microsoft Office, Microsoft Excel, Microsoft Word
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1mo
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Client Service Associate
Oakland, California, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movement transactions, manage calendars and admin tasks, strong Microsoft Office skills, detail oriented, willing to obtain Series 7/63/65/66 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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