681 client service manager jobs at 225 companies in Bonsall, CA
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Client Service Manager
La Jolla, California, United States
$30-$42/hrOnsiteFull Time
Plumb: Provides outsourced accounting, bill pay, and family office services.
2+ YOE2+ years in high-touch client service or financial customer relations; strong accounting comprehension; 1+ year QuickBooks Online experience; advanced Microsoft Excel and excellent communication.
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.
Allied Universal: Global provider of security guard and facility management services.
2+ YOEDegree or diploma plus 2–5 years managing hourly employees in a service organization; valid driver’s license for client visits; proficiency with Microsoft Office and BI tools; strong communication and financial/operational management skills.
Microsoft Office, Business Intelligence (BI) tools
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires data analytics, change management, project management, reporting, presentation, negotiation, organizational, strategic thinking, and team-building skills, plus 3+ years of client-facing experience.
Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yrHybridFull Time
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
10+ YOEMinimum 10 years in environmental engineering/consulting with client relationship leadership, business development, portfolio management, and team leadership. Bachelor's degree required. Must pass pre-employment background check and drug test.
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Requires fluent English, strong communication and client service skills, multitasking, organization, problem-solving, time management, basic mathematics, and ability to use computers and follow instructions.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEBachelor’s degree plus 2–3 years of client service, or 3+ years of relevant insurance industry experience. Requires California Fire & Casualty Solicitor license, commercial insurance knowledge, and MS Office proficiency.
Intellicomp, Microsoft Word, Microsoft Excel, Microsoft Outlook
Blue Trust: Wealth management and financial planning using biblical principles.
3+ YOEBachelor’s degree required, preferably in business, finance, accounting, or management. Three years of operations, client service, investment, trust, accounting, or administrative experience preferred; strong Microsoft Office skills required.
5+ YOE5+ years commercial property & casualty insurance experience in a client-facing broker role (3+ years managing construction accounts preferred). Requires P&C broker license, valid driver license, strong P&C coverage knowledge, Microsoft Office proficiency, client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Agency Management Systems, Share Drive
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
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
2+ YOEBachelor's degree, 2+ years in financial services, strong communication and organization skills, MS Office proficiency, and experience with wealth management systems preferred.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
2+ YOEMinimum 2 years customer service experience; veterinary experience preferred. Proficient with Microsoft Office; familiar with practice management software preferred. Strong multitasking, communication, cash handling, and comfort with animals.
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
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
5+ YOE5–7 years client relationship or financial services experience preferred; bachelor’s degree preferred; strong product, regulatory, data analysis, document management, Microsoft Office, project and people management skills.
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and Series 63 or 66 required, strong administrative and customer service skills, proficiency with Microsoft Office, and critical thinking/time management abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yrHybridFull Time
Collectors: Providing authentication and grading services for high-value collectibles.
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
IPS Group: Manufacturer of smart parking meters and integrated parking software.
2+ YOEAt least 2 years in customer success, account management, customer support, project coordination, or client-facing work; CRM and ticketing experience; strong communication, organization, relationship-building, and technical aptitude.
CRM, ticketing systems, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2+ YOEMinimum 2 years revenue cycle/accounts receivable/coding or payer contracting experience; ASC billing preferred. Proficiency with Practice Management and EMR systems, strong analytical and communication skills, client relationship experience, ability to work independently.