1,848 client service manager jobs at 786 companies in California
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Client Service Manager
Los Angeles, California, United States
$140k-$165k/yrHybridFull Time, Part Time
Your Part-Time Controller: Accounting and financial management services for nonprofit organizations.
7+ YOEBachelor's in accounting/finance,7+ years progressive nonprofit accounting experience,leadership and staff management,client relationship and project management,Microsoft Excel proficiency,travel availability and occasional after-hours availability.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's + 3+ years client service/claims OR HS/GED + 8+ years client service/claims; property & casualty insurance license; proficiency with Microsoft Office; relationship-building and adaptability.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
3+ YOE2+ Mgmt3–5 years client service experience with 2+ years supervisory experience; strong communication, coaching, conflict resolution, and organizational skills; veterinary or healthcare experience preferred.
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
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.
United Business BankNASDAQ: BCML: Provides community-focused commercial and personal banking and lending services.
3+ YOEHigh school diploma or equivalent, 3+ years of banking experience, prior management experience, banking operations and regulatory knowledge, communication, client service, math, and Microsoft Office skills.
Cathay BankNASDAQ: CATY: Provides commercial and consumer financial services and banking solutions.
3+ YOE3+ years commercial banking experience, college degree preferred, proficiency with Microsoft Excel/Word/PowerPoint, CRM and lending systems; strong communication, analytical and client-service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe, CRM, Lending Systems, FIS Platform
City Wide Facility Solutions: Manages commercial building maintenance and professional janitorial services.
3+ YOE3-5+ years sales/management in building maintenance or facility management, HS diploma required, CA driver’s license and vehicle insurance, proficient in Microsoft Office and CRM, able to lift 50 lbs.
City Wide Facility Solutions: Provider of commercial cleaning and facility maintenance management services.
3+ YOE3+ years sales and management in facility management or building maintenance; high school required; AA/Bachelors preferred; proficient in Microsoft Office and CRM; valid California driver's license and vehicle insurance required.
Palo Alto or New York or San Francisco or San Diego or Century City or Los Angeles or Boulder or Seattle or Salt Lake City or Washington, D.C. or Boston or Austin
$163k-$221k/yrOnsiteFull Time
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
7+ YOE7+ years in client experience or professional services; leadership of CX programs; bachelor’s degree; JD/MBA/PMP preferred; strong data analysis and CRM skills.
PalAmerican Security: Provides professional armed and unarmed security and patrol services.
1+ YOEBachelor's degree with one year of experience or equivalent security experience; at least three years of related experience. Requires proficiency in Microsoft Outlook, Word, and Excel.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Tishman Speyer: Develops, operates, and manages global first-class real estate properties.
1+ YOEBachelor's degree,1+ year administrative experience; strong customer service, proficiency with Microsoft Office and specialized building systems; ability to work in fast-paced, customer-facing property environment.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, AlertMedia, Cloudgate, Jones, MRI, Angus, Genea, WebCtrl, ZO CMS
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Prior client service or back-office experience in financial planning or securities; supervisory experience preferred. Proficiency with Microsoft Office and CRM; strong communication, problem-solving, and organizational skills.
Wealthspire: Provides integrated wealth management and financial advisory services.
Supervisory experience preferred; high-touch client service and back-office operations experience; strong computer skills including Microsoft Office and CRM; excellent communication, problem-solving, and leadership abilities.
Cathay BankNASDAQ: CATY: Chinese American bank providing financial and lending services.
3+ YOE3+ years banking/lending experience preferred, college degree preferred, proficiency with Microsoft Office, CRM and lending systems, strong client relationship, communication, and supervisory skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe, CRM, Lending Systems, FIS Platform
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
Bachelor's degree required; strong communication, interpersonal, organizational, time-management, computer, problem-solving, and client service skills. Financial services experience is helpful but not required.