260 client service manager jobs at 111 companies in Galt, CA
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Client Service Manager
Walnut Creek, California, United States
RemoteFull Time
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree and 3+ years of client service or claims management experience, or high school diploma/GED and 8+ years; property and casualty insurance license and Microsoft Office proficiency required.
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
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yrHybridFull Time
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
VetnCare: Provides professional medical and surgical services for companion animals.
2+ YOEMinimum 2 years recent veterinary medicine experience, strong customer service and communication skills, ability to manage scheduling, payments, and client education in a fast-paced practice.
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
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.
Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yrHybridFull Time
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
3+ YOE3+ years industry experience for associate (7+ for manager); bachelor’s preferred; Series 7 and 66 (or 63 and 65) for manager; proficiency with Microsoft Office Suite, Salesforce, Workday; strong communication and organizational skills.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
3+ YOERequires 3–5 years of insurance experience, employee benefits expertise, strong communication and client service skills, project planning, data analysis, technology adaptability, and a state Department of Insurance life license.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Customer-service oriented front-desk professional to greet clients, answer phones, schedule appointments, process payments, manage records, and educate pet owners on non-medical pet care.
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
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.
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.
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yrRemoteFull Time
Milliman: Global provider of actuarial and risk management consulting services.
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
TheKey: Provides personalized in-home care and assistance for seniors.
Bachelor's degree preferred or equivalent experience; current driver\u0002s license and insurance; excellent customer service, documentation, and conflict resolution skills; preferred 3 years healthcare/elder care experience.
Vitu: SaaS platform for vehicle registration and title management.
1+ YOE1+ year QA experience (or 2 years work experience). Experience monitoring calls, evaluating agent interactions, coaching, process management, MS Office proficiency, strong communication and collaboration skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Observe AI
Wrench Group: National provider of residential home repair and maintenance services.
Lead and coach service technicians, ensure client satisfaction and center financial targets, manage training, safety, fleet and staffing; strong communication, attention to detail, basic computer skills, English fluency.
Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yrHybridFull Time
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
5+ YOERequires 5–10 years in financial services, retirement plan client experience, Series 65, ERISA knowledge, strong relationship management, and proficiency with Microsoft 365, SharePoint, Zoom, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint, Zoom, Salesforce, fi360/Toolkit, CRM, AI