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
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
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
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
4+ YOE3+ Mgmt4+ years client service and banking experience, 3+ years supervisory experience, strong knowledge of bank products, policies, audit and regulatory compliance, leadership, sales and client relationship skills.
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.
Recruitics: Provider of recruitment marketing software and advertising services.
3+ YOE3+ years client success/HR tech or related experience; enterprise client management; recruitment marketing, analytics, and HR technology knowledge; experience with digital advertising, tracking, and BI tools; strong communication and analytical skills.
Google Ads, Meta Ads Manager, Looker, Tableau, Power BI, APIs
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
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.
Community Initiatives: Provides fiscal sponsorship and administrative services to nonprofit projects.
5+ YOEBachelor's degree, 5 years professional experience (≥3 in nonprofit), experience managing multiple client relationships, contract/grant review experience, CRM and project-management proficiency, strong communication and analytical skills.
Salesforce, TaskRay, Asana, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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
Las Vegas or Irving or Frisco or Concord or Bellevue
$87k-$157k/yrOnsiteFull Time
T-MobileNASDAQ: TMUS: Provides wireless network services and mobile communication devices.
4+ YOERequires 4–7 years managing government, strategic, or enterprise client relationships, plus cross-functional coordination, account growth, analytics, telecommunications knowledge, and executive communication skills.
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
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOE5 years in group health/benefits sales or service; strong communication; California Life and Disability license; valid driver's license; proficient with Word/Excel/PowerPoint.
J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA
San Francisco, California, United States
$119k-$185k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEFINRA licenses (SIE, Series 7,66,9,10) required or to be obtained within 180 days, degree in business/finance, minimum 3 years financial services management, training and KYC knowledge, strong communication and MS Office skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel