713 client service manager jobs at 328 companies in Mountain View, CA
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Client Service Manager
San Francisco, California, United States
$90k-$110k/yrOnsiteFull Time
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
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
3+ YOE3+ MgmtHigh school diploma or equivalent, 3+ years of supervisory experience in a client-facing role, and 3+ years in finance or accounting. Veterinary experience is preferred.
United Business BankNASDAQ: BCML: Provides community-focused commercial and personal banking and lending services.
5+ YOEHigh school diploma or equivalent, previous management experience, and at least 5 years of banking experience. Requires knowledge of teller, new account, operations procedures, banking regulations, communication, client service, math, and Microsoft Office.
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.
Commercial Lines Client Service Manager - Private Equity
Walnut Creek or San Francisco or Sacramento
$63k-$123k/yrHybridFull Time
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.
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
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.
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
PalAmerican Security: Provides professional armed and unarmed security and patrol services.
3+ YOEMust have valid CA driver license and CA Guard Card, 3+ years related experience, bachelor's degree with 1 year experience or equivalent, proficiency with Microsoft Outlook/Word/Excel, ability to lift 15 lbs.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Fluent English and strong communication, client service, multitasking, organizational, problem-solving, priority-setting, and time-management skills; ability to follow instructions and provide directions.
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.
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.
2+ YOERequires 2–3 years in financial services, a BS/BA degree or equivalent experience, strong Microsoft Office skills, client communication, analytical, organizational, and time-management abilities; Series 65 required within one year.
Microsoft Office, Schwab Institutional, Fidelity Investments, Black Diamond, Orion, Salesforce, CRM
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service, manage client/pet flow, perform administrative tasks, process transactions, educate clients about wellness plans, and multitask in a fast-paced clinic.
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.
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.
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.