862 client service manager jobs at 305 companies in Ross, CA
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Client Service Manager
Rohnert Park, California, United States
$68k-$75k/yrOnsiteFull Time
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
Bachelor's degree and 5+ years of client service or claims experience, or high school diploma/GED and 10+ years. Requires Property and Casualty Insurance License and Microsoft Office proficiency.
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
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.
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.
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
Sacramento or San Francisco or Fresno or Chicago or North America
$95k-$150k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
5+ YOE2+ MgmtRequires high school diploma/GED, 5–7 years of benefits insurance experience, 2+ years of supervisory experience, and a Life & Health license. College degree preferred; Microsoft Office, Outlook, and agency management systems proficiency required.
Microsoft Office Suite, Microsoft 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.
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
Vetcor: Operates a national network of community-focused veterinary hospitals.
Provide welcoming client service in person and by phone, schedule appointments, manage records and payments, work Saturdays, strong communication and organizational skills; 1 year veterinary client service preferred.
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.
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
Ropes & Gray: Provides legal representation and advisory services to global corporations.
7+ YOEBachelor's degree required; J.D. or MBA preferred. 7+ years in a law firm, corporate legal department or large organization; confidentiality, client service, leadership, analytics, project management and travel availability required.