709 client service manager jobs at 326 companies in San Jose, CA
2mo
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Client Service Manager
San Francisco, California, United States
$90k-$110k/yr OnsiteFull Time
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
2w
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Client Service Manager III
San Jose, California, United States
$80k-$90k/yr OnsiteFull Time
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.
Microsoft Office
3mo
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Senior Client Service Manager, Client Experience
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/yr OnsiteFull Time
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.
CRM, Data analysis tools
8h
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Sr. Client Service Manager III
Walnut Creek, California, United States
$84k-$141k/yr RemoteFull Time
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.
Microsoft Office
1mo
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Client Service Manager
Walnut Creek, California, United States
$80k-$100k/hr HybridFull Time
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
4w
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Client Service Representative
Los Gatos, California, United States
$20-$23/hr OnsiteFull Time
Provide client-facing customer service, answer phones, schedule and confirm appointments, process payments, manage medical records, educate clients on basic pet care, and maintain facility cleanliness.
Workday
1mo
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Client Service Leader
San Francisco, California, United States
$130k-$175k/yr OnsiteFull Time
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.
Schwab, Fidelity, Pershing, Salesforce, CRM
1mo
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Client Service Leader
San Francisco, California, United States
$130k-$175k/yr HybridFull Time
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
1mo
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Client Service Coordinator
Colma, California, United States
$19-$25/hr OnsiteFull Time
Fluent English and strong communication, client service, multitasking, organizational, problem-solving, priority-setting, and time-management skills; ability to follow instructions and provide directions.
Optimum Wellness Plans (OWPs), FSA, HSA
2mo
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Client Service Representative
Salinas, California, United States
$18-$25/hr OnsiteFull Time
Experience in the veterinary field or strong customer service background; duties include greeting clients, answering phones, scheduling appointments, processing payments, recommending products/services, managing medical records, and facility maintenance.
Workday
3w
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Client Service Representative
Pleasant Hill, California, United States
$22-$24/hr OnsiteFull Time
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.
2mo
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Client Service Coordinator - 001418
San Jose, California, United States
$19-$25/hr OnsiteFull Time
Providing exceptional client service, managing client/pet flow, completing documentation, scheduling appointments, handling transactions, educating clients about wellness plans, and strong verbal/written English.
Workday
2mo
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Client Service Representative
Santa Clara or Los Angeles
$19-$25/hr OnsiteFull Time
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.
Microsoft Windows
6d
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Client Service Associate
San Francisco, California, United States
$90k-$120k/yr HybridFull Time
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
3mo
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Client Service Lead
San Francisco, California, United States
$34-$40/hr OnsiteFull Time
3+ YOE3+ years in high-volume client service; veterinary clinic experience; leadership; MS Office; Vetspire/EzyVet preferred
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Vetspire, EzyVet
1mo
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Client Service Coordinator - 001418
San Jose, California, United States
$19-$25/hr OnsiteFull Time
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.
Workday
1mo
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Client Service Manager, Employee Benefits
Sacramento or San Francisco
$95k-$150k/yr HybridFull Time
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
3w
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Manager - Client
Oakland, California, United States
$59k-$95k/yr OnsiteFull Time
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.
1mo
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Client Manager
Seattle or San Francisco or United States
$54-$56/hr HybridFull Time
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.
Microsoft Office, Microsoft Excel, Microsoft Word
1mo
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
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.
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