287 client service manager jobs at 143 companies in San Marcos, CA
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Client Service Manager
La Jolla, California, United States
$30-$42/hrOnsiteFull Time
Plumb: Provides outsourced accounting, bill pay, and family office services.
2+ YOE2+ years in high-touch client service or financial customer relations; strong accounting comprehension; 1+ year QuickBooks Online experience; advanced Microsoft Excel and excellent communication.
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.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, educate clients about wellness plans and services, strong communication and organizational skills required.
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.
Allied Universal: Global provider of security guard and facility management services.
2+ YOE2+ MgmtManage client relationships and front-line staff, 2+ years supervisory experience, proficiency with Microsoft Office and BI tools, ability to meet financial targets and travel to client sites.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Requires fluent English, strong communication and client service skills, multitasking, organization, problem-solving, time management, basic mathematics, and ability to use computers and follow instructions.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage front-line security staff, build client relationships, oversee budgets and account health, use BI and reporting tools, drive operational goals, and ensure safety and compliance; requires 2+ years operational/management experience and proficiency with Microsoft Office.
Allied Universal AI technology, Business Intelligence Platform, Microsoft Office
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
2+ YOEBachelor's degree, 2+ years in financial services, strong communication and organization skills, MS Office proficiency, and experience with wealth management systems preferred.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
2+ YOEMinimum 2 years customer service experience; veterinary experience preferred. Proficient with Microsoft Office; familiar with practice management software preferred. Strong multitasking, communication, cash handling, and comfort with animals.
California or Los Angeles or Los Angeles County or San Diego or San Diego County or San Francisco or San Francisco County or United States
$100k-$107k/yrRemoteFull Time
Sedgwick: Provides global insurance claims management and risk services.
5+ YOE5+ years claims management experience, California workers' compensation knowledge, ability to manage client programs, lead teams, analyze loss data; Bachelor's preferred; pursue CPCU/AIC/ARM.
5+ YOE2+ Mgmt5+ years in client services or sales (waste management preferred), 5+ years California waste profile experience, 2+ years supervisory experience, pricing/RFP expertise, intermediate-advanced Microsoft Office skills.
Acumatica, Digital Waste, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
Los Angeles or San Diego or Laguna Beach or San Francisco or California
$70k-$89k/yrRemoteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent, 3+ years of client-facing experience, luxury or high-net-worth client service experience, CRM and Microsoft Office proficiency, strong communication, detail management, and remote-work skills.
CRM, Client Base, Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and Series 63 or 66 required, strong administrative and customer service skills, proficiency with Microsoft Office, and critical thinking/time management abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
IPS Group: Manufacturer of smart parking meters and integrated parking software.
2+ YOEAt least 2 years in customer success, account management, customer support, project coordination, or client-facing work; CRM and ticketing experience; strong communication, organization, relationship-building, and technical aptitude.
CRM, ticketing systems, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Kennedy Jenks: Provides engineering and environmental consulting for water and infrastructure.
15+ YOESenior leader with 15+ years experience in consulting/engineering, client relationship leadership, business development, team building, strategic planning, and delivery oversight for water/wastewater projects.
Clearspeed: Provides AI-powered voice analytics for rapid risk assessment.
4+ YOEBachelor's degree or equivalent experience, 4+ years in client success/account management, experience in Financial Services or Insurance, SaaS experience, strong Microsoft Office skills, project management and communication skills; English/Spanish fluency preferred.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
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
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint