912 client service manager jobs at 331 companies in Saratoga, CA
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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
3w
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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
6d
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Client Service Manager III - Family Office - Wealth Client Experience
Westlake or San Francisco
$79k-$153k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5 years of financial services operations or service experience required. Series 7 required; Series 63 must be obtained within 90 days. Requires advanced MS Office knowledge and client service expertise.
Microsoft Office
6d
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Client Service Manager III - Family Office - Wealth Client Experience
Westlake or San Francisco
$79k-$153k/yr OnsiteFull Time
5+ YOEBachelor’s degree, 5 years of financial services operations or service experience, Series 7 required, Series 63 preferred and required within 90 days, advanced MS Office knowledge, and ultra-high-net-worth client experience.
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
2mo
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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
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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
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
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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
2w
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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
4d
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Senior Client Manager
San Francisco or United States
$105k-$130k/yr RemoteFull Time
Client-facing experience in partnerships, consulting, professional services, customer success, or account management; impact-sector experience; project management and communication skills; bachelor's degree or higher.
Salesforce, Slack, Asana
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
1w
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Client Service Manager, Employee Benefits
Sacramento or San Francisco or Fresno or Chicago or North America
$95k-$150k/yr HybridFull Time
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
1mo
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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.
2mo
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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
2mo
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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.
1mo
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
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.
Microsoft Office Suite, Salesforce, Workday
1mo
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Sr. Client Manager
New York City or Lafayette or Chicago
$70k-$100k/yr HybridFull Time
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
1mo
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
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
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