369 client service manager jobs at 177 companies in Tracy, CA
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Client Service Manager III
San Jose, California, United States
$80k-$90k/yrOnsiteFull Time
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
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
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.
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.
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.
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.
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
Elderberry Capital: Provides comprehensive financial planning and wealth management services.
Provide client service support for wealth management: manage communications, handle inquiries and transactions, prepare review materials, maintain compliance; proficiency with CRMs and Microsoft Office; Series 7/66 advantageous; Bachelor's preferred.
financial software tools, CRMs, Microsoft Office Suite
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
Service Champions: Service Champions provides residential HVAC, plumbing, and electrical services.
Provide leadership, coaching and training to service technicians, ensure client satisfaction, meet sales/margin/profit targets, enforce safety, manage staffing, and communicate effectively.
The Surplus Line Association of California: Oversees California's surplus lines insurance marketplace and ensures compliance.
California resident with a Bachelor's in Business or related field; experience in client relationship management, insurance/regulatory knowledge preferred; strong communication, training, analytical, and CRM/Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
Las Vegas or Irving or Frisco or Concord or Bellevue
$87k-$157k/yrOnsiteFull Time
T-MobileNASDAQ: TMUS: Provides wireless network services and mobile communication devices.
4+ YOERequires 4–7 years managing government, strategic, or enterprise client relationships, plus cross-functional coordination, account growth, analytics, telecommunications knowledge, and executive communication skills.
Wrench Group: National provider of residential home repair and maintenance services.
Lead and develop service technicians, ensure client satisfaction and center profitability, manage staffing, training, safety, fleet and dispatch; strong communication, attention to detail, and basic computer skills required.