7 client services lead jobs at 6 companies in Clovis, CA
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Lead Case Manager - Victory Village
Fresno, California, United States
$25-$27/hrOnsiteFull Time
Elevate Community Services: Providing emergency shelter and homeless support services in California.
3+ YOE3+ years housing-related social services experience, Bachelor's in social services preferred, clean driving record, ability to coordinate services, maintain client documentation, locate housing, and mentor case management staff.
RH Community Builders: Provides supportive housing and social services for at-risk individuals.
3+ YOEBachelor's in social services preferred; minimum 3 years housing-related social services experience; clean driving record; ability to create care plans, coordinate providers, maintain documentation, and advocate for clients.
Senior Private Wealth Advisor, Practice Lead - Bakersfield/Fresno
Bakersfield or Fresno
$125k-$182k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years in financial services with HNW client experience; Series 65 and FINRA fingerprinting required; bachelor’s degree or equivalent; CFP preferred; strong communication, financial planning, tax and estate knowledge; willingness to travel locally.
Fort Worth or Frankfort or Fuquay-Varina or Fresno or Frederick or Franklin or Fort Wayne or Fort Washington or Fort Myers or Fort Mill or Flagstaff or Fargo or Fairbanks
RemoteFull Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Entrepreneurial mindset, drive for personal growth, strong interpersonal skills, openness to learning, and interest in building and leading a client-facing financial services agency.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Entrepreneurial mindset, willingness to learn business, leadership, recruiting, client relationship and time-management skills; motivated to build and lead an agency in financial services.
Fiesta Auto Insurance: Provides auto insurance brokerage and tax preparation services.
Provide customer service, handle high-volume inbound/outbound calls, process payments, meet with clients, generate and manage leads, pursue personal lines insurance license, reliable transportation, availability for weekend and extended hours.
Fresno or Greenwood Village or Scottsdale or United States
$215k-$300k/yrOnsiteFull Time
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ MgmtUniversity degree required (MBA preferred), 10+ years financial services leadership experience, proven experience leading large dispersed sales organizations, expertise in lending/deposits/client acquisition, strong credit and AML knowledge, executive leadership and stakeholder skills.