405 client services manager jobs at 208 companies in Carlsbad, CA
1mo
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Client Services Manager - REMOTE
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/yr RemoteFull Time
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.
1mo
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
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.
Microsoft Office, Business Intelligence Platform
1mo
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
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
3w
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Client Services Consultant II
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yr HybridFull Time
5+ YOEHigh school diploma and 5+ years in client services/account management or employee benefits; expertise in group insurance, strong project management, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe, MS Project
2d
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Global Client Services Manager
Los Angeles or Irvine
$179k-$287k/yr HybridFull Time
8+ YOERequires 8–10 years in RFP, proposal management, or client servicing in asset management or financial services, team leadership, investment knowledge, cross-functional partnership, and a bachelor's degree.
AI
2mo
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Professional, Client Account Services
Dallas or Irvine or Rochester
$56k-$75k/yr OnsiteFull Time
1+ YOEBachelor’s degree or equivalent, 1-3 years in product implementation or technical/client support, SQL or programming preferred, strong communication, critical thinking, and technical project coordination skills.
SQL
2mo
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Client Services Specialist/Senior Client Services Specialist
Carlsbad, California, United States
$36-$46/hr HybridFull Time
3+ YOEMinimum 3 years in a similar financial services role; strong Microsoft Office skills; experience with RIA custodians and CRM; knowledge of investment advisory practices; time management and teamwork skills. Bachelor's preferred; Schwab, Salentica Engage, Tamarac experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salentica Engage, Tamarac, Charles Schwab, CRM
2mo
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10684 - Client Services Manager (Microsoft Intune, Windows Autopilot)
Irvine, California, United States
$150k-$170k/yr OnsiteFull Time
8+ YOE3+ MgmtProvide strategic and operational leadership for endpoint management and service desk operations; expertise with Microsoft Intune and Windows Autopilot; 8+ years IT service delivery experience with 3+ years management; ITIL knowledge; bachelor\u0002s degree or equivalent.
Microsoft Intune, Windows Autopilot, Digital Employee Experience (DEX), AWS VDI
1w
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Retirement Services Client Manager
San Diego or Aliso Viejo or San Francisco
$65k-$120k/yr HybridFull Time
3+ YOERequires 3–5 years of corporate retirement plan service experience, strong financial analysis and communication skills, California life and disability license, driver's license, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, pivot tables, formulas
1mo
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Sr. Professional, Client Account Services
San Diego or Dallas
$74k-$100k/yr OnsiteFull Time
5+ YOEBachelor’s degree or equivalent; 4+ years mortgage industry experience and 5+ years in client-facing or account management roles. Strong onboarding, client engagement, UAT, escalation management, and mentoring skills.
3w
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Microsoft Office, CRM
2w
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Salesforce.com (SFDC)
1mo
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Senior Client Manager- Construction
Newport Beach or Ontario or Fresno or Los Angeles
$90k-$115k/yr HybridFull Time
5+ YOE5+ years commercial property & casualty insurance experience in a client-facing broker role (3+ years managing construction accounts preferred). Requires P&C broker license, valid driver license, strong P&C coverage knowledge, Microsoft Office proficiency, client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Agency Management Systems, Share Drive
1mo
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Client Success Manager
Charlotte or Chicago or Plano or Indianapolis or Irvine or Tempe
$105k-$165k/yr OnsiteFull Time
6+ YOE6+ years client-facing experience, knowledge of Treasury Services/Custom Card products, data analytics and change management, project management, people management and coaching, strong presentation and influencing skills.
Google G suites, Microsoft Office
4w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
Microsoft Excel, Word, Power Point, Power BI
1w
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Client Solutions Manager
El Cajon, California, United States
$110k-$120k/yr RemoteFull Time
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
1mo
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Client Service Manager
La Jolla, California, United States
$30-$42/hr OnsiteFull Time
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.
QuickBooks Online (QBO), Microsoft Excel
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
1w
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Client Delivery Team Manager
Newport Beach, California, United States
$89k-$166k/yr OnsiteFull Time
5+ YOE5–7 years client relationship or financial services experience preferred; bachelor’s degree preferred; strong product, regulatory, data analysis, document management, Microsoft Office, project and people management skills.
Microsoft Office
6d
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Sr. Client Success Manager
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
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
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