3w
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Manager, Client Services
Santa Ana, California, United States
$70k-$80k/mo OnsiteFull Time
5+ YOE2+ Mgmt5+ years in call center/client services with 2+ years leading teams; experience managing metrics, QA and coaching; strong analytical, communication, and performance management skills.
3w
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Manager, Client Services
Santa Ana, California, United States
$70k-$80k/mo OnsiteFull Time
5+ YOE2+ Mgmt5+ years in call center or client services with at least 2 years in a leadership role; experience managing performance metrics, quality assurance, coaching, and data-driven decision making.
3w
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Client Services - Client Services Supervisor
Costa Mesa or Los Angeles
$60k-$78k/yr HybridFull Time
Hands-on leadership experience, strong customer service and communication skills, ability to manage team workloads, analyze workflow, resolve client issues, and ensure timely execution of client requests.
3w
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Client Services - Client Services Supervisor
Los Angeles or Costa Mesa
$60k-$78k/yr HybridFull Time
Hands-on leadership experience, strong customer-service and interpersonal skills, ability to manage workflow and resolve client issues, excellent written and verbal communication.
5d
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Client Services Advisor
San Diego, California, United States
$70k-$80k/yr HybridFull Time
5+ YOE5+ years inside phone sales/consulting/customer service; ability to engage C-level clients; Salesforce and MS Office experience; bachelor’s degree preferred; project management or business development preferred.
Salesforce, Windows, Microsoft Office
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
1w
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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
5d
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Client Services Specialist
Corona, California, United States
OnsiteFull Time
Respond to inbound sales and client needs, manage online orders, attain product expertise, participate in ongoing training, and provide customer feedback; strong communication, organization, technology fluency, and autonomous problem-solving.
1mo
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10622 - Client Services Consultant
Irvine or Costa Mesa
$103k-$159k/yr OnsiteFull Time
10+ YOEBachelor's degree; 10+ years relevant experience (telematics/IT/automotive); 7+ years in business strategy or technology projects; strong analytical, communication, stakeholder and project management skills; PMP preferred; Master's preferred.
1mo
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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
4d
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Client Services Supervisor
Huntington Beach, California, United States
$66k-$99k/yr HybridFull Time
3+ YOE1+ MgmtBachelor's degree or equivalent experience; 3+ years customer service experience, 1+ year supervisory experience; proficiency with Microsoft Excel, Power BI, SAP, Gladly CRM; strong analytical, communication, coaching, and process-improvement skills.
Microsoft Excel, Power BI, SAP, Gladly CRM
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.
1w
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Client Manager
Irvine, California, United States
$63k-$123k/yr HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Producer's license; up to 25% travel; proficiency in Microsoft Office; insurance experience preferred.
Microsoft Office
1mo
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Sr. Professional, Client Account Services
San Diego or Dallas or United States or Canada or United Kingdom or India
$74k-$100k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent; 4+ years mortgage industry background and 5+ years in client-facing/account management roles; client onboarding, UAT, and cross-functional collaboration experience.
3w
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Client Manager
Irvine, California, United States
$128k-$237k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years sales and relationship management in financial services (8+ with high-net-worth clients), strong credit/product knowledge, FINRA licenses preferred, mortgage/Safe Act registration required.
1w
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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
1w
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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
4w
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Human Resource Client Services Manager
Santee, California, United States
$71k-$97k/yr HybridFull Time
5+ YOE2+ MgmtBachelor's degree; 5+ years progressive HR experience with 2+ years leadership/client-facing; strong HR compliance knowledge; experience with HRIS and payroll systems; excellent communication and problem-solving skills.
HRIS
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
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