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180 client services manager jobs at 110 companies in La Mesa, CA

5d
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Client Services Advisor
San Diego, California, United States
$70k-$80k/yr HybridFull Time
Vistage Worldwide
Vistage Worldwide: Provides executive coaching and peer advisory for business leaders.
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
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1mo
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
Allied Universal
Allied Universal: Provides security personnel, technology, and facility management services.
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
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1mo
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Client Services Specialist/Senior Client Services Specialist
Carlsbad, California, United States
$36-$46/hr HybridFull Time
Aldrich
Aldrich: Provides accounting, tax, wealth, and business advisory services.
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
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1mo
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Sr. Professional, Client Account Services
San Diego or Dallas
$74k-$100k/yr OnsiteFull Time
Cotality
Cotality: Provides property data, analytics, and workflow intelligence solutions.
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.
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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
Cotality
Cotality: Provider of property intelligence, data, and analytics solutions.
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.
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1w
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Hologic
HologicNASDAQ: HOLX: Develops medical technology for women's healthcare and diagnostics.
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)
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4w
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Human Resource Client Services Manager
Santee, California, United States
$71k-$97k/yr HybridFull Time
Flores Financial Services
Flores Financial Services: Provides outsourced accounting, payroll, and HR services to businesses.
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
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2w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
StepStone Group
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
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
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3w
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Client Service Manager
La Jolla, California, United States
$30-$42/hr OnsiteFull Time
Plumb
Plumb: Provides outsourced accounting, bill pay, and family office services.
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
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2mo
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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
Wilson Sonsini
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.
CRM, Data analysis tools
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2mo
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Client Manager - Commercial Insurance
San Diego, California, United States
$65k-$120k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEBachelor’s degree + 2-3 years client service; California Fire & Casualty license; strong insurance knowledge; MS Office; clear communication.
Microsoft Office
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2mo
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Manager - Private Client Services
San Diego, California, United States
$132k-$190k/yr OnsiteFull Time
Andersen
Andersen: Global provider of tax, valuation, and business advisory services.
4+ YOE4+ years in accounting with 3+ years Private Client experience; Bachelor's or higher in Accounting/Finance/Economics; CPA or JD; strong leadership and tax software proficiency.
Tax software
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3w
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Surety - Client Manager
San Diego, California, United States
$70k-$90k/yr HybridFull Time
C3 Risk & Insurance Services
C3 Risk & Insurance Services: Provides commercial insurance, risk management, and employee benefit solutions.
3+ YOE3+ years insurance account servicing experience, active P&C license and Notary Public, strong underwriting and surety knowledge, EMR not applicable, excellent written/oral communication and attention to detail.
Agency Management System
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3d
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Treasury Management Client Services Associate II
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
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1mo
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Clearspeed Job Opportunities - Client Success Manager
Washington or San Diego
$106k-$148k/yr HybridFull Time
Clearspeed
Clearspeed: Provides AI-powered voice analytics for rapid risk assessment.
4+ YOEBachelor's degree or equivalent experience, 4+ years in client success/account management, experience in Financial Services or Insurance, SaaS experience, strong Microsoft Office skills, project management and communication skills; English/Spanish fluency preferred.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
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1w
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Manager, Client Partnership - Media - Remote US
Atlanta or Boston or Chicago or Denver or Los Angeles or New York or Salt Lake City or San Diego
$80k-$115k/yr RemoteFull Time
DEPT
DEPT: Global digital agency providing integrated technology and marketing services.
3+ YOE3+ years agency client service experience supporting large media accounts; experience with paid search/paid social/programmatic, campaign execution, budget management, and strong communication and problem-solving skills.
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2mo
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Tax Experienced Manager, Private Client Services
Los Angeles or Costa Mesa or San Diego
OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOE6+ years in accounting, finance, or law; CPA/EA/attorney or equivalent; tax compliance and consulting experience; leadership and client management skills.
Microsoft Office Suite, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
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2mo
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Client Service Coordinator - 000144
Encinitas, California, United States
$17-$22/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, educate clients about wellness plans and services, strong communication and organizational skills required.
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1mo
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
Brown and Caldwell
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.
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3w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
IPS Group
IPS Group: Manufacturer of smart parking meters and integrated parking software.
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
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