1mo
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Manager, Client Tech Services
Tempe or Fort Mill or Charlotte or San Diego
$77k-$128k/yr OnsiteFull Time
1+ YOE3+ MgmtPeople manager with 3+ years leading teams (10+), 1+ year in strategy/operations, 2+ years Excel experience; strong communication, analytical, and risk management skills.
Microsoft Excel, ClientWorks
4w
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Supervisor, Client Services
San Diego, California, United States
$77k-$128k/yr OnsiteFull Time
Supervisory experience in client services, team management, hiring/onboarding, performance coaching, reporting/metrics monitoring, escalation handling, and timecard approvals (ADP/Fieldglass). High school required; bachelor's preferred.
ADP, Fieldglass
3w
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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, drive operational and financial metrics, hire/develop employees, use BI and web tools, interpret financial data; requires 2+ years operational/management experience and a driver’s license if driving.
Microsoft Office, Business Intelligence Platform, Business Intelligence (BI), Allied Universal’s AI technology
3w
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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
2mo
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Client Manager - Retirement Services
San Diego, California, United States
$65k-$120k/yr HybridFull Time
3+ YOEExperience in retirement services, financial analysis, and client service; 3-5 years in corporate retirement plan service; Bachelor’s preferred; FINRA licenses; CA Life/Disability license; willing to travel.
Microsoft Word, Microsoft Excel, PowerPoint
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
3mo
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Senior Client Services Manager/Project Manager (Water Reuse)
Los Angeles or Irvine or Walnut Creek or San Diego or Rancho Cordova or Lakewood or Denver
$144k-$236k/yr HybridFull Time
15+ YOE15+ years in environmental engineering/consulting; leadership in sales/business development; PE license preferred; degree in engineering/science; CA/AZ/NV licensure preferred; Master’s degree preferred.
3w
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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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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.
1w
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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
2mo
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Client Service Manager
Palo Alto or San Francisco or San Diego or Century City or Los Angeles or Seattle
$119k-$178k/yr HybridFull Time
5+ YOE5+ years in client service or related field; bachelor's degree preferred; strong communication, relationship building, and project management skills; proficient in MS Office; hybrid work and travel flexibility.
Salesforce, Smartsheet, Microsoft Office
23h
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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 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
1mo
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Senior Client Service Manager
San Diego, California, United States
$84k-$163k/yr OnsiteFull Time
5+ YOEBachelor's with 5+ years client service/claims experience or HS with 10+ years; Property and Casualty insurance license; Microsoft Office proficiency; relationship-building and adaptability; supervisory experience preferred.
Microsoft Office
2mo
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Manager - Private Client Services
San Diego, California, United States
$132k-$190k/yr OnsiteFull Time
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
1w
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Surety - Client Manager
San Diego, California, United States
$70k-$90k/yr HybridFull Time
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
3w
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Clearspeed Job Opportunities - Client Success Manager
Washington or San Diego
$106k-$148k/yr HybridFull Time
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
3w
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
2w
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Client Service Coordinator
Chula Vista, California, United States
$17-$22/hr OnsitePart Time
Provide professional client-facing service in a veterinary hospital: check in/out clients and pets, complete documentation, educate clients on wellness plans and services, manage transactions, and perform administrative tasks.
2mo
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Tax Experienced Manager, Private Client Services
Los Angeles or Costa Mesa or San Diego
OnsiteFull Time
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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