1w
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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.
1w
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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.
1w
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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.
1w
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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.
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
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
2w
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Private Client Services Manager
Santa Ana, California, United States
$70k-$74k/yr OnsiteFull Time
5+ YOE5+ years new-accounts and banking experience, high school diploma required (associate preferred), extensive treasury management knowledge, proficiency with branch systems, Microsoft Word and Excel, strong regulatory and risk control knowledge.
Microsoft Word, Microsoft Excel, SmartStreet, Remote Deposit Capture (RDC)
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
Corona, California, United States
OnsiteFull Time
Provide exceptional client support by responding to inbound opportunities, managing online orders, gaining expert product knowledge, participating in ongoing training, and delivering clear written and oral communication.
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
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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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.
3w
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Client Services Consultant II
Greenwood Village or Aurora or Irvine or Bellevue
$65k-$99k/yr HybridFull Time
5+ YOE5+ years relevant experience, knowledge of Group Benefits products, strong project management and communication skills, proficiency with Microsoft Office (Excel, PowerPoint), ability to work autonomously and handle multiple priorities.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
3w
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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
2w
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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
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