Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
221 client services manager jobs at 118 companies in Spring Valley, 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
1w
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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
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
5d
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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.
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.
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)
3w
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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
6d
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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
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
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
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
4d
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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
1w
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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
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
1mo
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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
2mo
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Tax Manager - Private Client Services
San Diego, California, United States
$132k-$190k/yr OnsiteFull Time
4+ YOE4+ years in an accounting firm with 3+ years private client experience; bachelor’s/advanced degree preferred; CPA or JD preferred; strong leadership, project management, and tax software proficiency.
1mo
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Commercial Lines - Client Manager
San Diego, California, United States
$75k-$100k/yr RemoteFull Time
5+ YOE5+ years insurance experience, active P&C license, expertise in policy servicing, marketing/placement, endorsements/audits, strong attention to detail, math, and communication skills.
3w
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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
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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