636 client services manager jobs at 191 companies in Sun City, CA
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Client Services Consultant II
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
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
GME Supply: Sells industrial safety equipment and gear for trade professionals.
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.
Public Agency Retirement Services: Designs and administers retirement programs for public agencies.
2+ YOERequires 2+ years in account management, administration, finance, customer service, or a related field; a related bachelor's degree; strong communication and organizational skills; and proficiency with Zoom and Microsoft Office.
Zoom, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Teams, Dynamics
Capital Group: Providing active investment management and research-driven financial strategies
8+ YOERequires 8–10 years in RFP, proposal management, or client servicing in asset management or financial services, team leadership, investment knowledge, cross-functional partnership, and a bachelor's degree.
Allied Universal: Provides security personnel, technology, and facility management services.
3+ YOEHigh school diploma or equivalent, minimum 3 years event management/supervisory experience, ability to hire/train/manage staff, proficient in Microsoft Office, flexible to work nights/evenings/holidays; licensing as required by state.
Cotality: Provider of property intelligence, data, and analytics solutions.
1+ YOEBachelor’s degree or equivalent, 1-3 years in product implementation or technical/client support, SQL or programming preferred, strong communication, critical thinking, and technical project coordination skills.
Allied Universal: Global provider of security guard and facility management services.
3+ YOE3+ years event management/supervisory experience, high school diploma or equivalent, ability to hire/train/schedule staff, manage client relationships, and handle escalations; proficiency with Microsoft Office and event management systems.
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
10684 - Client Services Manager (Microsoft Intune, Windows Autopilot)
Irvine, California, United States
$150k-$170k/yrOnsiteFull Time
Hyundai AutoEver AmericaKorea Exchange: 307950: Provides automotive software and IT services for mobility systems.
8+ YOE3+ MgmtProvide strategic and operational leadership for endpoint management and service desk operations; expertise with Microsoft Intune and Windows Autopilot; 8+ years IT service delivery experience with 3+ years management; ITIL knowledge; bachelor\u0002s degree or equivalent.
Microsoft Intune, Windows Autopilot, Digital Employee Experience (DEX), AWS VDI
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
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.
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
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
3+ YOERequires a high school diploma, 3 years of new accounts and banking experience, knowledge of account onboarding, regulatory requirements, Treasury Management, banking systems, and Microsoft Office.
Microsoft Word, Microsoft Excel, Remote Deposit Capture (RDC)
Dreamscape Hospitality: Manages and operates branded and boutique hotels and resorts.
Experience in convention/event management, strong organization and project management, client and vendor communication, multitasking, Microsoft Office proficiency, flexibility to work evenings and weekends.
Los Angeles or San Diego or Laguna Beach or San Francisco or California
$70k-$89k/yrRemoteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent, 3+ years of client-facing experience, luxury or high-net-worth client service experience, CRM and Microsoft Office proficiency, strong communication, detail management, and remote-work skills.
CRM, Client Base, Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
5+ YOE5–7 years client relationship or financial services experience preferred; bachelor’s degree preferred; strong product, regulatory, data analysis, document management, Microsoft Office, project and people management skills.
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yrHybridFull Time
Collectors: Providing authentication and grading services for high-value collectibles.
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
2+ YOEMinimum 2 years revenue cycle/accounts receivable/coding or payer contracting experience; ASC billing preferred. Proficiency with Practice Management and EMR systems, strong analytical and communication skills, client relationship experience, ability to work independently.