372 client services manager jobs at 191 companies in Vista, CA
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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/yrRemoteFull Time
Sedgwick: Provides global insurance claims management and risk services.
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.
Veritext: Provider of technology-enabled court reporting and litigation support services.
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.
Veritext: Providing court reporting and litigation support services.
Hands-on leadership experience, strong customer-service and interpersonal skills, ability to manage workflow and resolve client issues, excellent written and verbal communication.
Allied Universal: Global provider of security guard and facility management services.
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.
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.
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
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
Hyundai AutoEver AmericaKorea Exchange: 307950: Provides automotive software and IT services for mobility systems.
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.
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.
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yrHybridFull Time
Aldrich: Provides accounting, tax, wealth, and business advisory services.
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Producer's license; up to 25% travel; proficiency in Microsoft Office; insurance experience preferred.
San Diego or Dallas or United States or Canada or United Kingdom or India
$74k-$100k/yrOnsiteFull Time
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.
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.
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.
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
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.
Charlotte or Chicago or Plano or Indianapolis or Irvine or Tempe
$105k-$165k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOE6+ years client-facing experience, knowledge of Treasury Services/Custom Card products, data analytics and change management, project management, people management and coaching, strong presentation and influencing skills.
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.
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