359 client services manager jobs at 177 companies in Winchester, CA
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Client Services - Client Services Supervisor
Costa Mesa or Los Angeles
$60k-$78k/yrHybridFull Time
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.
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.
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
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.
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: 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.
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
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
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.
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.
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.
Andersen: Global provider of tax, valuation, and business advisory services.
6+ YOE6+ years public accounting experience (≥5 years in private client services), CPA or JD required for IRS representation; bachelor's or advanced degree preferred; proficient with technology.