84 client support manager jobs at 55 companies in Bonsall, CA
2mo
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Client Support Advocate
Columbus or San Diego
HybridFull Time
1+ YOE1+ years client support or payment-processing experience; strong communication, problem-solving, and organizational skills; proficiency with Salesforce and Microsoft Office; ability to manage priorities in a compliance-sensitive environment.
Salesforce, Microsoft Office Suite
2mo
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Client Support & Benefits Representative
San Diego, California, United States
RemoteFull Time, Part Time
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, basic computer skills for CRM and client management.
CRM
2mo
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Client Support Specialist
Newport Beach, California, United States
$20-$25/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required (college preferred). 1-2 years insurance experience preferred. Willingness to obtain required insurance license within 1 year if unlicensed. Proficiency with Microsoft Office/Outlook and agency management systems; strong communication and problem-solving skills.
Microsoft Office Suite, Microsoft Outlook, agency management systems
2w
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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
3w
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Client Support Specialist, Royalty Share - The Orchard
San Diego, California, United States
$71k-$75k/yr OnsiteFull Time
3+ YOE3+ years customer service/technical project management supporting complex software, strong data analysis and Excel, experience with Zendesk and JIRA, excellent communication and problem-solving.
Microsoft Excel, Zendesk, JIRA
2w
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Manager, Client Relationship Support- North San Diego, CA
San Diego, California, United States
$40-$72/hr OnsiteFull Time
2+ MgmtRequires active FINRA Series 7 and 63 licenses. Series 9 and 10 must be obtained during employment. Financial services or client-facing experience and supervisory experience are preferred.
Schwab Training and Development
2mo
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
1mo
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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.
1w
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Client Development Senior Manager - State and Local Government Health
New York City or Tampa or Boston or Orange County or San Francisco or San Diego or Los Angeles or Sacramento or Santa Clara County or Washington or Albany or Chicago
$170k-$187k/yr HybridFull Time
7+ YOERequires 7–10 years in business consulting, accounting, or legal-firm sales support, client management, or business development; bachelor's degree; state health procurement expertise; CRM, analytics, and Microsoft Office proficiency.
Salesforce, HubSpot, ClientSense, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
3mo
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Professional, Client Account Services
Dallas or Irvine or Rochester
$56k-$75k/yr OnsiteFull Time
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.
SQL
2w
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Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yr HybridFull Time
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
2w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
1mo
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Client Operations Supervisor
Carlsbad, California, United States
$24/hr OnsiteFull Time
Lead studio hospitality and daily operations, support management, train staff, manage client inquiries, maintain facilities, and work weekends and holidays. Must be 18+ with strong customer service and communication skills.
Zendesk, Brandbot
1mo
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Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, learn technology platforms, maintain client-centric focus; high school diploma/GED required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEClient service support for Financial Advisors; 1 year experience, high school diploma/GED required; familiarity with investment products and client relationship management; strong communication and detail orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Treasury Management Operations Specialist (Client Support)
Irvine, California, United States
$26-$33/hr OnsiteFull Time
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience, strong PC and Microsoft Office skills, and client-service, troubleshooting, organizational, and team leadership abilities; supervisory experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Word
2d
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Client Intake Assistant (Part-Time)
San Diego, California, United States
$28-$31/hr HybridPart Time
Strong administrative, organizational, technical, MS Office, follow-up, attention-to-detail, and written and verbal communication skills; ability to manage multiple projects in a fast-paced environment.
Microsoft Office Suite
1mo
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Transition Support Partner
Fort Mill or Charlotte or San Diego or Austin or Tempe
$31-$51/hr OnsiteFull Time
2+ YOE2+ years in financial services or client-facing role, ability to travel 50-60%, strong presentation and communication skills, proficiency with Microsoft Word/Excel/PowerPoint/Outlook and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce
2w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CA
Mission Viejo, California, United States
$27-$37/hr OnsiteFull Time
Ability to support advisors with account opening, money movement, investment trades, client relationship management, KYC and compliance; must obtain/hold securities and insurance licenses as stated.
1mo
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Case Manager in Training
Irvine, California, United States
$23/hr OnsiteFull Time
Perform administrative and clerical duties supporting case managers and attorneys; organize client files, prepare mail and documents, manage records, and use office software; associate degree or equivalent experience preferred; bilingual Spanish/English preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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