1mo
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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 Service Manager
Palo Alto or San Francisco or San Diego or Century City or Los Angeles or Seattle
$119k-$178k/yr HybridFull Time
5+ YOE5+ years in client service or related field; bachelor's degree preferred; strong communication, relationship building, and project management skills; proficient in MS Office; hybrid work and travel flexibility.
Salesforce, Smartsheet, Microsoft Office
1mo
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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
3w
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Client Associate
San Diego, California, United States
$65k-$85k/yr OnsiteFull Time
Provide administrative and client-facing support: calendar management, expense and budget administration, travel coordination, marketing/content upkeep, event planning, and strong communication and organizational skills.
3d
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Manager, Client Relationship Support - La Jolla, CA
La Jolla, California, United States
$40-$72/hr OnsiteFull Time
2+ MgmtRequires FINRA Series 7 and 63 (active), ability to obtain Series 9 and 10, client-facing financial services experience, supervisory skills, strong communication and attention to detail.
3w
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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
2mo
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Litigation Support Project Manager
Nashville or Washington or San Diego or San Francisco or New York
$125k-$140k/yr OnsiteFull Time
Bachelor’s degree; experience with e-discovery, databases; client service; ability to manage multiple priorities.
E-discovery tools, Database platforms, Data processing, Search query tools
1w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
1mo
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Client Analyst
San Diego, California, United States
$41k-$77k/yr OnsiteFull Time
1+ YOEProvide support for client administrators and managers on property & casualty accounts; bachelor’s degree or 1–2 years P&C experience required; maintain California Fire & Casualty Solicitors license; pursue AAI/AINS/INS designations; proficient with ImageRight, Sagitta, and Microsoft Office.
ImageRight, Sagitta, Microsoft Word, Microsoft Excel, Microsoft Outlook, iPad
1mo
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Customer Support Manager
San Diego, California, United States
$60k-$90k/yr HybridFull Time
2+ YOE2+ years in customer/technical support or client-facing SaaS roles; strong written/verbal communication; software/workflow troubleshooting; active daily user of AI tools; cross-functional collaboration and customer relationship skills.
HubSpot, Jira
1w
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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
2mo
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Client Experience Associate
Carlsbad, California, United States
$21-$23/hr OnsiteFull Time
1+ YOECustomer service and administrative support in HOA management; proficiency with Word/Outlook/Excel; ability to meet deadlines; strong communication and problem-solving skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, CCaaS, HOA management software
2mo
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Regional Client Support Manager
San Diego, California, United States
$66k-$86k/yr OnsiteFull Time
3+ YOEMinimum 3-5 years banking experience; experience with new account documentation, cross-selling, and regulatory compliance.
5d
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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
3w
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Beta Project Manager
Mission Viejo, California, United States
$70k-$80k/yr HybridFull Time
High technical aptitude with software and hardware, project planning and management experience, strong data/reporting and presentation skills, ability to support clients and run beta tests; background check required.
2d
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Office Manager
Santee, California, United States
$25/hr OnsiteFull Time
Provide clerical and administrative support including reception, filing, reports, supplies, EHR data entry, and client interaction; high school diploma and valid CA driver license required.
Microsoft Office, EHR
1mo
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Case Manager
Carlsbad, California, United States
OnsiteFull Time
0+ YOEAdministrative-heavy role managing client information, medical records, and case timelines; strong communication; detail-oriented; proficient with MS Office; quick learner.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Database software
2w
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SAP EWM Manager - CMT
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. Petersburg 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
$80k-$294k/yr OnsiteFull Time
7+ YOE5+ Mgmt7+ years SAP EWM experience; 5+ years supporting CMT clients; 2 end-to-end SAP S/4 implementations; 5+ years managing SAP delivery teams in a Global Delivery Model; Bachelor’s degree or equivalent.
SAP, SAP EWM, SAP S/4
2w
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Senior Environmental Project Manager (Oil, Gas, Remediation)
Long Beach or Los Angeles or Orange or Westlake Village or Oakland or San Luis Obispo or Richmond or San Diego
$125k-$200k/yr HybridFull Time
6+ YOEBA/BS and 6+ years relevant environmental project management experience (10+ preferred) supporting oil & gas/refining/industrial clients; project financial and risk management; pass drug/background/MVR checks; professional registration (PG/PE/CHMM/PMP) preferred.
3mo
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Relationship Manager
San Diego, California, United States
$127k-$185k/yr OnsiteFull Time
3+ YOEManage a portfolio of commercial clients; develop relationships to generate loans, deposits, and banking products; ensure adherence to policies; supports center sales and service objectives.
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