33 client support manager jobs at 25 companies in Lodi, CA
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Client Support Coordinator
Sacramento, California, United States
$23-$25/hrOnsiteFull Time
Turning Point Community Programs: Delivers mental health and social services to California communities.
4+ YOEBachelor's in social work or related field with ~4 years mental health service experience (education may be substituted by experience). Requires CA driver, reliable transportation, crisis intervention, medication support, documentation, and caseload management.
1+ YOEBachelor's degree required. 1-5 years in client support or account management (SaaS experience preferred). Strong technical aptitude, communication, analytical and problem-solving skills.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires insurance license (or willingness to obtain), strong communication, self-motivation, basic computer/CRM skills, and ability to manage time independently.
DanaherNYSE: DHR: Develops scientific instruments and diagnostic tools for healthcare markets.
2+ YOE2+ years supporting Windows and Mac systems in on-site IT operations (manufacturing/labs), troubleshooting hardware/software, imaging, Active Directory, MFP printers, asset/inventory management, valid driver’s license, and ability to lift 50 lbs; 35% travel.
Windows, Mac, Microsoft Active Directory, AWS, MFP printers
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide client-facing front desk support, manage client/pet flow, promote wellness plans, perform administrative and financial tasks, use Microsoft Office, lift up to 50 lbs; HS diploma preferred; 1 year related experience.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support for wealth management; assist Financial Advisors; ensure timely client materials; follow bank policies; multi-task and adapt in a fast environment.
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/yrOnsiteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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.
Poppy Bank: Provides personal and business banking and commercial lending services.
1+ YOE1–5 years banking/treasury operations experience depending on level; ACH Accredited Professional preferred; proficiency with Fiserv DNA, Q2 Console, ETMS, Centrix PIQs, Weiland, CRM BI, and Microsoft Office; strong communication and client service skills.
Weiland, Fiserv, Fiserv DNA, Q2, Q2 Console, ETMS, Centrix PIQs, CRM BI, RDC, Microsoft Word, Microsoft Excel, Microsoft Outlook
Manager, Business Management Account Management (Music & Touring)
Nashville or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or New York City or Century City or Garden City or San Ramon or St. Louis or Bellevue or Woodland Hills or Duluth or Irvine or Brunswick or Boca Raton or Downtown Los Angeles or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$88k-$138k/yrOnsiteFull Time
Armanino: Provides accounting, tax, and consulting services to diverse organizations.
6+ YOEBachelor's degree or equivalent experience, minimum 6 years accounting/business management experience supporting music or multi-entity clients; strong financial reporting, multi-entity accounting, cash flow forecasting, and client leadership skills.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA
Dublin, California, United States
$29-$40/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Active Series 7 required (or within 60 days), SIE if registered after Oct 1, 2018, Series 66 and life & health insurance license to be obtained within 60 days; client service, operations, compliance, and relationship support skills.
City Net: Non-profit providing street outreach and housing services for homeless.
Provide outreach and engagement to people experiencing or at risk of homelessness, connect clients to housing and services, use HMIS and other databases, travel locally, valid driver’s license and insurance, bachelor’s or master’s in social work/public administration or related required.
HMIS, Microsoft Windows, Microsoft Office 365, Internet
Vialto Partners: Global mobility, tax, and immigration advisory services firm.
Provide immigration guidance for business travel, conduct complex trip assessments, advise on visas/work permits and Posted Workers Directives, manage client relationships, and support product content; strong communication and legal knowledge required.
Terracon: Provides geotechnical, environmental, construction, and facilities engineering services.
4+ YOECoordinate document control and project delivery support; track proposals, budgets, schedules, and client communications; experience with Microsoft Office; high school diploma and 4+ years related experience.
gINT Geotechnical software, AutoCAD LT, Microsoft Office, TerraNet, CRM
Elite One Capital: A that helps individuals and families make informed financial decisions and supports advisors with client-focused services.
Professional phone skills, proficiency with Microsoft Excel or Google Sheets, detail-oriented, dependable, proactive, strong organization and communication, able to manage client communications and follow-ups.
Mission Pet Health: Operates a national network of veterinary hospitals and clinics.
Provide excellent customer service, manage multi-line phone system, maintain medical records and scheduling, handle financial transactions, educate clients on pet wellness; veterinary software experience preferred; flexible schedule including some weekends and holidays required.
Fremont Bank: Family-owned community bank providing retail and commercial financial services.
Provide appraisal administration support, manage appraisal orders and statuses, handle client and vendor inquiries, meet SLAs, and use Microsoft Office applications.
Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel
WestCare: Provides behavioral health treatment and social support services.
2+ YOEProvide housing navigation and case-management support for reentry clients; assess needs, develop plans, assist with applications, advocate with landlords, and maintain documentation.