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
2mo
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Director, Client & Product Support
Irvine, California, United States
$129k-$161k/yr OnsiteFull Time
6+ YOE2+ Mgmt6+ years in client/technical support or SaaS ops with 3+ years managing frontline teams, Bachelor\u0002s required (Master\u0002s preferred), experience with ServiceNow/CSM and AI-assisted support tools, strong data and people leadership.
ServiceNow, KCS
1mo
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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
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.
2mo
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Client Account Manager
Irvine, California, United States
OnsiteFull Time
3+ YOE3+ years in account management or customer success; Bachelor's in Business/Marketing or related field; strong communication; tech sales/support experience preferred.
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
1mo
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Client Delivery Lead
Costa Mesa, California, United States
$79k-$106k/yr HybridFull Time
5+ YOE3+ MgmtManage and mentor support engineers, meet operational goals, monitor queues/SLOs, handle escalations, perform employee management tasks; 5+ years client-facing project/technical experience, 3+ years support and mentorship experience, bachelor’s degree or equivalent, ability to obtain MCP/A+/Security+/Network+ within 6 months.
ITIL v3
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
4w
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Client Services Specialist
Corona, California, United States
OnsiteFull Time
Provide exceptional client support by responding to inbound opportunities, managing online orders, gaining expert product knowledge, participating in ongoing training, and delivering clear written and oral communication.
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.
2d
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Client Service Communication Specialist
Indianapolis or San Antonio or Irvine
$82k-$159k/yr OnsiteFull Time
3+ YOE3+ years supporting project planning or campaign management, advanced Microsoft Excel and data analysis skills, strong communication, stakeholder coordination, and process improvement experience.
Microsoft Excel, PivotTables, VLOOKUP, XLOOKUP, Microsoft PowerPoint, Copilot
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
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