60 client support manager jobs at 41 companies in Sun City, CA
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Client Support Specialist
Newport Beach, California, United States
$20-$25/hrOnsiteFull Time
Hub International: Provides global insurance brokerage and risk management services.
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
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, ability to work independently, basic computer skills for CRM and client management.
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/yrHybridFull Time
Manatt, Phelps & Phillips: Integrated professional services firm providing legal, advocacy, and consulting.
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
The Treatment Skin Boutique: A boutique skincare provider delivering elevated client experiences and retail offerings.
Provide front‑line client support, manage appointment scheduling, maintain boutique operations, assist estheticians, and support inventory; flexible availability for shifts and weekends required.
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.
Barry's: Boutique fitness studios providing high-intensity interval training classes.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CA
Mission Viejo, California, United States
$27-$37/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Morgan & Morgan: Provides legal representation for personal injury and consumer litigation.
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
Centercode: Software platform for managing customer beta testing programs.
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.
Rueb Stoller Daniel: Represents plaintiffs in mass tort and class action litigation.
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
Senior Registered Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$55k-$80k/yrOnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
5+ YOEHigh school diploma and ~5 years financial services experience; SIE, Series 7 and state registrations; strong communication, CRM and Excel skills; ability to manage onboarding, trading, and advisor support.
Client Relationship Management (CRM), Microsoft Excel
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
Pathway Law Firm: Personal injury law firm providing legal representation and advocacy.
Assisting case managers with high-volume personal injury caseloads including intake, insurance verification, correspondence, medical record collection, case management system updates, client communication, and administrative support.
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1+ year sales support experience,CRM experience,proficiency with Microsoft Office Suite and Smartsheet,strong interpersonal and stakeholder influence skills,ability to manage multiple client accounts under deadlines.