2mo
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Client Advisor
Costa Mesa, California, United States
$22-$23/yr OnsiteMultiple Commitments Available
Deliver luxury client experience, meet sales targets, build client book, collaborate with boutique team.
2w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
2w
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Client Services - Client Services Supervisor
Costa Mesa or Los Angeles
$60k-$78k/yr HybridFull Time
Hands-on leadership experience, strong customer service and communication skills, ability to manage team workloads, analyze workflow, resolve client issues, and ensure timely execution of client requests.
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
5d
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Client Manager
Irvine, California, United States
$63k-$123k/yr HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Producer's license; up to 25% travel; proficiency in Microsoft Office; insurance experience preferred.
Microsoft Office
3w
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Client Advisor
Irvine, California, United States
$4k/mo OnsiteFull Time
Sales role requiring strong communication, negotiation, and client-building skills; coachable, goal-oriented, able to work in a performance-driven environment; Spanish bilingual is a plus; in-office Monday–Friday in Irvine.
2w
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Client Manager
Irvine, California, United States
$128k-$237k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years sales and relationship management in financial services (8+ with high-net-worth clients), strong credit/product knowledge, FINRA licenses preferred, mortgage/Safe Act registration required.
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
2w
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Client Services - Client Services Supervisor
Los Angeles or Costa Mesa
$60k-$78k/yr HybridFull Time
Hands-on leadership experience, strong customer-service and interpersonal skills, ability to manage workflow and resolve client issues, excellent written and verbal communication.
3w
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Client Service Coordinator
Chula Vista, California, United States
$17-$22/hr OnsitePart Time
Provide professional client-facing service in a veterinary hospital: check in/out clients and pets, complete documentation, educate clients on wellness plans and services, manage transactions, and perform administrative tasks.
3d
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Client Success Manager
Carlsbad or Colorado Springs
HybridFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years in client success/account management or related client-facing roles; strong communication, project management, and CRM proficiency.
CRM
1mo
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Client Success Manager
Phoenix or San Antonio or Columbus or Charlotte or Chicago or Denver or San Diego or Houston or Los Angeles or Seattle or Washington or Boston or San Francisco or New York City or San Jose or United States
$94k-$123k/yr RemoteFull Time
5+ YOE5+ years client success experience with Fortune 500 clients and healthcare/benefits expertise; strong executive communication, presentation, data analysis, and cross-functional collaboration; ability to travel up to 25%.
CRM
3d
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Microsoft Office, CRM
1mo
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Client Director - Strategic Tech
San Diego, California, United States
$157k-$259k/yr RemoteFull Time
7+ YOE7+ years client management, 2+ years as a Client Director or equivalent, proven multi-million-dollar sales experience, executive relationship management, AI integration thinking, IT/service-management domain experience, ability to lead virtual teams, travel up to 50%.
2mo
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Client Service Coordinator
San Diego, California, United States
$17-$22/hr OnsiteFull Time
Front desk coordination, client communication, multi-tasking, and basic administrative support.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Senior Client Manager- Construction
Newport Beach or Ontario or Fresno or Los Angeles
$90k-$115k/yr HybridFull Time
5+ YOE5+ years commercial property & casualty insurance experience in a client-facing broker role (3+ years managing construction accounts preferred). Requires P&C broker license, valid driver license, strong P&C coverage knowledge, Microsoft Office proficiency, client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Agency Management Systems, Share Drive
1mo
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Client Operations Manager
Newport Beach, California, United States
$120k-$135k/yr OnsiteFull Time
5+ YOE5+ years in Client Operations in financial services, with fixed income knowledge; strong project management and cross-functional collaboration.
Excel, SQL, Power BI, Workflow automation
1w
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Client Advisor - Fashion Valley
San Diego, California, United States
$24-$28/hr OnsiteFull Time
Drive sales and achieve targets, master brand and product knowledge, advise clients across categories, use clienteling tools, retail or customer-focused experience preferred.
5d
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Private Wealth Client Associate
Columbia or Newport Beach
$25-$44/hr OnsiteFull Time
Client-service focus supporting Financial Advisors; strong communication, attention to detail, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3d
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Client Success Manager
Carlsbad or Colorado Springs
$76k-$82k/yr HybridFull Time
Buffini & Company: Provides business coaching and training systems for real estate professionals.
3+ YOEBachelor's or equivalent experience, 3+ years in client success/account management, CRM proficiency, project management, strong communication and presentation skills.
CRM
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