Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Experience Manager

$25 - $30 per hour

Dynamic Office & Accounting Solutions

Job Description

Job Description

Job title: Client Experience Manager
Location: Walnut Creek, CA
Pay Range: $25–$30 per hour
Work Schedule: M-F
Full-Time, Onsite
Temp-to-Hire

We are actively seeking a Client Experience Manager to join a fast-paced, client-focused legal services environment. In this highly visible position, you will serve as the first point of contact for clients while managing the full intake and communication process. You will play a key role in creating a polished, supportive experience from the initial inquiry through engagement, ensuring every interaction reflects professionalism, care, and attention to detail.

Reasons to Join This Team

  • Be a central part of a service-driven team that values client relationships and communication excellence
  • Gain hands-on exposure to operations, client intake strategy, and business development initiatives
  • Collaborate closely with leadership in a role that directly impacts client satisfaction and team success
  • Work in a structured environment with clear processes and opportunities for ongoing skill development
  • Contribute to a professional office setting that prioritizes organization, presentation, and efficiency

What You’ll Be Responsible For

  • Act as the primary contact for incoming client inquiries, delivering a welcoming and professional first impression
  • Manage high-volume calls and schedule consultations using established intake procedures
  • Conduct detailed client intake conversations and accurately record all relevant information
  • Coordinate calendars, appointments, and follow-up communications to maintain a smooth workflow
  • Prepare consultation invoices and support payment collection efforts as needed
  • Maintain organized digital and physical client files with a strong focus on accuracy and confidentiality
  • Assist in managing referral relationships, client outreach, and event coordination
  • Track and maintain intake data, CRM records, and performance metrics for reporting purposes
  • Support administrative projects that enhance office efficiency and client experience
  • Ensure common areas, including reception and conference rooms, are consistently organized and presentation-ready

To Be Successful in This Role, You’ll Bring

  • 2+ years of experience in a professional office or customer-facing environment
  • Excellent verbal and written communication skills with a strong client service mindset
  • Strong organizational and time management skills with exceptional attention to detail
  • Ability to handle multiple priorities while maintaining accuracy and professionalism
  • Proficiency with Microsoft Office, Google Workspace, and CRM platforms, or the ability to quickly learn new systems
  • Demonstrated professionalism, sound judgment, and emotional intelligence
  • Typing speed of at least 50 WPM
  • High school diploma or equivalent required

Make an Impact from Day One

Bring your client service expertise to a role where every interaction matters and your attention to detail makes a difference.
Start by applying, then call Sophia at View phone number on ziprecruiter.com or email View email address on ziprecruiter.com with any questions to learn more!

Dynamic’s benefits and leave programs for Temporary and Temp-to-Hire Associates are provided in our employee handbook and are reviewed during onboarding and follow state, local, and federal laws. Eligibility and accrual rates may vary based on work location and employment status.
Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Vacancy posted 27 days ago
Similar jobs that could be interesting for youBased on the Client Experience Manager in Walnut Creek, CA vacancy
  •  ...Manufacturing Co in Walnut Creek, California is seeking a Guest Service Manager to oversee front desk operations. The manager will ensure high...  ...and coaching staff. The ideal candidate will have relevant experience, a Bachelor’s degree, and strong financial and customer... 
    Suggested
    Full time

    Dormont Manufacturing Company

    Walnut Creek, CA
    1 day ago
  • $65k - $90k

     ...Mutual of America Financial Group Job Title: Client Relationship Manager Location: Fresno, CA or San Francisco, CA Who We Are At Mutual of America...  ...Preferred Qualifications Bachelor’s Degree Prior work experience in group retirement plan industry Knowledge and... 
    Suggested
    Work experience placement
    Home office
    Flexible hours

    Mutual of America

    Walnut Creek, CA
    4 days ago
  •  ...most important people decisions. We help clients build better workplaces, where people...  ...maintain strong client relationships. Manage client renewals and open enrollment processes...  ...coordination or claims management experience, or a high school diploma with 8+ years... 
    Suggested
    Full time
    Work at office
    Local area

    Arthur J. Gallagher & Co.

    Walnut Creek, CA
    1 day ago
  • $60k - $128k

     ...Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include... 
    Suggested
    Minimum wage
    Work experience placement
    Work at office
    Night shift
    Afternoon shift

    Marsh LLC

    Walnut Creek, CA
    3 days ago
  • $41 - $51 per hour

     ...and industry expertise helps support our clients' regional and global needs. We have...  ...relevant client data (e.g., census data, experience data, and contractual insurance requirements...  ...with senior-level executives and managers to develop and recommend benefit strategies... 
    Suggested
    Hourly pay
    Work at office
    Local area

    EPIC Brokers

    Concord, CA
    3 days ago
  •  ...organization, EPIC may be the right fit. Position Summary The Senior Client Manager partners closely with Producers and Client Executives to...  ...ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex... 
    Local area

    Epic-Insurance-Brokers-

    Concord, CA
    12 hours ago
  •  ...most important people decisions. We help clients build better workplaces, where people...  ...Gallagher. How You'll Make An Impact Project Manager and primary day-to-day contact for...  ...years of health and welfare consulting experience. Proficient in funding methods (fully insured... 
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Gallagher

    Walnut Creek, CA
    12 hours ago
  •  ...Responsibilities Own and manage the client relationship end-to-end as a non-producing relationship manager, serving as the primary point...  ...and plan audits as needed. Requirements Five to 10 years of experience in the financial services industry direct experience supporting... 

    Jobtailor

    Walnut Creek, CA
    2 days ago
  •  ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence. As a Senior Client Manager, you'...  ...College graduate, minimum 5 years of health and welfare consulting experience, proficient in funding methods (fully insured, self-insured),... 
    Live out
    Work at office
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Walnut Creek, CA
    2 days ago
  • $100k

     ...credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing...  .... To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... 
    Local area

    Slice Merchant Services

    Concord, CA
    2 days ago
  • $17.9 - $18.4 per hour

     ...Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring...  ...prioritizes as needed Communicates accurately and effectively with management and Associates when setting and addressing priorities;... 
    Hourly pay
    Temporary work
    Local area
    Home office
    Flexible hours
    Night shift

    The TJX Companies , Inc.

    Pleasant Hill, CA
    8 days ago
  •  ...Contra Costa Blvd STE 90, Pleasant Hill Shopping Center, Pleasant Hill, CA 94523, United States of America [Department Manager] As a Customer Experience Coordinator at Marshalls, you'll: Role model established customer experience practices with internal and external... 
    Immediate start

    Marshalls

    Pleasant Hill, CA
    12 hours ago
  •  ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence. As a Senior Client Manager, you'...  ...degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and... 
    Local area

    Arthur J. Gallagher & Co.

    Walnut Creek, CA
    1 day ago
  •  ...And grow your career, wed love to hear from you! How you'll make an impact In this role, youll ensure our clients receive exceptional service by managing accounts, supporting complex projects, and mentoring colleagues. Youll work closely with clie Manager, Client Service... 

    Arthur J. Gallagher & Co.

    Walnut Creek, CA
    3 days ago
  • $30 - $35 per hour

     ...actual pay will be based on your skills and experience — talk with your recruiter to learn more...  ...Services at Gainor Staffing Our client is a world-class financial institution and...  ...to all guests and clients Utilize Event Management booking software to coordinate reservations... 
    Hourly pay
    Temporary work
    Part time
    Work at office
    Local area

    Gainor Staffing

    Walnut Creek, CA
    2 days ago
  •  ...Description Client Service Team Leadership Supervise Client Services Coordinators and...  ...adherence to service standards. Establish and manage team goals, track progress, and...  ...interactions. Requirements Minimum 3-5 years of experience in a client services or operations role... 
    Work at office

    Summit Financial Group, LLC

    San Ramon, CA
    2 days ago
  •  ...most important people decisions. We help clients build better workplaces, where people...  ...growth, and excellence. As a Senior Client Manager, you’ll play a key role in building...  ...client service and/or claims management experience -OR- High School degree/GED with 10+ years... 
    Local area

    Gallagher

    Walnut Creek, CA
    1 day ago
  • $70k - $100k

     ...OVERVIEW We are seeking a strategic, consultative Sr. Client Manager to help enterprise customers maximize the value of the Recruitics...  ...Analytics, and Media teams. REQUIREMENTS ~3+ years of experience in Customer Success, Client Management, HR Technology, Talent... 
    Work experience placement
    Summer work
    Remote work
    Flexible hours

    Recruitics

    Lafayette, CA
    4 days ago
  •  ...Description Job Description Description The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning...  ...—ensuring a consistent, high-quality experience for every client household served. Key Responsibilities... 
    Internship

    Heffernan Financial

    Walnut Creek, CA
    19 days ago
  • $150k

     ...Job Description At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel...  ...our unparalleled expertise.  As a Relationship Manager in JPMorgan Private Client, you will nurture and develop... 
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

    Walnut Creek, CA
    5 days ago
  •  ...Job Description Job Description   Client Services & Support Coordinator   We’re...  ...Client Services & Support Coordinator to manage scheduling, coordinate service delivery,...  ..., and general business software. Experience in customer service or admin roles. Ability... 
    Work at office

    Coleman Information Technology Grou

    Pleasant Hill, CA
    5 days ago
  • $104k - $130k

     ...together? Are you eager to help investment managers transform their operations using modern...  ...delivering exceptional implementation experiences? If so, we invite you to be a part of our...  ...Build strong relationships with client stakeholders while maintaining transparency... 
    Work at office

    Ridge Line Services

    San Ramon, CA
    12 hours ago
  •  ...T.J. Maxx - 590 Moraga Rd, Moraga, CA 94556, United States of America [Department Manager] As a Customer Experience Coordinator at T.J. Maxx, you'll: Take an active role in training and mentoring Associates on front end principles; Train and coach Associates on personalizing... 
    Part time
    Immediate start

    TJ Maxx

    Moraga, CA
    3 days ago
  • $17.9 - $18.4 per hour

     ...Your Career. Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt...  ...as needed. Communicates accurately and effectively with management and Associates when setting and addressing priorities; provides... 
    Hourly pay
    Temporary work
    Part time
    Local area
    Home office
    Flexible hours
    Night shift

    TJX

    Moraga, CA
    4 days ago
  •  ...generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses...  ...research, scalable technology, and hands‑on client expertise. Our mission is to deliver...  ...restrictions What We're Looking For 3+ years of experience in asset management, wealth management,... 

    Brooklyn Investment Group

    Emeryville, CA
    4 days ago
  • $70k - $80k

     ...HEI Hotels is seeking an Assistant Front Office Manager at Marriott San Ramon to ensure exceptional guest service and efficient front...  ...hotel standards. The ideal candidate will have supervisory experience and strong communication skills. With a compensation ranging from... 

    Hei Hotels

    San Ramon, CA
    3 days ago
  • $19.23 - $38.46 per hour

     ...listed pay ranges are determined by a variety of factors such as experience, education, skills, certifications and business needs....  ...through field work such as building walks, lobby events, property management relationships, and customer face to face meetings Leverage consultative... 
    Hourly pay
    Temporary work
    Work at office

    C.C.D. Cogent Communications Deutschland GmbH

    Walnut Creek, CA
    3 days ago
  • $80k

     ...Account Manager Walnut Creek, CA | On-Site $80,000 Base + Commission (OTE $160K+)...  ...Manager to help us serve new and existing clients. What You'll Do Manage and convert...  ...Looking For ~4+ years of B2B sales experience, preferably in security, low-voltage, IT... 
    Local area
    Flexible hours

    Safe and Sound Security

    Walnut Creek, CA
    3 days ago
  •  ...DESCRIPTION: Joining Tyler Johnson Insurance - Allstate as a Account Manager means becoming an essential part of a growing and customer-...  ...Strong interpersonal and communication skills. Previous experience in sales or customer service is helpful. Driven by goals... 

    Tyler Johnson Insurance - Allstate

    Walnut Creek, CA
    1 day ago
  • $64.7k - $120.4k

     ...servicing new and renewal business. Effectively manage a book of businesses containing selected...  ...requiring a high level of expertise and client service. Mentor Team Support and assist...  ...(2) years of relevant Surety industry experience Appropriate insurance license(s) Strong... 
    Minimum wage
    Work at office
    Night shift

    Marsh LLC

    Walnut Creek, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Experience Manager. Be the first to apply!