Client Success & Operations Manager
Carson Group
Carson Group seeks a detail-oriented professional to support clients and financial advisors, ensuring proactive communications and accurate account processing. You will manage relationships, data integrity, and various operational tasks across advisor offices with a focus on compliance and quality service. Ideal candidates hold a bachelor’s degree in business/finance and 3–5 years in financial services, with proficiency in Orion, GoldMine, Redtail, Salesforce and MS Office. #J-18808-Ljbffr Carson Group
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Success & Operations Manager in Irvine, CA vacancy
- Zero Impact Energy Group in Costa Mesa, CA is seeking a Client Relationship Manager to serve as the main liaison with clients. The role requires... ..., and engineering to track project progress and ensure successful installations. You will advise on upgrades, billing updates...Suggested
- Zero Impact Energy in Costa Mesa, CA is seeking a Client Relationship Manager to serve as the primary contact for clients, coordinating with Sales, EVSE support, and Engineering. You will track project progress, communicate expectations, and guide clients through contracts...SuggestedWork at office
- Carson Wealth is seeking an Hourly Relationship and Operations Manager to deliver exceptional client service and support for advisors and clients in Irvine, CA. You will manage account processing, data integrity, and project coordination to ensure accurate, timely operations...SuggestedHourly pay
- ...ResponsibilitiesSupport in the onboarding process of new clients by taking virtual application calls and... ...by clients.Effectively multitask and manage their time efficiently.Follow up... ...to all persons involved in Company operations. The Company prohibits unlawful discrimination...SuggestedInternshipFlexible hours
EBizCharge
Irvine, CA3 days ago - At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities...SuggestedFull time
T-Mobile
Irvine, CA4 days ago - Valligent is seeking a Client Relationship Manager in Santa Ana, CA to strengthen relationships with existing clients, support onboarding, and... ...opportunities for product solutions. You will coordinate with Sales, Operations, and leadership to deliver an excellent client experience...
$8 per hour
...: Full timePosted: 2026-09-16We are seeking a California based Client Partner to shape and accelerate our partnership with global leaders... ...teams through influence.Sales mindset and proven growth success.Familiarity with AI-enhanced platforms is a plus. A solid understanding...Work at officeLocal areaPerficient
Irvine, CA4 days ago$8k
...repayments, or a combination of both.Engage your clients with Verizon's Velocity Selling... ...competitive edge and leverage to boost your own success and career growth.Sales recognition... ...networking technologies)Project Management Skills: Demonstrated ability to manage complex...Full timeContract workTemporary workPart timeWork experience placementShift workVerizon
Irvine, CA13 hours ago$115.5k - $222k
...the #VTeamLife.The AI Connect Client Partner is responsible for... ...connectivity solutions.Build and manage client relationships centered... ...drive cross-functional sales operations to streamline processes and... ...tech companiesProven ability to successfully work in a fast-paced...Full timeTemporary workPart timeWork experience placementShift workVerizon
Irvine, CA2 days ago- ...medically verified information to better manage their health. MyHealthTeam hosts... ...while streamlining pharmacy operations.If you're a driven professional seeking... ...and HCPs. About the roleThe Client Partner owns the post-launch success of a portfolio of NimbleRx pharmacy...Base plus commission
Nimble Rx
Irvine, CA1 day ago - ...opportunity to join EPAM in Account Management, owning and growing a portfolio of enterprise clients across Southern California and... ...engagements, establish optimal operating models, and lead the transition... ...5-10 years demonstrated success developing and growing client relationships...Temporary workLocal area
EPAM Systems
Irvine, CA3 days ago $28.88 - $29.5 per hour
...Client Services Supervisor Irvine, California On-site The Client Services Supervisor will manage multiple reception and mailroom sites (Business Service Centers). The position... ...understanding of staff's standard operating procedures Light training/coaching...Full timeTemporary workPart timeWork at officeLocal areaImmediate startSPS North America Inc
Irvine, CA3 days ago- ...networks, application development, managed solutions and more. And we're... ...- is C1. Overview SummaryThe Client Executive (CE) serves as the... ...with business, financial, operational, and technical stakeholders,... ...services, delivery, customer success, marketing, sales support,...Daily paidTemporary workSummer workWork at office
ConvergeOne
Irvine, CA3 days ago - ...About the role: Providing our clients with exceptional service is the foundation... ...(California) will drive day-to-day operations, proactively manage client requests and issues on cases and... ...and belonging. Our collective success depends on the robust exchange of ideas...Temporary workFor subcontractorSummer workLocal areaRemote work
Veritext
Costa Mesa, CA3 days ago $28.88 - $29.5 per hour
...Irvine, California On-site The Client Services Supervisor will manage multiple reception and mailroom sites (Business Service Centers). The position... ...client, Amazon In-depth understanding of staff's standard operating procedures Light training/coaching of staff Consistent...Full timeTemporary workPart timeWork at officeLocal areaSPS
Irvine, CA2 days ago- ...JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions, and expand the client base. You will collaborate across lines, provide tailored guidance, and build a strong...
Testing Site - JPMC
Irvine, CA22 hours ago - ...View Cleaners in Orange County offers a Client Relationship Manager role focused on delivering an exceptional customer experience across retail... .... This role blends client relationship management, store operations, admin support, team coaching, and business development....
View Cleaners
Irvine, CA4 days ago - Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for... ...a trusted advisor.Moreover, this role requires consistent success in expanding long-term client relationships, leading high-...Full timeTemporary workShift work
Brown and Caldwell
Irvine, CA2 days ago $230k - $280k
...Client Service Manager (CSM)-Water Help us build the future and we'll help you build a rewarding and purposeful career. Our global network... ...expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations...Work at officeLocal area3 days per week$18 - $23 per hour
...coordinating accounts with focus on client satisfaction, revenue... ...discrepancies to internal customers and management. Establishes, maintains,... .... Behind all of this success is an amazing group of people... ...regulations in the locations where it operates. If you are an individual...$109k - $130k
...Description About the Role: Fragomen's Client Services Manager role gives you the opportunity to... ...and data analytics into business and operational solutions for clients. Business Development... ...contracts are contingent upon the successful completion of the Firm's pre-...Work at officeLocal areaRemote work100 Fragomen, Del Rey, Bernsen & Loewy, LLP
Irvine, CA1 day ago- ...Senior Client Executive Authority Partners is hiring a Senior Client Executive with a genuine hunter mindset to build our presence... ...and prepare pipeline updates and quarterly forecasts. What success looks like: Quota: Carry an ambitious first-year bookings target...Remote work
- Precision Medicine Group is seeking an Account Executive to connect client services with our agency delivery, driving projects and profitability. You will coordinate with internal teams, manage client communications, and help prepare budgets and timelines. The role emphasizes...
- Adecco is recruiting for a Client Services Trust Administrator in Santa Ana, CA. The role supports the RMBS/CMBS Product department and handles daily administration of over 100 trusts, including monthly distributions, wires, transfers, and fund investments. Ideal candidates...
- Position Summary The Client Relationship Manager is responsible for delivering an exceptional customer experience while supporting the day-to-day operations of View Cleaners. This role combines customer relationship management, retail store leadership, administrative support...Work at officeHome office
$23 - $26 per hour
...to commercial and enterprise clients in EV Charging solutions, Fleet... ...in all these areas and operate under several government rebate... ...excellent communication and project management skills. As a Client... ...ensure the installation remains successful by providing recommendations...Hourly payWork at officeLocal areaRelocationMonday to FridayShift work$115k - $165k
...Customer Success Manager DNV is seeking a Customer Success Manager. This role would be serving... ...working from either a DNV office or client location/site. Further details regarding... ...understand customer priorities and operating challenges, connect those needs to measurable...Temporary workWork at officeFlexible hours3 days per week$127.5k - $222k
When You Join Verizon You want more out of a career. A place to share your ideas freely even if they're daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings...Full timeTemporary workPart timeWork experience placementShift work- ...Fragomen in Irvine, CA is seeking a Client Services Manager to lead client relationships, ensure service delivery, and drive immigration program success across global accounts. You will manage projects, guide policy improvements, and collaborate with practice teams to...
Fragomen
Irvine, CA1 day ago $185k - $300k
...consulting, and construction management services, with a focus on innovation... ...sustainable solutions for clients, including green... ...Client Service Director , you'll operate at the intersection of client... ...supports project and client success. Oversee project development:...Work at officeLocal areaWork from home2 days per weekKennedy Jenks
Irvine, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success & Operations Manager. Be the first to apply!
Related searches
- client solutions executive Irvine, CA
- client experience manager Irvine, CA
- member engagement manager Irvine, CA
- client relationship manager Irvine, CA
- client services coordinator Irvine, CA
- client engagement manager Irvine, CA
- client executive Irvine, CA
- engagement director Irvine, CA
- client services supervisor Irvine, CA
- client manager Irvine, CA