Senior Client Services & Bond Specialist
Oliver Wyman, LLC
Oliver Wyman, LLC in Walnut Creek, California, is seeking a Producer/MAE support professional to market and service new and renewal bonds for commercial accounts, maintaining strong client relationships and liaison with carriers. The role includes mentoring Team Support and supporting the Client Service Manager with training. The position requires a Bachelor's degree or equivalent and 2 years in the Surety industry, plus appropriate licenses. #J-18808-Ljbffr Oliver Wyman, LLC
- Poppy Bank is seeking a Client Service Representative with experience in opening consumer and business accounts and cross-selling bank services. The role emphasizes accurate processing of new accounts, strong client relations, and adherence to banking policies. You will...Senior
- Poppy Bank is seeking a Client Service Representative at II/III levels to handle new consumer accounts and basic to complex business accounts. The role requires processing all new account transactions, advising clients on account options, and cross-selling Bank products...Senior
- Brown and Caldwell, headquartered in Walnut Creek, CA, seeks a Senior Client Service Manager to lead strategic client development for priority municipal clients in the West region. This role blends client strategy, project delivery, and business development to position...Senior
- EP Wealth Advisors in Walnut Creek is seeking a Senior Client Relationship Associate to partner with our wealth advisory and planning teams, delivering exceptional service to high net worth clients. You will manage client relationships, prepare account paperwork, onboarding...Senior
$78.8k - $177.68k
...questions. Through our products, education, and services, MedInsight is making an impact on... ...ranked #1 for Payer Quality Analytics by clients for the last three years in the Best in KLAS... ...a high-performing and client-focused Senior Enterprise Account Manager to join our growing...SeniorFull timeWork experience placementRemote workFlexible hours$80k - $131k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-... ...each other.CLA is currently seeking an Audit Senior to join our State and Local Government (SLG)...SeniorFull timeLocal area- ...Description Job Description Description Senior Commercial Lines Account Manager Overview... ...manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers. Through our Private Client Services, we also provide specialized...SeniorWork experience placementWork at office
- ...guiding high‑quality, proactive case handling for Travelers' insured clients and providing strategic leadership to the office. You will... ...staff, manage performance, and ensure exceptional client service while maintaining strict professional and ethical standards across...SeniorWork at office
- ...Senior Commercial Lines Account Manager Are you a relationship-driven insurance professional... ...matters most? Leavitt United Insurance Services, a Leavitt Group affiliate, is seeking a... ...to serve as a trusted advisor to clients while partnering closely with producers,...SeniorFor contractorsWork at officeLocal areaRemote work
$53k - $109k
...Senior Account Manager Relation Insurance is a leading, innovative company with a strong... ...delivering cutting-edge solutions to our clients. As a key player in the insurance market,... ...consistently provide excellent customer service to assigned accounts, as well as...SeniorTemporary workWork at officeLocal areaImmediate startRemote work- CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more...Full time
- ...At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some... ...most important people decisions. We help clients build better workplaces, where people feel... ...to service, growth, and excellence. As a Senior Client Manager, you’ll play a key role in...SeniorLocal area
- Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for water reuse engineering and consulting services in the vibrant Southwest US market, which includes Southern California, Arizona...SeniorFull timeTemporary workShift work
$100k - $110k
...legally bound to act in our clients’ best interests — always.*Mercer... ...- including size, growth, service quality, technology, succession... ..., d) perform Client Service Specialist responsibilities.Responsibilities... ...time for recovery, baby bonding, and enjoying your family time...Temporary workLocal areaMonday to FridayFlexible hours- ...Sr. Client Service Associate/ Sr. Client Service Manager Our Walnut Creek, CA office is looking for an Sr. Client Service Associate/ Sr. Client Service Manager to join the team. In this role you will serve as a liaison between the client and the Financial Advisor Teams...SeniorFull timeTemporary workWork at officeFlexible hours
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts...Temporary workWork at officeLocal area$70k - $120k
...RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Senior Branch Service Manager is a player‑coach role, acting as the primary liaison between the Complex management team and the branch...SeniorFull timeWork at officeFlexible hours$50k
...and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000... ...meaningful moments of impact.Job DescriptionThe Senior Account Executive is the principal representative...SeniorWork at officeShift work- ...Business Group. You will direct multi-disciplinary teams, advise clients on technical, regulatory, and financial aspects, and drive... ...leadership, strategic problem solving, and excellence in client service. Ideal candidates have a decade of program management experience...
- ..., CA is seeking a seasoned employee benefits specialist to own the full post-sale lifecycle for mid and large group clients. You will manage complex relationships and coordinate... ...with carriers to ensure high-quality service delivery. Requires 3+ years in employee benefits...Senior
- ...extensive experience managing accounting teams and interfacing with senior management to provide policy expertise. Responsibilities... ...degree, with over 10 years of relevant experience in banking or financial services. #J-18808-Ljbffr North Star Staffing Solutions, Inc.Senior
$81.5k - $132k
....Assurance - Risk Advisory and Assurance Services /Full Time /RemoteWork with a Top 20 CPA... ...for fast-growing industries, Aprio ensures clients are prepared for wherever life or... ...progressive, fast-growing firm looking for a Senior Associate, Information Assurance Services...SeniorFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...experienced accounting professional to join a stable and growing firm in Walnut Creek. This role involves organizing and managing client financial assignments, and coaching team members to ensure success. The ideal candidate is a licensed EA or CPA with at least 7 years...Senior
$177.5k - $275.2k
...Transportation practice in California is seeking a Senior Project Manager with Account Management... ...projects while helping strengthen client relationships, support account planning,... ...development leaders, and technical specialists across Stantec’s Transportation practice...SeniorContract workWork at officeLocal areaFlexible hours- ...Opportunity?National Accounts provides casualty solutions for clients with significant risk with coverages such as Workers' Compensation... ...health program provides access to free professional counseling services, health coaching and other resources to support your daily life...SeniorFull timeLocal area
- ...middle to large market accounts. You will manage portfolios totaling $1M-$1.5M in revenue and guide renewals, coverage reviews, and client communications for high-complexity, low-volume books. As a technical resource and strategic partner to clients and producers, you...Senior
- Alliant Insurance Services seeks a professional in Walnut Creek, CA to provide customer service for large market accounts. Responsibilities include managing client relationships, supporting Producers with new business, renewing existing policies, and leading client engagement...Senior
- ...Job Title Senior Product Associate Job Description Unleash your expertise in product... ...Associate in Digital Banking Value Added Services team, you contribute to the team by... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our...Senior
- Senior Safety Services Specialist Bargaining Unit: Local 21 - Supervisory Management Why join the Contra Costa County Risk Management Department? Contra... ...with competing deadlines You may interact with clients that are upset and/or confused You will receive requests...SeniorFull timeFor contractorsWork at officeLocal areaImmediate startRemote workFlexible hoursShift work
- ...Description A growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-... .... This is not a sales role —it’s a high-touch service and strategy position focused on long-term client relationships. Key Responsibilities Manage a...SeniorWork at officeRemote work
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