Senior Client Insurance Analyst
$49k - $91.3kOliver Wyman, LLC
Oliver Wyman, LLC is seeking a Senior Client Analyst in San Diego, California to provide essential technical support for maintaining Business Insurance policies. The role requires strong communication skills and attention to detail for processing paperwork and managing client relations. A bachelor's degree or 2-5 years of relevant experience is required. The position offers a competitive salary range of $49,000 to $91,300, along with performance-based incentives and a comprehensive benefits package. #J-18808-Ljbffr Oliver Wyman, LLC
$115k - $145k
...Job Description Job Description Commercial Senior Client Manager Confidential Search | Southern California Preferred | $115,000–... ...Resources is representing a nationally recognized independent insurance brokerage seeking an experienced Commercial Senior Client Manager...Senior- ...CPA firm in Southern California is seeking an experienced Audit Senior to lead and execute audit engagements in the San Diego area. This... ...and regulations. The successful candidate will cultivate client relationships, supervise audit staff, and implement quality control...Senior
$64.7k - $120.4k
Company: Description: The Sr. Client Manager will provide advanced technical support to Client Executive Service as well as continue... ...unrestricted California Fire & Casualty Solicitors license. Advanced insurance designations applicable to the above duties strongly preferred...SeniorMinimum wageWork experience placementWork at officeAfternoon shift$120k - $150k
...CPA certification. The role involves managing audits for various clients, ensuring compliance, and developing strong client... ...000 annually, we offer comprehensive benefits including health insurance, 401(k) matching, and a flexible work environment. #J-18808-Ljbffr...SeniorRemote jobFlexible hours- ...Solutions Advisor II in El Cajon, California, responsible for originating loans and providing specialized, personalized service to clients. This role requires a minimum of 2 years' mortgage origination experience and involves extensive client interaction and relationship...Suggested
$73.7k - $99.6k
412181101 CoreLogic Credco, LLC in San Diego is seeking a Client Manager to serve as the primary contact for clients, ensuring smooth onboarding and effective communication. The ideal candidate has at least 5 years in a client-facing role and a deep understanding of the...Senior- LPL Financial LLC is seeking a Product Manager to drive investment reporting and client experience. The role involves guiding product strategy while collaborating with teams across the company to deliver enhancements that ensure client satisfaction. The ideal candidate...Senior
- ADP, Inc. is seeking a Client HR Business Partner III in San Diego to act as a trusted advisor, utilizing HR expertise and ADP products to tackle critical business challenges effectively. The ideal candidate will have 5-8 years of consulting and HR experience. Responsibilities...Senior
- ...Corp is looking for an Associate Banking Advisor in San Diego. In this role, you'll assist Portfolio Banking Advisors with managing client portfolios, attending meetings, and making credit presentations. The ideal candidate should have over 5 years of experience in...Senior
- CalPrivate Bank in Coronado, California, seeks a Sr. Client Service Specialist to deliver high-level support to clients and internal teams. This role requires at least 5 years of experience in commercial banking and proficiency in problem resolution. The ideal candidate...Senior
- Cooley LLP is seeking a Director of IP Client Service to lead our IP Team in San Diego. The successful candidate will manage client-facing teams, focusing on efficiency and quality control while maintaining a hybrid work schedule. With a minimum of 10 years of IP experience...Senior
- ...of experience leading large projects with budgets of at least $70M, a bachelor's degree in a relevant field, and strong skills in client relations and business acumen. This role demands exceptional leadership and communication skills, as you will mentor project teams...SeniorRemote job
- ...Private Client Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them... ...cultivating relationships with affluent clients. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal...Immediate startAfternoon shift
- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting...Senior
$132.5k - $205k
...long-term relationships with High-Net-Worth individuals and managing their financial portfolios. Responsibilities include expanding client base, providing high-quality service, and collaborating with wealth management specialists. Candidates should have a Bachelor’s...Full time- TwinThread is seeking a Senior Home Lending Advisor in El Cajon, California. This role involves guiding clients toward achieving homeownership while providing exceptional service in mortgage lending. Candidates should possess over 3 years of sales experience in retail banking...SeniorLocal area
- EisnerAmper LLP in San Diego seeks a skilled Client Accountant with a Bachelor's degree in Accounting and 4+ years of experience. You will engage in outsourced accounting for high net worth clients and lead month-end closing processes. The role involves training staff...SeniorLocal area
- ...is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes... .../vision plans, which start from day one! ~ Life and accident insurance ~401(K) and Roth options ~ Tax-advantaged accounts (HSA, FSA...SeniorFull timeLive outWork at officeLocal areaRemote workFlexible hours
- A leading financial institution seeks a Senior Home Lending Advisor in San Diego, California. This role involves mentoring teams, promoting... ...impact in home lending services. Join a motivated team helping clients achieve homeownership. #J-18808-Ljbffr JPMorgan Chase & Co.Senior
$25 - $27.88 per hour
Bank of America is looking for a Client Service Representative in La Mesa, California. The role involves engaging clients to assist with transactions through self-service resources like mobile banking and ATMs while fostering strong client relationships. Successful candidates...Hourly payShift workWeekend work$90.23k
...change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports... ..., design, build and operate as diverse as the needs of our clients. CDM Smith Inc. and its divisions and subsidiaries are an Equal...SeniorH1b$134k - $198k
...experiences. The role requires 7+ years of commercial leasing experience and strong social skills to build relationships with diverse clients. The position offers a compensation range of $134,000 - $198,000, including benefits like 3 weeks of paid vacation, 401(k) match,...Senior- JPMorganChase is seeking a Senior Home Lending Advisor to join their team in San Diego, California. In this role, you will be responsible for guiding clients through their home lending journey, adhering to regulatory requirements while promoting the financial products...Senior
$80k - $135k
...Senior Production Underwriter Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major client segments: Small Business Owners, Mid-Larger Businesses and Group...SeniorFull time- Launch CPA is seeking a full-time Senior Accountant in San Diego, CA, to manage financial reporting, reconcile accounts, prepare budgets, and conduct audits. The ideal candidate should have strong accounting skills, experience in tax compliance, and a relevant bachelor...SeniorFull time
$110k - $125k
...Title : Senior Financial Analyst - M&A Integration Company : Technology industry Compensation : $110,000 - $125,000 Location : San Diego, CA About the job A client of ours is seeking a Senior Financial Analyst to support a high-impact...SeniorWork at officeLocal area$70k - $85k
...Oversee Outlook Investor Services inboxes, respond to routine client inquiries, and handle ad‑hoc requests efficiently. Post fund and... ...including medical, dental, vision, mental health support and ancillary insurance plans. Paid parental leave and a hybrid work schedule. Salary...Senior- ...looking for a Commercial Banking Relationship Manager II in San Diego, California. Responsibilities include developing and managing client relationships, advising on financial solutions, and ensuring compliance with regulations. The ideal candidate should have 7 years...Senior
- ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...relationships with affluent clients. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit...Full timeImmediate startAfternoon shift
- Iq--e is seeking a detail-oriented professional for investor services in San Diego, California. This role requires overseeing client communications, managing documentation and processes, and collaborating with teams to enhance operational effectiveness. The ideal candidate...
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