Client Experience Manager, Financial Services
$90k - $110kHeffernan Insurance Brokers
Heffernan Insurance Brokers is looking for a Client Service Manager in Walnut Creek, California. This role requires delivering high service levels to clients and supporting Advisors, while enhancing client relationships. The ideal candidate should have over three years of financial services experience, excellent communication skills, and hold Series 65 or 66 and Series 6 or 7 registrations. Compensation ranges from $90,000 to $110,000 based on experience. Join our team that values respect, collaboration, and fun in a positive work environment. #J-18808-Ljbffr Heffernan Insurance Brokers
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Experience Manager, Financial Services in Walnut Creek, CA vacancy
$90k - $110k
A financial services firm in Walnut Creek, CA is seeking a Client Service Manager to enhance client relationships and support advisors. Key responsibilities include managing client requests, preparing reports, and ensuring compliance. The ideal candidate should have 3+...Suggested$16.9 per hour
...Walnut Creek is looking for a Client Specialist who is the first contact... ...at studios, focused on client experience. This role involves assisting with class selections, managing studio cleanliness, and providing exceptional customer service at the Fuel Bar. The ideal...SuggestedHourly payFull timePart timeBarry's Iberia
Walnut Creek, CA2 hours ago- Mercer Advisors is seeking a Relationship Manager I in Walnut Creek, CA, to enhance service excellence within the Wealth Management team. This client-facing role is crucial for managing... .... Essential duties include client experience oversight, managing workflows, and supporting...Suggested
- brobstongroup.com - Jobboard is seeking a Customer Experience Specialist in Danville, California. The role includes providing outstanding in-store service, supporting stylists, processing merchandise, and assisting with events. The ideal candidate demonstrates strong customer...Suggested
$22.5 - $36 per hour
Sprouts Farmers Market is seeking a Service Manager in Walnut Creek, California. The role focuses on delivering superior customer service while overseeing store operations. You will inspire and motivate your team, manage hiring and training, and address customer concerns...SuggestedHourly pay- ...Ramon is looking for an individual to assist the Front Office Manager in efficient hotel operations. The role involves greeting... ...The ideal candidate should have at least one year of customer service experience in hospitality, strong verbal communication skills, and the...
- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...people decisions. We help clients build better workplaces,... ...excellence. As a Senior Client Manager, you’ll play a key role in building... ...and welfare consulting experience Proficient in funding methods...Full timeLive outWork at officeLocal areaFlexible hours
Arthur J. Gallagher & Co.
Walnut Creek, CA4 days ago $65k - $90k
...Description Mutual of America Financial Group Job Title: Client Relationship Manager Location: Fresno, CA or San... ...pension and retirement-related services, along with leading customer support... ...Client relationship management experience Ability to handle pressure,...Work experience placementHome officeFlexible hoursMutual of America Life Insurance Company
Walnut Creek, CA8 days ago$60k - $128k
...Client Manager II The Client Manager II applies experience and critical thinking skills to anticipate client needs. The... ...Develop analytical, customer service and communication skills needed... ...Present to Client Executive the financial measures used to predict and analyze...Work experience placementWork at officeNight shiftAfternoon shiftOliver Wyman
Walnut Creek, CA1 day ago- ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence. As a Senior Client Manager, you'll play a key role in building... ...5 years of health and welfare consulting experience, proficient in funding methods (fully insured,...Live outWork at officeLocal areaFlexible hours
Arthur J. Gallagher & Co.
Walnut Creek, CA3 days ago $20.75 per hour
...Customer Experience Lead-Broadway Plaza At Victoria's Secret & Co, you'll join a world-leading specialty retail brand recognized globally... ...Based on store volume, this role reports to either the Store Manager or the Customer Experience Manager. Primary Responsibility:...Local areaImmediate startFlexible hoursNight shiftWeekend work$50 - $85 per hour
A leading professional services firm in Walnut Creek, CA is seeking an experienced Accounting Consultant... ...accounting processes and engaging with clients in various industries. Candidates should have significant experience in public accounting and possess strong skills...Hourly payFlexible hours$18 - $24 per hour
...that was wrong with the ER experience. Since then, we've expanded... ...customer’s experience through service, focus, and participation—so... ..., compassionate guidance on financial options and end-of-life decisions... ...programs and practice management software Highly organized, with...Flexible hoursNight shiftWeekend work$180k - $250k
...Client Services Manager Founded in 1919, KJ has always looked to the future. With a talented team... ...successful project delivery and financial goal attainment by optimizing operational... ..., or a similar engineering field. Experience: 10+ years of experience in water/...Work at officeWork from home2 days per weekKennedy Jenks
Walnut Creek, CA3 days ago$18 - $24 per hour
VEG ER for Pets in Pleasant Hill, California is seeking a Customer Experience Coordinator to enhance customer interactions through excellence in service. You will greet customers, manage communications, and provide memorable experiences while maintaining a high standard...Flexible hours- Description A Victoria’s Secret & Co Customer Experience Lead is a values‑based leader who delivers exceptional customer and associate... ...Based on store volume, this role reports to either the Store Manager or the Customer Experience Manager. Primary Responsibility The...
$50 - $85 per hour
...10 national professional services firm where **our purpose is... ...opportunities*** every day, for our clients, our people, and our... ...(Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc... ...* Ten years relative work experience including public...Hourly payWork experience placementInterim roleFlexible hoursCliftonLarsonAllen
Walnut Creek, CA2 hours ago- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...people decisions. We help clients build better workplaces,... ...client relationships. Manage client renewals and open enrollment... ...or claims management experience, or a high school diploma with...Full timeLive outWork at officeLocal areaFlexible hours
Gallagher Benefit Service
Walnut Creek, CA2 days ago - ...Arthur J. Gallagher & Co. (AJG) is seeking a Senior Client Manager in Walnut Creek, California. In this role, you will manage client accounts... ...have at least five years of health and welfare consulting experience and outstanding project management abilities. This position...
Arthur J. Gallagher & Co.
Walnut Creek, CA3 days ago - ...conversations and remarkable customer experience. If you are a motivated self... ...market appropriate products and services Achieve sales goals through generating... ...about the role insurance and financial products play in helping people manage the risks of everyday life,...Hourly payWork at officeLocal areaMonday to FridayAfternoon shift
Allstate Agency of Jared Burns-Coffin
Walnut Creek, CA5 days ago $64.7k - $120.4k
...Client Manager The Client Manager provides advice and assistance requiring... ...knowledge and client service skills to meet client needs... ...Service or Sales Executive the financial measures used to predict and... .... Education and/or Experience Must possess a strong...Minimum wageWork experience placementWork at officeNight shiftMercer France
Walnut Creek, CA3 days ago$90k - $110k
The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager... ...Requirements Three plus years relevant working experience in the financial or investment...Work experience placementLocal areaImmediate start- ...Broadway Plaza is seeking a Store Manager in Walnut Creek, California. This role involves... ...team, ensuring exceptional customer service, and overseeing the efficient operations... ...skills, along with a minimum of 4 years of experience in retail. The position offers a base salary...
Broadway Plaza
Walnut Creek, CA3 hours ago - Victoria's Secret is seeking a Customer Experience Lead in Walnut Creek, California, to enhance customer and associate experiences while driving sales. The role involves coaching associates, managing operations, and maintaining store standards. The ideal candidate will...
$105.7k - $179.7k
...Responsible for conducting/managing factual claims... ...the highest levels of service to Chubb business partners... ...5 years of relevant experience - emphasis in the areas... ...effectively utilize claim and financial tracking systems.... ...to a diverse group of clients. The company is...Work at officeLocal areaChubb
Walnut Creek, CA8 hours ago$144k - $196k
...excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive... ...multiple organizational levels. Experience ~ Typically, a minimum of 15 years... ...hire those candidate(s) without any financial obligation to the recruiter or agency...Temporary workShift workBrown and Caldwell
Walnut Creek, CA1 day ago- ...Introduction At Gallagher, we help clients face risk with confidence because we... ...licensed Associate Commercial Lines Client Service Manager to join our team supporting middle... ...minimum 1+ years client service management experience OR- High School degree/GED with a...Full timeLive outWork at officeLocal areaFlexible hoursShift work
Gallagher
Walnut Creek, CA2 days ago - ...Paid time off Vision insurance Client Services & Support Coordinator We’re looking... ...Client Services & Support Coordinator to manage scheduling, coordinate service delivery... ...systems, and general business software. Experience in customer service or admin roles....Work at office
Coleman Information Technology Grou
Pleasant Hill, CA3 days ago $49k - $91.3k
...applicable base salary range for this role is $49,000 to $91,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined...Minimum wageMarsh McLennan
Walnut Creek, CA4 days ago- Gallagher is seeking a Client Coordinator for its Small Business Team in Walnut Creek,... ...through employee benefits programs. You’ll manage renewals, and leverage tools like Excel... ...with 3+ years of client coordination experience. A commitment to ethical standards, health...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Experience Manager, Financial Services. Be the first to apply!
Related searches
- engagement manager Walnut Creek, CA
- client relationship manager Walnut Creek, CA
- client service manager Walnut Creek, CA
- client executive Walnut Creek, CA
- client engagement manager Walnut Creek, CA
- client services coordinator Walnut Creek, CA
- client services supervisor Walnut Creek, CA
- member engagement manager Walnut Creek, CA
- client manager Walnut Creek, CA
- engagement director Walnut Creek, CA