Client Services Leader
Robert Half
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience.The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization.The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience.Benefits:Company-paid health and dental insurance.Paid time off (PTO) and holidays.Professional development opportunities to support ongoing learning and growth.401(k) Plan available, employer contributions are offered.
- In this role, the individual will serve as a Client Service Leader, advancing advisory services for priority clients as well as an Executive Director, leading a key client organization in achieving its mission to promote sustainable, reliable urban water supplies. Responsibilities...SuggestedFull timeTemporary workShift work
$211.72k
...Job Description *** This position can be based in any of our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further accelerate the growth of our Industrial business unit...SuggestedTemporary workWork experience placementH1b$144k - $196k
Client Services Leader and Executive Director Job Category : Client Services Requisition Number : CG3CL007040 Posted : September 15, 2026 Full-Time Remote Locations Showing 1 location In this role, the individual will serve as a Client Service Leader, advancing advisory...SuggestedFull timeTemporary workRemote workShift work$58.24k - $66.98k
...Position Type: Regular Your Role at Sephora: As a Sales and Service Leader , you’ll harness your love for beauty and become the leader... ...success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching, collaboration...SuggestedHourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work$144k - $236k
Brown and Caldwell, headquartered in Walnut Creek, CA, seeks a Client Services Leader and Executive Director to drive advisory growth and lead a key client organization. You will steer multi-year growth strategies, align resources, and strengthen executive relationships...SuggestedRemote job- Brown and Caldwell, headquartered in Walnut Creek, California, seeks a Client Services Leader and Executive Director to define growth strategies for priority clients and to lead a key client organization. The role blends advisory services leadership with executive management...Remote job
$22.85 - $25.44 per hour
...evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience by ensuring safe and quality food is prepared and served; and that...Work at officeLocal areaShift work- ...HDR is seeking an experienced and collaborative leader to serve as Business Class Lead (BCL) for Utility Management Services (UMS) within the Northern California Water... ...accountable for growing people, strengthening client partnerships, advancing technical excellence,...Local areaRelocation package
$23.5 per hour
...Employee Assistance Program. Job Summary: The Medical Services Coordinator is responsible for serving as a point of contact to... ...accurate information in data entry and communication with patients/clients and staff. Conflict Resolution: Work cooperatively and...Hourly payFull timeTemporary workWork at officeLocal areaImmediate startRemote workFlexible hours- Xanitos, Inc. in the Bay Area is seeking two 1st Shift Environmental Services Managers to lead a healthcare team on 4am-2pm or 6am-4pm shifts. You will oversee associates in Environmental Services and liaise with hospital departments to deliver top-quality service. Responsibilities...Shift workDay shiftEarly shift
$91.7k - $163.7k
...start Caring. Connecting. Growing together.The Field Service Manager is single point of contact for all client specific Desktop Services' discovery, transition,... ...performance enhancementsExperience working with senior leaders and commercial clients in a clinical/hospital...Minimum wageFull timeWork experience placementLocal areaRemote work$21 - $24 per hour
...Funeral Arranger At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership... ...ensure services run smoothly and that the expectations of our client families and their guests are exceeded. Compensation: $21 -...Hourly payFull timeWork at office$22 - $35 per hour
...Full-Time Available shifts: Location Wal-Mart #3493 1021 ARNOLD DR, MARTINEZ, CA, 94553, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry...Hourly payMinimum wageFull timeTemporary workPart timeShift work$31.5 - $41.8 per hour
...Service Operations Coordinator Position Summary: Reporting to the Director of Service, the Service Operations Coordinator, serves as a primary point of contact between customers, service technicians, manufacturing, logistics, and other internal teams to ensure...Hourly payFull timeWork at officeWorldwide$25.22 per hour
...Manager. This position may assume a leadership role in the kitchen by organizing and directing the production staff for scheduled meal service in the Dining Hall. Under the direction of the Chef or Senior Cook, the Cook prepares main entrees and more complex recipes while...Bi-weekly payHourly payFull timeH1b- ...of business Recognize occasions to upsell and offer new services to existing clients Collaborate with colleagues on marketing, communication... ...and prioritization * Accomplished change management leader, able to operate effectively in a highly matrixed environment...Temporary workWork at officeLocal area3 days per week
- Kaiser Permanente in Walnut Creek is seeking a Vision Services Assistant to support Ophthalmology providers and Eye Services operations. You will perform objective ophthalmic tests, schedule procedures, and assist with patient flow and records in a fast-paced clinic. The...
- Crestwood Behavioral Health in Pleasant Hill, California, is seeking a Service Coordinator (Mental Health Case Manager) to assess clients, coordinate the treatment plan, and collaborate with the nursing staff to ensure continuity of care. This full-time position offers...Full time
$30.05 - $33.65 per hour
...Location: Multiple Locations - Berkeley, CA 94703 Position Type: Temporary/Occasional Salary Range: $30.05 - $33.65 Hourly The Sub Service Coordinator is responsible for providing on-site direct services to residents, as well as planning and facilitating relevant programs...Hourly payTemporary workCasual workWork at officeWork from homeWeekend workAfternoon shift- Contra Costa Health in Martinez, CA is seeking a Cardiology Services Manager to oversee cardiology services at CCRMC and health centers. The role involves planning, organizing, and supervising patient care, EKG/EEG/echocardiograms units, and ensuring regulatory compliance...
$90k - $101k
...Opportunity Account Managers are a key role in the Regional Business service delivery model. The role is a single point of contact for... ...by serving as the single point of accountability for broker and client service delivery, issue resolution, escalations, compliance,...Temporary workLocal area$31.5 - $41.8 per hour
Meyer Sound, located in Berkeley, CA, is seeking a Service Operations Specialist to coordinate complex repair, maintenance, warranty, parts, documentation, and customer-support activity worldwide. The role emphasizes accurate communication, service order discipline, and...Hourly payFull timeWorldwide$50k - $95k
...excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on... ...is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within...Work at officeLocal area- ...during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity...Remote work
$172k - $227k
...Walnut Creek, CA / Menlo Park, CA / San Jose, CA / Irvine, CA / Long Beach City, CA / Santa Monica, CA / Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is in our company DNA; we are always striving to be our best selves;...Full timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...New U Life is seeking a professional, highly organized, and service-oriented Bilingual Client Experience & Operations Specialist to support customers, field leaders, VIP clients, executive leadership, and affiliated business operations from our Pleasant Hill office....Work at officeMonday to Friday
$75k - $90k
...Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious... ...-tier human support together, we connect clients with customized solutions across a range... ..., benefits, cybersecurity, mortgage services – and more. In the last twelve years,...Full timeImmediate startFlexible hours$78.8k - $177.68k
...questions. Through our products, education, and services, MedInsight is making an impact on... ...#1 for Payer Quality Analytics by clients for the last three years in the Best in... ...including senior executives and technical leaders. Exceptional communication, presentation...Full timeWork experience placementRemote workFlexible hours- ...The Path 2 Case Manager will provide in-home case management services for the Contra Costa County Children and Family Services (CFS)... ...Return calls from County social workers within 24 hours. See clients in home, and in person, one (1) to two (2) times per week between...Work at officeWeekend work
- URBN Urban Outfitters, Inc. in Walnut Creek, CA, is seeking a Service and Styling Manager to direct service, selling, and styling, creating an engaging store environment and supporting store operations and visuals. You will develop others, collaborate with partners, and...
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