Client Services & Operations Leader - Financial Services
$80k - $95kAlphaCore Wealth Advisory LLC
A financial advisory firm in San Diego is seeking a Client Service & Operations Specialist. This full-time role involves ensuring client satisfaction, onboarding, and compliance coordination. Candidates should possess a bachelor's degree and 3+ years of experience in the financial services sector. The position offers a salary range of $80,000 to $95,000, along with health and life insurance, and paid time off. #J-18808-Ljbffr AlphaCore Wealth Advisory LLC
- Valid8 Financial, Inc. seeks a Senior Manager Client Services to lead two teams within California’s CalAIM framework, overseeing ECM and CS housing services... ...process improvements while ensuring compliance and quality across operations. #J-18808-Ljbffr Valid8 Financial, Inc.Suggested
- Sunroad Enterprises is seeking a Service Manager to oversee the daily operations of the service department in San Diego, ensuring service delivery aligns with customer expectations, standards, and profitability. You will supervise staff, optimize processes, and drive customer...Suggested
$75k - $100k
...Hospital in San Diego is seeking a Hospital Manager to lead daily operations, drive exceptional animal care, and oversee staff and... ...combines overseeing compliance with delivering compassionate client service in a fast-paced veterinary setting. The ideal candidate has business...Suggested- A leading parking management company in San Diego is seeking a supervisor to oversee parking attendants and ensure high levels of service quality. The ideal candidate will use their organizational and communication skills to motivate their team and maintain a clean and...Suggested
- EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. The role oversees multiple client engagements, reviews complex returns, and mentors associates and seniors while maintaining strong client relationships. The position offers a hybrid...SuggestedPrivate practice
- UC San Diego's Business & Financial Services (BFS) seeks an Assistant Director to lead Accounts Receivable and the Cashiering Office. You will direct day-to-day receivables, invoicing, collections, and cash handling, ensuring strong internal controls and accurate reporting...Work at office
- A dynamic finance company is seeking a Remote Office Administrator to oversee office operations and coordinate administrative tasks. The ideal candidate will manage communication, support staff, and ensure efficient office processes. Applicants should possess strong organizational...Work at officeRemote work
$70.3k - $80k
...onboarding, risk enablement, and operating model improvements. While the... ...scale treasury onboarding, servicing, and operational processes... ...operational efficiency, and client satisfaction Qualifications 3... ...digital-first, Axos delivers financial tools and services that allow...Work at officeLocal area- ...Health in Imperial Beach, CA is seeking an Operations Manager on the Store Management team to... ...control and exceptional customer service while leading a motivated store crew. Under... ...supervise staffing, training, scheduling and financials, while promoting CVS’s service culture....Full time
- ...work. Job Summary The Starbucks Daily Operations Leader directs daily operations of the licensed... ...alongside Baristas to deliver quality customer service and expertly crafted beverages,... ...with mental health counseling and legal/financial advice Tuition reimbursement Access the...Daily paidFull timePart timeLocal areaAll shiftsFlexible hoursAfternoon shift
- Exos Partners, LLC seeks an Assistant Operations Manager to join our San Diego team. You will... ...You will support systems, vendors, and client integration as part of a global strategy... ...as the escalation point for Client Services and Membership Services, identifying inefficiencies...
- UC San Diego Health seeks an Associate Director of Finance & Operations to lead financial analysis and operational strategy. This role involves supervising team members and collaborating with leadership to ensure effective financial management. The ideal candidate will...
- Powers Plumbing & Heating in San Diego seeks an experienced, organized Operations & Parts Manager to lead daily service operations, oversee parts inventory, and coordinate with ownership, office staff, field technicians, vendors, and customers. You will drive sales progression...Work at office
$25.87 - $35.05 per hour
Branch Operations Lead - Southeast San Diego Market - Chula Vista, CA... ...memorable experiences for our clients and employees, making them... ...in ensuring that our clients' financial transactions are handled with... ...introducing clients to self-service options that simplify their banking...Full timeNight shiftAfternoon shift- ...make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience... ...and is the only restaurant company of its size that owns and operates all its restaurants in North America and Europe. With employees...Work at officeLocal areaShift work
$89.99k - $143.09k
...career. Let’s see what we can achieve. Together.SummaryThe Client Accounts Operations Lead, working in collaboration with and in support of the... ...staff.Track and resolve tickets assigned by the Accounting Service Desk on a daily basis.Works across multiple teams of...Full timeTemporary workInterim roleWork at officeRemote workRelocationVisa sponsorshipRelocation package$115k - $120k
...Overview FULL-SERVICE Leader Job Description The role of the Full-Service Leader (FSL) is to... ...business development meetings with key clients. Provide leadership, direction and coaching... ...of experience supervising sales or operations employees. Four Years direct Sales Experience...Work at officeLocal areaNight shiftWeekend work3 days per week$126k - $182k
...searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be... ...provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side...Local areaShift work$179k - $262k
...assurance firm with a global presence in key U.S. and world financial centers. We provide professional services across audit, tax, and transaction advisory, and are... ...‑side and sell‑side transactions. Communicate with clients to deliver exceptional service. Participate in...$125k - $145k
...Finance Manager - Operations & FP&A National City (San Diego) | Onsite, 5 days per week... ...reviewing someone else's model - Client and service-level pricing, profitability and margin... ...5+ years of progressive experience in financial analysis, modeling, budgeting and forecasting...Full timeLocal areaMonday to Friday$23 - $25 per hour
...POSITION TITLE : Residential Services Coordinator I REPORTS TO: Program Manager... ...and appointment system to offer our clients at multiple residential buildings the opportunity... ...The business and social environment we operate in has changed. What worked yesterday...Hourly payFull timeWork at officeImmediate start- ...Description CJ Charles Jewelers is seeking a Service Coordinator to join our team! You will... ...and collection information with their clients and assist in maintaining the aesthetic... ...• Client networking events Daily Operations: • Understand and comply with all security...Visa sponsorshipWork visaNight shift
- ...applicable laws, regulations and ordinances. Job Title Area Service Leader Location Pomona, CA; San Diego, CA; Phoenix, AZ Job Summary... ...term service agreements (Package Care). Collaboratewith the Operations Leaderto ensure service coordination processes/functions arealigned...Hourly payContract workWork at officeRemote workNight shift
- ...Private Wealth Management in San Diego, CA is seeking a Manager of Client Services to lead the sales support and client service functions for... ...Coordinators, while partnering with Managing Directors and Financial Advisors to deliver service excellence. This role emphasizes...Local area
$24 - $28 per hour
Mama’s Kitchen in San Diego, CA is seeking a Client Services Lead Coordinator for full-time, 40 hours/week. The role pays $24.00-$28.00 per hour with benefits including medical, dental, vision and life insurance, PTO, paid sick leave, and holidays. The employer contributes...Hourly payFull time$31 - $33 per hour
A renowned cultural institution in California is seeking an Interim Senior Manager of Visitor Services. This role involves overseeing the Visitor Services department, ensuring a superior experience for all guests, and managing a diverse team. The ideal candidate will have...Full timeTemporary workInterim role$30 - $35 per hour
Join to apply for the Client Services Lead role at Cetera Financial Group 5 days ago Be among the first 25 applicants Join to apply for the Client Services... ...[Hourly Base + Annual Incentive] Client Services & Operations Specialist - Private Wealth We’re unlocking community...Hourly payFull timeWork at officeFlexible hours- Aztec Shops Ltd. in San Diego is seeking an Associate Director of Financial Services to lead day-to-day operations of Accounting, Financial Reporting, Tax, AR, and Sales Audit while ensuring compliance with applicable laws. The ideal candidate will analyze large datasets...Work at office
- ...Systems, Inc. is seeking a Supervisory role within Configuration Services. The position oversees a team of configuration specialists and... ..., driving timely, accurate configuration builds and strong client service delivery. It involves leadership, recruitment, performance...
$100k - $200k
Ingersoll-Rand is looking for an Area Service Leader based in San Diego, CA. This role entails leading service activities for equipment... ...overseeing service contracts to ensure customer satisfaction and operational efficiency. With a bachelor's degree required and 5+ years...
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