Wealth Management Client Services Lead
AllianceBernstein L.P.
Bernstein Private Wealth Management in San Diego, CA is seeking a Manager of Client Services to lead the sales support and client service functions for the local Private Wealth team. You will recruit, develop and manage multiple teams of Associates and Coordinators, while partnering with Managing Directors and Financial Advisors to deliver service excellence. This role emphasizes leadership, risk management and process improvement, with opportunities to shape client experiences and protect firm #J-18808-Ljbffr AllianceBernstein L.P.
$30 - $35 per hour
Join to apply for the Client Services Lead role at Cetera Financial Group 5 days ago Be among the... ...believe financial planning goes beyond wealth-building—it’s about empowering our... ...exceptional client experiences through: Managing client relationships via phone, virtual...SuggestedHourly payFull timeWork at officeFlexible hours$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...SuggestedHourly payFull time- ...seeking a Supervisory role within Configuration Services. The position oversees a team of... ...timely, accurate configuration builds and strong client service delivery. It involves leadership, recruitment, performance management, and collaboration with client-facing teams...Suggested
$80k - $95k
A financial advisory firm in San Diego is seeking a Client Service & Operations Specialist. This full-time role involves ensuring client satisfaction... ...range of $80,000 to $95,000, along with health and life insurance, and paid time off. #J-18808-Ljbffr AlphaCore Wealth Advisory LLCSuggestedFull time- ...Office Services & Intake Coordinator The Office Services & Intake Coordinator is an integral... ...the Firm's first point of contact for clients, vendors, and other visitors. This role... ...smooth daily office operations by managing incoming communications, mail and deliveries...SuggestedWork at office
$24 - $28 per hour
August 2026 Opportunity: Client Services Lead Coordinator FLSA: Non-Exempt Full time: 40hours/week Hourly range: $24.00-$28.00 Benefits:... ...deliveries procedures, as needed Maintain relationships with case managers and health care provider referral sources to ensure client...Hourly payFull timeContract workLocal areaFlexible hours- ...Overview Liberty Military Housing - Own your passion for service! At Liberty Military Housing we're here to serve those who... ...highly trained team of professionals. With a blend of property management and military backgrounds, our employee-owners bring a...Full timeFor contractorsWork at officeFlexible hours
$115k - $135k
...Global Document Services Lead - Workflow The Global Document Services Lead - Workflow is an integral part of Latham's Global Document Services team (GLODOCS). This role will be responsible for the department's readiness and ability to provide high-quality and on-time...Contract workRemote workFlexible hoursWeekend work$24 - $27 per hour
...Service Coordinator - Admiral Hartman Our organization works with partner companies to source qualified talent for their open roles... ...: ~1-2 years' experience in residential property management or customer service role preferred. ~ Prior work with vendors...Hourly payWork at officeFlexible hours$23 - $25 per hour
...Description POSITION TITLE : Residential Services Coordinator I REPORTS TO: Program Manager FLSA STATUS: Non-exempt TIME COMMITMENT: Full-... ...centralized phone and appointment system to offer our clients at multiple residential buildings the opportunity to...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... ...as needed Client Relationship Management: • Cultivate new and existing client relationships...Visa sponsorshipWork visaNight shift
$28 - $30 per hour
...spanning four decades, Action Property Management has become the premier choice for homeowner... ...in 1984, Action began with a single client and a vision to elevate ethical and professional... ...Action is seeking a Full-time Resident Services Coordinator to join our portfolio team...Hourly payFull timeWork at officeMonday to FridayAfternoon shift- ...applicable laws, regulations and ordinances. Job Title Area Service Leader Location Pomona, CA; San Diego, CA; Phoenix, AZ Job Summary... ...pricing on parts and service, field service coordination, management of technicians and service supervisors, customer satisfaction,...Hourly payContract workWork at officeRemote workNight shift
$25 per hour
...mission, Casa provides over 40 services and projects to address this... ...Youth and Senior Services Lead? The Youth and Senior Services... ...Diego. This role involves both client-facing and behind-the-scenes... ...ethical and professional case management is provided to program...Hourly payFull timeSummer workWork at officeLocal area- A nonprofit organization in San Diego is seeking a Lead Guest Services Associate to provide quality customer service and oversee Guest Services Associates. The role requires at least 2 years of relevant experience, the ability to communicate effectively, and is part-time...Part time
- La Jolla Playhouse is seeking a Lead Patron Services Representative to be the welcoming face and voice of the box office on the UCSD campus. You’ll ensure exceptional patron experiences, manage ticketing operations, and develop expertise in Tessitura while supporting daily...Hourly payFull timeWork at officeWeekend workAfternoon shift
$24 - $26 per hour
A leading property management firm is seeking a Resident Relations Lead in San Diego, California. This role involves overseeing daily front desk activities, providing excellent customer service, and managing resident inquiries. Successful candidates should have a background...Hourly pay- O'Reilly Auto Parts is seeking a Retail Service Specialist to assist the Store Manager and Assistant Managers with sales, customer service, store appearance... ...duties when needed. Responsibilities include leading the team, supervising service levels, and handling store...Shift work
- Valid8 Financial, Inc. seeks a Senior Manager Client Services to lead two teams within California’s CalAIM framework, overseeing ECM and CS housing services for Medi-Cal members. The role requires high-touch leadership, rapid decision-making, and collaboration with MCPs...
- A leading auto parts retailer in San Diego is seeking a Retail Service Specialist to enhance customer service and manage store operations. This role involves supervising staff, ensuring customer satisfaction, and handling store logistics. The ideal candidate possesses...
- ...Benz of El Cajon is seeking a dedicated Service Advisor to act as the primary point-of-contact... ...communication between technicians and clients. The ideal candidate will have a high... ...a dealership. Responsibilities include managing customer expectations, scheduling services...
$39 - $45 per hour
...1,000 employees worldwide. We are searching for Field Service Technician -Site Lead in San Diego, CA to join our team and play a key role in... ...In this role, you will Site Leadership: Lead and manage the field service team at the designated site, including technicians...Hourly payFull timeWork at officeWorldwideMonday to Friday- Lucid Motors is seeking a Supervisor, Service Center to guide the day-to-day operations of the service team and ensure outstanding customer... .... The role emphasizes hands-on leadership, performance management, and collaboration with the service manager to deliver timely...
$132k - $190.1k
Role Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of... ...current on legislative changes, and lead change effectively. Conduct primary... ...more about legislative changes, wealth transfer techniques, charitable giving...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...extraordinary customer experiences? We're looking for a driven and results oriented Director of Customer Experience to lead our dynamic teams, including Client Services, Patient Services, and Clinical Review. You'll be the champion of both our healthcare professional and patient...
- ...accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a... ...+ Opportunities for advancement (80% of managers started as Crew) PAY TRANSPARENCY Below is... ...brand with a demonstrated purpose as it leads the way in digital, technology and sustainable...Work at officeLocal areaShift work
$21.81 - $27.25 per hour
...Resident Services Coordinator The Resident Services Coordinator will be primarily responsible for responding to and directing resident... ...and Publishing Software. Previous experience with Property Management software including Yardi and Onsite a plus. Physical...Work at officeWeekend workAfternoon shift$63.12k
...Job Title: Service Coordinator Division: Maintenance & Construction Direct Reports To: Director... ...Summary: This position is responsible for the management of an assigned client portfolio. Responsibilities include the scheduling and...For contractorsFor subcontractorWork at officeFlexible hours- 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...Private practice
$115k - $120k
...Overview FULL-SERVICE Leader Job Description The role of the Full-Service... ...is to motivate, inspire, and lead a team of Salon Business... ...development meetings with key clients. Provide leadership, direction... ...problems that require the Sales Manager’s involvement. Ensure that education...Work at officeLocal areaNight shiftWeekend work3 days per week
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