Client Experience Manager (Financial Services)
$90k - $110kHeffernan Insurance Brokers
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+ years in financial services, hold necessary registrations, and exhibit strong communication skills. A salary range of $90,000 to $110,000 is offered, along with a comprehensive benefits package and opportunities for growth. #J-18808-Ljbffr Heffernan Insurance Brokers
- ...seeks an experienced Commercial Insurance Account Manager at various levels (AA, SAA, AMA). The role requires 2-5 years of commercial insurance experience and an active P&C license. Candidates will support client service, policy administration, and renewal processes...SuggestedWork at office
- 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
- Whole Foods Market is seeking a Supervisor to support Customer Service & E-Commerce programs at the assigned store. You will lead checkout and grocery delivery/pickup operations, manage capacity, labor, and task execution, and uphold safety and quality standards. You will...SuggestedFlexible hoursNight shift
- ...~ Health Reimbursement Account ~ Discounts on products and services ~ Above average industry pay ~ Corporate 24-Hour Fitness Rates... ...product offerings to enhance their vehicle and ownership experience. Ensure sales are structured to produce the highest profitability...SuggestedHourly payLocal areaWorldwide
$97.3k - $176.9k
...life's best work.(sm)The Engagement Manager, Advisory Services will be a part of a team responsible... ...medical group practice operations. Our clients seek assistance transforming their physician... ...:Undergraduate degree 4+ years of experience in healthcare consulting and/or...SuggestedWork experience placementLocal areaRemote work$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent... .... As a Relationship Manager in JPMorgan Private... ...to explore the vast financial possibilities their wealth... ...of wealth management services. This includes...Temporary workWork at officeImmediate start$165k - $250k
Kennedy Jenks is seeking an experienced Client Service Manager in Northern California to strengthen... ...project challenges, and support financial and operational goals. Tools, systems... ...environmental engineering preferred. Experience: 10+ years in water/wastewater infrastructure...Work at officeWork from home2 days per week$185k - $300k
Kennedy Jenks is seeking a dynamic Client Service Director in California to grow and strengthen... ...to delivery: Serve as a project manager, project engineer, or project team member... ...Environmental, or a similar engineering field.Experience: Minimum of 15 years of relevant...Work at officeLocal areaWork from home2 days per week- Whole Foods Market seeks a Supervisor to support Customer Service & E-Commerce, leading checkout, pickup and delivery processes at the assigned store. You will monitor KPIs, manage capacity and labor, and drive safe, efficient operations while developing Team Members....
$169.5k - $305.8k
...businesses buy wireless services with our top-notch... ...exceptional wireless experiences for those who demand quality... ...true potential.As a Client Partner, Enterprise... ...business goals. You will manage complex contract... ...account relationships, financial outcomes (reducing churn...Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours$78.8k - $145.13k
...products, education, and services, MedInsight is making... ...cost and care management. MedInsight is a subsidiary... ...contact and liaison for clients, supporting them... ....Preferred Skills and Experience: Bachelor’s degree in... ...support employees’ health, financial security, and well-being...Full timeWork experience placementRemote workFlexible hours- ...excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive... ...ExperienceTypically, a minimum of 15 years of experience in environmental engineering and... ...hire those candidate(s) without any financial obligation to the recruiter or agency...Full timeTemporary workShift work
- Allworth Financial in Walnut Creek, CA, is seeking an experienced Service Administrator to enhance client support and improve service processes. This full-time position emphasizes... ...-building and strategic client management, aiming for best-in-class service delivery...Full timeFlexible hours
$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 shift- ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence. As a Senior Client Manager... ...service and/or claims management experience -OR- High School degree/GED... ...experience managing client relationships. Solid financial acumen....
$50k - $80k
...strategic, consultative Sr. Client Manager to help enterprise customers... ...strategies, and consulting services. Partner with Sales and Customer... ...REQUIREMENTS ~3+ years of experience in Customer Success, Client... ...We do not request personal financial information such as bank...Work experience placementSummer workRemote workFlexible hours- ...Client Service ManagerThe Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This... ...ensuring a consistent, high-quality experience for every client household...Internship
$64.7k - $120.4k
...The applicable base salary range for this role is $64,700 to $120,400. 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...Minimum wage$30 - $35 per hour
...will be based on your skills and experience — talk with your recruiter to... ...Staffing Director of Staffing Services at Gainor Staffing Our client is a world-class financial institution and industry titan... ...and clients Utilize Event Management booking software to coordinate...Hourly payTemporary workPart timeWork at officeLocal area$65k - $90k
...Client Relationship Manager Location: Fresno, CA or San Francisco, CA Role Summary... ...day‑to‑day operations and servicing of group retirement plan... ...Client relationship management experience. Ability to handle... ...90,000. Mutual of America Financial Group provides equal employment...Work experience placementHome officeFlexible hours- ...Job Title : Client Success Manager Reports To : Senior Client Success Manager FLSA Status... ...take strong pride in the exceptional service that we provide to our clients and their... ...service. Providing an excellent customer experience is not only a continuous goal of ours...Contract workWork at office
- ...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
- ...our employees! Job Overview The Client Success Manager at T-Mobile is a pivotal role focused... ...and ensuring a positive end-to-end experience. Build and maintain executive-level relationships... ...on T-Mobile for Business products, services, and self-service tools (e.g. Account...Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours
- ...reinvention partner of choice for our clients and lead in the safe,... .... Through our Reinvention Services, we offer broad expertise... ...revenue. Visit us at . As a Management Consulting Senior Manager... ...A combined 10+ years of experience in one or more of the following...Live inWork at officeLocal area
$94.4k - $293.8k
...Description Life Insurance managers are focused on developing new... ...and bringing those to our clients through delivery. This requires... ...years consulting or industry experience with life and annuity carriers... ...opportunities to our service men and women. Other Employment...Live inWork at officeLocal area- VEG for Pets is seeking a Customer Experience Coordinator in California to lead front-line interactions and ensure... ...customers and their pets. You’ll greet patients, manage communications, and guide families through financial options and care decisions. In this role you’ll...Flexible hours
$19 - $29 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...Full timeFlexible hoursNight shiftWeekend work- ...reinvention partner of choice for our clients and lead in the safe,... .... Through our Reinvention Services, we offer broad expertise... ...revenue. Visit us at . As a Management Consulting Manager within... ...optimize processes and customer experience Accelerate transformation...Live inWork at officeLocal area
- We are seeking a Senior Client Service Manager (CSM) to lead strategic client development for priority... ...client and oversee the full client experience across project lifecycle stages.... ...hire those candidate(s) without any financial obligation to the recruiter or agency...Full timeTemporary work
$81.3k - $173.3k
...Sr. Client Service Executive The Sr. Client Service Executive is responsible for retention... ...issues and maintenance of the Agency Management System. Help associates address and... ...within the team. Education and/or Experience Successful candidate will be a service...Work at officeNight shiftAfternoon shift2 days per week1 day per week
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