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
$90k - $110k
Heffernan Insurance Brokers is looking for a Client Service Manager in Walnut Creek, California. This role requires delivering high... .... The ideal candidate should have over three years of financial services experience, excellent communication skills, and hold Series 65 or...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 time- 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
- ...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...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...Hourly pay- ...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
$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 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, 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
$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- 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...
$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 week$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$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 hours- ...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
- ...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...
- ...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
$64.7k - $120.4k
...Description: Summary The Client Manager provides advice and... ...industry 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 shift$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...
- 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 area$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 work- ...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
- ...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
$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 wage- 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
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