Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Experience Manager (Financial Services)

$90k - $110k

Heffernan 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Experience Manager (Financial Services) in Walnut Creek, CA vacancy
  • Mercer Advisors in Walnut Creek, CA seeks a Relationship Manager I to elevate client service within the Wealth Management team. You will partner...  ...Responsibilities include overseeing the firm’s service model, client experience, and practice management, contributing to client... 
    Suggested

    Merceradvisors

    Walnut Creek, CA
    5 days ago
  •  ...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... 
    Suggested
    Work at office

    Insurance Office of America

    Walnut Creek, CA
    4 days ago
  • 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

    brobstongroup.com - Jobboard

    Danville, CA
    3 days ago
  • 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... 
    Suggested
    Flexible hours
    Night shift

    Whole Foods Market IP. L.P.

    Walnut Creek, CA
    3 days ago
  • $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... 
    Suggested
    Work experience placement
    Local area
    Remote work

    UnitedHealth Group

    Walnut Creek, CA
    4 days ago
  •  ...~ 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... 
    Hourly pay
    Local area
    Worldwide

    Fremont Hyundai

    Concord, CA
    5 days ago
  • $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 office
    Local area
    Work from home
    2 days per week

    Kennedy Jenks

    Walnut Creek, CA
    1 day ago
  • $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 office
    Work from home
    2 days per week

    Kennedy Jenks

    Walnut Creek, CA
    1 day ago
  • $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 work
    Work at office
    Immediate start

    JP Morgan Chase

    Walnut Creek, CA
    5 days ago
  • 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.... 

    Whole Foods Market

    Walnut Creek, CA
    6 days ago
  • $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 time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Concord, CA
    1 day ago
  • $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 time
    Work experience placement
    Remote work
    Flexible hours

    Milliman

    Walnut Creek, CA
    4 days ago
  •  ...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 time
    Temporary work
    Shift work

    Brown and Caldwell

    Walnut Creek, CA
    2 days ago
  • 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 time
    Flexible hours

    Allworthfinancial

    Walnut Creek, CA
    3 days ago
  •  ...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

    Heffernan Insurance Brokers

    Walnut Creek, CA
    2 days ago
  •  ...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 work
    Work at office

    The Larkin Company

    Alamo, CA
    3 days ago
  • $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 placement
    Summer work
    Remote work
    Flexible hours

    Recruitics

    Lafayette, CA
    22 days ago
  • 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

    VEG ER for Pets

    Pleasant Hill, CA
    4 days ago
  • $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 time
    Flexible hours
    Night shift
    Weekend work

    VEG ER for Pets

    Pleasant Hill, CA
    4 days ago
  • 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 time
    Temporary work

    Brown and Caldwell

    Walnut Creek, CA
    5 days ago
  • $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
    Walnut Creek, CA
    12 days ago
  •  ...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...  ...client relationships. Solid financial acumen. Arthur J Gallagher... 

    Arthur J Gallagher & Co

    Walnut Creek, CA
    2 days ago
  • The UC Theatre in Berkeley seeks a House Operations Manager to lead all front-of-house, bar, and facility operations for concerts, rentals...  ...; and ensure safety, accessibility, and exceptional customer experience. Responsibilities include overseeing maintenance, vendor... 

    The UC Theatre

    Berkeley, CA
    5 days ago
  • $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 pay
    Temporary work
    Part time
    Work at office
    Local area

    Gainor Staffing

    Walnut Creek, CA
    6 days ago
  • $150k - $225k

     ...environmental consulting services today, with a focus on...  ...solutions for clients, including green infrastructure...  ...Client Service Manager to join our growing team...  ...project delivery and financial goal attainment by optimizing...  ...engineering field. Experience: 10+ years of... 
    Work at office
    Work from home

    Kennedy Jenks Consultants

    Walnut Creek, CA
    5 days ago
  • $150k

     ...Description At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our...  ...facilitate the introduction of wealth management services. This includes regularly...  ...perspectives on the economy and financial markets with clients,... 
    Temporary work
    Work at office
    Immediate start

    JPMorganChase

    Walnut Creek, CA
    5 days ago
  • $150k - $235k

    Client Service Director - Water/Wastewater Founded in 1919, KJ has always looked to the future...  ...client service on projects. Project Management: Take responsibility for managing key...  .... Entrepreneurial Spirit: Proven experience with business development, relationship... 
    Work at office
    Local area
    Immediate start
    Work from home
    Flexible hours

    Kennedy Jenks Consultants

    Walnut Creek, CA
    5 days ago
  • ONIVERSE - Intimissimi/Broadway Plaza is seeking a Store Manager to lead a store team with a passion for client service and fashion. You will drive profitable sales growth through exceptional customer experiences, product operations, merchandising, and talent development... 
    Flexible hours

    ONIVERSE - Intimissimi/Broadway Plaza

    Walnut Creek, CA
    6 days ago
  • $90 - $100 per hour

     ...dental, vision, and 401(k).Our client is looking for a high-level...  ...Responsibilities: FP&A:Partner with Project Managers to provide budgeting guidance...  ...being met. Lead additional financial planning efforts over the...  ...of both FP&A and accounting experience to be able to assist with... 
    Work at office
    Local area

    Addison Group

    Emeryville, CA
    3 days ago
  • Relation Insurance seeks a Senior Account Manager to serve as the primary client contact, ensuring satisfaction and driving new business opportunities...  .... A strong insurance background and HIPAA knowledge are essential. #J-18808-Ljbffr Relation Insurance Services

    Relation Insurance Services

    Pleasant Hill, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Experience Manager (Financial Services). Be the first to apply!