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
- ...Co in Walnut Creek, California is seeking a Guest Service Manager to oversee front desk operations. The manager will... ...coaching staff. The ideal candidate will have relevant experience, a Bachelor’s degree, and strong financial and customer service skills. This is a full-time...SuggestedFull time
- ...POSITION SUMMARY: The Director, Client Partner Experience has primary accountability... ...accounts, including service delivery, client satisfaction... ...of two years account management experience in a relocation... ...and analyze reports (e.g., financial, quality, annual) and ability...SuggestedWork at officeWork from homeRelocationHome office
$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- ...Jamba Juice in Danville, CA is looking for Team Members to deliver exceptional customer experience and quality products. You’ll be the main connection between the store and customers, helping to create a friendly, efficient atmosphere. Responsibilities include greeting...SuggestedShift work
- 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
$25 - $30 per hour
...Job Description Job Description Job title: Client Experience Manager Location: Walnut Creek, CA Pay Range: $25–$30 per hour Work... ...Experience Manager to join a fast-paced, client-focused legal services environment. In this highly visible position, you will...Hourly payFull timeTemporary workWork at officeLocal area$21 - $22 per hour
...seeking a part-time M Club Concierge to provide exceptional guest service. You will assist with dining service and ensure a welcoming... ...The ideal candidate has a high school diploma and one year of experience in public contact. Successful candidates will demonstrate...Hourly payPart time$21 - $22 per hour
...for a dedicated M Club Concierge to provide exceptional guest service. Responsibilities include assisting with dining, answering guest... .... Ideal candidates have a high school diploma, public contact experience, and the ability to communicate effectively with guests. The...Hourly pay$21 - $22 per hour
...seeking a part-time M Club Concierge to provide exceptional guest service. The role involves assisting guests with dining and concierge-... ...include a high school diploma and customer service experience. This position offers a competitive hourly wage ranging from $...Hourly payPart timeLocal area$17.9 - $18.4 per hour
...Responsible for promoting an excellent customer experience. Oversees a team of Associates at front... ...ensuring prompt, courteous customer service and promotion of loyalty programs. Leads... ...accurately and effectively with management and Associates when setting and addressing...Hourly payTemporary workLocal areaHome officeFlexible hoursNight 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
$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- 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
$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- ...Attendant to prepare and serve meals in a bistro-style restaurant. The ideal candidate will demonstrate exceptional customer service and manage various aspects of bistro operations. Responsibilities include setting tables, taking orders, and ensuring guest satisfaction...
- ...Extended Stay America is seeking a Guest Services Representative in San Ramon, California. In this role, you'll provide exceptional customer... ...service, assist with guest check-ins and check-outs, and manage reservations and payments. The position requires a commitment to...Weekly pay
$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- Groupe Dynamite is looking for a Store Manager for GARAGE in Walnut Creek. Your key responsibilities include promoting a positive shopping experience, leading a high-performing team, and driving profitability by achieving sales targets. The ideal candidate should have...
- Altair Global is looking for a Director, Client Partner Experience based in Walnut Creek, California. This role involves managing client accounts, ensuring service delivery, and building strategic initiatives for client retention. Applicants should have 7-10 years in the...Relocation
- ..., California. This role involves leading exceptional customer experiences, managing donations, and ensuring proper placement of items. Critical responsibilities include providing outstanding customer service and safely operating necessary equipment. The position requires...Full time
- .... Bank in Walnut Creek, CA is seeking an experienced professional to manage a complex portfolio of commercial loans. The role requires strong financial acumen, extensive commercial lending experience, and the ability to provide financial advice while building customer...
- ...Client Services Coordinator At Inspired Living, our mission is clear: to empower each individual... ...with the Executive Director and ILS Managers to assist with client intake,... ...assigned. Qualifications Previous experience in human services, disability services,...Full timeWork at office
- ...Walnut Creek, California is seeking an Assistant Store Manager to support selling, service and operations in an engaging store environment. You will... ...standards are maintained. The role emphasizes brand experience, team leadership, scheduling and payroll, and seamless...
- 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...
$100k
...card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to... ...To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT...Local area$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- At Gallagher Benefit Services, you’re a trusted partner to organizations... ...people decisions. We help clients build better workplaces,... ...strong client relationships. Manage client renewals and open enrollment... ...or claims management experience, or a high school diploma with...Full timeWork at officeLocal areaFlexible hours
$117k - $159k
Overview Client Services Manager - Technology Sector. Brown and Caldwell is seeking a strategic Business... ...of pursuit win strategies. Experience serving as Sales Leader for key proposals... ...hire those candidate(s) without any financial obligation to the recruiter or agency...Temporary workFlexible hours- 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
$95k - $129k
Brown and Caldwell is looking for a Client Services Manager to join the waste market sector team within... .... The successful candidate will have experience selling and/or delivering large... ...hire those candidate(s) without any financial obligation to the recruiter or agency...Full timeTemporary work
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