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
- 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
- ...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
- ...seeking a Director, Customer Service and Engagement to oversee a large... ...age, religion, disabilities, experiences, perspectives, and other... ...growth and retention. Leads and manages a high performing team... ...supporting the department meets client needs. In partnership with Reporting...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
$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$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- ...~ 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 payLocal areaWorldwide
- 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....
- ...Contra Costa Blvd STE 90, Pleasant Hill Shopping Center, Pleasant Hill, CA 94523, United States of America [Department Manager] As a Customer Experience Coordinator at Marshalls, you'll: Role model established customer experience practices with internal and external...Immediate start
$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
- ...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
- 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
- ...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
- ...Job Description Job Description Client Services & Support Coordinator We’re looking... ...Services & Support Coordinator to manage scheduling, coordinate service delivery... ...systems, and general business software. Experience in customer service or admin roles....Work at office
- 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- ...customer relationships. Bring T-Mobile's unmatched products and services to underserved markets, exceed sales quotas, acquire new... ...close deals with new business accounts. Required Skills and Experience: B2B sales experience. Proven prospecting and cold-calling...
$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- ...At Gallagher Benefit Services, you’re a trusted partner... ...decisions. We help clients build better workplaces... ...excellence. As a Senior Client Manager, you’ll play a key... .../or claims management experience -OR- High School... ...relationships. Solid financial acumen. Behaviors:...Local area
$60k - $128k
...Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs... ...consumers. Develop analytical, customer service and communication skills needed to... ...Present to Client Executive the financial measures used to predict and...Minimum wageWork experience placementWork at officeNight shiftAfternoon shift- 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
- 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...
$64.7k - $120.4k
...as applicable, by marketing and servicing new and renewal business. Effectively manage a book of businesses containing... ...requiring a high level of expertise and client service. Mentor Team Support and... ...of relevant Surety industry experience Appropriate insurance license(s)...Work at officeNight shift$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$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 workWork at officeImmediate start$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 officeWork from home
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