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- 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
- ...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
$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,...SuggestedWork 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
$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
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$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
...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- ...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
$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$64.7k - $120.4k
...Client Manager The Client Manager provides advice and assistance requiring... ...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- ...Opportunity At Gallagher Benefit Services, you're a trusted partner to... ...people decisions. We help clients build better workplaces,... ...strong client relationships. Manage client renewals and open... ...coordination or claims management experience, or a high school diploma...Full timeLive outWork at officeLocal areaFlexible hours
$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- ...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
$60k - $96k
Bank of America is seeking a Financial Advisor Support professional to assist the Financial Advisor team in managing and enhancing client relationships. In this role, you'll be the key... ...of $60,000 to $96,000, based on experience, and includes industry-leading benefits...- Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...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 timeLive outWork at officeLocal areaFlexible hours
$71.4k - $111.5k
The Total Rewards Client Manager is responsible for assisting Newfront... ...on an a day to day basis by servicing them with the optimal combination... ...years of insurance industry experience. Employee Benefits... ...to a full range of medical, financial, and/or other benefits (including...Full timeSeasonal workLocal area$78.8k - $145.13k
...products, education, and services, MedInsight is making... ...cost and care management. Position Summary This... ...contact and liaison for clients, supporting them throughout... ...Preferred Skills and Experience Bachelor's degree in... ...support employees' health, financial security, and well-...Full timeTemporary workWork experience placementRemote 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
- FINANCIAL ANALYSIS MANAGER, VP (COMMUNITY DEVELOPMENT FINANCE) Full-time Position: Financial Analysis Manager, VP (Community Development Finance) Experience: 10-15 years Additional Benefits: Relo, Bonus, Travel Job Description Conduct complex financial and tax accounting...Full time
$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- 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...
$19 per hour
...restaurant in Walnut Creek is seeking a Store Manager to oversee day-to-day operations, drive... ..., ensuring exceptional customer service, and maintaining food safety standards.... ...should have at least one year of supervisory experience and a willingness to work flexible hours...Hourly payFlexible hours$20.75 - $26 per hour
Victoria’s Secret & Co. is seeking a Customer Experience Lead in Walnut Creek, California. This role is focused on enhancing customer experiences and driving sales while leading associates on the sales floor. The ideal candidate will have a passion for the Victoria’s Secret...Hourly pay- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...Associate Commercial Lines Client Service Manager to join our team supporting middle market... ...minimum 1+ years client service management experience OR High School diploma/GED with a...Full timeLive outWork at officeLocal areaFlexible hoursShift work
$96.5k - $124k
...Assurance team. In this role, you will perform audits, manage client engagements, and ensure accurate financial reporting. Candidates should have a 4-year degree... ...a CPA license, and 3-5 years of public accounting experience. Aprio offers competitive compensation ranging...
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