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 17 hours 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
    3 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
    1 day ago
  • 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

    Mercer Advisors

    Walnut Creek, CA
    1 day ago
  • $137k - $182k

     ...healthcare of the future: actively managed care that prevents disease,...  ...age, religion, disabilities, experiences, perspectives, and other...  ...and satisfaction: the customer service contact center member /...  ...supporting the department meets client needs. In partnership with Reporting... 
    Suggested
    Work at office

    Hill Physicians Medical Group

    San Ramon, CA
    3 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
    17 hours 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... 
    Flexible hours
    Night shift

    Whole Foods Market IP. L.P.

    Walnut Creek, CA
    17 hours ago
  •  ...Health Reimbursement Account * Discounts on products and services * Above average industry pay * Corporate 24-Hour Fitness...  ...additional product offerings to enhance their vehicle and ownership experience. * Ensure sales are structured to produce the highest... 
    Hourly pay
    Local area
    Worldwide

    California Automotive Retailing Group, Inc

    Concord, CA
    1 day 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... 
    Work experience placement
    Local area
    Remote work

    UnitedHealth Group

    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
    2 days 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
    3 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
    3 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
    3 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
    4 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
    3 days 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
    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
    17 hours 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
    19 days ago
  •  ...Job Description Description The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services...  ...—ensuring a consistent, high-quality experience for every client household served.... 
    Internship

    Heffernan Financial

    Walnut Creek, CA
    a month ago
  • $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 placement
    Home office
    Flexible hours

    Mutual of America Financial Group

    Concord, CA
    4 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
    4 days ago
  •  ...At Gallagher Benefit Services, you’re a trusted partner...  ...decisions. We help clients build better workplaces...  .... As a Senior Client Manager, you’ll play a key role...  .../or claims management experience -OR- High School...  ...relationships. Solid financial acumen. Behaviors:... 
    Local area

    Gallagher

    Walnut Creek, CA
    28 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
    18 hours ago
  •  ...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... 

    MDA Edge

    Concord, CA
    3 days ago
  •  ...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 pay
    Work at office
    Local area
    Monday to Friday
    Afternoon shift

    Allstate Agency of Jared Burns-Coffin

    Walnut Creek, CA
    5 days ago
  •  ...our employees! Job Overview The Client Success Manager at T-Mobile is a pivotal role focused...  ...and ensuring a positive end-to-end experience. Build and maintain executive-level relationships...  ...on T-Mobile for Business products, services, and self-service tools (e.g. Account... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Concord, CA
    4 days ago
  •  ...reinvention partner of choice for our clients and lead in the safe,...  .... Through our Reinvention Services, we offer broad expertise...  ...revenue. Visit us at . As a Management Consulting Senior Manager...  ...A combined 10+ years of experience in one or more of the following... 
    Live in
    Work at office
    Local area

    Accenture

    Walnut Creek, CA
    5 days ago
  • $94.4k - $293.8k

     ...Description Life Insurance managers are focused on developing new...  ...and bringing those to our clients through delivery. This requires...  ...years consulting or industry experience with life and annuity carriers...  ...opportunities to our service men and women. Other Employment... 
    Live in
    Work at office
    Local area

    Accenture

    Walnut Creek, CA
    5 days ago
  • $50 - $85 per hour

     ...10 national professional services firm where our purpose is...  ...opportunities every day, for our clients, our people, and our...  ...roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc...  ...Ten years relative work experience including public accounting... 
    Hourly pay
    Work experience placement
    Interim role
    Flexible hours

    CLA (CliftonLarsonAllen)

    Walnut Creek, CA
    3 days ago
  •  ...reinvention partner of choice for our clients and lead in the safe,...  .... Through our Reinvention Services, we offer broad expertise...  ...revenue. Visit us at . As a Management Consulting Manager within...  ...optimize processes and customer experience Accelerate transformation... 
    Live in
    Work at office
    Local area

    Accenture

    Walnut Creek, CA
    4 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
    1 day ago

Do you want to receive more vacancies?

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