NewDevOps Solutions Architect – (Managed Services) JobotDevOps Solutions Architect – (Managed Services)San Diego, CA$170,000–$205,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our teams partner with top cloud and data platforms including Snowflake, AWS, Azure, Databricks, dbt, Kafka, Fivetran, and more to deliver scalable enterprise solutions for some of the world’s largest organizations.
NewCommercial Roofing Project Manager - Service/Maintenance JobotCommercial Roofing Project Manager - Service/MaintenanceSan Diego, CA$100,000–$150,000 / yearJoin a Premier commercial Roofing repair & maintenance company in Southern California, they specialize in all commercial roofing systems/ specifically coatings & fluid applied systems - primarily focusing on service & Maintenance! Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
New15216GE Commercial Insurance Lines Senior Client Manager ACG Resources15216GE Commercial Insurance Lines Senior Client ManagerSan Diego, CA$115,000–$145,000 / yearAs a Commercial Senior Client Manager, you'll serve as a trusted advisor to clients while partnering closely with Risk Advisors (Producers) to manage complex commercial insurance programs. This role requires exceptional commercial insurance knowledge, strong relationship management skills, and the ability to independently manage sophisticated client accounts from renewal through placement.
NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)San Diego, CA$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
NewSenior Tax Manager JobotSenior Tax ManagerLa Jolla, CA$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
NewHOA / CID Portfolio Manager JobotHOA / CID Portfolio ManagerSan Diego, CA$75,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Financial Management: Collaborate with our robust in-house financial department to review monthly financial statements, assist boards with annual budget preparation, oversee reserve studies, and manage capital improvement projects.
NewBehavioral Health Program Manager Intercare TherapyBehavioral Health Program ManagerPoway, CA$26–$32 / hourUnique benefits of working at Intercare include opportunities to participate in major organizational initiatives, including but not limited to: Training: developing and conducting clinical training programs for the clinical team, train-the-trainer model allowing for further development of both clinical and staff management skills. A Program Manager serves in the field as the onsite case supervisor and leader, mastering daily case management skills, including developing and overseeing clinical programs, supervising BIs and providing education and training for client caregivers.
NewApplied Behavior Analysis Program Manager (MA Required) Intercare TherapyApplied Behavior Analysis Program Manager (MA Required)Poway, CA$26–$32 / hourUnique benefits of working at Intercare include opportunities to participate in major organizational initiatives, including but not limited to: Training: developing and conducting clinical training programs for the clinical team, train-the-trainer model allowing for further development of both clinical and staff management skills. A Program Manager serves in the field as the onsite case supervisor and leader, mastering daily case management skills, including developing and overseeing clinical programs, supervising BIs and providing education and training for client caregivers.
NewABA Program Manager (MA Required) Intercare TherapyABA Program Manager (MA Required)Poway, CA$26–$32 / hourUnique benefits of working at Intercare include opportunities to participate in major organizational initiatives, including but not limited to: Training: developing and conducting clinical training programs for the clinical team, train-the-trainer model allowing for further development of both clinical and staff management skills. A Program Manager serves in the field as the onsite case supervisor and leader, mastering daily case management skills, including developing and overseeing clinical programs, supervising BIs and providing education and training for client caregivers.
NewABA Program Manager Intercare TherapyABA Program ManagerPoway, CA$26–$32 / hourUnique benefits of working at Intercare include opportunities to participate in major organizational initiatives, including but not limited to: Training: developing and conducting clinical training programs for the clinical team, train-the-trainer model allowing for further development of both clinical and staff management skills. A Program Manager serves in the field as the onsite case supervisor and leader, mastering daily case management skills, including developing and overseeing clinical programs, supervising BIs and providing education and training for client caregivers.
NewBehavior Program Manager - Applied Behavior Analysis (MA Required) Intercare TherapyBehavior Program Manager - Applied Behavior Analysis (MA Required)Poway, CA$26–$32 / hourUnique benefits of working at Intercare include opportunities to participate in major organizational initiatives, including but not limited to: Training: developing and conducting clinical training programs for the clinical team, train-the-trainer model allowing for further development of both clinical and staff management skills. A Program Manager serves in the field as the onsite case supervisor and leader, mastering daily case management skills, including developing and overseeing clinical programs, supervising BIs and providing education and training for client caregivers.
NewABA Case Manager Intercare TherapyABA Case ManagerPoway, CA$26–$32 / hourUnique benefits of working at Intercare include opportunities to participate in major organizational initiatives, including but not limited to: Training: developing and conducting clinical training programs for the clinical team, train-the-trainer model allowing for further development of both clinical and staff management skills. A Program Manager serves in the field as the onsite case supervisor and leader, mastering daily case management skills, including developing and overseeing clinical programs, supervising BIs and providing education and training for client caregivers.
NewApplied Behavior Analysis Program Manager Intercare TherapyApplied Behavior Analysis Program ManagerPoway, CARemote$26–$32 / hourUnique benefits of working at Intercare include opportunities to participate in major organizational initiatives, including but not limited to: Training: developing and conducting clinical training programs for the clinical team, train-the-trainer model allowing for further development of both clinical and staff management skills. A Program Manager serves in the field as the onsite case supervisor and leader, mastering daily case management skills, including developing and overseeing clinical programs, supervising BIs and providing education and training for client caregivers.
Construction Estimating Coordinator Pacific Coast Cleaning, Inc.Construction Estimating CoordinatorSan Diego, CA$22–$28 / hourYou will ensure information is organized, accurate, and flowing effectively so that new leads and communications are reaching our Estimating Team, and facilitating new job setups that are awarded. Are you a reliable and highly organized self-starter and team player who thrives in a fast-paced environment, enjoys supporting a dynamic team, and can consistently produce results?
NewClient Services Manager Golden CareClient Services ManagerLa Mesa, CaliforniaReporting directly to the Director of Client Care, the Client Services Manager plays a key leadership role in ensuring exceptional client satisfaction, seamless service delivery, and strong caregiver-client relationships. This position serves as the primary point of contact for clients and their families, building trusted relationships, addressing concerns, coordinating services, and ensuring client needs are met in a timely and professional manner.
Senior Client Services Manager/Project Manager (Water Reuse) Brown and Caldwell IncSenior Client Services Manager/Project Manager (Water Reuse)San Diego, CA$144,000–$196,000 / yearThey will be a strategic account leader responsible for defining and advancing multi-year growth strategies for priority clients and shapes client vision, aligns enterprise resources, and drives sustained revenue growth across service lines and markets with a focus on water reuse. Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping growth strategies, winning complex pursuits, and delivering high-quality, profitable programs.
Client Services Business Quality Assurance Analyst II - Medicaid Fee For Service MedImpactClient Services Business Quality Assurance Analyst II - Medicaid Fee For ServiceSan Diego, CaliforniaDemonstrated ability to work in a fast paced environment, learn quickly, appear for work on time, follow directions from a supervisor, interact well with co-workers, understand and follow work rules and procedures, comply with corporate policies, goals and objectives, accept constructive criticism, establish goals and objectives, and exhibit initiative and commitment. Must provide adequate support to internal clients; be available for regular interactions and coordination of work with other employees, colleagues, clients, or vendors; as well as be available to facilitate effective decisions through collaboration with stakeholders.
Manager - Private Client Services Andersen Tax LLCManager - Private Client ServicesSan Diego, CA$132,000–$190,100 / year4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelors and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Strong organizational and leadership skills to enhance project management and client service; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesSan Diego, California$132,000–$190,100 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Strong organizational and leadership skills to enhance project management and client service; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Diego, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Manager - Private Client Services Andersen Tax LLCSenior Manager - Private Client ServicesSan Diego, CA$175,000–$210,000 / yearSenior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesSan Diego, California$175,000–$210,000 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Sr. Client Services Specialist CalPrivate BankSr. Client Services SpecialistCoronado, CAThe Senior Client Service Specialist delivers highly skilled, advanced-level support to clients and internal partners, managing complex transactions, specialized account maintenance, and escalated service needs with precision and professionalism. Their contributions play a critical role in supporting the retention and expansion of client relationships, reinforcing the Bank's commitment to white-glove service and directly influencing the long-term strength and reputation of the organization.
Tax Senior Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Private Client ServicesLa Jolla, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Tax Manager - Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Manager - Private Client ServicesLa Jolla, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Senior Manager Client Services San Diego Wellness CollaboratiSenior Manager Client ServicesSan DIego, CA$85,000–$100,000These teams manage the referral, authorization, and implementation of Enhanced Care Management (ECM) and Community Supports (CS) housing services for Medi-Cal members, in close coordination with managed care plans (MCPs), community referring parties, and subcontracted service partners. The Senior Manager Client Services serves as the operational right hand to the Director of Business Operations, providing high-touch leadership and day-to-day support to two specialized teams operating within California’s CalAIM framework.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesSan Diego, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
NewHybrid Tax Manager Private Client Services EisnerAmperHybrid Tax Manager Private Client ServicesSan Diego, CAThis role requires a Bachelor's in Accounting and CPA or IRS Enrolled Agent Certification, with 4+ years of tax experience essential. The ideal candidate will oversee client engagements, review tax returns, and manage staff in a hybrid work setting.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesSan Diego, CA$146,000–$200,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Supervisor, Client Services Hologic IncSupervisor, Client ServicesSan Diego, CARole Summary We are seeking a highly strategic and results-driven Senior Global Product Manager to lead the global product strategy, commercialization, and lifecycle management for Hologic's Molecular Instrumentation . As the organization's hub for oncology, BioTheranostics, referred to as Oncology Services, is committed to clinical excellence, innovation, and delivering high-value solutions for patients and healthcare providers.
Client Manager - Retirement Services Marsh McLennanClient Manager - Retirement ServicesSan Diego, CaliforniaAct as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
Client Manager - Retirement Services Marsh & McLennan Companies IncClient Manager - Retirement ServicesSan Diego, CA$64,700–$120,400 / yearAct as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner. Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
Client Manager - Security Services Allied UniversalClient Manager - Security ServicesSan Diego, CA$75,000–$85,000 / yearUtilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio.
Tax Experienced Staff - Private Client Services (51705) Citrin Cooperman & Company LLPTax Experienced Staff - Private Client Services (51705)San Diego, CAAs a Staff in PCS, you will be responsible for: Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and Partnerships. Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesSan Diego, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesSan Diego, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Senior Client Services Associate California Wealth TransitionsSenior Client Services AssociateSan Diego, CA$75,000–$90,000This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members. We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience.
Client Service Specialist (Accounting Services) Flores Financial Services IncClient Service Specialist (Accounting Services)Santee, CA$26.79–$36.25 / hourFull timeIn this role, you will guide clients through the implementation process, coordinate project milestones, provide training and support, and ensure a seamless transition into ongoing accounting and reconciliation services. We are seeking a detail-oriented, client-focused Client Service Specialist (Accounting Services) to serve as the bridge between our new clients and our Accounting Services team.
Sr. Professional, Client Account Services CoreLogic IncSr. Professional, Client Account ServicesSan Diego, CARelationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue. Cross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals.
Senior Client Service Manager (Water/ Wastewater/ Infrastructure) Brown and Caldwell IncSenior Client Service Manager (Water/ Wastewater/ Infrastructure)San Diego, CA$158,000–$216,000 / yearServe in a leadership capacity within professional organizations or NGOs that enhance our brand presence in the marketplace, foster client relationship-building, and create opportunities to connect with potential teaming partners. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Client Service Manager- Transportation- Orange/San Diego County GHD Group Pty LtdClient Service Manager- Transportation- Orange/San Diego CountySan Diego, CA$230,000–$280,000 / yearCustomer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements. As a Client Service Manager for Transportation Clients in Orange & San Diego County, and working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: • Client Relationship Development: Build and maintain strong relationships with municipal clients, including city governments, utilities, and public agencies.
Client Service Manager- Water- Orange/San Diego County GHD Group Pty LtdClient Service Manager- Water- Orange/San Diego CountySan Diego, CA$230,000–$280,000 / yearCustomer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements. As a Client Service Manager for Water Clients in Orange & San Diego County, and working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: • Client Relationship Development: Build and maintain strong relationships with municipal clients, including city governments, utilities, and public agencies.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesSan Diego, CA$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesSan Diego, CA$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Services Representative Patenaude & Felix, APCClient Services RepresentativeSan Diego, CAMonitor the Client Services inbox and ensure all client requests are acknowledged and responded to within 24 hours. Patenaude & Felix, APC is seeking a full-time Client Services Representative to join our growing litigation team.
Sr. Professional, Client Account Services CotalitySr. Professional, Client Account ServicesSan Diego, CaliforniaRelationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue. Cross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals.
Senior Client Service Manager GallagherSenior Client Service ManagerSan Diego, CaliforniaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely , tailored solutions.
Senior Client Services Representative Cetera Financial Group IncSenior Client Services RepresentativeSan Diego, CA$25–$32.20 / hourCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
NewMoney Movement Associate: Client Services & Wires PIMCO EuropeMoney Movement Associate: Client Services & WiresSan Diego, CA$72,000–$88,000 / yearStrong communication skills and attention to detail are essential, along with the ability to obtain FINRA licenses. The position involves processing money requests, monitoring transactions, and collaborating with teams.