246 Results for

Client Services Jobs in Merced, CA

Jobs

Premier Client Specialist BMO Financial

Modesto, CA

Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g.

1 day ago

AI practice lead - Financial services and Insurance EPAM Systems

Anywhere, CA

EPAM is where tech talent thrives—building groundbreaking solutions, advancing your skills through world-class learning platforms, and working alongside a global community of problem-solvers to make the future real. • 10+ years of experience as a data science lead, machine learning engineering lead, or similar roles in banking, investment, underwriting, actuarial, or consulting for financial services, insurance, or reinsurance.

7 days ago

Onsite Service Operations Specialist - San Francisco Bay Area Avantor

$27–$31 / hour

Avantor’s Lab and Production Services team is a crucial part of the Avantor Services group serving over 500 customers in biopharma, pharmaceutical, educational, industrial, and high-tech industries with customizable, flexible solutions and end-to-end laboratory operations support. In this role, you will report to the Supervisor of Operation Specialist and will work closely with the Avantor’s Lab and Production Services professionals to serve our customers by performing customized, mission-based lab work and research protocols that help return time back to science.

3 days ago

Sr. Project Manager TPI Global Solutions

DMH-Remote-Mental Health, CA

Remote

$78.78 / hour
Temporary
Contractor
Full time
Quick Apply

The Senior PM determines appropriate products or services with clients or customers to define project scope, requirements and deliverables; develops, modifies or provides input to project plans; implements project plans to meet objectives; coordinates and integrates project activities; manages, leads or administers project resources; monitors project activities and resources to mitigate risk; implements or maintains quality assurance processes; makes improvements, solves problems or takes corrective action when problems arise; gives presentations or briefings on all aspects of the project; participates in phase, milestone and final project reviews; identifies project documentation requirements or procedures; and develops and implements project schedules and release plans. The Senior PM will possess knowledge and experience in customer service; decision making; flexibility; interpersonal skills; leadership; organizational awareness; problem solving, reasoning; team building; oral communication, speaking and writing; business process reengineering; capital planning and investment assessment; contracting/procurement; cost-benefit analysis; financial management; planning and evaluating; project management; quality assurance; requirements analysis and risk management; configuration, data, and information management; information resources strategy and planning; information technology architecture; information technology performance assessment; infrastructure design; systems integration; systems life cycle; and technology awareness.

23 days ago

Advisory Senior Manager – UHNW Private Client Services BPM

United States, CA

BPM’s Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.

23 days ago

Client Service Manager Claire Myers Consulting

California

This is an ideal opportunity for an experienced Senior Client Service Associate or Client Service Manager who enjoys developing people, improving processes, and creating an exceptional experience for both clients and advisors. The Client Service Manager will oversee a team of Client Service Associates while continuing to manage a select group of client relationships and serving as a senior resource for more complex client needs.

13 days ago

Remote Client Services Consultant (Independent) Travel With Lani

Modesto, California

Remote

We are bringing on Remote Client Services Consultant (Independent) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.

30+ days ago

Client Services Partner – Remote (Independent) Travel With Lani

California

Remote

We are bringing on Client Services Partner – Remote (Independent) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.

30+ days ago

Remote Client Services Coordinator Dream Trips Hn

Modesto, CA

Remote

The ideal candidate communicates clearly, stays organized, and enjoys helping clients throughout the planning and reservation process. Previous customer service or coordination experience is helpful.

7 days ago

Client Services Director DLC

California

DLC is one of Addison’s five full-time salaried consulting bench models, providing Accounting and Finance services to our clients, with a diverse fortune 500 client base including Sony, Paramount, Restoration Hardware, Netflix, Amgen, Nestle, Walgreens, Tyson, Sephora & Genetech. Execute specific data tasks in CRM to manage task lists, deal activity, meeting notes/follow ups, entering new prospects and overall data integrity exercises.

16 days ago

Client Coordinator Manager (Customer Service Manager) Ernest

California

$90,000–$115,000 / year

Partner closely with Client Relationship Managers to establish effective working relationships with their assigned Client Coordinators, ensuring consistent account support, clear communication of client needs, and effective priority management. Lead outbound calling, lead generation, promotional outreach, and customer service efforts by using proven programs to engage clients, track client satisfaction, strengthen long term relationships, and support account growth.

23 days ago

Senior Client Service Associate | Wealth Management Threadline Wealth

*, CA

$90,000–$122,000

The Senior Client Service Associate anticipates client service and advisor support needs, resolves routine service issues before they escalate, and coordinates effectively across advisory, investment, operations, trading, tax, billing, and other support teams. The Senior Client Service Associate is an experienced client service professional who independently manages high-touch client service and serves as a trusted partner to clients and prospects, Wealth Advisors, and internal teams.

30+ days ago

Client Service Representative (Retirement Plans) TCWGlobal

California

This role is especially well suited for someone with a background in customer service, account management, financial services, benefits, retirement services, or another detail-oriented client support environment who is ready to continue building their knowledge and skills. Take ownership of client questions and issues, following them through until they are fully resolved and the outcome has been communicated to the client.

30+ days ago

Client Service Associate | Wealth Management Threadline Wealth

*, CA

$72,000–$98,000

This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams. Serve as a primary point of contact for client service requests and communications, coordinating with the client’s broader Threadline Wealth advisory and operations teams.

30+ days ago

Client Service Coordinator - San Francisco (PT) Banfield Pet Hospital

$19.24–$24.59 / hour

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.

24 days ago

Client Service Associate – Travel (Remote) Homebasedcareersintravel

California

Remote

In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .

30+ days ago

Client Service Representative Americanome Life

California

Remote

If you’re ready to build a career that combines purpose, flexibility, and growth, apply today to take the first step toward your future. You’ll be the first point of contact for families, guiding them through their permanent benefits program with care and professionalism.

30+ days ago

Client Service Coordinator - 000081 Banfield Pet Hospital

Modesto, CA

$16.93–$21.63 / hour

30+ days ago

Client Site Service Technician Columbia Advisory Group

California

This is a level 1-2 support desk position troubleshooting a variety of desktop support issues onsite at one of our top clients in Westlake Village, CA. In need of a client site service technician with an Associates or Bachelors degree in computer science or IT and two to five years of experience.

20 days ago

Project Manager, SDI Services SOLV Energy

California

Remote

The Project Manager is detailed oriented and selects the most efficient and economical manner in meeting the objectives as it relates to drilling pile installation, racking installation, module installation, quality control management, and any scope related to SDI Services obligation for solar PV projects. In addition, candidate introductions or resumes can only be submitted to our internal talent acquisition recruiting team if a signed vendor agreement is already on file and the third-party recruiter or agency has received formal instructions from our internal talent acquisition team to submit candidates for a particular job posting.

4 days ago

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Client Services Jobs in Merced, CA

Premier Client Specialist BMO Financial

AI practice lead - Financial services and Insurance EPAM Systems

Onsite Service Operations Specialist - San Francisco Bay Area Avantor

Sr. Project Manager TPI Global Solutions

Advisory Senior Manager – UHNW Private Client Services BPM

Client Service Manager Claire Myers Consulting

Remote Client Services Consultant (Independent) Travel With Lani

Client Services Partner – Remote (Independent) Travel With Lani

Remote Client Services Coordinator Dream Trips Hn

Client Services Director DLC

Client Coordinator Manager (Customer Service Manager) Ernest

Senior Client Service Associate | Wealth Management Threadline Wealth

Client Service Representative (Retirement Plans) TCWGlobal

Client Service Associate | Wealth Management Threadline Wealth

Client Service Coordinator - San Francisco (PT) Banfield Pet Hospital

Client Service Associate – Travel (Remote) Homebasedcareersintravel

Client Service Representative Americanome Life

Client Service Coordinator - 000081 Banfield Pet Hospital

Client Site Service Technician Columbia Advisory Group

Project Manager, SDI Services SOLV Energy

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