Client services manager • orange ca
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.We pride ...Show more
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...Show more
Account Manager Client Services.Riam Recruiting has partnered with a well-established member-focused organization that provides comprehensive benefits and services to the agricultural and allied in...Show more
Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices...Show more
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 strong client relationships, managing accounts, and ment...Show more
General Manager Employment Type: Full-Time | Exempt Position Overview The General Manager is the senior operating leader responsible for full P&L ownership, operational execution, team leadership, ...Show more
Manager, Client Services Location:.Irvine, CA 92614 (5 days on-site) Company Overview Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 gl...Show more
Enrolled Agent - Client Services.At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty.Our team i...Show more
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide...Show more
COURSER is a partnership platform that helps technology service companies identify and take the next step in growth.Our organization has a strong company culture built on our values of Teamwork, Se...Show more
Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients.Manage multiple internal and external relationships to provide our clients with best ...Show more
Why You Will Love Working Here.At Eide Bailly, we believe respect is how to treat everyone, not just those you want to impress.Our culture focuses on collaboration to achieve career growth.We promo...Show more
Manager, Client Enablement is responsible for overseeing CoreLogic ’s client training teams within the mortgage solutions space.The team is responsible for ensuring clients are appropriately traine...Show more
Grounded in safety, quality, and ethics, our experts lead their fields with dedication, a creative spirit, and a vision for growth.We draw from more than 20 technical specialties worldwide and are ...Show more
GoldBook Financial is seeking a full-time, on-site Vice President of Sales Management.Serving our two southern California offices located in La Jolla and Costa Mesa.Required: * Must be able to work...Show more
Private Client Services Tax Manager.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individ...Show more
Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial depo...Show more
About Us Park Dietz & Associates (PD&A) is a leading forensic consulting firm that supports litigators at top law firms and government agencies across the U.We connect attorneys with world-class ex...Show more
Location: Irvine, CA 92614 (5 days on-site).Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry.As ...Show more
The average salary range is between $ 60,000 and $ 143,293 year , with the average salary hovering around $ 88,750 year .
The average salary range is between $ 60,000 and $ 136,348 year , with the average salary hovering around $ 80,000 year .
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
Primary Responsibilities:
Knowledge, Skills & Abilities:
Education & Experience:
Compensation starts at $75,000+ annually and is negotiable at time of offer.
