Client Support Manager jobs in Pleasanton, CA

Company Overview:Kick off your exciting career in Event Security with Allied Universal® Event Services, the go-to leader in crowd management and event staffing. Dive into the action at sports stadiums, concerts, festivals, and convention centers, and thrive on the energy of being where it all happens. Join a lively team that services thousands of venues each year, ensuring safety and fun for...

Client Relations Manager at Martindale-Avvo – Pleasanton, CA Martindale-Avvo is seeking a proven change leader and culture builder to join our Account Management leadership team as a Client Relations Manager (CRM). This is a pivotal hire as we redefine how account management drives growth, client retention, and long-term value in a rapidly evolving digital marketing landscape. Why This Role...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of...

A leading insurance brokerage in San Ramon, CA is seeking an experienced Client Manager for Property & Casualty accounts. This role involves client relationship management, underwriting research, and new business development. The ideal candidate has at least three years of experience in the insurance industry and is proficient in Microsoft Office. Competitive salary range is offered, along with a...

3000 Executive Parkway Suite 325, San Ramon, CA 94583 Location: This role requires a hybrid work schedule out of our San Ramon, CA office, 2 days a week in office. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...

A leading landscaping service provider is seeking an Account Manager to be the primary liaison for commercial clients in Livermore, CA. This role involves managing client relationships, conducting inspections, and developing project proposals. Candidates should have at least 3 years of relevant experience and effective communication skills. The company offers a competitive salary, comprehensive...

A client-focused CPA firm is seeking an experienced Tax Manager to lead client engagements and manage the tax team. The ideal candidate must have 6+ years of public accounting tax experience, a Bachelor's degree in Accounting, and strong technical tax knowledge. The role involves reviewing tax returns, advising clients, and mentoring staff. Excellent communication and analytical skills are...

At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad Client Advisor, Management, Wealth, Advisor, Financial Planning, Private, Banking

J.P. Morgan Wealth Management – Private Client Advisor - Union City, CA and Surrounding AreasJoin to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Union City, CA and Surrounding Areas role at JPMorganChaseThis range is provided by JPMorganChase. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$68,640.00/yr...

JOB REQUISITIONClient Solutions Director (Management Resources)LOCATIONCA SAN RAMON HUBJOB DESCRIPTIONRobert Half is looking for professionals to join our business development team. As a Client Solutions Director in the Management Resources practice, you will focus on cultivating project and business consulting opportunities within finance and accounting, human resources and operations, and...

A financial consulting firm based in San Jose, CA, seeks a Client Case Manager for Financial Planning. This full-time role requires 3+ years of administrative office experience and expertise in the financial services industry. Responsibilities include managing new business applications, ensuring accuracy, and building client relationships. Ideal candidates will possess strong communication,...

Location: This role requires a hybrid work schedule out of our San Ramon, CA office, 2 days a week in office. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with...

A leading financial services firm in Walnut Creek is seeking a Client Associate to support financial advisors and clients. You will assist with account management, maintain compliance standards, and ensure excellent client service. The ideal candidate has a Bachelor's degree, strong communication skills, and the ability to adapt in a dynamic environment. This position offers competitive...

A prominent banking institution is seeking a Branch Manager for its Dublin location. The role involves overseeing branch operations, developing business, and supervising staff to ensure high-quality service. Candidates should have 3-5 years of banking experience, including branch management, and a degree in business or finance is preferred. A competitive salary of $70K - $90K is offered, along...

Step into our legacy of serving working class families since 1951, providing life, accident, and supplemental health products to safeguard members of labor unions, credit unions, associations, and their beloved families. We are seeking representatives who can forge long‑term relationships with clients, meeting them where they feel most comfortable: their homes, through the convenience of Zoom...

At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and...

A leading financial institution in Palo Alto is seeking a Senior Client Associate to enhance client experiences through exceptional wealth management services. This role involves managing onboarding and account maintenance while collaborating closely with Financial Advisors. Successful candidates will possess a Bachelor's degree, relevant licenses, and strong communication skills. Join a dynamic...

Event Services - Client Operations Support Manager Job LocationsUS-CA-Pleasanton Category (Portal Searching)Management Business UnitAUES Overview Company Overview: Kick off your exciting career in Event Security with Allied Universal Event Services, the go-to leader in crowd management and event staffing. Dive into the action at sports stadiums, concerts, festivals, and convention centers, and...

A rapidly growing insurance firm in San Ramon is seeking a skilled professional to serve as the primary contact for clients. Responsibilities include analyzing client data, negotiating insurance options, and mentoring team members. The ideal candidate will have a minimum of three years' experience in brokerage or insurance and strong interpersonal skills. This hybrid role offers competitive...

Client Manager – P&C Accounts EPIC Insurance Brokers & Consultants Hybrid work schedule – based in San Ramon, CA with 2 days per week in‑office Summary We are seeking an experienced client manager who will act as the primary expert resource and first point of contact for our Property & Casualty accounts. The role involves client relationship management, underwriting research, new business...