Client Services Manager Jobs in Brea
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Search Results - Client Services Manager Jobs in Brea
Jobot-Brea
projects and assess the performance of the tax staff for engagement reviews.
6. Work closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and new business development.
7. Plan, execute...
Robert Half-Brea
in Brea (92821) looking for a smart, strategic Sales Account Manager to take client relationships to the next level.
This is a high-impact role for someone who understands how to manage key accounts, identify growth opportunities, and deliver exceptional...
roberthalf.com -
Jobot-Brea
exceptional service to our attorneys, clients, staff, and prospective clients. The ideal candidate will be fluent in Mandarin (Cantonese proficiency is a plus) and eager to gain experience in a professional legal environment.
This role involves managing...
Brea
Associate, you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising, your attention to detail and proactive mindset will help keep everything...
tiptopjob.com -
GemHarvest Executive Recruiting-Orange, 9 mi from Brea
Client Services Associate
Boutique Wealth Management Firm
Irvine, CA
Overview
Boutique Wealth Management Firm in Irvine, CA serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors...
GemHarvest Executive Recruiting-Orange, 9 mi from Brea
Job Description
Financial Advisor
Boutique Wealth Management Firm
Irvine, CA
Overview
Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial...
McKinley Irvin-King (CA), 10 mi from Brea
Services Representative manages incoming inquiries, conducts initial lead qualification, schedules consultations and follows up with prospective clients to support retention and onboarding. This position ensures accurate entry and maintenance of client data...
City National Bank-Los Angeles, 20 mi from Brea
quality reports for management staff review.
• Perform other duties as required or assigned.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
• Bachelor's Degree or equivalent
• Minimum of 3 years of experience in a Client Contact Center...
SteelPeak Wealth-Los Angeles, 20 mi from Brea
Location: Woodland Hills, CA (On-Site)
Position Overview
We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more...
Insurance Relief-Irvine, 14 mi from Brea
SEC) and internal company policies in all carrier interactions
• Gather necessary information from carriers and update the necessary departments
• Work closely with the Sales Team and provide your knowledge on carrier products and client services...
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