Client Services Manager Jobs in Newport Beach
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Search Results - Client Services Manager Jobs in Newport Beach
The Agency Recruiting-Newport Beach
of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.
Requirements...
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appcast.io -
Pocketbook Agency-Newport Beach
capabilities
• Background in client services or other high-touch industries is a plus
• Tech-forward mindset with openness to adopting AI tools and modern systems
• Based in Orange County (local candidates only)
Location: Newport Beach, CA
Schedule: In-office...
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Staffmark Group-Newport Beach
ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors
• Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service...
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Beacon Pointe Advisors LLC-Newport Beach
requirements.
Team Leadership and Management
• Manage and maintain the firm’s tax planning software.
• Review and monitor the always-evolving ways we can improve our offering.
• Assign client specific tasks to team members, ensuring balanced workloads...
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primepay-recruit.com -
Jobot-Newport Beach
planning documents.
3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
4. Conduct legal research and analysis of complex estate planning issues.
5. Represent clients in probate court...
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Tatari Inc-Los Angeles, 35 mi from Newport Beach
and LiveRail and larger, more established tech companies like Amazon, Google, Meta, Microsoft, and Yahoo.
Tatari is growing and we’re looking for a Client Services Manager to join our Growth team! We’re looking for a strategic, client-facing leader to join our...
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mindmatch.ai -
Redline Associates, Inc.-Newport Beach
in the development of new products and funds
• Be an internal resource for client servicing and marketing groups for municipal related questions and inquiries.
• Ad Hoc research projects related to the municipal bond market
• Maintain marketing materials...
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appcast.io -
Northern Trust Corp-Newport Beach
change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity . 4. Maintains an integral and influential presence within the local client facing team...
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appcast.io -
McKinley Irvin-King (CA), 12 mi from Newport Beach
technology, resources, and support
• Opportunities to work 100% remote, on-site, or hybrid, depending upon preference
What You Contribute:
The Client Services Representative manages incoming inquiries, conducts initial lead qualification, schedules...
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Gallagher Benefit Services-Irvine, 12 mi from Newport Beach
to managing multiple tasks and meeting deadlines.
• A commitment to ethical behavior and upholding Gallagher’s values.
• A willingness to learn, grow, and mentor others.
About You
Required: Bachelor's degree with 5+ years client service and/or claims...
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