Client Services Manager jobs in Newport Coast, CA

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CLIENT SERVICES ACCOUNT ADMINISTRATOR

Daily administration of 100+ trusts. Manage cash accounts for domestic and some international clients; including investment, liquidation and distribution of funds. Respond to daily inquiries from Clients, Investors and other deal...

CompanyAdecco
AddressSanta Ana, CA
CategorySales/marketing
Salary$31.99/Hour
Job typeContract/Temporary
Date Posted yesterday See detail

Client Services Account Administrator

Adecco

Santa Ana, CA

$31.99/Hour

Daily administration of 100+ trusts. Manage cash accounts for domestic and some international clients; including investment, liquidation and distribution of funds. Respond to daily inquiries from Clients, Investors and other deal...

Office Manager - Client Services - Sales Assistant to an RIA

Pacific Financial Planners, Llc

Laguna Niguel, CA

Safe work environment. Flexible working hours. On-the-job training. Relaxed atmosphere. Casual work attire. Assist and support the Office Manager and financial advisor. Answer client calls and respond to client requests, routing c...

Plumbing/HVAC Service/TI Project Manager

Gulfstream Sp

Santa Ana, CA

401(k). 401(k) matching. Competitive salary. Dental insurance. Health insurance. Opportunity for advancement. Training & development. Vision insurance. Support the project management team in planning, coordinating, and executing c...

Client Service Representative

Vca Animal Hospitals

Anaheim, CA

Scheduling and confirming appointments Placing outbound calls for follow-ups and reaching out to prospective clients Presenting and explaining fees, including processing payments Recommending, selecting, and obtaining product...

Public Health Lab Manager (Health Services Administrator)

County Of Orange

Santa Ana, CA

Plans, coordinates, and evaluates administrative operations of OCPHL through subordinate staff; develops and supervises 3 work units and programs and is accountable for achieving objectives that support laboratory functions; troub...

Public Health Lab Manager (Health Services Administrator)

Orange County, Ca

Santa Ana, CA

Plans, coordinates, and evaluates administrative operations of OCPHL through subordinate staff; develops and supervises 3 work units and programs and is accountable for achieving objectives that support laboratory functions; troub...

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

Client Service Representative- Animal Hospital

Vca Animal Hospitals

Costa Mesa, CA

Customer service functions, include: greeting clients, answering telephones, scheduling and confirming appointments. Managing medical records, charts, reports and correspondence. Have the ability to work independently and collabor...

Client Service Executive

Marsh Mclennan Agency

Aliso Viejo, CA

$81,300 - $173,300 a year

Meet with the client throughout the year to ensure a high level of service and that client expectations are met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by...

Client Service Coordinator

Hyde Park Jewelers

Newport Beach, CA

From $20 an hour

Luxury Store environment. Team Spirit. Growth opportunities. 401(k). Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. 8 hour shift. Weekends as needed. Retail Customer Service: 1 year (Requir...

Veterinary Client Service Representative

Rise Pet Health

Laguna Hills, CA

$18 - $23 an hour

Greet clients and their pets with warmth and professionalism, ensuring a positive and welcoming experience. Schedule appointments, manage patient records, and handle billing and invoicing accurately and efficiently. Provide knowle...

Health Services Manager

Disneyland Resort

Anaheim, CA

Manage daily operation of Guest Health Services to deliver exceptional care and service by ensuring supplies and equipment are available to the team. Demonstrate a thorough understanding of Guest Health Services operations, and ho...

10625 - Sr. Service Lifecycle Management Consultant (Telematics & Connectivity Services)

Hyundai Autoever America

Costa Mesa, CA

Lead and perform all activities required by product/ service portfolio and Lifecycle Management professionals, these include:. Define requirements, conduct impact assessment of new initiatives related to products and service devel...

Client Relations Manager

Max Mara

Costa Mesa, CA

$120,000 a year

401(k). Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. 8 hour shift. Holidays. Monday to Friday. Weekends as needed. Costa Mesa, CA 92626: Relocate before starting work (Required)....

Assistant Laboratory Director (Health Services Manager)

County Of Orange

Santa Ana, CA

Assisting the Public Health Laboratory Director in the development, implementation, and assessment of long-range and short-term goals. Conducting studies and analyzes reports; making recommendations concerning laboratory test meth...

Assistant Laboratory Director (Health Services Manager)

Orange County, Ca

Santa Ana, CA

Assisting the Public Health Laboratory Director in the development, implementation, and assessment of long-range and short-term goals. Conducting studies and analyzes reports; making recommendations concerning laboratory test meth...

Client Service Coordinator

Blue Moon Pilates

Mission Viejo, CA

$16 - $18 an hour

Day shift. Customer service: 1 year (Preferred)....

Client Service Representative/ Office clerk

Knox Attorney Services

Santa Ana, CA

High School diploma or GED. Office experience is desired. Experienced in good customer service and professional phone knowledge and etiquette. Experience receiving and making a high volume phone calls. Strong organizational skill...

Office Manager/Customer Service Representative

Carstar Lake Forest

Lake Forest, CA

$26 - $29 an hour

401(k). Dental insurance. Employee discount. Health insurance. Paid time off. Professional development assistance. Referral program. Vision insurance. 8 hour shift. Multi-line phone systems: 7 years (Required). Auto body shop: 7 y...

Information Technology Manager (Technology Services Manager)

Orange County, Ca

Santa Ana, CA

Oversee the day-to-day operation and maintenance of the TTC Information Technology systems that are critical to meeting our required program operations, such as the public funds treasury management system (Quantum) and other softw...

Client Service Representative

Vca Animal Hospitals

Cerritos, CA

Our patients and patient care are our prime focus and we take both very seriously.ESSENTIAL FUNCTIONS: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam roo...

Patient Access Services Manager 1- PAC Auth Administration- FT Day Shift

Uc Irvine Health

Anaheim, CA

$90,500 - $169,700 a year

Background Check and Live Scan. Legal Right to Work in the United States. Vaccination Policies. Smoking and Tobacco Policy. Drug Free Environment. California Child Abuse and Neglect Reporting Act. E-Verify. Pre-Placement Health Ev...

Client Service Imaging Specialist

Adecco

Cypress, CA

$30.00/Hour

Support the Patient Assistance Letter program.. The candidates will be working with three other team members.. Responsible for opening letters, scanning and entering negative authorizations into the system.. High School Diploma, G...

Customer Service Manager - State Farm Agent Team Member

Tiffani Vu - State Farm Agent

Cypress, CA

$5,000 - $8,000 a month

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly Customer Service. Service can include responding to inquiries regarding insurance availability, eligibility, coverage...

Account Manager, CA Municipal Clients

Interwest Consulting Group

Anaheim, CA

Exceed sales, revenue, profitability and client satisfaction targets as assigned. Develop and maintain a business plan across your portfolio accounts with individual account plans that achieve the assigned targets. Build and maint...

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, CA

Jpmorgan Chase Bank, N.a.

Seal Beach, CA

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, CA

Jpmorgan Chase & Co

Seal Beach, CA

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

Entry Level Management: Marketing / Customer Service

Venatic, Inc

Anaheim, CA

Communicate directly with customers on a daily basis. Directly market and sell products and services to qualified customers. Ensure sales are completed according to compliance standards. Keep records of all customer interactions a...

IT Infrastructure Services Manager

Hansen & Adkins Auto Transport

Los Alamitos, CA

$100,000 - $120,000 a year

401(k). Dental insurance. Employee assistance program. Flexible spending account. Health insurance. Paid time off. Vision insurance. 10 years....