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4 results for Creative Services Manager in Stockton, CA

Client Services Manager

Walnut Creek, California
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Marketing/Communications Manager

Dublin, California
onsite
Temporary / Contract
50 - 60 USD / Hourly
We are seeking a Change & Communications Manager to lead organizational change management, stakeholder engagement, and communication strategies for enterprise-wide transformation initiatives. This role will help drive employee readiness, adoption, and engagement by translating complex business and technology changes into clear, actionable communications. Responsibilities:<ul><li>Develop and execute change management and communication strategies that support business transformation, process improvement, and technology initiatives.</li><li>Assess organizational impacts, stakeholder readiness, and potential adoption risks associated with change initiatives.</li><li>Create a variety of communication materials, including executive communications, presentations, FAQs, toolkits, training resources, and employee updates.</li><li>Partner with cross-functional leaders and teams to support organizational readiness and successful change adoption.</li><li>Facilitate stakeholder engagement activities, workshops, feedback sessions, and change-related forums.</li><li>Support leadership teams with communication planning, coaching, and change advocate programs.</li><li>Measure adoption and communication effectiveness, using feedback and insights to refine strategies and improve engagement.</li></ul>
2026-09-04T00:00:00Z

Customer Service Manager

Ceres, California
onsite
Temporary / Contract
30 - 40 USD / Hourly
Essential Functions / Duties<ul><li>Lead, coach, develop, and manage the Customer Service team, including assigning workloads, supporting staffing needs, delivering training, managing performance, and maintaining accountability for service standards.</li><li>Oversee the full customer order lifecycle, including order entry, validation, pricing, allocations, credit holds, order changes, cancellations, shipment coordination, invoicing support, and exception resolution.</li><li>Ensure customer, distributor, and sales orders are processed accurately and within established service level expectations across all applicable channels and ordering methods.</li><li>Partner with Sales and Finance to ensure pricing, depletion allowances, discounts, promotions, samples, billbacks, and other customer-specific programs are accurately reflected in orders and supporting documentation.</li><li>Coordinate with Warehouse, Logistics, Production, and Inventory teams to address product availability, vintage or SKU transitions, allocations, backorders, substitutions, shipment timing, and delivery requirements.</li><li>Act as the primary escalation point for complex customer, distributor, and sales-related issues, ensuring timely resolution while balancing customer experience, policy compliance, commercial commitments, and financial controls.</li><li>Build and maintain strong relationships with distributors, key accounts, sales teams, brokers, carriers, and internal stakeholders, while proactively communicating order status, product availability, shipment issues, and service risks.</li><li>Establish, document, and continuously improve customer service procedures, internal controls, order management workflows, and service standards to enhance accuracy, efficiency, responsiveness, and scalability.</li><li>Monitor key customer service metrics, including order accuracy, fill rate, on-time processing, backorders, deductions, claims, response times, service issues, and recurring root causes, and implement corrective actions as needed.</li><li>Oversee month-end customer service activities and support accurate order, shipment, and invoicing close processes in partnership with Finance and Sales.</li><li>Prepare and analyze recurring and ad hoc reports, including sales by customer, salesperson, brand, SKU, channel, geography, and other business dimensions as requested.</li><li>Maintain accurate customer master data, ship-to information, ordering requirements, routing instructions, and other account-specific details in relevant systems.</li><li>Support new product launches, vintage transitions, pricing updates, promotional programs, chain authorizations, distributor changes, and other commercial initiatives requiring customer service coordination.</li><li>Coordinate delivery appointments and special shipping requirements with warehouses, carriers, distributors, and customers, as needed.</li><li>Participate in sales, operations, S&OP, and other cross-functional meetings, providing customer service insights, identifying risks, and recommending actions.</li><li>Ensure compliance with company policies, internal controls, record retention requirements, applicable alcohol beverage regulations, and customer-specific requirements within the scope of the role.</li><li>Perform other related duties and special projects as assigned.</li></ul>
2026-09-11T00:00:00Z

Client Service Manager - Wealth Management Firm

Walnut Creek, California
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support. Responsibilities<ul><li>Lead, mentor, and develop the Client Service Associate team </li><li>Oversee day-to-day client service and operational workflows </li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve scalable processes, procedures, and controls </li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including CRM, reporting, and workflow platforms </li><li>Drive automation, systems improvements, and AI-enabled initiatives </li><li>Help build the operational infrastructure to support continued firm growth </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z