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HomeCompaniesRecruiting Ultipro Com Hef1000heff 111ba5de Fb28 4ad7 Aed3 48891ed4ef4dClient Service Manager

Client Service Manager

Recruiting Ultipro Com Hef1000heff 111ba5de Fb28 4ad7 Aed3 48891ed4ef4d · HIB CA (Walnut Creek), Walnut Creek, CA, United States · Active · UKG Pro Recruiting / Ultimate

Job facts

FieldValue
CompanyRecruiting Ultipro Com Hef1000heff 111ba5de Fb28 4ad7 Aed3 48891ed4ef4d
TitleClient Service Manager
Normalized title-
Department / teamFinancial Services
LocationWalnut Creek, CA, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerUKG Pro Recruiting / Ultimate
Posted / first seen2026-04-10 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Recruiting Ultipro Com Hef1000heff 111ba5de Fb28 4ad7 Aed3 48891ed4ef4d.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through UKG Pro Recruiting / Ultimate.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Walnut Creek.Open
Department jobsActive postings in Financial Services.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRecruiting Ultipro Com Hef1000heff 111ba5de Fb28 4ad7 Aed3 48891ed4ef4d
Sourceb5e4146e-8659-4179-9a49-bea959134dac
ATS providerUKG Pro Recruiting / Ultimate

Description

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients, and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships and be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work. The team is open to someone local to the Bay Area, or near our Walnut Creek, CA office.

Full job record

Job ID011ceebc9ea637f49f17d01ab96bc2456c3183ca
Org ID96072a70-e8d5-44bf-8871-93fd19d65850
Source IDb5e4146e-8659-4179-9a49-bea959134dac
Board IDb5e4146e-8659-4179-9a49-bea959134dac
Providerukg
Provider Job Key7b296491-aaf5-4d46-8f23-41f55e4d79ad
TitleClient Service Manager
Normalized Title
Statusactive
Activeyes
Location TextHIB CA (Walnut Creek), Walnut Creek, CA, United States
DepartmentFinancial Services
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionCA
CityWalnut Creek
Salary RawObjective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients, and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships and be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work. The team is open to someone local to the Bay Area, or near our Walnut Creek, CA office.
Salary Min
Salary Max
Salary Currency
Salary Periodday
Source URLhttps://recruiting.ultipro.com/HEF1000HEFF/JobBoard/111ba5de-fb28-4ad7-aed3-48891ed4ef4d/OpportunityDetail?opportunityId=7b296491-aaf5-4d46-8f23-41f55e4d79ad
Apply URLhttps://recruiting.ultipro.com/HEF1000HEFF/JobBoard/111ba5de-fb28-4ad7-aed3-48891ed4ef4d/OpportunityDetail?opportunityId=7b296491-aaf5-4d46-8f23-41f55e4d79ad
First Seen At2026-05-31 17:53:29Z
Last Seen At2026-06-06 10:13:26Z
Last Checked At2026-06-06 10:13:26Z
Last Changed At2026-05-31 17:53:29Z
Inactive At
Source Posted At2026-04-10 21:49:01Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting.ultipro.com|hef1000heff|111ba5de-fb28-4ad7-aed3-48891ed4ef4d/date=2026-06-06/2026-06-06T10-13-25-183Z-4b6a411095cff05b8254344facce371bc982b2e4085defef3d2be86f6721411d.json
Event Fields
{
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  "source_hash": "b25887a226e48eed9507836e7b3fa9c2d75cb38ee084876138ab0ecea342bb34",
  "last_changed_at": "2026-05-31T17:53:29.850Z",
  "active_status": "active"
}
Parsed Structured
{
  "language": "en",
  "location": {
    "raw": "HIB CA (Walnut Creek), Walnut Creek, CA, United States",
    "city": "Walnut Creek",
    "region": "CA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:13:26.043Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "HIB CA (Walnut Creek), Walnut Creek, CA, United States",
      "city": "Walnut Creek",
      "region": "CA",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": "day",
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "Id": "7b296491-aaf5-4d46-8f23-41f55e4d79ad",
  "Title": "Client Service Manager",
  "Distance": null,
  "Featured": true,
  "FullTime": true,
  "Locations": [
    {
      "Id": "13e45c67-932b-5369-a108-4a7bf9d48ea8",
      "Address": {
        "City": "Walnut Creek",
        "Line1": "1350 Carlback Ave.",
        "Line2": null,
        "State": {
          "Code": "CA",
          "Name": "California"
        },
        "Country": {
          "Code": "USA",
          "Name": "United States"
        },
        "PostalCode": "94596"
      },
      "Coordinates": {
        "Latitude": 37.9040780162957,
        "Longitude": -122.06044910474422
      },
      "DisplayName": false,
      "LocalizedName": null,
      "SourceOfTruth": 1,
      "DisplayAddress": true,
      "DisplayLocationId": false,
      "DisplayDescription": false,
      "LocalizedLocationId": null,
      "DisplayStreetAddress": false,
      "LocalizedDescription": "HIB CA (Walnut Creek)"
    }
  ],
  "MatchScore": 1,
  "PostedDate": "2026-04-10T21:49:01.614Z",
  "JobCategoryName": "Financial Services",
  "JobLocationType": 2,
  "OpportunityType": 0,
  "BriefDescription": "Objective:\n\nThe Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients, and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships and be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work. The team is open to someone local to the Bay Area, or near our Walnut Creek, CA office.",
  "MatchedLocations": [],
  "RequisitionNumber": "CLIEN001653"
}
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