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Manager of Strategic Accounts (Client Services) Oversee client campaigns with a focus on exceptional customer service, while maximizing business opportunities, growth, and operational efficiency.
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This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction. The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
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The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
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The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service. High touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers.
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1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients.
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The Client Engagement Manager will lead data center transformation programs and will own the success of client engagements. We seek a Client Engagement Manager that is ready to step up into a leadership role within an established and growing IT Consulting Practice.
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Conduct client estimates for Moving and Junk Removal services as needed. On occasion perform junk removal jobs and moving services as well as supervise a team of truck team members.
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Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
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The Prime Services Middle Office team handles all aspects of support for Fidelity s hedge fund investment manager client base. Are you looking for an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services.
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The Crisis Diversion Interim Services (CDIS) Project Manager is responsible for overseeing the full scope of services of a 30-bed facility provided by the Crisis Diversion Interim Services (CDIS), with a focus on, intensive case management for homeless individuals, stabilization, coordination with community providers, and referrals to an array of natural and professional community providers.
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Demonstrated experience leading complex Value 360 Advisory services sales processes with multiple team members and decision makers (C-suite level - accounting and finance executives including CFO, CIO, CTO, CDO, VP of Finance, Head of FP&A.
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The Territory Sales Manager will provide exceptional customer experience during the sales cycle and tactfully manage client relationships. 3 years of Outside Sales experience in the hydro-excavation services and infrastructure environment.
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Identify relevant data and partner with Client Relationship Manager to create cohesive support unit. Experience in client services or similar role – 6 years, or 5 years with an Associate Degree, or 3 years with a Bachelor’s degree.
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Design Responsibilities Include: Providing professional design services for transportation improvement projects for the VDOT, DDOT and other transportation agencies. VDOT and/or municipal client experience (required.
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Client Partner IRemote Summary: The main function of the Partner Solutions Manager is to support the Music Label Partnerships team in its mission to best serve music partners and meet internal goals.
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client services manager jobs Title: client service administrator Company: 3pl Worldwide
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