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Reports To: The Client Service Manager will report to the Client Manager, Client Director, Managing Vice President, or equivalent leadership. The Client Service Manager (CSM) position is to sit on-site with our client and oversee multiple sites or projects.
$80,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are seeking a highly motivated Client Service Account Manager in our Americas Escrow Team. As the Client Service Escrow Account Manager, you will provide agency services on a diverse portfolio of M&A Escrow, Paying Agent, Insurance Trust, Margin Loan, Commercial Real Estate and Muni Lease, finance transactions.
$115,000 - $185,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Overview: We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer service! Mentor Client Service team members through continuous learning, transparent feedback, and strong talent development.
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Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs.
$85,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Facilitate training of all OptumRx client-facing systems & tools. Med D/Medicaid; understands CMS compliance requirements & relationship to STAR ratings, delivers guidance memos to client; leads activities related to Corrective Action Plans (CAPs); provide consultative support to our clients.
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Role accountabilities: - Track receipt of all legal and KYC documents - Review of IMAs for standard terms - Populate client management system with client information - Track client custody authorization - Track ongoing account setup with custodians - File and organize client documentation into central folders - Gather and provide required documentation for bank onboardings - Any other project work or BAU client service activities.
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JOB SUMMARYBuilds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform.
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We are seeking a highly motivated and professional individual to join our team as a Receptionist/Client Support/Service Manager. Proven experience in customer service or client support roles is preferred.
$16 - $20 an hourPart-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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8+ years of retirement industry client service leadership experience. Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues.
$89,000 - $107,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Client Service Manager. Performs client renewal and Client Service Instruction preparation for assigned clients. PRIMARY PURPOSE : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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As a Client Management and Business Systems Program Manager , you will serve as the primary point of contact and client advocate for major client agencies or client agency segments in the Region.
$122,198 - $169,195 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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At Capvision, our Project Manager role emphasizes client interaction and expert consultation delivery over technical project management responsibilities, making it an ideal fit for candidates with backgrounds in recruiting, business development/sales, or similar functions.
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Our client is a successful wealth management firm seeking an experienced Client Service Manager for their firm in New York, NY. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment.
$100,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Insight Global is seeking a Client Service Manager to join one of their top clients in Maspeth, NY. This individual will be responsible for first line support for all external clients, handling any immediate concerns, problems, or active site issues, mostly through email and phone communication.
$60,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago
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