Current jobs related to Client Services Manager - Chicago - Insight Global
-
Client Services Representative
2 weeks ago
Chicago, Illinois, United States Prairie Consulting Services Full timeJob Title: Client Services RepresentativeWe are seeking a highly skilled Client Services Representative to join our team at Prairie Consulting Services. As a Client Services Representative, you will be responsible for managing existing settlement and fail correspondence with clients, as well as assisting in the research and resolution of client and internal...
-
Client Services Representative
2 weeks ago
Chicago, United States Prairie Consulting Services Full timeLocal to Chicago candidate please.Hybrid role, 3 days/week to downtown Chicago. IL USAMajor Duties :• Acts as the primary contact for investment management firms on domestic and/or international trade communication and settlement issues relating to client accounts held at the Bank.• Responsible for daily cash management of multiple currencies for...
-
Client Service Manager
4 weeks ago
Chicago, Illinois, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Service Manager to join our team at CIBC. As a Client Service Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and ensuring that their needs are met in a timely and professional manner.Key...
-
Client Service Manager
4 weeks ago
Chicago, Illinois, United States Willis Limited Full timeJob Title: Client ManagerWe are seeking a highly skilled Client Manager to join our team at Willis Limited. As a Client Manager, you will be responsible for managing client relationships and delivering exceptional service to our clients.Key Responsibilities:Manage client relationships and develop strategic plans to meet client needsDeliver exceptional...
-
Client Service Manager
3 weeks ago
Chicago, Illinois, United States Brown and Caldwell Full timeJob Title: Client Service ManagerWe are seeking a highly skilled Client Service Manager to join our team at Brown and Caldwell. As a key member of our organization, you will be responsible for managing and growing industrial water, compliance, permitting, and site investigation and remediation work for multiple pharmaceutical client accounts.Key...
-
Client Service Manager
4 weeks ago
Chicago, Illinois, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our team at CIBC. As a key point of contact for our clients, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesProvide high-quality, personalized...
-
Client Services Manager
4 weeks ago
Chicago, Illinois, United States Planpilot LLC Full timeJob Title: Client Services ManagerWe are seeking a highly motivated and detail-oriented Client Services Manager to join our team at Planpilot LLC. As a Client Services Manager, you will play a critical role in supporting the day-to-day needs of our clients in the context of our services.Key Responsibilities:Support our retirement plan consultants and clients...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States Boutique Recruiting Full timeClient Services Manager Job DescriptionOur boutique recruiting firm is seeking a skilled Client Services Manager to join our team. Located in Chicago, IL, this is a fantastic opportunity for someone with extensive experience in retirement planning and a knack for engaging with C-suite executives to manage client relationships, oversee project management...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States PlanPilot Full timeAbout PlanPILOTWe are a fast-growing retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our team consists of individuals with a proactive mindset, who appreciate the freedom of working for a smaller, growing company.Role DescriptionThe Client Services Manager will support the day-to-day needs...
-
Client Services Manager
1 month ago
Chicago, United States The LaSalle Group Full timeLaSalle Network is excited to partner with a rapidly growing international spice producer seeking a dynamic Client Services Manager. Located in the River North neighborhood of downtown Chicago, this company prides itself on their inclusive culture and dog friendly office! The Client Services Manager's primary responsibility is to provide high level B2B...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States PlanPilot Full timeAbout PlanPILOTWe are a fast-growing retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our team consists of individuals with a very entrepreneurial and proactive mindset, who appreciate the freedom of working for a smaller, growing company.Job DescriptionThe Client Services Manager will...
-
Client Services Manager
4 weeks ago
Chicago, United States Medix Full timeThis role will be 90% remote, must be open to going to in person meetings if needed in ChicagoEquipment providedMonday to Friday flexible hours, 8am to 5pmQualifications:5 to 7 years of managerial experienceHeavy project management experienceHeavy excel experience (Pivot tables)Summary:The Client Service manager role will be the primary point of contact who...
-
Client Services Manager
3 days ago
Chicago, Illinois, United States Planpilot LLC Full timeJob SummaryWe are seeking a highly motivated and organized Client Services Manager to join our team at PlanPILOT. As a key member of our client services team, you will be responsible for supporting the day-to-day needs of our clients, working closely with our senior consultants to ensure timely and high-quality deliverables.Key ResponsibilitiesSupport our...
-
Client Service Manager
2 weeks ago
Chicago, Illinois, United States Moneta Corporation Full timeClient Service ManagerAt Moneta Corporation, we are dedicated to providing exceptional service to our clients. We are seeking a highly skilled Client Service Manager to join our team in our Chicago, IL office.Key Responsibilities:Develop and build relationships with clients through frequent interaction and dedicated serviceWork alongside Advisors and...
-
Senior Client Manager
2 weeks ago
Chicago, Illinois, United States Alliant Insurance Services Full timeJob Title: Senior Client ManagerAt Alliant Insurance Services, we are seeking a highly skilled Senior Client Manager to join our team. As a Senior Client Manager, you will be responsible for providing exceptional customer service and overall service to assigned clients and/or policies within our Private Client Services division.Key Responsibilities:Foster...
-
Client Services Manager
2 weeks ago
Chicago, Illinois, United States Medix Full timeJob Title: Client Services ManagerAt Medix, we are seeking a highly skilled Client Services Manager to join our team. This role will be responsible for managing client relationships, coordinating clinical service billing activities, and ensuring quality standards are met.Key Responsibilities:Primary point-of-contact for assigned clinical departmentsWorks...
-
Client Service Manager
2 months ago
Chicago, United States Moneta Full timeJob DescriptionMoneta is actively seeking a Client Service Manager to join our thriving financial advisory client team in our Chicago, IL office. In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the...
-
Manager, Client Services
1 month ago
Chicago, United States DAC Full timeLeading digital performance marketing agency seeks a Manager, Client Services Do you have the enthusiasm to rise to each challenge, the execution to drive outrageous performance, the curiosity to continually expand your knowledge, and the courage to propose original solutions to perplexing problems? Then you may have just found the perfect opportunity at a...
-
Senior Client Manager
4 weeks ago
Chicago, Illinois, United States Alliant Insurance Services Full timeJob SummaryWe are seeking a highly skilled Senior Client Manager to join our team at Alliant Insurance Services. As a key member of our Private Client Services team, you will be responsible for providing exceptional customer service and overall service to assigned clients and/or policies.Key ResponsibilitiesFoster and manage overall relationships with...
-
Client Service Manager
1 week ago
Chicago, Illinois, United States Brown and Caldwell Full timeJob SummaryBrown and Caldwell is seeking a highly skilled Client Service Manager to lead and grow industrial water, compliance, permitting, and site investigation and remediation work for multiple pharmaceutical client accounts.Key ResponsibilitiesManage and grow client relationships, including locally and nationallyDevelop and execute strategic plans to win...
Client Services Manager
3 months ago
Required Skills
* 3+ years of experience, the more the better
* Strong markets experience, specifically with Futures & Options
* Prior experience coming from a large financial institution (FCM)
* Familiarity with trade allocation process
* GMI experience and/or exposure
Plusses:
Series 3
Job Description
Our large banking client is looking for a Client Services Representative to join the Futures & Options team in Chicago, IL. This person will face off with their clients, and internal teams regarding trade commissions, client inquiries, trade breaks, incorrect trade allocations, brokerage commissions, etc. The business relies on this team for client relationships and client information so attention to detail, as well as client relations are very important. Each day will be different, based off the market and client requests, your job is to reduce market risk. This is a mid-level role, a backfill for a full time employee who is on maternity leave.
As a Client Relationship Manager/ you will be the main point of contact for our large banking client's customers dealing in Futures & Options and OTC clearing. The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.
Responsibilities:
* Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering
* Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations
* Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives
* Coordinate outreach and understand clients' intentions around last trade date, esp. on physically settled contracts, and options expiries
* Coordinate client requests for additional access to the portal
* Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases
* Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.
o Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)
o Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports
* Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in SharePoint, and ensure regular focus on moving solutions forward
* Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes
* Maintain client profiles, procedures and up to date contact information
