Current jobs related to Sr. Team Manager, Client Services - Boston - Charles Schwab

  • Client Service RepETF BOS

    10 hours ago

    Boston, United States Stratford Solutions Inc. Full time

    Job Title - Client Service Rep-ETF (BOS)Number of Positions – 1Contract: 6 MonthsJob Schedule: Hybrid 3 days onsite and 2 days remote Job Location - 50, Post Office Square, Boston, Massachusetts, United States of America, 02210Pay Rate - $24/hrJob Start Date - 10/21/24Job End Date - 4/21/25Job Description -Working under direct supervision, as a Client...

  • Client Service Team Member

    4 months ago

    Boston, United States SLT Full time

    Job DescriptionJob DescriptionSalary: HourlyCLIENT SERVICES TEAM – Boston (Back Bay) Reports To: Studio ManagerEmployment Status: Part Time/Non-ExemptKEY RESPONSIBILITIESGreet and engage clients in a positive and friendly mannerProvide the highest level of client/customer service and hospitality to all clients/prospective clientsShare pricing and class...

  • Sr. Client Portfolio Manager

    2 months ago

    Boston, United States Eastern Bank Full time

    Job DescriptionSummary: Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value...

  • Client Services Manager

    2 weeks ago

    Boston, Massachusetts, United States BAYADA Full time

    Job Summary:BAYADA Home Health Care is seeking a highly skilled and dedicated Client Services Manager to join our team. As a Client Services Manager, you will be responsible for providing exceptional customer service and quality home care to our clients.Key Responsibilities:Manage the coordination of client services and emergent scheduling issuesGrow and...

  • Sr. Client Portfolio Manager

    3 weeks ago

    Boston, United States Eastern Bank Full time

    Summary: Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value across...

  • Client Services Manager

    4 months ago

    Boston, United States Gupta Media Full time

    Job DescriptionJob DescriptionSalary: Gupta Media was founded 20 years ago on the idea that advertising could create huge leverage in our client's business. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have...

  • Sr. Client Portfolio Manager

    2 weeks ago

    Boston, United States Eastern Bank Full time

    Manages and advises individual client portfolios across global equities and bonds based on recommendations of a team of securities analysts. Commodities and liquid alternatives are also used as appropriate. Contributes to the research process regarding asset allocation, portfolio construction, risk management, identifying relative value across...

  • Sr. Client Portfolio Manager

    1 week ago

    Boston, United States Eastern Bank Full time

    Job DescriptionSummary: Manages and advises individual client portfolios across global equities and bonds based on recommendations of team of securities analysts. Commodities and liquid alternatives also used as appropriate. Contributes to research process with regard to asset allocation, portfolio construction, risk management, identifying relative value...

  • Sr. Sales Executive, IT Services

    1 month ago

    Boston, United States NTT DATA Services Full time

    Req ID: 236105    NTT DATA strives to hire exceptional, innovative, and passionate individuals who want to grow with us. We are a recognized leader in IT and business services, headquartered in Texas. As a global division of NTT DATA – part of NTT Group – we leverage consulting and deep industry expertise to help clients accelerate and...

  • Client Engagement Manager

    2 weeks ago

    Boston, United States Ehub Global Inc Full time

    Role: Client Engagement ManagerLocation Required: Boston, MA (Onsite)FULLTIMESpecific skill set:Must have client facing experience, experience building client relationship by interacting with the directors/Sr. directors/VP.Experience in growing the business in the existing account.Must have healthcare payor domain knowledge/experience.Must have very good...

  • Client Engagement Manager

    3 weeks ago

    Boston, United States Ehub Global Inc Full time

    Role: Client Engagement ManagerLocation Required: Boston, MA (Onsite)FULLTIMESpecific skill set:Must have client facing experience, experience building client relationship by interacting with the directors/Sr. directors/VP.Experience in growing the business in the existing account.Must have healthcare payor domain knowledge/experience.Must have very good...

  • Client Engagement Manager

    4 weeks ago

    Boston, United States Tekgence Inc Full time

    Specific skill set: Must have client facing experience, experience building client relationship by interacting with the directors/Sr. directors/VP. Experience in growing the business in the existing account. Must have healthcare payor domain knowledge/experience. Must have very good presentation skillsMust have very good communication skills. Who are we...

  • Client Engagement Manager

    4 weeks ago

    Boston, United States Tekgence Inc Full time

    Specific skill set: Must have client facing experience, experience building client relationship by interacting with the directors/Sr. directors/VP. Experience in growing the business in the existing account. Must have healthcare payor domain knowledge/experience. Must have very good presentation skillsMust have very good communication skills. Who are we...

  • Client Engagement Manager

    1 month ago

    Boston, United States VySystems Full time

    Job Description: Specific skill set:Must have client facing experience, experience building client relationship by interacting with the directors/Sr. directors/VP.Experience in growing the business in the existing account.Must have healthcare payor domain knowledge/experience.Must have very good presentation skillsMust have very good communication skills.Who...

  • Client Service Rep-Alts

    4 days ago

    Boston, United States Brown Brothers Harriman Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!What You Can Expect At BBH:If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Client Service Rep-Alts

    3 months ago

    Boston, United States Brown Brothers Harriman Full time

    At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You...

  • Director, Client Services; Registered Fund Services

    2 weeks ago

    Boston, United States ALPS Fund Services, Inc. Full time

    Director, Client Services; Registered Fund ServicesLocations: Boston, MA | HybridGet To Know The Team:Directors on the Registered Fund Services team participate in a broad set of business activities supporting the Registered Fund Services client relationships, through daily service support, new business development and client relationship management.Why You...

  • Sr. Account Manager

    4 months ago

    Boston, United States Mondo Full time

    Job DescriptionJob DescriptionApply now: Senior Account Manager, location is Boston, MA. The start date is ASAP for this full-time permanent positionJob Title: Senior Account ManagerLocation-Type: Boston, MA Onsite 3-4x a month (1x a week)Start Date Is: ASAPDuration: FTE PermanentCompensation Range: $100-130KJob Description:Must Haves:5 - 7+ years of...

  • Client Success Assistant Manager

    3 weeks ago

    Boston, Massachusetts, United States PEAK Event Services Full time

    Job OverviewAbout Our CompanyPEAK Event Services stands as the leading provider of event rentals and tenting solutions in the Northeast. Joining our team means becoming part of a dedicated group that brings significant moments to fruition. At PEAK, we take pride in creating memorable experiences for our clients, transforming challenges into opportunities...

  • Account Manager, Client Services

    3 weeks ago

    Boston, United States 829 Studios Full time

    The Account Manager is a client-facing marketing manager role on the Client Services team. This role creates and implements the strategy of sophisticated digital marketing programs and campaigns for our B2B and B2C clients. Working both as an individual contributor and collaboratively with a team, this role is responsible for the implementation and execution...

Sr. Team Manager, Client Services

4 months ago

Boston, United States Charles Schwab Full time
Position Type: Your opportunity

The Senior Manager in Client Service Direct will lead the team of Direct Client Service members that support Direct clients contracting directly with ThomasPartners Strategies, Wasmer Schroeder Strategies and Windhaven Strategies. This team provides support to individual investors and institutional clients and this role will be responsible for the following functions:

  • Lead the team of Direct Client Service members by owning the on-going coaching, skill development and engagement of the team.
  • Enforce and maintain desktop procedures and client service processes according to established compliance and risk requirements. Work closely with Compliance and Risk to review and implement recommended changes to procedures and processes.
  • Manage and secure alignment on priorities; lead the team towards stated objectives through strategic planning and execution.
  • Work with Salesforce and Vestmark project teams for ad hoc issue resolution and communication enhancements.
  • Develop a strong working relationship with Relationship Management Team and their clients to understand how the Client Service Team can best support them and their needs.
What you have
  • 10+ years of client service experience 
  • Passion for service, professionalism, positivity, and strong work ethic with a high level of integrity and teamwork.
  • Prior management experience required; ability to empower and coach direct reports.
  • Superior communication, interpersonal and relationship management skills, and the ability to foster trusting relationships with clients and team members.
  • Aptitude for complex problem solving.
  • Demonstrate flexibility and adaptability to a changing environment.
  • Strong technical and analytical skills with ability to prioritize business needs and manage time effectively.
  • Strong organizational skills with an attention to detail.
  • A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook.
  • Series 65 or CFP is a condition of employment within one year of hire date.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance