Client Services Manager

Job OverviewThe Client Relationship Manager is tasked with effectively overseeing the portfolio of clients assigned to them. Acting as the primary liaison for clients, you will engage with customers to provide insights and address inquiries regarding our offerings, while also managing and resolving any issues that may arise.Compensation and...

About Alliant Insurance ServicesAre you dedicated to developing employee benefits strategies that foster growth? Do you excel in a vibrant and evolving organization? If so, we are seeking a skilled professional to fill the role of Employee Benefits Account Manager.Key Responsibilities:Oversee a portfolio of clients while working closely with the sales and...

About Alliant Insurance ServicesAre you driven by the challenge of crafting employee benefits strategies that foster growth? Do you excel in a fast-paced and evolving environment? If so, we are seeking a skilled professional to take on the role of Employee Benefits Account Manager.Key Responsibilities:Oversee a portfolio of clients while working closely with...

Harrison Gray Search has partnered with a premier investment management firm seeking a Private Wealth Manager to join their Client Services team in San FranciscoOur client is looking for a leader who is interested in a dynamic and cross-functional leadership role. This individual is genuinely interested in:Coaching and developing team members in their...

Harrison Gray Search has partnered with a premier investment management firm seeking a Private Wealth Manager to join their Client Services team in San FranciscoOur client is looking for a leader who is interested in a dynamic and cross-functional leadership role. This individual is genuinely interested in:Coaching and developing team members in their...

The Registered Client Services Associate is an evolving professional position that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the job family. Utilizing analytical skills and familiarity...

The Registered Client Services Associate is an evolving professional role that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This position requires a solid grasp of how the team collaborates with other areas to achieve the objectives of the job family. Utilizing analytical thinking and familiarity with...

The Registered Client Services Associate is an evolving professional role that combines extensive specialty knowledge with a comprehensive understanding of industry standards and practices. This position requires a solid grasp of how the team and area collaborate with others to achieve the objectives of the subfunction/job family. Utilizing analytical...

Linqia combines the science and accountability of online media with award-winning service to deliver guaranteed influencer marketing results for our clients. Our AI-driven platform and team of experts are leading the transformation of influencer marketing into a scalable media channel. The Linqia platform also serves as a social content lab, where marketers...

Client Services Representative - Not Registered Job Category: BRANCH OFFICE SUPPORT Requisition Number: CLIEN008429 Position OverviewUnder direct supervision, the Client Services Representative (NR) provides essential support to Financial Advisors in managing client accounts and documentation. This role encompasses a range of administrative tasks aimed at...

Linqia is an innovative start-up in the growing influencer marketing industry. Located in downtown San Francisco, you'll be working with others who are passionate about marketing in a fun, fast-paced and data-driven environment. At Linqia, we deliver guaranteed influencer marketing results for our clients, by working with some of the world's largest brands...

Job SummaryThe Client Services Associate is a key role within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesDeliver wealth management services to...

About the RoleThe Client Services Associate is a key position within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and excellent communication abilities. As a developing professional, you will play a crucial role in delivering high-quality services to clients, working closely with Banker teams to provide tailored...

Job DescriptionJob DescriptionIntroduction:Are you a strategic leader with a passion for delivering exceptional service and building long-term client relationships? Do you have the expertise to oversee client accounts, ensure service excellence, and drive business growth? If you’re a client-focused professional who excels at aligning services with client...

About the RoleThe Client Services Associate is a key position within Citigroup Inc., responsible for delivering exceptional wealth management services to clients. This role requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key ResponsibilitiesClient Service Delivery: Work closely...

About the RoleMoss Adams LLP is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a Tax Senior Manager, you will be responsible for leading complex tax engagements and providing expert guidance to clients.Key ResponsibilitiesLead tax engagements for private clients, including individuals, trusts, and estatesDevelop and...

Position OverviewWe are seeking a dedicated individual who enjoys engaging with clients and has a passion for the beauty industry. This part-time role is essential in creating a welcoming atmosphere for our clients.Key Responsibilities1. Warmly welcome and assist all clients and visitors, ensuring a pleasant experience.2. Manage client check-ins using our...

About the RoleThe Client Services Associate is a key position within Citigroup Inc. that requires a unique blend of industry knowledge, analytical skills, and excellent communication abilities. As a developing professional, you will play a crucial role in delivering high-quality services to clients, working closely with Banker teams to provide tailored...

About the RoleThe Client Services Associate is a key professional role within Citigroup Inc. that integrates in-depth financial knowledge with a solid understanding of industry standards and practices. This position requires a strong analytical mindset, excellent communication skills, and the ability to work effectively in a team environment.Key...

Case ManagerDepartment: Psych-ZSFG-Adult-AHPEmployment Type: Full TimeJob Code: 80422BRPosition OverviewThe Alliance Health Project (AHP) operates as a community-oriented clinic with a focus on LGBTQ+ and HIV-related health services. Our facility is dedicated to providing a range of services including psychotherapy, substance use counseling, case management,...