Client Services Manager

Job DescriptionThe RCS Client Services Manager is the Quadax liaison to assigned clients and the Manager to Client Service Support staff. This role involves coordinating ongoing client support and managing the Support Staff which may service many clients.Key Responsibilities:Manage the relationship and maintain a partnership with assigned clients.Conduct...

Investment Client Services ManagerCleveland, OH (hybrid)65-75KReporting to the Chief Relationship Officer, this role will help nurture, support and strengthen investment client services and relationships. With particular attention to promoting impact, the Investment Client Services Manager will work diligently and proactively to provide excellent customer...

The Opportunity:The Client Service Manager is responsible for providing consistent service and support to identified clients, managing or directing all day-to-day service needs. This role involves interacting in a consultative and collaborative manner to develop innovative solutions for clients. The goal is to deliver a positive client experience, resulting...

The Opportunity:The Client Service Specialist is a key role in our company, responsible for building and maintaining strong relationships with clients. This position requires a high level of customer service skills, with a focus on providing prompt, accurate, and thoughtful service to clients.This role involves working closely with the sales team to manage...

The Opportunity: The Client Service Specialist is responsible for consistently developing, enhancing, and solidifying client relationships by providing exceptional customer service in line with company standards. This role involves providing high-level support to team members in managing new and renewal business, facilitating continuous growth and...

Job DescriptionJob SummaryPNC Bank NA is seeking a highly skilled Client Service Associate to provide exceptional support to our clients. As a key member of our team, you will be responsible for delivering top-notch sales, service, and execution support to new and ongoing client relationships.Key ResponsibilitiesProvide sales, service, and execution support...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?Oswald Companies seeks goal-driven professionals ready to take their career to the next level.JOB PURPOSEResponsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account,...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account,...

IMFT) to perform the duties of a Forensic Services Manager. We are the industry leading behavioral health facility in the Cleveland, OH area!Schedule: Full time Mon-Fri DaysPosition overview: Leads and supervises TBS Specialists to ensure quality servicesSupervises the direct provision of client services including, Diagnostic Assessment, individual group and...

Experience and Background Required: 5 – 10 years in the investment management, trust company, or financial planning industry.Demonstrated knowledge and experience in financial planning, investments, estate and tax planning.Demonstrated ability to manage relationships and deliver investment management and financial planning services to high-net-worth...

Description Home Search Jobs Job Description Client Services Analyst Contract: Brooklyn, Ohio, US Salary: $25.00 Per Hour Job Code: 354588 End Date: 2024-11-02 Days Left: 28 days, 3 hours left Apply Position Details:Industry Banking Services Job Title Lead Specialist -General Ledger Specialist Work Location Brooklyn, OH - 44144 Duration 6 months...

Job SummaryBrewer-Garrett is seeking an experienced Electrical Service Manager to join our team. This role is responsible for managing the electrical service operations, including redeeming service gross profit objectives, managing operations organization, and maintaining client relationships.Key ResponsibilitiesManage and estimate electrical projects,...

Job Title: Manager or Senior Manager, Managed ServicesAt KPMG, we're seeking a talented professional to join our Global Compliance Management Services practice. As a Manager or Senior Manager, you'll play a key role in defining and executing strategy for targets, including existing clients and proposal opportunities.Responsibilities:Collaborate with internal...

Job SummaryThe Lead Specialist is a key member of a high-performing team responsible for commercial client support functions through telephone or written requests.Key ResponsibilitiesAdminister moderate procedures, analysis, tasks, and reporting related to documentation for products or processes.Review and ensure proper documentation or procedures for...

Location: On site at location listed in job postingSummaryProvide assistance to the Commercial and Private Banking Relationship Managers.Key Responsibilities IncludeProvide Commercial Lending Support to Commercial Relationship Managers Review and Fund LoansAssist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary: Responsible for managing the Independent Schools Benefit Consortium (ISBC) book of business. Provides exceptional client service and support by collaborating...

We're a small business with a big personality and we're hoping to find a very special Patient Service Coordinator & Schedulera one-of-a-kind healthcare professional with a unique mix of experience, empathy, ambition, and self-starter attitude. This position will be a good fit for someone who is hard-working and very creative in solving problems; someone who...

Job Summary:We are seeking a highly motivated and experienced Personal Risk Specialist to join our team at USI Insurance Services. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients. This is an outside sales position that requires strong communication and interpersonal skills, as...

Lifeworks is a nonprofit organization dedicated to ensuring that individuals with autism lead healthy and enriched lives by providing essential clinical services across the lifespan. Founded in 2013, Lifeworks provides residential, vocational, and educational opportunities for adults throughout Northeast Ohio with a diagnosis of autism. Among its array of...

Job OverviewPease Bell CPAs is a rapidly growing mid-sized accounting firm serving a diverse nationwide client base. Our priority is to provide exceptional quality of client support, built on a reputation of trust and expertise.We offer a range of services, including Accounting Advisory, Audit & Assurance, Business Consulting, Buy-Side Advisory, Employee...