Client Services Manager

** RELO Direct** ** Associate Client Service Manager** Chicago, IL 60601 ***RELO Direct, Inc.** is LeadingRE's full-service relocation management company, offering a wide range of mobility management services to support clients with employees on the move - anywhere around the world. With industry experience dating back to 1992, RELO Direct has the systems,...

Job Summary: The Client Services Manager supports the client's experience and relationship with Pinkerton within their assigned geographical region. The manager will provide optimal client experiences, business acumen, quality control excellence, and administrative oversight. This position will have a hybrid work schedule (remote/client locations) from...

Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships to provide our clients with best-in-class service. Help be the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you will lead the business, own...

Operations and Client Service Manager | Chicago, Illinois Judson Group has partnered with a growing, well-respected RIA in the search for an Operations and Client Service Manager . The Operations and Client Service Manager is responsible for supporting the operational and portfolio management needs of the firm. The ideal candidate has previous financial...

About the job Client Accounting Services Manager We're looking for a seasoned CPA to lead our dedicated client accounting services team and forge strong relationships with privately held companies. If you thrive in a collaborative environment, enjoy mentoring and development, and crave a hybrid work-life balance, this is your chance to shine at a thriving...

Open to Hybrid Set-up: Audit staff needs to be on site at client locations and in our offices as determined by clients and team leads. How You Will Contribute: Perform accounting services, including bank and general ledger reconciliations, journal entries, compile financial statements, create/maintain financial projections, etc. Prepare schedules needed for...

** Client Service Manager, Institutional Trust** **** New **Summary** : Responsible for the administrative and relationship needs of Northern Trusts Institutional Trust & Custody clients. These clients are public/government entities, unions, hospitals, foundations/endowments and universities. Day to day duties include overseeing clients pension, 401k,...

** Client Service Manager, Institutional Trust** **** New **Summary** : Responsible for the administrative and relationship needs of Northern Trusts Institutional Trust & Custody clients. These clients are public/government entities, unions, hospitals, foundations/endowments and universities. Day to day duties include overseeing clients pension, 401k,...

?Own the product implementation and training experience for your assigned clients Facilitate training sessions with clients via zoom, phone, and in-person on migrating online users, templates, and fraud prevention services Build and maintain strong r Manager, Project Management, Product Management, Client, Operations, Service, Banking, Business Services

Job DescriptionJob DescriptionJob Highlights:Skills - Must Have:CPA designated | Experience in private companies audits at a public accounting firmAbout this Job:ResponsibilitiesPerform accounting services, including bank and general ledger reconciliations, journal entries, compile financial statements, create/maintain financial projections, etc. Prepare...

Job DescriptionJob DescriptionOpen to Hybrid Set-up: Audit staff needs to be on site at client locations and in our offices as determined by clients and team leads.How You Will Contribute: Perform accounting services, including bank and general ledger reconciliations, journal entries, compile financial statements, create/maintain financial projections, etc....

Lead and manage large-scale Treasury Services Implementations end to end for new and existing clients within the Commercial Bank. Client Transition is a specialized implementation team focused on the client and helps the sales team from the beginning solutioning phase all the way to coordinating the transitioning, training, and production validation. As a...

The Client Transition Team is responsible for driving and coordinating all aspects of complex treasury and banking services to ensure a best-in-class implementation experience is provided to clients in the Commercial Bank. Client Transition is a specialized implementation team that is provided to clients as an extra implementation resource and thought of as...

Provide leadership in managing designated strategic client accounts and one or more specific focus areas (e.g., custom research using Ameri. Speak, proprietary survey panels, multi-cultural research, True. North Calibration, etc.) - Oversee internal Client Service, Manager, Business Development, Senior, Research, Project Management, Technology, Business...

Job DescriptionJob DescriptionJob Highlights:Skills - Must Have:CPA designated6 years of full cycle accounting experience Experience working with privately held companies Hiring Status:About this Job:Open to Hybrid Set-up:& & Audit staff needs to be on site at client locations and in our offices as determined by clients and team leads.& How You Will...

Job DescriptionJob DescriptionJ&M Business Solutions LLC: Your Gateway to Direct Hire OpportunitiesWelcome to J&M Business Solutions LLC, your trusted partner in finding direct hire employment opportunities. As a one-woman recruitment act, I specialize in connecting talented individuals like you with reputable clients seeking permanent or contract direct...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client inpu Client Service, Associate, Service, Project Management, Client Relations, Retail, Banking

**JOB DESCRIPTION** Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working...