Client Services Manager

3 weeks ago


Greenville, United States ExecuSource Full time
Greenville wealth management firm is seeking a Rockstar for their critical role as a Client Services Manager.

Qualified candidates will have experience within the securities or insurance industry along with exceptional organizational, communication, and professionalism skills.

$55-60k range + bonus & benefits
Fully on-site

Duties include:
  • Prepare and/or process all client paperwork and applications
  • Collaborate with advisors for client onboarding
  • Assist with putting together client tax packages
  • Prepare and distribute reports on a regular basis
  • Manage workflow assignments and respond to client inquiries
  • Client billing
  • Assisting FA with other responsibilities as needed
#IND1

  • Greenville, United States Abacus Full time

    Description/Comment: - REMOTE BUT ONSITE FOR TRAINING AND SOME MEETINGS - DURATION - THROUYGH DEC 2023 AND MAYBE EXTENDED TO APRIL 2024 - SHIFT - MON-FRI DAYS WITH SOME FLEXIBILITY. This position works with the Client Services team, internal technical teams, Business Development, and customers. The role will require high level of accuracy and communication...


  • Greenville, United States Raymond James Financial Services Full time

    Job Description - Senior Client Service Associate (Greenville, NC) (2400979) Job Description Description Job Summary Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify...


  • Greenville, United States Pegasus Residential Full time

    Client Services Manager - Assistant Manager Pay range: $25/hour How do you define success? Our fast-paced company culture mixes challenge and excitement to create an environment of professionalism and engagement seldom seen or experienced! Do you want to prove yourself, show what you can do? We invest in our associates, challenge them, give them the tools...


  • Greenville, United States Pegasus Residential Full time

    Client Services Manager - Assistant ManagerPay range: $25/hourHow do you define success? Our fast-paced company culture mixes challenge and excitement to create an environment of professionalism and engagement seldom seen or experienced!Do you want to prove yourself, show what you can do? We invest in our associates, challenge them, give them the tools to...


  • Greenville, United States Pegasus Residential Full time

    Client Services Manager - Assistant ManagerPay range: $25/hour How do you define success? Our fast-paced company culture mixes challenge and excitement to create an environment of professionalism and engagement seldom seen or experienced! Do you want to prove yourself, show what you can do? We invest in our associates, challenge them, give them the tools to...


  • Greenville, United States Raymond James Financial Services Full time

    Description Job Summary Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special...


  • Greenville, United States APR Full time

    Job DescriptionJob DescriptionInsurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client ManagerSalary: $70-90K Location: Greenville, South CarolinaOur Greenville, SC based insurance firm is seeking an experienced commercial lines account manager or account executive to service a book of commercial lines...


  • Greenville, United States ExecuSource Full time

    Client Service Specialist - Financial AdvisoryLocation: Greenville, SCPay: $20-25/hrSchedule: Regular 40 hour week Mon-FriOur client provides financial advisory services. Exceptional culture and a very stable team. They are looking for you, someone experienced in Client Services in a professional services environment.What you get to do: Customer...


  • Greenville, United States Raymond James Full time

    Job Summary Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects. Will...


  • Greenville, United States McGriff Insurance Broker Full time

    As a member of the Retail HSA product servicing team, this role would provide support to clients and internal customers relevant to product education, troubleshooting issues relevant to servicing issues, and service desk responses to clients relevant Client Service, Health, Specialist, Account, Service, Retail, Insurance, Client

  • Client Executive 2

    21 hours ago


    GREENVILLE, United States Sodexo Full time

    **Unit Description** ***Excellent Growth Opportunity!*** **Sodexo**  is seeking a  **Client Executive 2** **- Food ** for the **ECU Health** **System in Greenville, North Carolina** . This position supports a progressive **9-hospital** organization in Eastern North Carolina. **_What is it like to live in Greenville, NC?_** Greenville is the...

  • Client Executive 2

    21 hours ago


    Greenville, United States Sodexo S A Full time

    Job Description Returning UsersLog Back InUnit Description * Excellent Growth Opportunity!* Sodexo is seeking a Client Executive 2 - Food for the ECU Health System in Greenville, North Carolina. This position supports a progressive 9-hospital organization in Eastern North Carolina. What is it like to live in Greenville, NC? Greenville is the cultural,...


  • Greenville, United States Healthcare Services Group Full time

    Healthcare Services Group - JobID: 582256 [Restaurant Supervisor] As a Dining Services Assistant Manager at Healthcare Services Group, you'll: Often perform the job assignments of the dietary aide, cook, and dishwasher positions; Perform and lead small groups of line staff in food preparation, serving and clean-up activities on varying shifts as needed;...

  • District Manager

    2 days ago


    Greenville, United States Aramark Uniform Services Full time

    ** District Manager** **Job Category****:** In Unit-Service-Mngmt **Requisition Number****:** DISTR017738 Showing 1 location **Job Details** **Description** Responsibilities/Essential Functions: Develops and maintains client relationships with Key Customers to grow base business and improve retention of account base. Engages with sales to pitch new business...

  • Client Executive 2

    22 hours ago


    GREENVILLE, United States Sodexo, Inc. Full time

    Excellent Growth Opportunity! - Sodexo is seeking a Client Executive 2 - Food for the ECU Health System in Greenville, North Carolina. This position supports a progressive 9-hospital organization in Eastern North Carolina. What is it like to live in Executive, Client, Client Relations, Business Services, Business


  • Greenville, United States TC Services LLC Full time

    Job DescriptionJob Description Job Title: Assistant Operations ManagerCompany: TC ServicesLocation: Upstate AreaSalary: Starting at $60,000 per yearAbout TC ServicesTC Services is a leading provider of janitorial services, dedicated to delivering exceptional quality and value to our clients. We are committed to innovation, efficiency, and customer...


  • Greenville, United States Frank Group Full time

    Job DescriptionJob DescriptionCompany Overview:Our client is a leading manufacturing company dedicated to providing high-quality products and exceptional service to our customers. With a commitment to excellence and innovation, we are seeking a Customer Service Manager out of an Industrial Manufacturing (B2B) environment to lead our customer service team and...


  • Greenville, United States Truist Financial Corporation Full time

    This is not a remote position - candidate will be located in Greenville, Columbia, or Charleston, or Spartanburg commercial office - - Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staf Client Specialist, Relationship Manager, Commercial, Specialist, Relationship, Support, Banking, Business...


  • Greenville, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking an experienced and customer-focused Logistics Customer Service Manager to join our dedicated team. As a Logistics Customer Service Manager, you will be responsible for ensuring the highest level of satisfaction for our clients by managing all aspects of the customer service operations. If you have a passion for...


  • Greenville, United States South Carolina Federal Credit Union Full time

    Description South Carolina Federal Credit Union is currently seeking a Financial Service Manager to join our team of outstanding professionals at our Greenville Memorial Financial Center in Greenville, SC. Duties include but are not limited to: Oversee the Service I and II functions within the Financial Center, which encompasses navigating multiple systems...