Client Services Director
2 weeks ago
Client Services Director - Financial Services Industry Duties include the following: Develop and implement educational programs to instruct clients on important topics including the market and economy Create standard, branded client documents to support the client lifecycle (onboarding, data gathering, annual review, etc.) Develop marketing plans and manage marketing projects to build business with target households, based upon available resources Assist financial advisor in identifying, targeting, and developing relationships with centers of influence such as tax preparers and attorneys Create, proofread, edit professional presentations for client use Define social media approach; create and deliver social media content Create client service schedule for each client to ensure proper attention is given to each household based upon their target level of service Assist current Client Service Associate as needed to provide service solutions to existing clients (open new accounts, change address, process distributions, etc.) Manage calendar and travel on a weekly basis Receive cross‑training and assist with other operational functions as required Additional Skills and Requirements: Professional communication skills, both written and verbal Mastery of Microsoft applications (MS Word, Powerpoint, Excel) Willingness to learn new suite of software Able to build relationships with clients Act with a “service first” mentality, joyfully helping clients as needed Base salary 42k-45k plus bonuses. If you are interested please send your resume to Andree@Stafffinancial.com for immediate consideration. Click here to apply online #J-18808-Ljbffr
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DIRECTOR OF CLIENT SERVICES
6 days ago
Atlanta, United States Corporate Environmental Risk Management (CERM) Full timeJOB SUMMARY: The Director of Client Services plays a critical leadership role in driving business growth by identifying, evaluating, and securing high-priority business opportunities. This position is responsible for overseeing strategic marketing initiatives, managing client relationships, and leading the business development team to meet organizational...
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Client Services Director
2 days ago
Atlanta, United States Wade Trim Full timeClient Services Director - #2679.32What We Offer: Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long-term disability coverage, education reimbursement, 401(k), performance bonuses, and an employee stock program. Employee Resource Groups and Programs offered include the Young Professionals Group, Women...
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Director, Entegra Client Services
2 weeks ago
Atlanta, United States Entegra Full timeDirector of Client Service The Director of Client Service is responsible for the day‑to‑day management of Entegra Procurement Services client relationships within a portfolio of Healthcare, Senior Living, and Non‑Commercial clients. This remote position is preferred for candidates in the Eastern Time Zone and requires willingness to travel as business...
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Director, NISS Client Service Delivery
4 days ago
Atlanta, United States InsideHigherEd Full timeThe Director, NISS Client Service Delivery, serves as a critical link between strategic leadership and operational execution, translating high-level objectives into actionable plans that advance the NISS mission. This role oversees the delivery of complex, high-visibility projects within a higher education context, ensuring results meet executive-level...
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Client Services Director
2 weeks ago
Atlanta, United States Further Full timeJoin to apply for the Client Services Director role at FurtherWE’RE HIRING! If you love data and are looking for unlimited growth opportunities, we want to talk with you about joining Further.Further is a data, cloud, and AI company whose focus is helping companies turn raw data into the right decisions. We have an award winning culture of extraordinary...
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Director, NISS Client Service Delivery
2 weeks ago
Atlanta, United States Inside Higher Ed Full timeThe Director, NISS Client Service Delivery, serves as a critical link between strategic leadership and operational execution, translating high-level objectives into actionable plans that advance the NISS mission. This role oversees the delivery of complex, high‑visibility projects within a higher education context, ensuring results meet executive‑level...
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Director, NISS Client Service Delivery
3 weeks ago
Atlanta, United States Inside Higher Ed Full timeDirector, NISS Client Service Delivery The National Institute for Student Success (NISS) at Georgia State University is dedicated to helping colleges and universities identify and resolve institutionally-created barriers to equity and college completion. Through diagnostic services and practitioner‑led coaching—collectively known as NISS high‑touch...
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Director, Entegra Client Services
2 days ago
Atlanta, United States Atlanta Staffing Full timeDirector of Client ServiceThe Director of Client Service is responsible for the day-to-day management of Entegra Procurement Services client relationships within a portfolio of Healthcare, Senior Living, and/or Non-Commercial clients. This role leads the development, execution, and ongoing review of strategic business plans in collaboration with senior...
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Atlanta, Georgia, United States Cushman & Wakefield Full time $120,000 - $180,000 per yearJob TitleManaging Director, Client Services, MultifamilyJob Description SummaryThe Managing Director, Client Services, Multifamily is responsible for generating property management opportunities within the Eastern United States, including working with a variety of institutional and private ownership groups.Job DescriptionESSENTIAL JOB DUTIES:The Managing...
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Atlanta, United States Atlanta Staffing Full timeDirector of Client Services- Education PortfolioThe Director of Client Services- Education reports to the Vice President. The Director supervises Operations Managers, and/or Facility Managers. Additionally, the Director works with business development, finance, human resources, safety, and other functional staff to help achieve his/her...
