Financial Services Operations Manager
3 weeks ago
About Us:
Summit Financial Group LLC is a leading provider of financial services solutions. We are seeking an experienced Client Services Manager to join our team.
Job Summary:
We are looking for a highly skilled and motivated Client Services Manager to oversee the client onboarding process, manage client relationships, and lead a team of client service coordinators.
Key Responsibilities:
- Manage the client onboarding process from start to finish, ensuring seamless transitions and excellent client experiences.
- Lead a team of client service coordinators, providing guidance, training, and coaching to ensure high levels of customer satisfaction.
- Develop and implement processes to improve client engagement, retention, and growth.
- Collaborate with cross-functional teams to ensure alignment and efficiency in delivering exceptional client experiences.
- Analyze client feedback and data to identify areas for improvement and develop strategies to address concerns.
Requirements:
- Minimum 3-5 years of experience in a client-facing role in a financial services environment.
- Proven track record of success in team leadership and supervision.
- Excellent communication, organizational, and problem-solving skills.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
- Familiarity with compliance regulations in the financial services industry (preferred).
- Bachelor's degree in a relevant field (e.g., business administration, finance) or equivalent experience.
Salary:$80,000 - $110,000 per year
-
Financial Operations Coordinator
4 days ago
San Ramon, California, United States CMG Financial Full time**About the Role**CMS Financial is seeking an experienced Payroll Clerk to join our team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and efficiency of payroll processes.The ideal candidate will possess excellent organizational and communication skills, with a strong attention to detail. If you are a...
-
Financial Operations Manager
3 weeks ago
San Francisco, California, United States Liberty Personnel Services, Inc. Full timeJob Title: Financial Operations ManagerAbout the Role:Liberty Personnel Services, Inc. is seeking a highly skilled Financial Operations Manager to join our team. The ideal candidate will have experience in managing billing processes and ensuring compliance with company policies and legal regulations.Key Responsibilities:• Reviewing and processing invoices...
-
Financial Services Portfolio Manager
3 weeks ago
San Francisco, California, United States BMO Financial Group Full timeAbout the Role:">The Financial Services Portfolio Manager position at BMO Financial Group offers a unique opportunity to work with a diverse group of clients and build long-term relationships.The ideal candidate will have a deep understanding of banking products and services, as well as excellent communication and interpersonal...
-
Financial Services Professional
3 days ago
San Ramon, California, United States Armanino LLP Full timeAt Armanino, we're committed to helping our clients achieve growth and success. Our team of experts provides financial consulting services that drive value creation and support strategic goals.Job ResponsibilitiesFinancial planning and analysis, including forecasting, budgeting, and preparation of pro-forma financial informationProviding technical expertise...
-
Financial Operations Coordinator
1 day ago
San Ramon, California, United States Lennar Full timeJob OverviewThis role provides accounting support to the financial operations team, focusing on managing accounts payable, making journal entries, processing vendor checks, and handling various office administrative duties.
-
Senior Financial Services Operations Manager
3 weeks ago
San Juan Capistrano, California, United States GULFEAGLE SUPPLY Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Operations Manager to join our team at Gulfeagle Supply. As a key member of our financial services department, you will play a crucial role in driving business growth and profitability.Job DescriptionThis is a senior-level position that requires strong leadership and analytical skills,...
-
Financial Services Coordinator
3 weeks ago
San Rafael, California, United States Cornerstone Financial Services Full timeAt Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.The successful candidate will have excellent communication skills, both written and...
-
Financial Services Manager
3 weeks ago
San Francisco, California, United States BMO Financial Group Full timeOverviewBMO Financial Group is a leading bank with a strong commitment to helping mass affluent clients achieve their financial goals. Our team of experienced professionals works closely with clients to understand their needs and develop tailored solutions.
-
Client Services Associate
6 days ago
San Juan Capistrano, California, United States NCG Financial Full time**Job Title:** Client Services Associate - Financial PlanningWe are seeking a highly skilled and organized Client Services Associate - Financial Planning to join our team at NCG Financial. As a key member of our operations team, you will support financial advisors by managing administrative tasks, assisting with client interactions, and ensuring smooth...
-
Financial Operations Manager
4 days ago
San Francisco, California, United States Now CFO Full timeJob Overview:NOW CFO is a leading consulting firm that provides expert financial services to businesses in the Bay area. We are seeking a highly skilled Accounting Manager to join our team and help us deliver exceptional results for our clients.The ideal candidate will have a strong operational focus, hands-on experience in accounting, and a proven track...
-
Business Financial Services Manager
3 weeks ago
San Jose, California, United States The Norland Group Full timeJob DescriptionWe are seeking a highly skilled Business Financial Services Manager to join our team at The Norland Group. This role will be responsible for managing financial operations, including managing projects and programs, and communicating with stakeholders to ensure accurate financial information.The ideal candidate will have a strong understanding...
-
Financial Services Representative
3 weeks ago
San Francisco, California, United States OneMain Financial Full timeAbout the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...
-
Financial Service Representative
3 weeks ago
San Bernardino, California, United States OneMain Financial Full timeAbout the RoleAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and offering tailored financial solutions.Key Responsibilities:Deliver exceptional results by meeting individual and branch...
-
Financial Operations Manager
3 weeks ago
San Diego, California, United States Jobot Full timeJob Title: Senior AccountantEstimated Salary: $120,000 - $180,000 per year.About the Company: As a fast-growing, privately held hotel management company, we offer a wide variety of quality select-service hotels under various brands including Marriott, Hilton, IHG, Best Western, and Choice hotels. Our company provides great benefits, culture, and flexible...
-
Financial Services Representative
3 weeks ago
San Diego, California, United States United Financial Full timeJob Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...
-
Financial Operations Manager
2 weeks ago
San Francisco, California, United States Catholic Charities Full timeAbout the RoleWe are looking for a Financial Operations Manager who can provide strategic financial guidance and oversight to support our mission. The ideal candidate will have a strong background in finance and experience working with nonprofit organizations.The key responsibilities of this role include:Developing and implementing financial plans and...
-
Financial Operations Manager
18 hours ago
San Clemente, California, United States Jobot Full timeJob OverviewOur company is a pioneer in creating exceptional audio experiences, combining innovative technology with artful design. We're driven by a passion for perfection and collaborate closely with designers, integrators, and homeowners to craft products that deliver both superior sound quality and aesthetic harmony.We're seeking a detail-oriented and...
-
Financial Operations Manager
3 weeks ago
San Francisco, California, United States Plasmidsaurus Inc. Full timeJob OverviewWe are seeking a highly skilled Financial Operations Manager to join our dynamic team at Plasmidsaurus Inc. In this role, you will play a key part in maintaining the smooth operation of our financial processes.Key Responsibilities:Oversight of invoice processing, customer payments, and vendor registrations.Maintenance of compliance with industry...
-
Financial Services Growth Expert
1 month ago
San Ramon, California, United States Brillio Full timeWe are seeking a Financial Services Growth Expert to help drive revenue growth for our financial services clients in North America.About the OpportunityThis is an exciting opportunity for a experienced business development professional to join our team and leverage their expertise to drive growth.Main ResponsibilitiesDevelop and execute growth strategies for...
-
Financial Operations Manager
4 days ago
San Jose, California, United States Ledgent Full timeJob Description:We are seeking a highly skilled Financial Controller to lead our accounting and financial operations team. This is an exciting opportunity for a motivated professional to join our organization and contribute to our success.The ideal candidate will have a strong background in financial management, excellent analytical skills, and the ability...