Current jobs related to Client Service Manager - Raleigh, North Carolina - Matchstick

  • Client Service Manager

    2 weeks ago

    Raleigh, North Carolina, United States insightsoftware Full time

    Job Title: Client Service ManagerAt insightsoftware, we are seeking a highly skilled Client Service Manager to join our customer-facing team. As a key member of our team, you will play a vital role in delivering exceptional service to our clients.Key Responsibilities:Ensure timely and accurate execution of equity plan administration and financial reporting...

  • Client Service Manager

    4 weeks ago

    Raleigh, North Carolina, United States insightsoftware Full time

    Job Title: Client Service ManagerAt insightsoftware, we are seeking a highly skilled Client Service Manager to join our team. As a key member of our customer-facing team, you will play a vital role in delivering exceptional service to our clients.Key Responsibilities:Ensure timely and accurate execution of equity plan administration and financial reporting...

  • Client Service Manager I

    2 weeks ago

    Raleigh, North Carolina, United States First Foundation Bank Full time

    Job Title: Client Service Manager IAt First Foundation Bank, we are seeking a highly skilled and experienced Client Service Manager I to join our team. This role is responsible for providing exceptional client service and sales support to our customers, while also ensuring the integrity of our branch operations.Key Responsibilities:Work closely with the...

  • Client Services Director

    3 weeks ago

    Raleigh, North Carolina, United States BAYADA Home Health Care Full time

    Job Title: Client Services ManagerBAYADA Home Health Care is seeking a full-time Client Services Manager to join our team in Raleigh, NC.Job Summary:We are looking for a highly motivated and organized individual to manage our client services and ensure the highest quality care is delivered to our clients. As a Client Services Manager, you will be responsible...

  • Client Services Director

    2 weeks ago

    Raleigh, North Carolina, United States BAYADA Home Health Care Full time

    Job Title: Client Services ManagerBAYADA Home Health Care is seeking a dedicated and experienced Client Services Manager to join our team in Raleigh, NC. As a Client Services Manager, you will play a vital role in ensuring the highest quality home health care services are delivered to our clients.Key Responsibilities:Provide exceptional customer service and...

  • Client Service Liaison

    1 month ago

    Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full time

    Client Service CoordinatorThe Client Service Coordinator plays a vital role in delivering exceptional client experiences at Kestra Financial Independent Advisor. This position requires a unique blend of customer service, organizational, and technical skills to ensure seamless support for our Financial Advisors and clients.Key Responsibilities:Administrative...

  • Client Services Associate

    1 month ago

    Raleigh, North Carolina, United States Medical Mutual Holdings Full time

    About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for delivering exceptional client experiences and driving retention strategies for our medical practice clients in the mountain region.Key ResponsibilitiesAct as the...

  • Client Services Associate

    4 weeks ago

    Raleigh, North Carolina, United States Curi Full time

    About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the medical practice liability (MPL) segment.Key ResponsibilitiesAct as the...

  • Client Services Associate

    4 weeks ago

    Raleigh, North Carolina, United States Medical Mutual Holdings Full time

    About the RoleWe are seeking a highly skilled and customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key...

  • Client Services Associate

    3 weeks ago

    Raleigh, North Carolina, United States Medical Mutual Holdings Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our Client Services Department as a Client Services Associate. In this role, you will be responsible for supporting the execution of our client experience and retention strategies, focusing on the mountain region of Utah, Montana, Wyoming, and Idaho.Key ResponsibilitiesAct...

  • Client Service Associate

    1 week ago

    Raleigh, North Carolina, United States TalentLink Solutions Full time

    Job SummaryThe Client Service Associate plays a vital role in our firm, providing exceptional support to our clients and advisors. This position requires a high level of organization, attention to detail, and excellent communication skills. If you are a motivated and detail-oriented individual who is passionate about delivering outstanding client service, we...

  • Client Service Associate

    4 weeks ago

    Raleigh, North Carolina, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at TalentLink Solutions. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key Responsibilities:Answer and screen phone calls, assisting...

  • Client Service Associate 2

    2 months ago

    Raleigh, North Carolina, United States Public Consulting Group Full time

    Key ResponsibilitiesAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your primary responsibilities will include managing and maintaining client services, education, associate, business operations, service, project...

  • Client Service Associate 2

    1 month ago

    Raleigh, North Carolina, United States Public Consulting Group Full time

    Client Service Associate 2 Role OverviewAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program. Your focus will be on the Fee-for-Service (FFS) program, where you will be responsible for managing and maintaining client services, education, and business operations.Key...

  • Client Success Manager

    2 weeks ago

    Raleigh, North Carolina, United States Altera Digital Health Inc. United States Full time

    Job SummaryThe Client Success Executive plays a critical role in ensuring the adoption and expansion of Altera Digital Health's solutions, while minimizing client attrition. This position requires a strong understanding of the healthcare IT landscape and relevant regulations, as well as excellent collaboration and communication skills.Key...

  • Project Manager/Client Manager

    1 week ago

    Raleigh, North Carolina, United States Dewberry Full time

    Job SummaryDewberry is seeking a skilled Project Manager/Client Manager to join our MEP Building Services group in Raleigh, NC. As the primary contact between our office and the Owner, you will effectively manage MEP projects from concept through design, bidding, negotiation, and construction administration.Key ResponsibilitiesMaintain primary one-to-one...

  • Institutional Client Service Specialist

    2 weeks ago

    Raleigh, North Carolina, United States CAPTRUST Full time

    Job Title: Institutional Client Management AssociateCAPTRUST is seeking a highly skilled and detail-oriented Institutional Client Management Associate to join our team. As a key member of our Financial Advisor Service Team, you will play a critical role in servicing and retaining institutional client relationships.Key Responsibilities:Deliver exceptional...

  • Service Manager

    4 weeks ago

    Raleigh, North Carolina, United States Piedmont Service Group Full time

    {"title": "Service Manager", "description": "Job OverviewPiedmont Service Group is seeking a highly skilled Service Manager to lead our team of experienced HVAC Service Technicians in Raleigh, NC.The ideal candidate will have a strong background in commercial and industrial HVAC equipment and Building Automation System applications, with excellent customer...

  • Senior Client Service Associate

    7 days ago

    Raleigh, North Carolina, United States AdvisorEngine Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at AdvisorEngine. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesProvide expert-level support to clients via phone,...

  • Brokerage Client Service Associate

    2 weeks ago

    Raleigh, North Carolina, United States Truist Inc Full time

    Job Summary:We are seeking a highly skilled and motivated Brokerage Client Service Associate to join our team at Truist Inc. As a key member of our client service team, you will be responsible for providing exceptional support to our financial advisors and clients.Key Responsibilities:Assist financial advisors in servicing clients, including preparing...

Client Service Manager

2 months ago

Raleigh, North Carolina, United States Matchstick Full time
About the Role:

The Client Service Manager is a key position at Matchstick, a pioneering financial services firm that invests in the growth and development of its team members. We seek to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain solid relationships with clients, ensuring exceptional customer service and maintaining the highest level of confidentiality and discretion in all business matters.
  • Operational Support: Provide operational support for all existing and new clients, including account transfers, move money requests, branch check deposits to client accounts, conversions, beneficiary updates, estate processing, and more.
  • Client Transactions: Perform necessary client transactions upon request, research and resolve client inquiries, and ensure client satisfaction.
  • Proactive Follow-up: Proactively follow up with clients to confirm account updates, paperwork, and check receipt.
  • Client Meetings: Meet with clients for new client forms signatures and processing, review notes from client meetings, and complete action items.
  • Account Monitoring: Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, and more.
  • Client Onboarding: Set-up new client online account access and assist existing clients with online account access.
  • Compliance: Maintain Required Minimum Distributions, submit and follow-up on advisory trade requests with the Merit Investment Team, and document all communication and interactions with clients and prospects in Salesforce CRM in a timely manner.
  • Team Collaboration: Work closely with the Processing Manager for your region, maintain paperless client files on our cloud-based system, and keep advisor(s) book of business updated within the custodian systems, Salesforce, and Orion.
  • Client Satisfaction: Collaborate with the Client Service team across all branches to keep-up with changes at custodians and develop and improve systems and processes, resolve account-related compliance requests, maintain and submit branch compliance files quarterly, track and submit insurance licensing, renewal, and appointments, and handle miscellaneous operational activities and projects.
Requirements:
  • Education: Associates or Bachelor's Degree
  • Experience: A minimum of 2-4 years in client service for a wealth management firm
  • Certifications: FINRA S6 or S7 and S63/S65 OR 66 (preferred, not required)
  • Technical Skills: Proficient computer skills (ability to access email and the Internet) and proficiencies in Outlook, Word, Excel, and Salesforce are desired
  • Soft Skills: Excellent written and verbal communication skills, outstanding teamwork and time management skills, excellent interpersonal skills, ability to handle multiple tasks and operate in tight deadlines, strong team-oriented mentality with a desire to achieve personal and company performance goals, ability to interact with clients and team members in a professional and respectful manner, detail-oriented and self-motivated, curiosity and ingenuity to help implement new client-related technology solutions as well as creatively build and maintain methods and procedures of the company
Benefits:
  • Competitive Salary: Competitive salary based on experience
  • Medical Insurance: Medical Insurance & Dental, Vision Insurance
  • Life Insurance: Life & Personal Accident Insurance
  • Disability Insurance: Short-term Disability Insurance & Long-term Disability Insurance
  • Flexible Spending Account: Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
  • 401(k) Plan: 401(k) Plan with company matching
  • Paid Time Off: Paid Time Off (PTO) and paid holidays