Client Services Manager

Job SummaryWe are seeking a highly skilled Client Manager to join our team at Alliant Insurance Services. As a Client Manager, you will be responsible for collaborating with our Employee Benefits sales and service team to develop and execute client-centered strategies.Key ResponsibilitiesManage a book of business and direct/contribute to the work of a...

About the PositionThe Client Service Manager I is a key role within our branch, responsible for ensuring the efficient and effective performance of all operations functions. This includes managing teller functions, new account functions, and background operations tasks and duties.The ideal candidate will have previous management experience and a minimum of 3...

Job OverviewUnited Business Bank is seeking a highly skilled Client Service Manager to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and ensuring the efficient performance of all operations functions within the branch.Key ResponsibilitiesManage the efficient and effective performance...

Job DescriptionEvergreen Services Group is a leading holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will play a critical role in supporting the success of our operating companies in the wealth management space.Key ResponsibilitiesInvestigate and respond to client inquiries in a...

About the PositionThe Client Service Manager I is a key role within our branch operations team, responsible for ensuring the efficient and effective performance of all operations functions, including teller and new account functions. This position requires a strong understanding of banking regulations and standard practices, as well as excellent...

About the RoleC3 Risk and Insurance Services is seeking a highly skilled and experienced Insurance Client Manager to join our team. As an Insurance Client Manager, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and building strong relationships with them.Key ResponsibilitiesAct as the primary...

Job DescriptionEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. As a Client Service Specialist, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. You will serve as the liaison between the company and its custodian...

About Evergreen Services GroupEvergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. With a strong focus on people-first mission, we aim to create a long-term oriented environment that fosters growth and innovation.Job DescriptionAs a Client Service Specialist at an...

Job Title: Client Service Manager IIInstitute on Aging is seeking a highly motivated and experienced Client Service Manager II to join our team. As a key member of our home care services team, you will be responsible for providing exceptional customer service to our clients, prospects, and their loved ones throughout the Bay Area.Key Responsibilities:Conduct...

Client Accounting and Advisory LeadDue to growth and open to remote work, we are seeking a highly skilled Client Accounting and Advisory Lead to join our team at Creative Financial Staffing.Responsibilities:Monthly Closing:Account reconciliation and analysisBank reconciliation and statement preparationBudget and actual variance analysisBalance Sheet account...

Job SummaryWe are seeking a highly skilled and experienced Division Director of Client and Clinical Services to join our team at Larkin Street Youth Services. As a key member of our leadership team, you will be responsible for overseeing our client services and practice model, implementing strategic plan initiatives, and ensuring the delivery of high-quality...

Job Title: Senior Manager, Client Engagement StrategyAt Early Warning Services, we're dedicated to delivering cutting-edge solutions that power and protect the U.S. financial system. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers...

Job OverviewLarkin Street Youth Services is seeking a highly skilled and compassionate Division Director of Client and Clinical Services to join our team. As a key member of our leadership team, you will be responsible for overseeing the implementation of our client care standards, leading staff teams, and ensuring the delivery of high-quality services to...

Client Service AssociateAt BNY Mellon, we're seeking a talented Client Service Associate to join our Wealth Management team. As a key member of our team, you'll be responsible for delivering exceptional client service, working closely with Wealth Managers to support day-to-day operational and technical responsibilities, and producing high-quality investment...

At National Women\u2019s Soccer League, we are seeking a Client Services Executive to play a key role in our client management and support team. The ideal candidate will have a professional mindset, a service-focused approach, and a background in client relations. Key responsibilities include managing client relationships, providing exceptional support, and...

About NavaNava is a modern benefits brokerage on a mission to fix healthcare. We're a cross-functional, passionate group of leaders and operators intent on building the industry's most diverse and dynamic place to work.Job Title: Client ManagerWe're on the hunt for a superstar Client Manager to join our rockstar west coast large group team and make an impact...

About the RoleWe are seeking a highly skilled and detail-oriented Client Service Analyst to join our team at ICONIQ Capital. As a key member of our client team, you will be responsible for delivering exceptional service to our ultra-high-net-worth clients in a fast-paced and dynamic environment.Key ResponsibilitiesClient Service: Provide high-touch,...

About the RoleMoss Adams LLP is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a Tax Senior Manager, you will be responsible for leading complex tax engagements and providing expert guidance to clients.Key ResponsibilitiesLead tax engagements for private clients, including individuals, trusts, and estatesDevelop and...

About NavaNava Benefits is a pioneering benefits brokerage dedicated to revolutionizing healthcare for all Americans. Founded on a vision of accessible, high-quality healthcare, Nava partners with leading healthcare and benefits experts to deliver innovative, scalable solutions. Our mission is to empower employers to provide exceptional benefits to their...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to support our financial advisors and clients. The ideal candidate will have a strong working knowledge of industry software, systems, and processes, as well as excellent communication and interpersonal skills.The Client Service Associate will be responsible for...