Current jobs related to Client Services Manager - Chicago, Illinois - AMS Staffing, Inc.

  • Client Services Representative

    2 weeks ago

    Chicago, Illinois, United States Prairie Consulting Services Full time

    Job Title: Client Services RepresentativeWe are seeking a highly skilled Client Services Representative to join our team at Prairie Consulting Services. As a Client Services Representative, you will be responsible for managing existing settlement and fail correspondence with clients, as well as assisting in the research and resolution of client and internal...

  • Client Service Manager

    1 month ago

    Chicago, Illinois, United States CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced Client Service Manager to join our team at CIBC. As a Client Service Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and ensuring that their needs are met in a timely and professional manner.Key...

  • Client Service Manager

    3 weeks ago

    Chicago, Illinois, United States Brown and Caldwell Full time

    Job Title: Client Service ManagerWe are seeking a highly skilled Client Service Manager to join our team at Brown and Caldwell. As a key member of our organization, you will be responsible for managing and growing industrial water, compliance, permitting, and site investigation and remediation work for multiple pharmaceutical client accounts.Key...

  • Client Service Manager

    1 month ago

    Chicago, Illinois, United States CIBC Full time

    About the RoleWe are seeking a highly skilled Client Service Manager to join our team at CIBC. As a key point of contact for our clients, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesProvide high-quality, personalized...

  • Client Services Manager

    1 month ago

    Chicago, Illinois, United States Planpilot LLC Full time

    Job Title: Client Services ManagerWe are seeking a highly motivated and detail-oriented Client Services Manager to join our team at Planpilot LLC. As a Client Services Manager, you will play a critical role in supporting the day-to-day needs of our clients in the context of our services.Key Responsibilities:Support our retirement plan consultants and clients...

  • Client Services Manager

    2 weeks ago

    Chicago, Illinois, United States Boutique Recruiting Full time

    Client Services Manager Job DescriptionOur boutique recruiting firm is seeking a skilled Client Services Manager to join our team. Located in Chicago, IL, this is a fantastic opportunity for someone with extensive experience in retirement planning and a knack for engaging with C-suite executives to manage client relationships, oversee project management...

  • Client Services Manager

    2 weeks ago

    Chicago, Illinois, United States PlanPilot Full time

    About PlanPILOTWe are a fast-growing retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our team consists of individuals with a proactive mindset, who appreciate the freedom of working for a smaller, growing company.Role DescriptionThe Client Services Manager will support the day-to-day needs...

  • Client Services Manager

    2 weeks ago

    Chicago, Illinois, United States PlanPilot Full time

    About PlanPILOTWe are a fast-growing retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our team consists of individuals with a very entrepreneurial and proactive mindset, who appreciate the freedom of working for a smaller, growing company.Job DescriptionThe Client Services Manager will...

  • Client Services Manager

    1 week ago

    Chicago, Illinois, United States Planpilot LLC Full time

    Job SummaryWe are seeking a highly motivated and organized Client Services Manager to join our team at PlanPILOT. As a key member of our client services team, you will be responsible for supporting the day-to-day needs of our clients, working closely with our senior consultants to ensure timely and high-quality deliverables.Key ResponsibilitiesSupport our...

  • Senior Client Manager

    2 weeks ago

    Chicago, Illinois, United States Alliant Insurance Services Full time

    Job Title: Senior Client ManagerAt Alliant Insurance Services, we are seeking a highly skilled Senior Client Manager to join our team. As a Senior Client Manager, you will be responsible for providing exceptional customer service and overall service to assigned clients and/or policies within our Private Client Services division.Key Responsibilities:Foster...

  • Client Service Manager

    3 weeks ago

    Chicago, Illinois, United States Moneta Corporation Full time

    Client Service ManagerAt Moneta Corporation, we are dedicated to providing exceptional service to our clients. We are seeking a highly skilled Client Service Manager to join our team in our Chicago, IL office.Key Responsibilities:Develop and build relationships with clients through frequent interaction and dedicated serviceWork alongside Advisors and...

  • Client Services Manager

    2 weeks ago

    Chicago, Illinois, United States Medix Full time

    Job Title: Client Services ManagerAt Medix, we are seeking a highly skilled Client Services Manager to join our team. This role will be responsible for managing client relationships, coordinating clinical service billing activities, and ensuring quality standards are met.Key Responsibilities:Primary point-of-contact for assigned clinical departmentsWorks...

  • Client Service Manager

    2 weeks ago

    Chicago, Illinois, United States Brown and Caldwell Full time

    Job SummaryBrown and Caldwell is seeking a highly skilled Client Service Manager to lead and grow industrial water, compliance, permitting, and site investigation and remediation work for multiple pharmaceutical client accounts.Key ResponsibilitiesManage and grow client relationships, including locally and nationallyDevelop and execute strategic plans to win...

  • Client Service Manager

    3 weeks ago

    Chicago, Illinois, United States Moneta Full time

    Client Service ManagerMoneta is seeking a Client Service Manager to join our financial advisory team in Chicago, IL. As a key member of our team, you will develop and build relationships with clients through frequent interaction, providing dedicated service to meet client needs.Key ResponsibilitiesAssist Advisors and Partners in daily operations and develop...

  • Client Service Manager

    2 weeks ago

    Chicago, Illinois, United States Moneta Full time

    Client Service ManagerMoneta is seeking a skilled Client Service Manager to join our financial advisory team in Chicago. As a key member of our team, you will develop and maintain strong relationships with our clients, providing exceptional service to meet their needs.Key ResponsibilitiesAssist Advisors and Partners in daily operations, ensuring a...

  • Client Services Manager

    2 weeks ago

    Chicago, Illinois, United States Mack & Associates Full time

    Client Services ManagerMack & Associates is seeking a highly skilled Client Services Manager to join their team in Chicago. As the face of the company, you will be responsible for delivering world-class service to customers and visitors.Key Responsibilities:Champion amenity offerings to enhance the customer experienceFoster relationships with customers to...

  • Client Accounting Services Manager

    1 week ago

    Chicago, Illinois, United States Jobot Full time

    Job Title: Client Accounting Services ManagerWe are seeking a highly skilled and experienced Client Accounting Services Manager to join our team at Jobot. As a key member of our accounting services team, you will be responsible for overseeing and managing client accounting services, ensuring the delivery of high-quality financial...

  • Senior Manager, Client Services

    2 weeks ago

    Chicago, Illinois, United States 24 Seven Talent Full time

    About the Role24 Seven Talent is seeking a highly motivated and ambitious Senior Manager, Client Services to join our team. As a key member of our Client Services team, you will be responsible for establishing and building successful relationships with clients in the Marketing, Creative, and Technology communities.Key ResponsibilitiesEstablish and build...

  • Senior Manager, Client Services

    2 weeks ago

    Chicago, Illinois, United States 24 Seven Talent Full time

    About the Role24 Seven is seeking a highly motivated and ambitious Senior Manager, Client Services to join our team. As a key member of our Client Services team, you will be responsible for establishing and building successful relationships with clients in the Marketing, Creative, and Technology communities.Key ResponsibilitiesEstablish and build successful...

  • Multinational Client Service Manager

    2 weeks ago

    Chicago, Illinois, United States AIG Full time

    Job Title: Multinational Client ExecutiveAt AIG, we are seeking a highly skilled and experienced Multinational Client Executive to join our team. As a key member of our organization, you will be responsible for managing and overseeing all aspects of the multinational service delivery for assigned portfolios, ensuring a seamless and compliant experience for...

Client Services Manager

2 months ago

Chicago, Illinois, United States AMS Staffing, Inc. Full time
Job Summary

We are seeking a highly skilled Client Services Manager to join our team at AMS Staffing, Inc. This is a full-time, permanent position with a salary range of $200-250K, depending on experience, plus bonus and benefits.

Key Responsibilities:

  • Client Relationship Management:
    • Establish and nurture long-term relationships with clients and their assigned advisors, understanding their unique financial needs and objectives.
    • Proactively resolve client issues and concerns, ensuring a high level of client satisfaction and retention.
    • Conduct regular, in-depth conversations with clients to assess and improve their financial plans and experiences in an effort to improve the client experience and service model.
  • Retention and Relationship Repair:
    • Develop and implement a structured process for receiving, managing, and improving client relationships, particularly those that are at risk.
    • Create and execute tailored retention strategies to address client concerns and enhance their satisfaction.
    • Monitor and analyze client feedback and engagement to identify areas for improvement and implement corrective actions.
  • Utilizing Firm Resources:
    • Leverage the firm's resources to uncover and provide solutions for clients who are unhappy or have specific needs.
    • Offer comprehensive services such as financial planning, estate planning, tax strategy, various investment strategies, and custom portfolio solutions.
    • Coordinate with internal teams and departments to deliver these solutions effectively and efficiently.
  • Client Support and Advisory:
    • Provide clients with knowledgeable and prudent financial advice to help them achieve their financial goals.
    • Stay informed about investment products, market trends, and regulatory changes to offer current and effective advice.
    • Develop and present comprehensive wealth management solutions to address client needs and objectives.
  • Team Leadership and Development:
    • Drive team performance and training with proactive solutions to common client pain points which lead to client dissatisfaction.
    • Recruit, onboard, train, and supervise client service staff, coordinating assignments and evaluating problem areas to determine potential reassignments and training needs.
    • Create, update, and improve systems of tracking activity, ensuring staff efficiency and effectiveness in retention and growth efforts.
  • Operational Excellence:
    • Independently improve and streamline service models and operational procedures to enhance efficiency and client experience.
    • Ensure compliance with all industry rules, regulations, and firm policies.
    • Produce reports to support client retention efforts and maintain regulatory compliance.
  • Collaboration and Coordination:
    • Work closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive financial planning services.
    • Collaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectively.
    • Partner with groups across the Firm on process improvement and day-to-day problem-solving.

Qualifications:

  • Bachelor's Degree in Business, Finance, or a related field.
  • Minimum of 5 years of experience in financial services management, client relationship management, or a related field.
  • Must hold Series 65 licenses.
  • Proficient in Salesforce CRM, MS Excel, Word, Outlook, and PowerPoint; experience with related technology software and planning tools is a plus.
  • Strong knowledge of investment concepts, practices, and procedures in the securities and insurance industries.
  • Excellent communication, presentation, time-management, and organizational skills.
  • Proven ability to build and maintain strong client relationships.
  • Charismatic, driven, and financially savvy individual with a passion for client service and retention.

Preferred Experience:

  • Experience working with high net worth and ultra-high net worth clients.
  • Advanced understanding of investments, insurance, taxation, and estate planning.
  • Ability to provide high-touch, comprehensive wealth management services.
  • Experience in public speaking and writing on financial topics.
  • Successful completion of a background check and pre-employment assessments