Client Relations Supervisor

5 days ago

San Francisco, California, United States Forrest Solutions Full time
Job Title: Client Relations Supervisor

We are seeking a highly skilled and charismatic Client Relations Supervisor to join our team at Forrest Solutions. As a key member of our operations team, you will play a crucial role in building and maintaining strong relationships with our valued clients.

Key Responsibilities:
  • Operational Leadership: Oversee the day-to-day functions of client portfolios, ensuring alignment with targets and metrics related to revenue, profitability, and compliance with corporate policies and procedures.
  • Maintain an operational overview: Ensure client deadlines and expectations are consistently met.
  • Best Practices: Regularly evaluate, design, and introduce best practices in services, staffing, and technology to enhance operational efficiency.
  • Collaboration: Collaborate with teams to establish and achieve both short- and long-term goals that meet client expectations.
  • Project Management: Monitor project progress, proactively identify potential risks, and implement necessary mitigation strategies.
  • Site Management: Ensure the site is always presentable, with updated signage, organized spaces, and a clean, professional appearance.
  • Reporting: Produce and present weekly reports during leadership discussions, providing insights into operational performance and areas for improvement.
People Leadership:
  • Staff Management: Monitor staff time and attendance, ensuring adherence to dress codes and company policies.
  • Performance Feedback: Provide ongoing performance feedback to team members, aligning their objectives with organizational goals.
  • Training: Identify training needs and ensure timely completion of necessary training to enhance the team's skills and capabilities.
  • Team Engagement: Actively engage with the team, checking in regularly to ensure smooth operations and holding team members accountable for their responsibilities.
  • Flexibility: Step into any role within the team as a backup when needed, demonstrating flexibility and leadership.
Meeting Room & Workspace Management:
  • Meeting Room Reservations: Oversee the management of meeting room reservations, providing support to users and maintaining the cleanliness and readiness of meeting spaces throughout the day.
  • Workspace Management: Maintain mobile workspaces weekly, ensuring they are tidy and functional.
  • Kitchen & Supply Management: Coordinate with Office Services to ensure timely delivery and restocking of kitchen, pantry, and supply room items.
Reception & Visitor Management:
  • Visitor Management: Greet and assist all incoming visitors and clients, offering refreshments and ensuring they are comfortable.
  • Visitor Lists: Manage visitor lists, input data into the building's visitor system, and provide tours as needed.
  • Urgent Requests: Handle urgent requests such as guest wireless access and mother's room codes.
  • Badge Management: Conduct daily audits of temporary badges, ensuring proper tracking and follow-up on non-returned badges.
Policy Adherence:
  • Policy Review: Review and adhere to both Forrest Solutions and client policies and procedures, with a strong focus on safety and operational standards.
  • Client Policy: Ensure that client policies, which may supersede Forrest Solutions policies, are understood and followed by all team members.
Training & Development:
  • Ongoing Training: Participate in ongoing training to stay updated on best practices, industry standards, and any new technologies or processes relevant to the role.

Requirements:

  • Experience: 2-3 years in a service-oriented industry, such as Hotel, Hospitality, or Event Planning.
  • Technical Skills: Proficiency in Microsoft Office Suite, Google Docs, and audio/visual equipment.
  • Professional Demeanor: Must maintain a high level of professionalism, with the ability to engage and navigate interactions with clients across various professional levels.
  • Client-First Mentality: Demonstrates self-confidence, enthusiasm, and the ability to lead by example, focusing on client satisfaction.
  • Adaptability: Ability to work within established rules and regulations while remaining flexible and adaptable in managing changing priorities.

Preferred Qualifications:

  • Lead Experience: Experience as a lead in a hotel or front-facing managerial role.
  • Event Coordination: Background in event coordination with hands-on experience in managing operations.
  • Multitasking: Strong ability to multitask and work in a fast-paced, high-energy environment where priorities constantly change.

  • Client Relations Supervisor

    2 weeks ago

    San Francisco, California, United States Bank of Utah Full time

    Under the guidance of the Branch Manager, the Client Relations Supervisor (CRS) is tasked with fostering comprehensive relationships with clients. The CRS is dedicated to consistently delivering an exceptional client experience by addressing a wide array of financial service requirements. Additionally, the CRS performs standard branch operations and leads...

  • Client Relations Supervisor

    2 weeks ago

    San Diego, California, United States Divergent Marketing Solutions Full time

    Divergent Marketing Solutions is a consultancy firm dedicated to enhancing customer engagement and sales strategies. We are seeking a Client Relations Supervisor to assist in the growth of our customer engagement and sales division. Our focus is on cultivating teams that drive customer acquisition and improve sales performance. The Client Relations...

  • Client Relations Supervisor

    2 weeks ago

    San Francisco, California, United States myGwork - LGBTQ+ professionals & allies Full time

    Company Overview:This inclusive employer is a proud member of myGwork – the largest global platform for the LGBTQ+ business community.Position Type:Full-timeType Of Hire:Experienced (relevant combination of work and education)Education Desired:Bachelor of Commerce/BusinessTravel Percentage:5%Job Description:As the world evolves rapidly, our organization is...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Zenith American Full time

    Job OverviewPosition Title: Client Relations Specialist Department: Client ServicesBargaining Unit: NBU Grade: N/AFLSA: Exempt Hours per week: 40Position SummaryThe Client Relations Specialist collaborates with the Director of Client Relations to manage a portfolio of clients, ensuring effective fund management and acting as a primary point of contact for...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    Client Service Associate - Not Registered Job Category: BRANCH OFFICE SUPPORT Requisition Number: CLIEN008429 Full-Time Role OverviewThe Client Service Associate (NR) plays a vital role in supporting Financial Advisors by managing the establishment and upkeep of client accounts and documentation. This position involves a diverse range of administrative...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States CLSA Full time

    Position Overview:The primary responsibilities encompass, but are not limited to, the following:Fostering Client Connections: Cultivating and nurturing client relationships, whether by supporting team members or establishing independent connections.Data Management: Sourcing, maintaining, and analyzing customer and market-related information.Data Integration:...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    Client Service Associate - Not Registered Job Category: BRANCH OFFICE SUPPORT Requisition Number: CLIEN008429 Full-Time Role OverviewThe Client Service Associate (NR) operates under direct supervision to support one or more Financial Advisors in managing client accounts and documentation. This role encompasses a variety of administrative tasks, including...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Services Associate plays a crucial role in supporting one or more Financial Advisors (FAs) by facilitating the establishment and upkeep of client accounts and documentation. This position encompasses a variety of administrative tasks, including but not limited to, document preparation, correspondence management, filing, and phone support. The...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Service Associate plays a vital role in assisting the Financial Advisor (FA) with the everyday operations of their practice. This includes the initiation of new accounts, preparation and management of investment documentation, and ensuring the accuracy of all related files and paperwork. Regular interaction with clients regarding account updates...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Engagement Associate plays a crucial role in assisting the Financial Advisor (FA) with the daily operations of their practice. This position is responsible for managing new account openings, preparing and processing investment-related documentation, and ensuring all associated files and records are meticulously maintained. Regular interaction with...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    Position OverviewThe Client Service Associate (Registered) plays a crucial role in supporting Financial Advisors by managing client accounts and ensuring efficient administrative operations. This position involves a variety of tasks aimed at providing exceptional service to clients and maintaining accurate records.Key ResponsibilitiesAssist in the...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Relations Specialist plays a vital role in assisting the Financial Advisor (FA) with the everyday operations of their practice. This includes the initiation of new accounts, the preparation and management of investment documentation, and the upkeep of all associated records and files. Regular interaction with clients regarding account management...

  • Client Relations Coordinator

    1 week ago

    San Francisco, California, United States Brilliant Earth Full time

    Brilliant Earth - Client Relations Coordinator (Full-Time)Customer Engagement and Support - Full TimeThe Client Relations Coordinator position at Brilliant Earth focuses on delivering outstanding customer service and ensuring the showroom is impeccably maintained. The successful candidate will possess a strong enthusiasm for customer interaction and a keen...

  • Client Relations Specialist

    1 week ago

    San Francisco, California, United States Lattice Full time

    In the role of Client Relations Specialist at Lattice, you will play a pivotal role in delivering exceptional support to our clients and internal stakeholders. The Client Relations Specialist serves as a reliable consultant who addresses intricate challenges in a collaborative manner while fostering robust relationships. Moreover, this position involves...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Stifel Financial Corp. Full time

    The Client Engagement Associate plays a vital role in assisting the Financial Advisor (FA) with the daily operations of their practice. This includes the establishment of new accounts, the preparation and processing of investment documentation, and the management of all pertinent files and records. Regular interaction with clients regarding account updates...

  • Chief of Policy and Government Relations

    2 weeks ago

    San Francisco, California, United States Jewish Community Relations Council Full time

    Director of Policy and Government AffairsThe Jewish Community Relations Council (JCRC) Bay Area has been a pivotal voice for the Jewish community for over 75 years, fostering connections among diverse Jewish populations and their neighbors to promote a just society and a secure Jewish future. Our hybrid work environment is vibrant, fast-paced, and encourages...

  • Client Relations Specialist

    2 weeks ago

    San Francisco, California, United States Phontabulous, Inc. Full time

    Client Relations SpecialistRemote / Customer Success / Full Time About Phontabulous, Inc.Phontabulous, Inc. is revolutionizing the $1T grocery sector by developing an advanced e-commerce platform tailored for grocers. Our solution enables grocery stores to seamlessly provide online ordering along with same-day pickup and delivery, all while maintaining...

  • Client Relations Manager

    2 weeks ago

    San Francisco, California, United States Alliant Insurance Services Full time

    About Alliant Insurance ServicesAre you dedicated to developing employee benefits strategies that foster growth? Do you excel in a vibrant and evolving organization? If so, we are seeking a skilled professional to fill the role of Employee Benefits Account Manager.Key Responsibilities:Oversee a portfolio of clients while working closely with the sales and...

  • Public Relations and Social Media Internship

    2 weeks ago

    San Francisco, California, United States J. Wade Public Relations Full time

    About the Position:We are seeking a dedicated and skilled intern to assist in our public relations and social media efforts. This internship is designed for candidates who are enthusiastic about the lifestyle sector and have a passion for communications.Key Responsibilities:Creating and managing media listsCollecting and organizing press clippingsDrafting...

  • Client Relations Manager

    2 weeks ago

    San Francisco, California, United States Alliant Insurance Services Full time

    About Alliant Insurance ServicesAre you driven by the challenge of crafting employee benefits strategies that foster growth? Do you excel in a fast-paced and evolving environment? If so, we are seeking a skilled professional to take on the role of Employee Benefits Account Manager.Key Responsibilities:Oversee a portfolio of clients while working closely with...