Client Service Manager
2 weeks ago
At 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 deliverables
- Develop and maintain client-specific procedures, respond to inquiries, and plan for future stock plan events
- Manage and interface with third-party vendors, such as brokers and transfer agents
- Serve as an escalation point for team members for support and problem resolution
- Interface with cross-functional Certent team members to deliver timely and accurate client administration services
- Bachelor's degree in Business Administration, Economics, Accounting, or Finance
- 5+ years of customer service experience dealing with corporate clients
- Proven working knowledge of stock options, employee stock purchase plans, restricted and performance awards, ASC 718, and corporate accounting administration
- CEP Certification preferred or willingness to pursue
- High level of proficiency in Microsoft products, including Excel, Word, PowerPoint, and Outlook
- Excellent written and verbal communication skills
- Ability to work well in a collaborative environment
- Strong analytical and independent problem-solving skills
- Strong organizational skills to manage multiple clients' tasks and issues in a fast-paced work environment
- Exceptionally resourceful, detail-oriented, and able to deliver complete and accurate results
We are an equal opportunity employer and welcome applications from diverse candidates. All applications will be treated confidentially according to EEO guidelines. Please note that we are not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located.
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Client Service Manager
1 month ago
Raleigh, North Carolina, United States insightsoftware Full timeJob SummaryThe Client Service Manager is a key member of our customer-facing team, responsible for delivering exceptional service to our clients. This role involves ensuring timely and accurate execution of equity plan administration and financial reporting deliverables. The ideal candidate will have a strong attention to detail, creative problem-solving...
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Client Service Manager
4 weeks ago
Raleigh, North Carolina, United States insightsoftware Full timeJob 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...
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Client Service Manager
3 weeks ago
Raleigh, North Carolina, United States insightsoftware Full timeJob 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...
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Client Service Manager
1 month ago
Raleigh, North Carolina, United States insightsoftware Full timeJob 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...
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Client Service Manager I
2 weeks ago
Raleigh, North Carolina, United States First Foundation Bank Full timeJob 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...
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Client Services Director
3 weeks ago
Raleigh, North Carolina, United States BAYADA Home Health Care Full timeJob 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...
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Client Services Director
2 weeks ago
Raleigh, North Carolina, United States BAYADA Home Health Care Full timeJob 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...
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Client Service Liaison
4 weeks ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeClient 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...
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Client Services Associate
1 month ago
Raleigh, North Carolina, United States Medical Mutual Holdings Full timeAbout 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...
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Client Service Supervisor
1 month ago
Raleigh, North Carolina, United States First Foundation Bank Full timeJob Title: Client Service SupervisorJob Summary:This role is responsible for overseeing daily client service and sales efforts within the branch. As the primary risk management leader, the Client Service Supervisor maintains the integrity of all branch operations, ensuring a high level of efficiency and superior client service.Key Responsibilities:Lead and...
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Client Services Associate
3 weeks ago
Raleigh, North Carolina, United States Curi Full timeAbout 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...
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Client Services Associate
4 weeks ago
Raleigh, North Carolina, United States Medical Mutual Holdings Full timeAbout 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...
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Client Services Associate
3 weeks ago
Raleigh, North Carolina, United States Medical Mutual Holdings Full timeAbout 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...
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Client Service Coordinator
4 weeks ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeJob SummaryThe Client Service Coordinator is a critical role in providing exceptional client experience. This position requires excellent customer service, attention to detail, and time management skills to support Financial Advisors and the firm.Key ResponsibilitiesSupport Financial Advisors with administrative functions, including handling client...
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Client Service Liaison
4 weeks ago
Raleigh, North Carolina, United States Kestra Financial Independent Advisor Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Coordinator to join our team at Kestra Financial Independent Advisor. This role is critical to providing exceptional client experiences and requires excellent communication skills, both verbally and in writing.Key ResponsibilitiesSupport Financial Advisors and Senior Client...
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Client Service Associate
5 days ago
Raleigh, North Carolina, United States TalentLink Solutions Full timeJob 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...
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Client Service Associate
3 weeks ago
Raleigh, North Carolina, United States TalentLink Solutions Full timeJob 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...
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Client Service Associate 2
2 months ago
Raleigh, North Carolina, United States Public Consulting Group Full timeKey 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...
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Client Services Coordinator
1 month ago
Raleigh, North Carolina, United States PDS Tech Full timeJob Title: Client Services RepresentativePDS Tech Commercial, Inc. is seeking a highly skilled Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in facilitating real estate transactions by providing exceptional customer service and proactive communication to both internal and external...
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Client Success Manager
2 weeks ago
Raleigh, North Carolina, United States Altera Digital Health Inc. United States Full timeJob 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...