Client Services Manager

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...

About SafelyYouSafelyYou is a mission-driven company that uses artificial intelligence to support care for individuals with Alzheimer's disease, Dementia, and other cognitive impairments. Our goal is to reduce the frequency and impact of falls, the leading cause of hospitalization for those living with dementia. We have peer-reviewed results showing up to...

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...

Job SummaryVoya Financial is seeking a highly skilled Client Service Manager Nonqualified to join our team. As a key member of our Executive Benefit Services department, you will be responsible for providing exceptional service to our clients and ensuring the highest level of client satisfaction. This role requires a strong understanding of executive...

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...

About the RoleThe Client Service Manager I is a key position at United Business Bank, responsible for overseeing the efficient and effective performance of all operations functions within the branch. This includes managing teller functions, new account functions, and background operations tasks and duties.The ideal candidate will have previous management...

Job Title: Commercial Lines Client Service ManagerAbout HUB International:HUB International is a leading insurance brokerage firm that advises businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and...

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...

Job OverviewLarkin Street Youth Services is seeking a highly skilled and compassionate Division Director of Client and Clinical Services to lead our team in providing exceptional care and support to young adults experiencing homelessness.As a key member of our leadership team, you will be responsible for overseeing the implementation of our client care...

About the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team. In this role, you will be responsible for delivering exceptional client service and support to high net worth individuals and families.Key ResponsibilitiesDeliver a white glove experience for clients, from account opening and...

Job DescriptionWe are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued...

Job SummaryLarkin Street Youth Services is seeking a skilled Receptionist to join our team. The ideal candidate will have experience in providing administrative support and maintaining a safe and welcoming environment for clients and staff.Key Responsibilities:Screen visitors and ensure they are eligible clients or authorized guestsMaintain the reception...

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...

Job DescriptionWe are a dynamic financial planning practice seeking a highly organized and detail-oriented Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for ensuring seamless client experiences, from onboarding to ongoing support.Key Responsibilities:Communicate with clients to process...

Job Title: Client Service DirectorAt Davita Inc., we are seeking a highly skilled Client Service Director to lead our thriving Public and Private sector water and wastewater practice in Southern California. This senior role is an essential part of our growth as we continue to provide quality solutions to our trusted clients.Key Responsibilities:Engage the...

Job DescriptionAt Allied Universal, we're committed to delivering exceptional security services that exceed our clients' expectations. As a Client Manager, you'll play a critical role in building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Develop and implement client-specific plans to...

Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by providing exceptional administrative support and ensuring the smooth operation of our client accounts.Key...

About the Role:Synergy Management Group is a premier boutique consulting firm that specializes in providing outsourced/fractional corporate finance and growth strategy consulting services to institutional investors (private equity & venture capital) portfolio companies and growing businesses across various industries. We partner with our clients to evaluate,...