- Charles Schwab (Richfield, OH)
- …The ** Client Service Manager** role is responsible for leading day-to-day client service delivery in support of plan administration and client ... Service Manager will be accountable for client satisfaction, delivering support to clients by...methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success. +… more
- M&T Bank (Boston, MA)
- …+ Directs the daily workflow of regional "headquarter" office administrative support team. Exercises supervisory authority over team responsible for supporting ... senior executives and activities in the office. Provides operational support for meetings and events for employees and customers held at the location. Manages the… more
- Thrivent Financial (Minneapolis, MN)
- …to the Christian community and nonprofit organizations. Position summary: As a Manage of Client Services ( Client Experience) you are responsible for owning ... every day through the financial solutions we offer, the client activities we support , and the resources...member benefits. + Operational Management + Create and update client service model using (Salesforce) database. +… more
- Cayuse Holdings (Oakland, CA)
- …Responsibilities** + Service Coordination: + Receive and process incoming client requests for interpretation and translation services . + Assign qualified ... clarification of service expectations. + Provide responsive support , address client concerns, and troubleshoot ...+ 2+ years of experience in coordination, scheduling, or client services (language services preferred).… more
- Kestra Financial (San Antonio, TX)
- … Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support staff and enhancing the ... Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play...trading, account transfers, and other operational tasks related to client accounts. Strategic Support & Business Growth… more
- HNTB (Des Moines, IA)
- …In addition to ensuring 4for4 to our clients through project delivery, the Senior Project & Client Service Manager will support and/or lead our Client ... to work with same client on other work. + Strategic support and leadership to Client Service Teams and the Iowa Practice. **What We Prefer:** +… more
- Robert Half Office Team (San Diego, CA)
- Description Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the ... into CRM and portfolio management systems. + Help resolve client service issues and escalate as necessary....and administrative tasks. Requirements Requirements: + Previous experience in client services , financial services , or… more
- JPMorgan Chase (Plano, TX)
- …with a focus on reviewing Data, reports, and creating presentations to support client service activities **Preferred qualifications, capabilities and ... environment. + Engage in strategic planning to align client services with organizational goals and ... service operations + Build and maintain strong client relationships to support long-term business success.… more
- PNC (Cleveland, OH)
- …OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer ... but are not limited to, handling: * Cross-discipline Sales Support * New Client Onboarding * Administrative...+ Acts as a point of contact for clients, client teams or service partners and escalates… more
- Visiting Angels of Jenkintown (Chadds Ford, PA)
- …service environments will be highly What You'll Do + Lead and support Client Care Managers, Client Service Managers, and the Wellness team (RNs/LPNs) ... Senior Client Service ManagerWhy Join Visiting Angels?...Step in hands-on when needed to resolve issues or support the team + Improve processes to keep operations… more