Client Services Manager
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of - and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
60 Driveway Client Services Manager Jobs Hiring Near You
Client Services Manager
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of - and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
Client Services Manager
Bronx, NY ยท On-site
Client Service Manager must assure compliance with the New York State Department of Health regulations, The Joint Commission standards, and HAPI's policies and procedures. Coordinates Home Health ...
Client Services Manager
Bronx, NY ยท On-site
Client Service Manager must assure compliance with the New York State Department of Health regulations, The Joint Commission standards, and HAPI's policies and procedures. Coordinates Home Health ...
Client Services Manager
New York, NY ยท On-site
Client Service Manager must assure compliance with the New York State Department of Health regulations, The Joint Commission standards, and HAPI's policies and procedures. Coordinates Home Health ...
Client Services Manager
New York, NY ยท On-site
Client Service Manager must assure compliance with the New York State Department of Health regulations, The Joint Commission standards, and HAPI's policies and procedures. Coordinates Home Health ...
Client Services Manager
Virginia Beach, VA ยท On-site
$50K - $70K/yr
You've owned a client-service, administrative, or document-heavy workflow from intake through ... Backgrounds in wealth management, banking, trust, insurance, mortgage processing, legal, healt ...
Client Services Manager
Virginia Beach, VA ยท On-site
$50K - $70K/yr
You've owned a client-service, administrative, or document-heavy workflow from intake through ... Backgrounds in wealth management, banking, trust, insurance, mortgage processing, legal, healt ...
Client Services Manager
Bronx, NY ยท On-site
Client Service Manager must assure compliance with the New York State Department of Health regulations, The Joint Commission standards, and HAPI's policies and procedures. Coordinates Home Health ...
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Client Services Manager
Bronx, NY ยท On-site
Client Service Manager must assure compliance with the New York State Department of Health regulations, The Joint Commission standards, and HAPI's policies and procedures. Coordinates Home Health ...
Client Services Manager
Providence, RI ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
Providence, RI ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
Montclair, NJ ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
Montclair, NJ ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
Richmond, VA ยท On-site
We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service ...
Client Services Manager
Richmond, VA ยท On-site
We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service ...
Client Services Manager
New York, NY ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
New York, NY ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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CLIENT SERVICES MANAGER WHO WE ARE: We're a fast-moving, collaborative team that keeps creative projects, digital campaigns, and client deliverables moving across multiple Sinclair markets. On the ...
CLIENT SERVICES MANAGER WHO WE ARE: We're a fast-moving, collaborative team that keeps creative projects, digital campaigns, and client deliverables moving across multiple Sinclair markets. On the ...
Client Services Manager
Boston, MA ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
Boston, MA ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
Philadelphia, PA ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
Philadelphia, PA ยท Remote
The Client Service Manager is an integral part of our team at Simpson Healthcare. Our Client Service Managers are primarily responsible for coordination of ongoing projects with our clients across ...
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Client Services Manager
CA$65K - CA$75K/yr
Client Services Manager The Company MembersFirst is a software-as-a-service (SaaS) company providing websites, mobile apps, and integrated solutions for Private Member Clubs and other member-based ...
Client Services Manager
CA$65K - CA$75K/yr
Client Services Manager The Company MembersFirst is a software-as-a-service (SaaS) company providing websites, mobile apps, and integrated solutions for Private Member Clubs and other member-based ...
Client Services Manager
Whittier, CA ยท On-site
$33.80 - $38.50/hr
Currently, we have a Client Services Manager opportunity with a community bank providing relationship-driven banking solutions to individuals, professionals, and small-to-medium-sized businesses ...
Client Services Manager
Whittier, CA ยท On-site
$33.80 - $38.50/hr
Currently, we have a Client Services Manager opportunity with a community bank providing relationship-driven banking solutions to individuals, professionals, and small-to-medium-sized businesses ...
Overview The Client Services Manager (CSM) is responsible for coordinating the cross-functional client team and is focused on achieving plans with clients, revenue retention, and client satisfaction ...
Overview The Client Services Manager (CSM) is responsible for coordinating the cross-functional client team and is focused on achieving plans with clients, revenue retention, and client satisfaction ...
Client Services Manager
Austin, TX ยท On-site
As a Client Services Manager (CSM) , you will bring your skills and experiences to balance growth leadership with oversight of quality, risk, and profitability. You will collaborate closely with our ...
Client Services Manager
Austin, TX ยท On-site
As a Client Services Manager (CSM) , you will bring your skills and experiences to balance growth leadership with oversight of quality, risk, and profitability. You will collaborate closely with our ...
Client Services Manager
Houston, TX ยท On-site
The Client Services Manager (CSM) is MMI's primary point of contact for client relationship management. Primary responsibilities include proposal development and delivery, client liaison and ...
Client Services Manager
Houston, TX ยท On-site
The Client Services Manager (CSM) is MMI's primary point of contact for client relationship management. Primary responsibilities include proposal development and delivery, client liaison and ...
Client Services Manager
New York, NY ยท On-site
As a Client Services Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. You will be responsible for ...
Client Services Manager
New York, NY ยท On-site
As a Client Services Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. You will be responsible for ...
Client Services Manager
CA$65K - CA$75K/yr
Client Services Manager The Company MembersFirst is a software-as-a-service (SaaS) company providing websites, mobile apps, and integrated solutions for Private Member Clubs and other member-based ...
Client Services Manager
CA$65K - CA$75K/yr
Client Services Manager The Company MembersFirst is a software-as-a-service (SaaS) company providing websites, mobile apps, and integrated solutions for Private Member Clubs and other member-based ...
Client Services Manager
Atlanta, GA ยท Remote
$111K - $145K/yr
The Manager, Client Services is a key member of Lucie's partner organization and is responsible for turning partner commitments into successful launches and durable relationships. This role owns the ...
Client Services Manager
Atlanta, GA ยท Remote
$111K - $145K/yr
The Manager, Client Services is a key member of Lucie's partner organization and is responsible for turning partner commitments into successful launches and durable relationships. This role owns the ...
Driveway Jobs Information
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$65K - $72K/yr
Full-time
Retirement, PTO
Posted 24 days ago
Job description
Help great clients feel taken care of - and help a growing financial planning practice run like clockwork.
Synergy Wealth Solutions is posting this opportunity on behalf of one of our top financial advisors in Overland Park, KS. This advisor leads a strong, growing financial planning practice and is looking for a detail-oriented Client Services Manager who can help keep clients well cared for and the office running smoothly. This role is ideal for someone who is organized, proactive, client-focused, and comfortable keeping a lot of moving pieces on track without letting the details slip. You will help manage daily operations, support client service needs, coordinate schedules and follow-ups, maintain accurate records, and help create a smooth experience for both clients and the advisory team. The position is intended to be full-time and in-office, with some flexibility for the right candidate.
We are not looking for someone who wants to simply "process paperwork." We are looking for someone who takes ownership, communicates clearly, treats clients well, and helps make the office better because they are in it.
Required
Genuine care for clients and a desire to do work that matters
Strong organization skills and the ability to keep priorities, follow-ups and deadlines moving
Proactive problem-solving style - willing to seek answers, ask good questions and own the next step
Comfort working within legal, privacy and compliance guidelines
Proficiency with Word, Excel and business software, plus confidence learning new systems and using a CRM to track tasks, milestones and outcomes
Preferred
Experience in financial planning, wealth management, insurance or another professional services environment
Excellent verbal and written communication skills
Meticulous attention to detail - the kind where small misses bother you before they bother anyone else
Ability to multitask, work independently and keep a positive, steady attitude when priorities shift
Interest in growing with the practice and committing to the role for at least two years
Serve as a primary point of contact for client questions, service items, scheduling and follow-up
Coordinate day-to-day practice operations so client work, meetings and internal tasks stay organized
Maintain accurate client records, databases and CRM activity
Track projects, service requests and business activity using Excel and other internal systems
Support implementation of new products, services and process improvements
Help ensure client data, documentation and service workflows follow compliance expectations
Why This Role Matters:
The right person in this seat makes clients feel confident, helps the advisor stay focused, and keeps the practice moving forward. Synergy is helping share this opportunity because we believe great advisors need great support around them. If you care about details, communicate well, take ownership and like making things better, we would like to talk.
The base salary range is $65,000 to $72,000 plus a discretionary annual performance bonus. The position comes with the following benefits:
Paid Holidays (10 days)
Paid Time Off (PTO)
Retirement savings program with firm matching $1 for $1 up to 3% of salary
About Synergy Wealth Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Chesterfield, MO, US
Year founded
2017