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ExlService Holdings
ExlService Holdings

66 Exl Client Services Manager Jobs Hiring Near You

The New Jewish Home

Client Services Manager

Bronx, NY · 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 ...

IQVIA

Client Services Manager

Parsippany, NJ · 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 ...

MCI Careers

Client Services Manager

Richmond, VA · On-site

Manage client onboarding, transitions and change requests to ensure a seamless experience ... MCI is the holding company for a diverse lineup of tech-enabled business services operating ...

Wine Enthusiast

Client Services Manager

Valhalla, NY · On-site

$75K - $90K/yr

Your Role in Our Journey Wine Enthusiast Media is seeking a highly organized, client-focused Client Services Manager to serve as the primary point of contact for advertising partners throughout the ...

IQVIA

Client Services Manager

Boston, MA · 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 ...

MCI Careers

Client Services Manager

Richmond, VA

Manage client onboarding, transitions and change requests to ensure a seamless experience ... MCI is the holding company for a diverse lineup of tech-enabled business services operating ...

Workway, Inc.

Client Services Manager

Whittier, CA · 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 ...

Brown and Caldwell

Client Services Manager

Austin, TX · 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 ...

Cotiviti

Client Services Manager

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 ...

Hour Consulting

Client Services Manager

Toronto, ON · On-site

You should be an ambitious, proactive client services professional who is tech-savvy, has a dynamic go-getter attitude and exceptional communication skills to help manage trusted relationships with a ...

Medical Metrics

Client Services Manager

Houston, TX · 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 ...

Sago

Client Services Manager

New York, NY · On-site

$60K/yr

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 ...

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ExlService Holdings Jobs Information

Do workers at ExlService Holdings get paid breaks?

Yes. Most people get paid breaks.
71% of people say they get paid breaks.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and September 2025.

Does ExlService Holdings pay people when they’re sick?

Yes. Most people get paid when they’re sick.
75% of people say they would get paid if they were sick but scheduled to work.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and September 2025.

Do workers at ExlService Holdings worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and September 2025.

How easy is it to get time off at ExlService Holdings?

Most people find it easy to get time off.
67% of people report it’s easy to get time off.
Based on data from 6 people who took the Breakroom Quiz between December 2024 and September 2025.

Do ExlService Holdings managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
88% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and September 2025.

Do jobs at ExlService Holdings spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
0% of people report that their job takes up time that they don’t get paid for.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and September 2025.

How easy is it to take sick days at ExlService Holdings?

Most people find it easy to take sick days.
100% of people report that it’s easy to take time off if they are sick.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and September 2025.

Do people at ExlService Holdings feel treated with respect by their managers?

Most people feel treated with respect by their managers.
100% of people say they’re treated with respect by their managers.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and September 2025.

Do people at ExlService Holdings get to take their breaks without interruption?

Most people get breaks without interruption.
86% of people report that they get to take their breaks without interruption.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and September 2025.

Is it stressful to work at ExlService Holdings?

Some people feel stressed here.
43% of people say they often feel stressed at work.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and September 2025.

Do people at ExlService Holdings enjoy their jobs?

Most people enjoy their job.
86% of people report they enjoy their job.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and September 2025.

Do people at ExlService Holdings recommend working with their team?

Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and September 2025.

Do people get enough training when they start at ExlService Holdings?

Some people didn’t get enough training when they started.
63% of people report they didn’t get enough training when they started working here.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and September 2025.

Do people get support to advance at ExlService Holdings?

Only some people are given support to advance their career here.
In the last year, 57% of people report not being given support to advance their career here.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and September 2025.

Do people think ExlService Holdings’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
100% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 5 people who took the Breakroom Quiz between December 2024 and September 2025.

Do workers feel well informed about how ExlService Holdings is doing?

Only some people feel well informed about how the company is doing.
38% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and September 2025.

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Client Services Manager

Synergy Wealth Solutions

Overland Park, KS • On-site

$65K - $72K/yr

Full-time

Retirement, PTO

Posted 28 days ago

Job description

Job Description
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 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.
WHAT WE'RE LOOKING FOR
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
What You'll Do:
• 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.
Pay And Benefits:
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

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