Overland Park, KS · On-site
$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 ...
Overland Park, KS · On-site
$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 ...
Baltimore, MD · On-site
WHAT YOU'LL DO As an ACCET Client Services Manager, you will oversee creative execution for multiple assigned markets while removing roadblocks and maintaining consistent market-level performance.
Baltimore, MD · On-site
WHAT YOU'LL DO As an ACCET Client Services Manager, you will oversee creative execution for multiple assigned markets while removing roadblocks and maintaining consistent market-level performance.
Dallas, TX · On-site
The Client Services Manager relieves the Real Estate agents of administrative, research and analytical functions in order to increase the time the agents have available for production. The Client ...
New
Dallas, TX · On-site
The Client Services Manager relieves the Real Estate agents of administrative, research and analytical functions in order to increase the time the agents have available for production. The Client ...
New
Virginia Beach, VA · 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 ...
New
Virginia Beach, VA · 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 ...
New
Richmond, VA · 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 ...
Richmond, VA · 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 ...
$60K - $80K/yr
The Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a ...
$60K - $80K/yr
The Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a ...
Richmond, VA · 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 ...
Richmond, VA · 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 ...
Simi Valley, CA · On-site
$75K - $85K/yr
... client service across the department. • Handle high-level client escalations and ensure ... managing client-facing teams, including experience managing supervisors or leads (manage-the ...
Simi Valley, CA · On-site
$75K - $85K/yr
... client service across the department. • Handle high-level client escalations and ensure ... managing client-facing teams, including experience managing supervisors or leads (manage-the ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Client Services Manager The Company MembersFirst is an award-winning web design and marketing agency and the leading provider of member-interactive, mobile, reservation, and marketing software for ...
Client Services Manager The Company MembersFirst is an award-winning web design and marketing agency and the leading provider of member-interactive, mobile, reservation, and marketing software for ...
Client Services Manager The Company MembersFirst is an award-winning web design and marketing agency and the leading provider of member-interactive, mobile, reservation, and marketing software for ...
Client Services Manager The Company MembersFirst is an award-winning web design and marketing agency and the leading provider of member-interactive, mobile, reservation, and marketing software for ...
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 ...
$85K - $100K/yr
About this role As a member of the Client Services team with Ellevest Wealth Management, you will play a critical role in working closely with our financial advisors to ensure the financial needs of ...
$85K - $100K/yr
About this role As a member of the Client Services team with Ellevest Wealth Management, you will play a critical role in working closely with our financial advisors to ensure the financial needs of ...
Renton, WA · On-site
$65K/yr
Our Client Services Manager coordinates and oversees tradeshow production and provides on-site supervision at tradeshow venues for a variety of accounts. Reports directly to the Associate Director of ...
Renton, WA · On-site
$65K/yr
Our Client Services Manager coordinates and oversees tradeshow production and provides on-site supervision at tradeshow venues for a variety of accounts. Reports directly to the Associate Director of ...
Columbia, MD · On-site
... management services to the SMB marketplace, Dresner Group has since helped several hundred ... Job Responsibilities oManage the Client Support team, triaging of support requests, and ticket ...
Columbia, MD · On-site
... management services to the SMB marketplace, Dresner Group has since helped several hundred ... Job Responsibilities oManage the Client Support team, triaging of support requests, and ticket ...
Ingleside, IL · On-site
$52K - $54K/yr
Client Services Manager Location: Crystal Lake, IL Schedule: Full-Time, Monday-Friday (8:30 AM - 3:30 PM) Salary: $52,330 - $54,330 Are you passionate about empowering individuals with intellectual ...
Ingleside, IL · On-site
$52K - $54K/yr
Client Services Manager Location: Crystal Lake, IL Schedule: Full-Time, Monday-Friday (8:30 AM - 3:30 PM) Salary: $52,330 - $54,330 Are you passionate about empowering individuals with intellectual ...
Washington, DC · On-site
Yes The Client Services Manager is responsible for leading the organization's IT Service Delivery function, including multisite Help Desk operations, Unified Communications (UC), and Video ...
New
Washington, DC · On-site
Yes The Client Services Manager is responsible for leading the organization's IT Service Delivery function, including multisite Help Desk operations, Unified Communications (UC), and Video ...
New
Hodgkins, IL · On-site
$60K/yr
Our Client Services Manager coordinates and oversees tradeshow production and provides on-site supervision at tradeshow venue for a variety of accounts. Reports directly to the Associate Director of ...
Hodgkins, IL · On-site
$60K/yr
Our Client Services Manager coordinates and oversees tradeshow production and provides on-site supervision at tradeshow venue for a variety of accounts. Reports directly to the Associate Director of ...
$65K - $72K/yr
Full-time
Retirement, PTO
Posted 19 days ago
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
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Chesterfield, MO, US
2017
