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60 Workrise Client Services Manager Jobs Hiring Near You

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

Tucker, GA · On-site

$70K - $85K/yr

CLIENT SERVICES MANAGER Salary: $70,000 - $85,000 Other Forms of Compensation: Up to 5% Bonus, Cell phone Stipend ESFM is the corporate facilities management (FM) division of Compass Group USA, a ...

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 ...

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 ...

Client Services Manager

Richmond, VA · On-site

$75K - $82K/yr

Dominion Payroll is hiring a Client Services Manager! If you're looking for an exciting leadership career with one of the fastest-growing, independent payroll companies in the country, alongside a ...

The Client Services Manager will drive the expansion for the SoCal Commercial Banking portfolio, with a strategic focus on accelerating deposit growth. The successful candidate must exhibit a strong ...

... client satisfaction. The Print Manager will be responsible for overseeing all aspects of the print ... The ideal Print Manager should be passionate about print services, delivering exceptional customer ...

This position oversees and coordinates services provided to clients by all direct care staff and shift managers to ensure the facility is meeting licensure standards and implementing client treatment ...

This position oversees and coordinates services provided to clients by all direct care staff and shift managers to ensure the facility is meeting licensure standards and implementing client treatment ...

... client satisfaction. The Print Manager will be responsible for overseeing all aspects of the print ... The ideal Print Manager should be passionate about print services, delivering exceptional customer ...

... client satisfaction. The Print Manager will be responsible for overseeing all aspects of the print ... The ideal Print Manager should be passionate about print services, delivering exceptional customer ...

Overview The Client Services Manager (CSM) serves as the main point of contact for clients and is focused on achieving plans with clients, revenue retention, and client satisfaction and growth. This ...

Showing results 41-60

Client Services Manager

SUMMIT FINANCIAL GROUP LLC

San Ramon, CA • On-site

Full-time

Re-posted 16 days ago


Job description

Description:

Client Service Team Leadership:

  • Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards.
  • Establish and manage team goals, track progress, and celebrate achievements.
  • Design and update processes/workflows to maximize team effectiveness.
  • Assist in hiring and lead training of new team members, and provide ongoing training and development support.
  • Design collaborative activities that break down silos and encourage bonding. (Think escape rooms, scavenger hunts, or volunteer outings.)

Client Services:

  • Act as the quarterback for onboarding new advisors by working with the advisor, broker/dealer and service team for seamless book of business transitions.
    • Remain main support person for the practice until well established on our platform.
  • Manage book of business transfers, re-codes, and other client account-related changes for existing business.
  • Handle escalated client service issues with tact and professionalism.
  • Create, revise, and manage CRM workflows to optimize client interactions.

Operations and Compliance:

  • Partner with the compliance team to implement and monitor compliance initiatives.
  • Maintain the integrity of the CRM and RJ Box systems, ensuring data accuracy and security.
  • Generate departmental reports for data integrity, CRM usage, new business, and other key metrics.

Additional Responsibilities:

  • Work collaboratively with other departments to ensure alignment and efficiency.
  • Maintain a positive and professional demeanor in all interactions.
Requirements:
  • Minimum 3-5 years of experience in a client services or operations role in a financial services environment.
  • Proven track record of success in team leadership and supervision.
  • Excellent organizational, communication, and time management skills.
  • Strong analytical and problem-solving abilities.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
  • Familiarity with compliance regulations in the financial services industry (preferred).
  • Bachelor's degree in a relevant field (e.g., business administration, finance) or equivalent experience.