2w
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Director, Client Service Manager
Smithfield or Jersey City or Westlake
$95k-$186k/yr OnsiteFull Time
Experience in financial services operations and client management; knowledge of transfer agent operations, SEC regulations, treasury/shareholder services; project management; intermediate Microsoft Office skills; strong communication, analytic, and decision-making skills.
Microsoft Office
2mo
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Private Client Relationship Manager
Boston, Massachusetts, United States
$90k-$111k/yr OnsiteFull Time
3+ YOE3-5 years in banking/wealth management; experience with affluent clients; required licenses SIE, Series 6/7 and 63/66; outstanding communication and client-centric sales skills.
1w
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Client Success Manager
Glastonbury, Connecticut, United States
FieldFull Time
3+ YOEDesign and manage individualized care plans, supervise caregiver teams, conduct assessments and in-person re-assessments, strong communication, EMR proficiency, valid driver's license; travel up to 75% locally.
EMR
1mo
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Client Development Manager
Middletown, Connecticut, United States
OnsiteFull Time
vCIO/senior IT leadership experience; strong managed services knowledge; coach advisory team; lifecycle planning and budgeting; translate business goals to IT strategy; executive communication; drive retention and growth; organized documentation.
ConnectWise Manage, CRM, PSA
2w
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Client Manager I - Commercial Lines
Stafford, Connecticut, United States
HybridFull Time
1+ YOE1–2 years insurance or customer service experience preferred; active state P&C and/or L&H insurance license; B2B client service, account renewals, carrier placement, AMS360 familiarity, strong communication and organizational skills.
AMS360
2mo
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Private Client Relationship Manager
Melville or Bridgehampton or Jersey City or Summit
$85k-$105k/yr HybridFull Time
5+ YOEP&C insurance license, high school/GED, 5+ years client management experience, proficiency with Microsoft Office/Outlook; Sagitta and ImageRight preferred; strong written/verbal skills and ability to mentor associates.
Microsoft Office, Microsoft Outlook, Sagitta (ATS), ImageRight
1w
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Client Service Manager
Portsmouth, Rhode Island, United States
OnsiteFull Time
3+ YOE3–5 years in a revenue-generating service role, ability to estimate repairs, blueprint literacy, Microsoft Word/Excel proficiency, bachelor’s in business preferred.
Microsoft Word, Microsoft Excel, ERP/MRP
6d
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Senior Manager Client Operations
Alpharetta or Birmingham or North Fort Myers or Wallingford or Kansas City
HybridFull Time
3+ YOE3–5 years management experience in medical billing or ambulatory surgery settings; strong coaching, forecasting, scheduling, and analytical skills; superior communication and customer-service orientation.
Electronic Health Records (EHRs), Anesthesia Information Management System (AIMS)
2w
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Manager of Client Safety
Cranston, Rhode Island, United States
$90k-$100k/yr OnsiteFull Time
5+ YOE5+ Mgmt5+ years leadership experience in healthcare or related fields; design and implement enterprise safety systems; lead investigations, audits, and training; Safety Care trainer certification preferred; strong analytical and communication skills.
6d
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
4w
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide customer-facing reception, appointment scheduling, payment processing, client education, basic hospital maintenance, and medical record management in a veterinary practice.
1d
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Client Services Representative
Westport, Massachusetts, United States
$18-$21/hr OnsiteFull Time
1+ YOEMinimum 1 year of customer service experience in veterinary medicine; strong communication, multitasking, client management, recordkeeping, scheduling and payment processing skills.
3mo
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Client Service Specialist
Madison, Connecticut, United States
$52k-$65k/yr OnsiteFull Time
2+ YOEBachelor’s degree (or equivalent) and 2-6 years client service or operations experience in wealth management; proficient in Microsoft Office; CRM experience; knowledge of financial accounts and investments; strong organization and communication.
Microsoft Office, CRM systems, Microsoft Excel, Microsoft Outlook, Microsoft Word
4w
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide front-desk customer service including greeting clients, answering phones, scheduling appointments, processing payments, managing medical records, and maintaining facility cleanliness; prior CSR experience preferred.
Workday
1mo
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Client Service Coordinator Glastonbury
Glastonbury, Connecticut, United States
$17-$22/hr OnsitePart Time
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative and financial tasks, strong communication, multi-tasking, computer skills, ability to lift up to 50 lbs; HS diploma preferred; 1 year related experience required.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3mo
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Licensed Private Client Banker
Storrs, Connecticut, United States
$25-$38/hr OnsiteAll Commitments Available
Licensed Private Client Banker with FINRA S6, S63, SIE, Life/Health licenses; strong sales, relationship building, financial advice, and ability to manage client relationships with up to $2M assets.
Microsoft Windows, Microsoft Office, Word, Excel, Mobile apps, Web-based browsing
3w
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AVP, Claims Client Services
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yr HybridFull Time
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
Microsoft Office
1mo
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Client Support & Benefits Representative
Newport, Rhode Island, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
CRM
1mo
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Tax Manager | Private Client Services
Boston or Providence or Merrimack or New Haven or Hartford or Greenwich
$120k-$160k/yr HybridFull Time
6+ YOE3+ MgmtBachelor's degree, active CPA, 6 years public accounting experience, 3 years supervisory experience, ability to manage client engagements, strong verbal/written communication, travel as needed, proficient with applicable technology.
3mo
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Work From Home - Client Services Representative
Pawtucket, Rhode Island, United States
RemoteFull Time
Experience in client consultations, needs assessment, relationship management; comfortable with virtual meetings; strong communication; able to work from home.
Zoom, Web Conferencing, CRM
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