297 client service manager jobs at 106 companies in Gainesville, TX
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Client Service Manager
McKinney, Texas, United States
$100k-$110k/yrOnsiteFull Time
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
5+ YOERequires 5+ years in financial services, wealth management or financial planning operations, Salesforce expertise, Orion and eMoney proficiency, strong organization and communication skills; bachelor's degree and Series 65 preferred.
Requires strong organization, communication, follow-through, client-service judgment, CRM and Microsoft Office/Excel proficiency, and ability to manage high task volume. Financial-services experience preferred.
Redtail CRM, Microsoft Office, Microsoft Excel, Charles Schwab, AE Wealth, eMoney, CRM, AI
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing experience, and strong relationship, project management, problem-solving, consulting, and industry knowledge skills. Bachelor's degree and Series 7 preferred.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing and relationship-building skills, project execution ability, problem-solving expertise, and brokerage industry knowledge; bachelor's degree and Series 7 preferred.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Providing professional client and pet service, managing client flow, completing documentation and transactions, promoting wellness plans and hospital services, scheduling appointments, and performing basic administrative and cash-handling tasks.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow, provides exceptional service, educates clients about pet health and wellness plans, manages documentation, finances, prescriptions, retail sales, and appointments.
Crane Worldwide Logistics: Provides global freight forwarding and third-party logistics services.
3+ YOEHigh school diploma/GED and 3+ years client service experience; strong problem solving, documentation, freight forwarding knowledge, conflict resolution, and team leadership skills required.
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yrHybridFull Time
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
Senior Client Service Manager, Personal Choice Retirement Accounts
Westlake or Richfield or Omaha
$34-$43/hrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
5+ YOE5+ years experience in financial services with retirement/recordkeeping; 3+ years client-facing; bachelor's degree or equivalent; strong client service, communication, analytical, and digital skills.
Data Analysis Incorporated: Holding providing strategic direction and services for investment, data, and communication firms.
5+ YOEAssociate's degree required, 5+ years client services/project planning experience, proficiency with Microsoft Word/Excel and Jira/Confluence, strong communication and attention to detail.
PFSNYSE: GXO: Provides order fulfillment and commerce operations for global brands.
2+ YOECollege degree, 2–3 years experience (ecommerce/direct-to-consumer preferred), strong communication, business analysis, Excel/Word/PowerPoint skills, and ability to manage client communications and produce reports.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
CityVet: Provides veterinary medical care, grooming, and boarding for pets.
High school diploma/GED, computer proficiency, at least 18 years old; front-desk duties including appointment management, client greeting, and schedule triage.
NTT DATA: Global provider of IT and business consulting services.
4+ YOEMinimum 4+ years in project management or SAP operations and customer-facing/service management roles; bachelor’s degree required; travel ~20%; strong stakeholder, communication and engagement skills.
SAP HANA Enterprise Cloud, SAP, Solution Manager ALM
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
5+ YOEMinimum 5 years client services and financial advisory experience, high school diploma, proficiency with Redtail, eMoney, NDEX, Microsoft Outlook/Excel/Word, strong communication, discretion, and organizational skills.
Redtail, eMoney, NDEX, Microsoft Outlook, Microsoft Excel, Microsoft Word
RandstadEuronext Amsterdam: RAND: Provides professional staffing and human resources consulting services worldwide.
2+ YOE2+ years B2B sales (or 3+ years professional experience), degree in Accounting/Finance preferred, results oriented, strong client communication and financial services understanding.
2020 Companies: Provides outsourced sales and marketing services for global brands.
5+ YOEBachelor's degree or equivalent experience; 5+ years in account management, client services, or retail operations leadership in consumer technology or telecom; executive communication, budgeting, analytics, and workflow expertise.
Google Workspace, Google Slides, Google Docs, Google Sheets, DailyPay