565 client service manager jobs at 182 companies in Putnam, CT
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Client Service Manager
Wellesley, Massachusetts, United States
OnsiteFull Time
Moneta: Provides independent wealth management and financial advisory services.
Client service experience in financial services; bachelor’s degree preferred; 2-3 years experience preferred; authorized to work in the U.S.; strong communication and regulatory compliance awareness.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's with 3+ years client service/claims experience OR HS/GED with 8+ years; producer's license; ability to travel up to 25%; Microsoft Office proficiency; strong communication and consultative skills.
The Hinckley Company: Builds and services luxury power and sailing yachts.
Experience selling technical or luxury services, ability to read blueprints, estimating repairs and labor, generate financial reports and contracts, proficiency in Microsoft Word and Excel; boatyard/shipyard experience 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 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: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service, manage client/pet flow, perform admin and cash handling, use practice software and Microsoft Office, strong communication, multitasking and basic math skills.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Experienced, personable professional providing client service, appointment scheduling, payment processing, product and service recommendations, medical record management, and hospital maintenance.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Requires fluent English, strong communication, organization, multitasking, problem-solving, mathematical, computer, and client service skills; must use Microsoft Office software and manage veterinary client and pet records.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors, execute money movements, manage calendars and travel, and assist with digital tool enrollment. Detail-oriented with strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Patriot Growth Insurance Services: National insurance brokerage firm providing diverse insurance and risk management solutions.
1+ YOEHigh school diploma/GED, 1+ year of property and casualty insurance experience, strong customer service and communication skills, Microsoft Office proficiency, and U.S. work authorization without sponsorship.
Providence or Arizona or Connecticut or Florida or Georgia or Louisiana or Massachusetts or North Carolina or Oklahoma or Rhode Island or South Carolina or Texas or Virginia
$102k-$164k/yrRemoteFull Time
Blue Cross & Blue Shield of Rhode Island: Provides health and dental insurance plans to Rhode Islanders.
5+ YOE3+ MgmtRequires 5–7 years in healthcare operations servicing self-funded clients, 3–5 years managing or supervising, consulting and communication skills, healthcare insurance knowledge, negotiation, and process improvement.
12+ YOEPE license and 12+ years of municipal water/wastewater consulting experience required, with Massachusetts client relationships, complex infrastructure program success, executive presence, and multidisciplinary team management.
1+ YOEBachelor’s degree and 1+ year of relevant experience, including internships. Requires Microsoft Office proficiency, communication, judgment, accuracy, organization, and ability to manage multiple priorities.
Microsoft Teams, Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, DocuSign, FedEx, UPS
Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
Hightower: Provides independent wealth management and financial planning services.
2+ YOERequires 2+ years in a similar client service role, finance industry experience, relationship-building, organization, follow-through, confidentiality, and proficiency with Microsoft Outlook, Microsoft Word, Excel, and Salesforce.
Microsoft Outlook, Microsoft Word, Excel, Salesforce, Orion, Schwab, Fidelity, ACH, ACAT, DTC
Tufts V.E.T.S.: Provides 24/7 emergency and specialty veterinary medical services.
3+ YOE3+ Mgmt3+ years veterinary experience, 3+ years supervisory experience, 5+ years customer service; high school diploma; ability to lift 20 lbs; strong communication and interpersonal skills.
1+ YOE1+ year customer service or administrative experience; strong attention to detail, written and verbal communication, ability to manage priorities; Applied Epic experience and bachelor’s degree preferred.
American Consumer Credit Counseling: Providing debt management, credit counseling, and financial education services.
1+ YOEHigh school diploma,1+ year customer service or financial services experience,strong communication and empathy,ability to earn PFE Certified Debt Management Professional within 6 months,comfortable with numbers and computer systems.