565 client service manager jobs at 182 companies in Putnam, CT

2mo
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Client Service Manager
Wellesley, Massachusetts, United States
OnsiteFull Time
Moneta
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.
Financial Custodial Systems, Schwab, Fidelity
2mo
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Client Service Manager
Westborough, Massachusetts, United States
$64k-$107k/yr HybridFull Time
Arthur J. Gallagher & Co.
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.
Microsoft Office
3w
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Client Service Manager
Groton, Connecticut, United States
OnsiteFull Time
The Hinckley Company
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.
Microsoft Word, Microsoft Excel, ERP/MRP
5d
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Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yr OnsiteFull Time
Fidelity Investments
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.
5d
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Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yr OnsiteFull Time
Fidelity Investments
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.
2w
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Client Service Coordinator
Braintree, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Banfield Pet Hospital
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
4d
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Client Service Representative
West Brookfield, Massachusetts, United States
OnsitePart Time
Mars Veterinary Health
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.
2w
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Client Service Coordinator
Braintree, Massachusetts, United States
$17-$22/hr OnsiteFull Time
Banfield Pet Hospital
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
2mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
VCA Animal Hospitals
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.
Workday
1mo
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Morgan Stanley
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
1w
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Personal Lines Client Service Manager
East Providence or Taunton
$50k-$70k/yr HybridFull Time
Patriot Growth Insurance Services
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.
Microsoft Office Suite
2w
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Manager Client Implementation
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/yr RemoteFull Time
Blue Cross & Blue Shield of Rhode Island
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.
2mo
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Client Service Coordinator Glastonbury
Glastonbury, Connecticut, United States
$17-$22/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
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
3d
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Massachusetts – Senior Project Manager / Client Service Leader – Water & Wastewater
Boston or Chelmsford or Providence
$169k-$323k/yr OnsiteFull Time
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
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.
5d
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Client Service Associate
Needham, Massachusetts, United States
$65k-$70k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Providing independent fiduciary wealth management and financial advisory services.
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
2w
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Client Manager, Parcel Division
Stafford Springs, Connecticut, United States
$80k-$100k/yr RemoteFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
7+ YOERequires 7–10 years of insurance account management experience, P&C and/or Life & Health licenses, AMS360 proficiency, complex account experience, leadership skills, and strong client-facing communication.
AMS360
1w
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Client Service Associate - Argent Wealth Management
Waltham, Massachusetts, United States
HybridFull Time
Hightower
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
3mo
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Client Service Representative Supervisor
Walpole, Massachusetts, United States
$29-$34/hr OnsiteFull Time
Tufts V.E.T.S.
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.
3w
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Personal Lines Client Service Representative
Wellesley or Worcester
OnsiteFull Time
Deland, Gibson
Deland, Gibson: Independent insurance brokerage providing risk management and advisory services.
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.
Applied Epic
1mo
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Client Success Manager
Newton, Massachusetts, United States
HybridFull Time
American Consumer Credit Counseling
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.

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