282 client service manager jobs at 92 companies in Sherman, TX
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Client Service Manager - Plano, TX
Plano, Texas, United States
$60k-$70k/yrOnsiteFull Time
Advisor Talent Solutions: Hiring-support platform connecting independent financial advisors with candidates for advisor-office jobs.
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
Banfield Pet Hospital: Leader in 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: Leader in 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.
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yrHybridFull Time
Allworth Financial: Private registered investment advisory firm providing retirement, investment, and wealth planning to individuals and retirement plans.
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
O'Neil Digital Solutions: Customer communication management and CX technology provider serving healthcare and financial services organizations.
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.
Unknown: International provider of integrated customer lifecycle marketing solutions.
High school diploma required; professional client-focused experience preferred. Requires strong organization, communication, discretion, time management, and Microsoft Office Suite and CRM proficiency.
Microsoft Office Suite, Microsoft Word, Microsoft Outlook, Microsoft Excel, CRM
PFSweb: Provides eCommerce fulfillment and commerce services.
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
NTT DATATokyo Stock Exchange: 9613: Global digital business and IT services provider.
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
CityVet: A network of veterinarian-led and owned practices providing comprehensive pet care.
Requires computer proficiency, a high school diploma or GED, and age 18 or older. Responsibilities include client reception, appointment management, communication, and clinic workflow coordination.
Kestra Financial: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
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
ZeOmega: ZeOmega is a private healthcare software providing population-health technology to health plans and risk-bearing organizations.
4+ YOERequires 4+ years in customer success, account management, or client relations; health plan operations or care management systems experience; strong analytical, organizational, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Salesforce, Zoho, Microsoft Dynamics
Generational Equity: Generational advises middle-market owners on exit planning, valuation, and M&A transactions as a privately held firm.
7+ YOESeven years in sales, business management, client experience, or related work; bachelor's degree required, preferably in business, marketing, or accounting; strong communication, organization, financial-document, and problem-solving skills.
RandstadEuronext Amsterdam: RAND: Global leader in talent solutions and HR services.
2+ YOE2+ years B2B sales (or 3+ years professional experience), degree in Accounting/Finance preferred, results oriented, strong client communication and financial services understanding.
Vision: Strategic Vision is a San Diego research consultancy studying human behavior and decisions for companies, including automakers.
Answer inbound calls; provide excellent customer service; strong communication; multi-tasking; problem solving; 35 wpm typing; background check and drug screen; high school diploma or GED; prior customer service preferred.
Global Banking & Markets - Private Dept - Transaction Banking Operations Client Service - Dallas - Vice President
Dallas, Texas, United States
OnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities and investment management firm.
4+ YOEBachelor's degree with 4+ years' experience in transaction banking, payments or FX client service; leadership, stakeholder management, risk and control mindset, analytical and communication skills.
The Baldwin Group Insurance Advisory SolutionsNASDAQ: BWIN: Insurance advisory organization serving businesses and high-net-worth individuals with commercial risk, employee benefits, and private-risk solutions.
10+ YOERequires 10 years of commercial account management experience, advanced insurance market knowledge, risk analysis, communication, client service, problem-solving, and Microsoft Office Suite proficiency.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNA FinancialNYSE: CNA: Global insurance organization providing commercial property and casualty solutions.
5+ YOELead development and execution of client service strategies; manage national accounts; 5-8 years in claims/administration; bachelor’s degree; relevant certifications preferred.