1,041 client service manager jobs at 338 companies in Westminster, MA
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Manager, Client Service
New York City or Atlanta or Boston or Chicago or Norwalk
$79k-$97k/yrHybridFull Time
Kantar: Private market research, data, insights and consulting serving brands and organizations worldwide.
2+ YOE2+ years client-service market research experience, bachelor’s degree in market research/marketing or related field, strong project management, communication, and analytical skills; proficiency with Microsoft Office.
GallagherNYSE: AJG: Global insurance brokerage, risk management, and consulting services firm.
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; client service, claims management, renewal management, mentoring, audits, and strong communication skills.
CIBC Private WealthTSX, NYSE: CM: A leading North American financial institution.
5+ YOEBachelor’s degree and 5+ years of financial industry client service experience required. Requires high-net-worth client knowledge, investment understanding, strong organization, communication, problem-solving, and Microsoft Office proficiency.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel, Schwab, Fidelity
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
National Financial Services LLC: Wholly owned Fidelity broker-dealer providing brokerage, clearing, custody, financing, and execution services to investors and other broker-dealers.
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
National Financial Services LLC: Provider of investment, retirement, and financial planning 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.
Moneta: Partner-owned U.S. registered investment adviser providing wealth management, financial planning, tax, estate, and retirement services.
3+ YOEBachelor's degree preferred (accounting/finance), 3+ years relevant experience, proficiency in Microsoft Applications, knowledge of estate/tax/insurance/investment planning, client onboarding and custodial system experience (Schwab, Fidelity).
VCA Animal Hospitals: Network of veterinary hospitals providing medical care for pets.
Experienced, personable professional providing client service, appointment scheduling, payment processing, product and service recommendations, medical record management, and hospital maintenance.
Providence or Parsippany or Boston or Philadelphia or Montclair or New York City
$47k-$116k/yrRemoteFull Time
IQVIANYSE: IQV: Providing advanced analytics, technology solutions, and clinical research services.
1+ YOEBachelor’s degree or equivalent experience, 1+ years of client service experience, preferably in life sciences or medical communications, strong communication, organization, time management, and project management skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, PIT Crew, Basecamp, CCR, Good to Go
Banfield Pet Hospital: Leader in preventive veterinary care and pet health services.
Customer-focused coordinator who manages client and pet flow, provides exceptional service, educates clients on pet health and wellness plans, handles records, finances, prescriptions, retail sales, and appointments.
John Hancock Life & Health Insurance Company: U.S. life and long-term-care insurer serving individual, group, and institutional customers.
2+ YOERequires 2–4 years of retirement product experience, including 401(k), Omni Recordkeeping software, ERISA and plan design knowledge, strong communication, organization, attention to detail, and multitasking skills.
Banfield Pet Hospital: Leader in preventive veterinary care and pet health services.
Provide exceptional client and pet service, manage client flow, perform administrative and financial tasks, document pet information, and educate clients about wellness plans.
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
3+ YOE3+ years client service experience in financial services, knowledge of investment operations/IBOR/reconciliations, strong communication, change management, and digital literacy skills.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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
Banfield Pet Hospital: Leader in preventive veterinary care and pet health services.
Strong customer service, multitasking, communication, time-management, basic math and administrative skills; fluent English and ability to handle client interactions and transactions.
BNYNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
7+ YOEBachelor's degree (MBA preferred), 7+ years client services or operations experience, proven client relationship and service delivery skills, ability to manage complex client issues and influence cross-functional teams.
State StreetNYSE: STT: Global financial services and bank holding.
4+ YOEBS/BA required; 4+ years financial services experience (4-6 preferred) in operations, product management, or project oversight; client-facing, presentation, project management, and strong communication skills.
Massachusetts – Senior Project Manager / Client Service Leader – Water & Wastewater
Boston or Chelmsford or Providence
$169k-$323k/yrOnsiteFull Time
WSPTSX: WSP: Global engineering and professional services consulting firm.
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.
Partners Capital Investment Group, LLP: Private global outsourced investment office serving endowments, foundations, family offices, and private clients.
8+ YOE8+ years experience with 5+ years client service in financial services; supervisory experience; experience servicing US taxable clients and tax-aware operations; strong communication, problem-solving, and MS Office proficiency.