1mo
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Client Services Lead (49361)
Austin, Texas, United States
OnsiteFull Time
8+ YOE8–12 years in client service or service lead roles in wealth management; broker-dealer/TAMP/custodian experience; design/improve service processes; familiarity with advisor/client portals and financial data; strong communication.
advisor portals, data reporting, data feeds
2w
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Client Services Lead
Central Point, Oregon, United States
$23/hr OnsiteFull Time
Lead the client services team during shifts, manage client/patient flow and financial transactions, coordinate training and compliance, complete Radiation Use & Safety and Pharmacy/Cubex training, and lift up to 40 lbs while assisting with animal handling.
SmartFlow, EzyVet, PayJunction, Care Credit, Scratch Pay, Microsoft programs and applications
3w
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Client Services Team Lead
Newtown, Pennsylvania, United States
$100k-$120k/yr OnsiteFull Time
Lead and coach Client Services Managers, serve as escalation point, drive process improvement and change management, translate strategy to execution; requires Associate's or BA/BS, strong communication, analytical, and leadership skills, and Microsoft Office proficiency.
Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2d
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Client Services Team Lead
Arlington, Virginia, United States
$86k-$138k/yr OnsiteFull Time
3+ YOE10+ Mgmt10+ years management experience in client services/deskside support for large enterprises, 3+ years in managed-services, ITIL v3, hands-on with MDM/endpoint/security tools, US citizenship and Public Trust eligibility.
IBM MaaS360, BigFix, Bomgar, BeyondTrust, BitLocker, McAfee, Carbon Black, Pulse VPN, VMware, SCCM, MECM, Microsoft Intune, Microsoft Endpoint Manager, ServiceNow
3d
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Client Services Team Lead
Arlington, Virginia, United States
$86k-$138k/yr OnsiteFull Time
10+ YOE10+ Mgmt10+ years client services/deskside management experience, 3+ years in managed-services, ITIL v3 foundation required, hands-on expertise with endpoint management and security tools, U.S. citizenship and ability to obtain Public Trust.
IBM MaaS360, BigFix, Bomgar, BeyondTrust, BitLocker, Pulse VPN, McAfee, Carbon Black, VMware, Microsoft Intune, SCCM, MECM, ServiceNow
1d
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Client Services Team Lead
Dallas, Texas, United States
OnsiteFull Time
Strong communication, conflict resolution, dependability, leadership and team development skills; experience with client retention and collections preferred.
1w
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Client Services Lead
Orlando, Florida, United States
OnsiteFull Time
4+ YOEBachelor's degree, 4+ years relevant experience, commercial real estate license, advanced Adobe InDesign/Photoshop/Illustrator/Acrobat, Microsoft Office proficiency, strong communication and organizational skills.
InDesign, Photoshop, Illustrator, Acrobat, Adobe Flash, Microsoft Silverlight, Microsoft Office Suite
2w
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Client Services Team Lead
Plano, Texas, United States
$145k-$165k/yr HybridFull Time
8+ YOE8+ years in finance/financial operations with client-facing experience; experience with CLOs, ABL, structured finance, onboarding; team building and leadership; proficiency in Excel; bachelor's degree required; excellent communication and organizational skills.
Microsoft Excel
1w
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Director, Client Services
New York, New York, United States
$160k-$200k/yr OnsiteFull Time
10+ YOE4+ Mgmt10+ years in client services at a luxury brand with 4+ years leading client-facing teams; expertise in SLA/process design, CRM/ticketing workflows, analytics, and escalations handling.
1mo
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Client Services Team Lead
Minneapolis, Minnesota, United States
$70k-$85k/yr OnsiteFull Time
3+ YOE1+ MgmtBachelor's degree required; 3+ years client service/order management experience and 1+ years supervisory experience; proficiency with Microsoft Office (Excel, Outlook, Teams); experience with Hedberg or ServiceTRAX preferred.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Hedberg, ServiceTRAX
1mo
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Client Account Lead - Financial Services
United States
RemoteFull Time
10+ YOE5+ Mgmt10+ years in consulting or client-facing roles, leading financial services accounts, executive engagement, and matrix account leadership.
Snowflake, AWS, Azure, GCP, Databricks, dbt, Pinecone, Glean, Anthropic
2mo
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Client Services & Lead Coordinator
United States
OnsiteFull Time
Excellent spoken and written English, confident phone skills, CRM proficiency, strong organization and integrity handling financial data; mortgage/finance or bookkeeping experience preferred.
CRM
1mo
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Client Services Manager
Atlanta, Georgia, United States
OnsiteFull Time
7+ YOE3+ MgmtBachelor's degree required; 7+ years in wealth management/family office/investment advisory; 3+ years leading client service teams; experience building scalable client service processes, custodial platforms, and working with HNW clients.
2mo
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HR & Client Services Lead
Dallas, Texas, United States
$22-$27/hr OnsiteFull Time
4+ YOE4–7+ years HR experience; HR generalist/HRBP; employee relations, compliance, and HR operations; multi-client support; strong communication; professional and organized.
APS, Paycom, HRIS
1mo
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Network Relations Client Services Lead
Alpharetta or Arizona or Florida or Georgia or Kansas or Kentucky or Missouri or Pennsylvania or Tennessee
HybridFull Time
2+ YOEBachelor's degree required; 2+ years experience in customer service/operations or project management; CRM familiarity (Salesforce preferred); proficiency with Microsoft Office; experience with onboarding/training and field enablement; Christ-centered alignment required.
Litmos, Legacy Salesforce, Salesforce, Marketing Cloud, MyGiving, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, SharePoint, OneDrive, Zoom, Loom, Canva, Asana, Trello, Monday.com, The Loop, Insight Report
4d
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Manager, Client Services
Santa Ana, California, United States
$70k-$80k/mo OnsiteFull Time
5+ YOE2+ Mgmt5+ years in call center/client services with 2+ years leading teams; experience managing metrics, QA and coaching; strong analytical, communication, and performance management skills.
2mo
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Lead Client Services Program Manager, Actimize
Atlanta or Hoboken
HybridFull Time
8+ YOE4+ MgmtLead analytics delivery, client engagements, and team leadership in financial crime. 8+ years in finance/regulated environment preferred; cloud/ML experience helpful.
Cloud, Machine Learning, Data Analytics, Project Management Tools
1mo
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Client Services Director
Morristown, New Jersey, United States
RemoteFull Time
Experience leading client services in qualitative and quantitative market research for life sciences; strong account management and business development; proficient in MS Office; strong client communication.
Outlook, Word, PowerPoint, Excel
1w
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Client Services Lead
Las Vegas, Nevada, United States
$18-$21/hr OnsiteFull Time
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Veterinary client service or reception experience preferred; leadership/supervisory experience preferred; strong communication, coaching, conflict-resolution, organizational, financial transaction and computer skills.
2w
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Client Services Manager
Austin, Texas, United States
OnsiteFull Time
3+ YOE3–5 years in client/creative/production services, experience leading creative teams, ability to write/produce/shoot/edit content, proficiency with Adobe Creative Cloud and Workfront, valid driver's license, ability to lift 40+ lbs.
Adobe Premiere Pro, Adobe After Effects, Adobe Photoshop, Adobe Illustrator, Adobe Workfront
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