50 client services lead jobs at 36 companies in Nazareth, PA
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Client Services Team Lead
Newtown, Pennsylvania, United States
$100k-$120k/yrOnsiteFull Time
Syneos Health: Global biopharmaceutical services for clinical development and commercialization.
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
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
Coachable, self-disciplined sales professional comfortable with commission-only compensation, appointment setting, client meetings, and following training and lead systems.
Visiting Angels Jenkintown: Provides non-medical in-home care and companionship for seniors.
10+ YOE10+ years leading people and service operations; experience in healthcare, hospitality, or senior living; proven manager-of-managers; strong communication, coaching, and problem-solving; Microsoft Office and scheduling/CRM proficiency; willing to work evenings/weekends and on-call.
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
5+ YOE3+ MgmtBachelor's degree, 5+ years in financial services (3+ years in leadership), strong communication, CRM and Excel proficiency, experience leading teams and driving process improvements.
Salesforce, Addepar, Microsoft Office, Microsoft Excel
Boston or Princeton or Philadelphia or Bethesda or South San Francisco or San Diego or Thousand Oaks or Bellevue or New York
$190k-$217k/yrHybridFull Time
ZS: Global management consulting and technology firm for healthcare and life sciences.
Advanced scientific degree or equivalent experience; strong client relations, business development, and cross-service collaboration; English fluency; consulting or pharma/biotech experience preferred.
Vanguard: Global investment management and financial services provider.
3+ YOEBachelor’s degree or equivalent experience, 3+ years in financial services, client service operations, contact center leadership, or related work, with coaching, performance management, analytical, and communication skills.
New York City or Austin or King of Prussia or Scottsdale
$65k-$75k/yrHybridFull Time
Vestwell: Digital infrastructure for workplace retirement and savings programs.
Requires team leadership, client service, multitasking, time management, Excel or Google Sheets, Word or Google Docs, Adobe Acrobat, numerical accuracy, and strong communication. Financial services experience and industry credentials are extras.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOEBachelor's or equivalent, minimum 3 years in financial services or contact center leadership, people management and coaching experience, strong analytics and communication skills, Microsoft Office proficiency.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
15+ YOE15+ years in client-facing/account leadership in IT services or consulting, bachelor’s degree required, experience leading large P&L (~$35–40M), strong CxO relationships, sales and account growth track record.
Option Companion Care: Provides professional in-home senior and companion care services.
3+ YOEHigh school graduate; 3+ years in home care or service coordination; confidentiality; lead generation and referral monitoring; strong typing/computer skills; organized; excellent communication; EVV/HHA Exchange experience.
Travefy: A software platform that helps travel professionals manage clients, create trips, market businesses, and run back-office operations.
3+ YOE3+ MgmtRequires 3+ years leading high-volume SaaS support or client experience teams, hands-on Intercom Fin expertise, AI support-agent experience, data-driven operations, coaching, and strong product-learning skills.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Experience with financial services operations and compliance, strong analytical and organizational skills, excellent communication, proficiency in Microsoft Office (advanced Excel) and CRM systems (Redtail, Advisor Complete), ability to lead projects and improve processes.
Advisor Complete, Redtail, Microsoft Office, Microsoft Excel
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires exceptional customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
New York or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or Arlington or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$68k-$219k/yrFieldFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
3+ YOE3+ MgmtWorkday Partner Certification, 3+ years consulting/lead experience, 3+ years HCM functional experience, 3+ Workday implementations, Bachelor's degree (or equivalent), strong client/stakeholder and leadership skills.
JETSET Pilates: High-intensity reformer Pilates classes in boutique fitness studios.
Provides client service, answers phones and emails, processes sales, maintains studio organization, supports instructors, and handles memberships and class packages.
Insurance and Financial Services Position - State Farm Team Member
Reading, Pennsylvania, United States
$50k-$70k/yrOnsiteFull Time
Sandy Cohen - State Farm Agent: Independent agency aligned with State Farm, providing insurance and financial services.
3+ YOE3+ years in insurance/financial services sales; ability to generate leads, close sales, exceed targets; excellent communication; consultative, client-first mindset; active licenses preferred or willingness to obtain.
The HartfordNYSE: HIG: Provides property and casualty insurance and financial products.
3+ YOERequires 3+ years of sales support, client service, or related operations experience; strong communication, organization, problem-solving, workflow management, and Salesforce proficiency. Series 7 and 63 preferred.