2w
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Client Services Manager
Houston, Texas, United States
OnsiteFull Time
2+ MgmtBachelor's degree preferred or five years client-facing experience; minimum 2 years supervisory experience; strong written and verbal communication, organizational skills, and customer service orientation.
3mo
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eData Client Services Project Manager
Boston or Dallas or Houston or Miami or Washington DC
$114k-$191k/yr HybridFull Time
5+ YOEFive years of experience in litigation support or eDiscovery consulting; at least two years in a multi-office law firm or alternative legal service provider. Strong communication, client service, and technical skills.
Microsoft Office Suite, Aspera, Beyond Compare, CaseNotebook, TrueCrypt, RelOne
4w
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Client Services Specialist - WIN Pumps
Indianapolis or Houston or Lubbock or Fresno
$50k-$73k/yr HybridFull Time
3+ YOE3+ years client services/account management experience in manufacturing or engineered-to-order environments; strong analytical and communication skills; ability to manage client relationships, coordinate orders, and develop delivery schedules. SAP/ERP and Microsoft Office proficiency preferred.
ERP systems, SAP, Microsoft Office
1mo
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Client Manager
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtManage client relationships and front-line security staff; 2+ years driving operational goals and managing hourly employees; proficiency with Microsoft Office and BI/online reporting; valid driver’s license for client visits.
Microsoft Office, AI technology, Business Intelligence (BI), online reporting tools, web-based applications
1mo
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Client Service Manager
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ years project management experience; experience in benefits administration and client consulting; strong MS Office and JIRA skills; people management; financial and project management; bachelor’s degree preferred.
Microsoft Office, JIRA
5d
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Client Delivery Manager
Houston, Texas, United States
HybridFull Time
5+ YOE5+ years client delivery or managed services experience, ITIL/ITSM and Lean Six Sigma preferred, P&L and project management experience, customer success focus, strong communication and business acumen.
ServiceNow Platform, CustomerGauge
1mo
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Manager, Client Accounting Services - Family Office
Frisco or Philadelphia or Houston or Milwaukee or Dallas or Austin or Madison
$67k-$160k/yr HybridFull Time
5+ YOEBachelor's degree required; CPA and/or MBA preferred. 5+ years progressive accounting experience, GAAP proficiency, advanced accounting knowledge, QuickBooks On-line (QBO) or Sage Intacct experience, and MS Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, QuickBooks On-line (QBO), Sage Intacct
1d
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Client Manager - Security
Clear Lake, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtManage client relationships and front-line security staff; hire, develop and retain teams; interpret financials; use web-based tools and BI to drive operational goals.
Microsoft Office, Business Intelligence Platform
1mo
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Client Manager - Security
Houston, Texas, United States
OnsiteFull Time
2+ YOE2+ MgmtManage client relationships and front-line staff, drive operational and financial metrics, hire/develop staff, use web-based tools and Microsoft Office; requires 2+ years managing operational goals and a relevant degree/experience combination.
Microsoft Office
3w
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Client Service Manager
Houston, Texas, United States
OnsiteFull Time
3+ YOEBachelor's + 3+ years client service/claims OR HS/GED + 8+ years; Producer's License; travel up to 25%; Microsoft Office proficiency; insurance knowledge and account management experience preferred.
Microsoft Office
2d
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National Client Care Manager
Houston or Morrisville
$85k-$90k/yr OnsiteFull Time
5+ YOE2+ Mgmt5+ years client care/customer service leadership with 2+ years managing emotionally sensitive teams; experience with quality assurance, call center metrics, CRM systems, and coaching; strong written and verbal communication.
1mo
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Client Relationship Manager, Canada
New York City or Houston or Denver or Atlanta
$90k-$110k/yr HybridFull Time
5+ YOE5–7 years asset management client relationship experience; Bachelor's degree; Series 7 and 63 licenses; CFA/CFP or CIMA preferred; strong client service; cross-functional collaboration; Salesforce and MS Office proficiency.
Salesforce, Microsoft Office
2mo
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Manager - Private Client Services
Houston, Texas, United States
OnsiteFull Time
4+ YOE4+ years in accounting with 3+ years Private Client experience; Bachelor's/advanced degree in Accounting/Finance/Economics (preferred); CPA or JD (IRS representation); self-starter; tech proficient.
1mo
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Client Success Manager (Sage Intacct)
United States or Atlanta or Richmond or Raleigh or Fort Lauderdale or Austin or Orlando or Charlotte or Coral Gables or Houston or Tysons Corner or Greenville or Tampa or Nashville or Virginia Beach or Rockville or Chicago or Pittsburgh
$115k-$130k/yr RemoteFull Time
3+ YOE3+ years in client success/account management in B2B software or professional services; proven renewals and expansion track record; working knowledge of Sage Intacct or comparable ERP; strong accounting understanding; CRM proficiency; excellent communication.
Sage Intacct, Sage Intacct Construction, QuickBooks, NetSuite, Acumatica, Salesforce, HubSpot
6d
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Client Success Manager - Automotive
Houston or Canada
OnsiteFull Time
2+ YOE2+ years in customer success or account management, automotive dealership marketing experience, strong communication, data interpretation, and digital marketing knowledge.
2mo
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LW - Client Service Associate Manager
Houston, Texas, United States
OnsiteFull Time
10+ YOEOver 10 years in Client Service with leadership experience; proficient with Fidelity/Schwab; MS 365; CRM; Portfolio Accounting; strong organization and communication skills.
Microsoft 365, CRM, Portfolio Accounting System, Document Management Software, Fidelity custodial platforms, Schwab custodial platforms
1mo
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Field Fabrication Services Manager
Houston or Texas City or La Porte or Baytown
$150k-$200k/yr HybridFull Time
10+ YOE10+ years in industrial construction/field fabrication with leadership experience; strong knowledge of structural steel fabrication/installation, estimating, scope development, constructability, safety, and client-facing skills; ability to travel up to 20%.
5d
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Tax Manager, Private Client Services
Houston, Texas, United States
$90k-$150k/yr OnsiteFull Time
5+ YOE5+ years experience in accounting/public accounting; bachelor’s degree required; CPA, EA, or attorney credential required; strong tax research, client communication, leadership, and technical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
3w
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Client Service Manager - Repairs Project Manager - United States of America
Houston or Texas or United States
OnsiteFull Time
3+ YOEBachelor's in business or engineering (or equivalent experience), 3+ years repairing rotating/reciprocating equipment, proficiency with Microsoft Word/Excel/PowerPoint/Project/Outlook, project lifecycle and cost management, 10% travel and occasional overtime.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Project, Microsoft Outlook
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
0+ YOEProvides high-quality client service, manages client expectations, executes transactions (money movement, beneficiary administration, security transfers), uses digital tools, and collaborates with internal partners. Bachelor\u0002s degree typically required; <1 year professional experience.
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