349 client services manager jobs at 180 companies in Apache Junction, AZ
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eDiscovery Client Services Manager
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE3+ MgmtPeople manager with 3+ years leading teams (10+), 1+ year in strategy/operations, 2+ years Excel experience; strong communication, analytical, and risk management skills.
BAYADA Home Health Care: Provides professional home health care and nursing services.
Experience in client service or home care, strong computer and communication skills, ability to manage caseloads, coordinate scheduling, grow referrals, and supervise field staff. Bachelor’s degree or equivalent experience in healthcare preferred.
Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
4+ YOE4+ years in financial services or wealth management, Series 7 required, Bachelors preferred, strong client service, communication, analytical and planning support skills, ability to use CRM and portfolio reporting.
Chandler or Arizona or Wisconsin or Nebraska or Colorado
HybridFull Time
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ Mgmt10+ years accounting/CAS experience, 5+ years leadership in CAS, proven practice-building and client advisory skills, strong accounting and payroll knowledge; CPA preferred.
Alera Group: National firm providing insurance brokerage and financial services.
2+ YOE2+ years in employee benefits account management or client service; knowledge of medical, dental, vision and ancillary plans; understanding of ACA, COBRA, HIPAA; strong communication, organizational, and analytical skills.
Client Service Manager (Specialist), Retirement Plan Services
Westlake or Austin or Phoenix
$51k-$68k/yrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree or equivalent experience, strong written and oral communication, Excel/Word/Access/PowerPoint proficiency, client service experience, ability to manage multiple workflows and analyze data.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
3+ YOE3+ years financial industry experience (including 2 in relationship management), bachelor’s preferred, MS-Office required, Salesforce preferred, retirement industry knowledge/certification preferred, strong communication and attention to detail.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree with 5+ years in client service/claims management; proficient in MS Office; healthcare client experience preferred; Life & Health Insurance licensing.
Save the Family Foundation of Arizona: Provides housing and support services to homeless families.
Provide front-desk customer service and program assistance, manage phones and visitor flow, perform data entry and basic reporting, use Microsoft Office, maintain confidentiality, valid AZ driver's license and fingerprint clearance required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Clin-Path Associates: Providing specialized pathology and diagnostic laboratory services in Arizona.
Provide front-line phone and customer service, manage accounts and databases, schedule specimen pickups, set up user accounts, follow HIPAA and regulatory requirements, and perform clerical duties. High school diploma and Microsoft Office experience required.
Luxury Presence: AI growth platform for real estate agents and brokerages.
5+ YOE2+ Mgmt2+ years managing a support or product/client team and 5+ years client support experience; experience in startup/high-growth, people development, data-driven decision making, Salesforce familiarity, and AI-forward mindset.
Charlotte or Chicago or Plano or Indianapolis or Irvine or Tempe
$105k-$165k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOE6+ years client-facing experience, knowledge of Treasury Services/Custom Card products, data analytics and change management, project management, people management and coaching, strong presentation and influencing skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOE1+ MgmtBachelor's degree or equivalent experience; typically 5+ years banking experience with at least 1 year managing a team; strong communication, accountability, and issue-resolution skills.
Ingram MicroNYSE: INGM: Distributes information technology products and provides supply chain solutions.
3+ YOEAssociate degree + 3 years relevant experience or high school + 5 years; order management, sales support, data tracking and reporting, strong analytical and communication skills, ability to work independently and mentor junior staff.
Inhabit: Provides software solutions for residential and vacation property management.
3+ YOE3+ years client success/account management in SaaS, bachelor’s degree or equivalent experience, advanced Microsoft Excel/Word/Teams, Salesforce and ticketing experience, LMS/integrations experience, strong communication and analytical skills.
Learning Management Systems (LMS), Microsoft Excel, Microsoft Word, Microsoft Teams, Salesforce
Vensure Employer Solutions: Providing human resources, payroll, and benefits technology solutions.
2+ YOEHigh school diploma or 2+ years office experience; strong customer service, payroll and HRIS knowledge; Microsoft Office proficiency; payroll/tax experience; excellent documentation, communication, and problem-solving skills.
Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft PowerPoint, Aqore, Avionte, Client Space
ClearOne Advantage: Negotiates settlements for credit cards and unsecured debts.
Proven experience managing customer service teams, experience with CRM and customer service software, BPO experience preferred, ability to present executive-level updates, lead remote teams across time zones, strong communication and strategic thinking; bachelor's preferred.