398 client services manager jobs at 106 companies in Archie, MO
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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 eDiscovery Solutions: Private legal-services provider helping law firms, corporations, financial institutions, and government agencies manage complex matters.
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.
Synergy Wealth Solutions: Private financial-services firm helping families, businesses, retirees, and wealth accumulators with insurance and financial planning.
Organized, proactive client-service professional with strong communication, compliance awareness, Excel and Word proficiency, CRM experience, and desire to support a financial planning practice.
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNA FinancialNYSE: CNA: Global insurance organization providing commercial property and casualty solutions.
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
San Francisco or Kansas City or London or Paris or Amsterdam or Limerick or Karlsruhe or Stockholm or Manila or Toronto or Sydney or Timișoara or Tokyo
HybridFull Time
Glass Lewis Netherlands B.V.: Independent corporate governance research and proxy advisory firm serving institutional investors and public companies worldwide.
10+ YOE10+ years in client/relationship management in financial services; proven team leadership; bachelor’s degree; knowledge of institutional investor workflows and proxy voting preferred; strong leadership, communication, and strategic skills.
First National Bank of Omaha: Privately held U.S. commercial bank serving consumers, businesses, and communities with banking, lending, payments, and wealth services.
10+ YOEBachelor’s degree and 10+ years in wealth management required; MBA preferred. Requires expertise in investment management, trust, estate or succession planning, business development, relationship management, and complex client advisory.
3+ YOEHigh school diploma required; 3+ years in customer service, underwriting, or commercial lines insurance preferred. Requires Microsoft Office proficiency, strong communication and analytical skills, and a Property/Casualty license or ability to obtain one.
Burlington or United States or Leawood or Georgia or Illinois or Texas
$85k-$121k/yrRemoteFull Time
Ascend Learning: Private healthcare learning technology providing educational content, software, assessments and certification tools for students and professionals.
5+ YOEBachelor's degree,5+ years client-facing experience,platform expertise,training and content creation skills,commercial operations experience,analytical and strategic thinking,ability to travel up to 25%,self-driven remote work approach.
Pinion Wealth: Private U.S. accounting and business advisory firm serving food, agriculture, manufacturing, and regional businesses.
3+ YOE3+ years operations experience in wealth management or executive-level admin, proficiency with CRM and Microsoft Office Suite, high attention to detail, strong communication and relationship skills; notary/Series 7/65 valued.
The Standard: Private U.S. insurance and workplace-benefits provider serving employers and individuals with life, disability, retirement and supplemental products.
Lead client management for HUBs handling cases >100 lives, develop business plans, coach staff, resolve complex service issues, coordinate renewals, manage RFP workflow via Salesforce, and travel quarterly to HUB offices.
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yrHybridFull Time
Cal Engineering Solutions, Inc.: Employee-owned environmental and geotechnical engineering consulting firm serving public and private clients across the United States.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
HDR: Global professional services firm specializing in architecture, engineering, and construction.
8+ YOE8+ years in A/E/C marketing or business development; expertise in proposals, client management plans, win strategies, technical editing, and Microsoft Office/Adobe InDesign.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Creative Cloud, InDesign
Voya FinancialNYSE: VOYA: Financial, retirement, investment, and insurance.
4+ YOEBachelor's preferred or equivalent experience; 4 years financial services (or 2 years in defined contribution); Series 6/7 and 63; state insurance license; strong analytical and organizational skills; ability to travel frequently.
Right at Home Overland Park: Family-run in-home care agency serving seniors and adults with disabilities in Overland Park and Kansas City.
2+ YOE2+ years experience in home care or medical environment preferred; responsible for developing and overseeing client care plans, mentoring caregivers, supervising on-call coordinators, and supporting community referral partnerships.
NBH Bank: Community bank serving consumer, small-business, commercial, and wealth clients across several U.S. states.
5+ YOEBachelor's degree or equivalent experience, 5+ years in relationship management and client service, valid driver's license, notary status, strong communication, financial acumen, sales, and team management skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
SS&C TechnologiesNASDAQ: SSNC: Global provider of financial services and healthcare technology solutions.
5+ YOE3+ MgmtBachelor's degree or equivalent; 5+ years in financial services (transfer agency/investor servicing preferred); 3+ years leading teams; strong knowledge of alternative investments; Excel and reporting tool experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, iCapital, CAIS
EVERSANA: Integrated commercial services platform for the life sciences industry.
1+ YOEManage client relationships in Medical Information; provide team leadership; oversee onboarding, KPIs, audits; staff mentoring; travel up to 10%.
Microsoft Office, CRM, Telephony, Medical Information database, Video conferencing
NBH Bank: Community bank serving consumer, small-business, commercial, and wealth clients across several U.S. states.
5+ YOEBachelor’s degree or equivalent experience, 5+ years in relationship management and client service, valid driver’s license, notary status, strong communication, financial acumen, sales, leadership, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
CDM Smith: Global engineering and construction firm providing integrated infrastructure solutions.
12+ YOEBachelor's degree (or equivalent), ~12 years related experience, business development and project management experience, strong communication and leadership skills, ability to travel up to 10%.
RubinBrown: Accounting and professional consulting firm serving business, nonprofit, public-sector, and personal clients.
5+ YOEActive CPA, 5+ years public accounting assurance experience, strong knowledge of U.S. GAAP and AICPA standards, leadership and client-facing skills, and proficiency with Microsoft Office.
CDM Smith: Global engineering and construction firm providing integrated infrastructure solutions.
12+ YOEBachelor's degree (or equivalent experience), 12 years related experience, business development and project management experience in transportation, PE preferred, travel up to 10%, strong communication and leadership skills.