209 client services manager jobs at 94 companies in Beavercreek, OH
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Manager, Client Services
Cincinnati or Chicago or Maumee or Plano
$70k-$86k/yrRemoteFull Time
Dynata: Collects first-party data and provides insights for business decisions.
5+ YOE2+ Mgmt5+ years in quantitative online market research; 2+ years progressive management of complex operations; 5+ years in business and project management.
7+ YOE5+ MgmtAssociates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge.
Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS
Senior Client Service Manager, Reimbursement Accounts
Covington, Kentucky, United States
OnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEBachelor’s degree or equivalent experience, 5–7 years managing large corporate clients in complex service environments, reimbursement account knowledge, strong communication, organization, prioritization, and process improvement skills.
Senior Client Service Manager, Reimbursement Accounts
Covington, Kentucky, United States
OnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEBachelor's degree or equivalent experience and 5-7 years managing large corporate clients in complex service environments. Requires strong communication, organization, prioritization, problem-solving, and process improvement skills.
Indianapolis or Toledo or Fort Wayne or Orlando or Jacksonville or Cincinnati or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's degree in business, insurance, risk management, or related field; 3+ years insurance client service; active Property & Casualty license; intermediate MS Office; CIC or CRM designation encouraged; strong communication and teamwork.
Ultimus Fund Solutions: Provides fund administration services to the investment management industry.
6+ YOE1+ MgmtBachelor's degree in business administration or related field, 6+ years in client services, 1–2 years of management experience, financial services experience, and Series 6 or 7 license.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service, manage client and pet flow, perform administrative and financial tasks, promote hospital services and wellness plans, and communicate clearly in English.
Triad Service Solutions: Provides full-service facility maintenance and commercial cleaning solutions.
Experience leading janitorial teams, training and coaching employees, managing staffing and budgets, conducting quality inspections, communicating with clients, and following safety procedures.
automatic scrubbers, vacuums, carpet extractors, quality assurance systems
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead teams, and interest in professional growth and development.
WovenWorks: Integrated agency providing strategic brand and structural packaging design.
8+ YOE8+ years leadership in client service/operations within agency or professional services; experience managing teams, financial acumen, resource planning, process and technology implementation; familiarity with Asana.
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
0+ YOEProvide administrative, operational and client service support to Portfolio Manager unit; strong digital skills and ability to work in fast-paced advisory setting.
Hub International: Provides global insurance brokerage and risk management services.
1+ YOERequires 2+ years in account management, client services, or insurance operations; strong organization and communication; CRM or project management tools; Microsoft Office, Canva, and AI tools; insurance producer license required or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Canva, Claude
Mindfully: Comprehensive outpatient mental health and psychiatric care services.
Requires professionalism, empathy, collaboration, strong communication, discretion, and the ability to support clients, manage sensitive interactions, document accurately, and coordinate with care teams.