2w
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Conversion Services - Client Services Manager - Req #603
Southington, Connecticut, United States
$96k-$144k/yr HybridFull Time
5+ YOE5+ years financial services experience, conversion and supervisory experience preferred; bachelor’s degree preferred; strong communication, data analysis, deposit operations knowledge, and ability to handle confidential information.
COCC INSIGHT, Fiserv DNA, Microsoft Word, Microsoft Excel, Microsoft Outlook, SQL, database query tools, PluralSight, CBTNuggets, SANS
1mo
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Client Services Consultant II
Southfield or Aurora or St Louis or Bloomfield or Tampa or Dallas or Greenwood Village
$65k-$86k/yr HybridFull Time
5+ YOE5+ years insurance client service/account management experience, strong project management and communication skills, Microsoft Office and virtual meeting tools proficiency, high school diploma or equivalent.
Microsoft Office, Teams, Webex
1mo
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Vice President, Client Services - Hanleigh
Windsor, Connecticut, United States
HybridFull Time
Proven leadership in client services or insurance/financial services; experience leading teams, driving operations, strategy execution, compliance and risk management; strong problem-solving and communication skills.
1mo
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Vice President, Client Services - Hanleigh
Windsor, Connecticut, United States
HybridFull Time
Proven leadership in client services or operations within insurance/financial services; experience driving strategy, team development, operational excellence, compliance, and stakeholder relationships.
3w
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AVP, Claims Client Services
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yr HybridFull Time
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
Microsoft Office
1mo
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Client Services Representative
Rocky Hill, Connecticut, United States
$61k-$89k/yr OnsiteFull Time
2+ YOEManage assigned customer portfolio, execute service agreement renewals, provide quotations, prospect for growth, respond to customers within 24 hours, review financial performance and AR, use Salesforce, and perform occasional sales at customer sites. Valid driver's license required.
Salesforce
2mo
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Director, Client Services
Southington, Connecticut, United States
OnsiteFull Time
Operations management experience, preferably in insurance or claims; strong project management; Salesforce familiarity; leadership of cross-functional teams.
Salesforce
1d
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Client Services Coordinator
Westfield, Massachusetts, United States
$25-$28/hr OnsiteFull Time
Experience supporting sales/business development teams, managing RFQs and quotations, CRM/ERP familiarity, strong communication, analytical and project coordination skills.
Salesforce, HubSpot, Microsoft Dynamics, CRM, ERP, LinkedIn
1mo
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Client Service Manager
Hartford, Connecticut, United States
$72k-$80k/yr HybridFull Time
3+ YOEB.A./B.S. required (or equivalent experience), 3+ years relationship management or plan administration experience, Defined Benefit experience, project management skills, strong communication and leadership.
Six Sigma
2w
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Client Manager I - Commercial Lines
Stafford, Connecticut, United States
HybridFull Time
1+ YOE1–2 years insurance or customer service experience preferred; active state P&C and/or L&H insurance license; B2B client service, account renewals, carrier placement, AMS360 familiarity, strong communication and organizational skills.
AMS360
1mo
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Client Development Manager
Middletown, Connecticut, United States
OnsiteFull Time
vCIO/senior IT leadership experience; strong managed services knowledge; coach advisory team; lifecycle planning and budgeting; translate business goals to IT strategy; executive communication; drive retention and growth; organized documentation.
ConnectWise Manage, CRM, PSA
1mo
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Tax Manager | Private Client Services
Boston or Providence or Merrimack or New Haven or Hartford or Greenwich
$120k-$160k/yr HybridFull Time
6+ YOE3+ MgmtBachelor's degree, active CPA, 6 years public accounting experience, 3 years supervisory experience, ability to manage client engagements, strong verbal/written communication, travel as needed, proficient with applicable technology.
1mo
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Manager, Investor Services
Evansville or New York City or Union or Windsor
$80k-$150k/yr HybridFull Time
5+ YOE2+ MgmtBachelor's in finance/accounting/business/economics required; 5+ years in investor services or fund administration; 2+ years people management; client-facing escalation experience; fund onboarding, reporting, compliance, and process improvement skills.
1w
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Senior Manager Client Operations
Alpharetta or Birmingham or North Fort Myers or Wallingford or Kansas City
HybridFull Time
3+ YOE3–5 years management experience in medical billing or ambulatory surgery settings; strong coaching, forecasting, scheduling, and analytical skills; superior communication and customer-service orientation.
Electronic Health Records (EHRs), Anesthesia Information Management System (AIMS)
1mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide front-desk customer service including greeting clients, answering phones, scheduling appointments, processing payments, managing medical records, and maintaining facility cleanliness; prior CSR experience preferred.
Workday
1mo
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Client Service Coordinator Glastonbury
Glastonbury, Connecticut, United States
$17-$22/hr OnsitePart Time
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative and financial tasks, strong communication, multi-tasking, computer skills, ability to lift up to 50 lbs; HS diploma preferred; 1 year related experience required.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
Provide customer-facing reception, appointment scheduling, payment processing, client education, basic hospital maintenance, and medical record management in a veterinary practice.
1d
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Director, Client Relations
El Dorado Hills or South Windsor or Edgewood or Coppell or Kansas City
$125k-$135k/yr HybridFull Time
6+ YOE2+ Mgmt6+ years client-facing service experience, 2+ years team leadership, strong MS Office skills, project/process management, financial acumen, contract negotiation, and ability to lead cross-functional initiatives.
MS Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft OneNote
2mo
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Client Care Specialist
Waterbury, Connecticut, United States
$19-$21/hr OnsiteFull Time
Customer service, bilingual English/Spanish, high school diploma or GED, basic math, office computer skills, ability to manage payments and assist clients.
EMR
3mo
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Wealth Management Client Associate
Hartford, Connecticut, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors, ensure timely materials, assist with risk-aware client servicing; strong communication and computer skills required.
Microsoft Word, Excel, PowerPoint, Salesforce
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