458 client services manager jobs at 134 companies in Cortez, FL
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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/yr RemoteFull Time
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.
Relativity
1w
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Client Services Manager
Sarasota or Bradenton
$50k-$65k/yr OnsiteFull Time
Requires strong relationship-building, communication, organization, follow-through, discretion, and technology skills; healthcare or home care experience is a plus, with after-hours on-call participation required.
Microsoft 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, WellSky
1w
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Client Services Associate
St. Petersburg or Vermont
$65k-$75k/yr OnsiteFull Time
Requires superior client service, written and verbal communication, financial and investment management knowledge, organization, Microsoft Excel skills, proactive problem-solving, risk assessment, confidentiality, and ethical standards.
Microsoft Excel, Charles Schwab, CRM
1mo
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Client Services Consultant II
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yr HybridFull Time
5+ YOEHigh school diploma and 5+ years in client services/account management or employee benefits; expertise in group insurance, strong project management, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe, MS Project
4w
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HECM Client Services Associate
Temple Terrace, Florida, United States
OnsiteFull Time
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Microsoft Office, email, CINC
1w
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Manager of Client Experience & Business Services
Sarasota, Florida, United States
$25-$30/hr OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience and at least five years in related roles; wealth management, trust, banking, or financial planning experience preferred. Strong administrative, client service, governance, and technology skills required.
CRM
2mo
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Client Manager, Retirement Plans - The Baldwin Financial Services
Jacksonville or Orlando or Tampa
HybridFull Time
1+ YOE3 years financial services experience; bachelor’s degree preferred; Series 65 or 66 required; CPFA/AIF/QKA/CFP preferred; strong client service and MS Office skills.
MS Office, CRM, RPAG, Investment analytics software, Redtail, Salesforce
12h
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Client Relationship Manager
Bradenton, Florida, United States
FieldFull Time
5+ YOEFive or more years of client service, account management, property management, or related B2B service experience. Requires a valid U.S. driver's license, clean driving record, local client-site travel, and strong communication and financial skills.
Aspire
2mo
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Client Service Manager I
Tampa, Florida, United States
OnsiteFull Time
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years. Property and Casualty insurance license required. Proficiency in Microsoft Office; ability to manage renewals, client relationships, and shifting priorities.
Microsoft Office
1w
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Client Service Manager – Vice President
Tampa, Florida, United States
$88k-$158k/yr OnsiteFull Time
8+ YOE3+ MgmtBachelor’s degree, 8+ years servicing institutional financial-services clients, custody or fund-services expertise, 3–5 years people management, and strong communication, project management, and decision-making skills.
1d
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Government Services Energy Client Marketing Manager
Ridgeland or Troy or Chicago or Grand Rapids or Owings Mills or Baltimore or Columbia or Boston or Austin or Kalamazoo or Denver or Fort Worth or Atlanta or Charlotte or Greenville or Fort Lauderdale or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Anchorage or Jacksonville or Boulder or Daphne or Mobile or Baton Rouge or Biloxi or Gulfport or Brentwood or Jackson or Arcadia or Alturas or Fort Myers or Forest or Clearwater or Greenville or Asheville or Boone or Aiken or Columbia or Belzoni or Amory or Chiefland or Edwards
$90k-$100k/yr OnsiteFull Time
5+ YOEBachelor’s degree in a relevant business or communications field and 5+ years in marketing operations, strategic marketing, or management consulting. Microsoft Office proficiency required; Spanish preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Financial Center Client Services Supervisor
Bradenton, Florida, United States
OnsiteFull Time
1.5+ YOEAssociate's degree or equivalent experience, 18+ months banking/sales experience, skills in new accounts and consumer loans, sales coaching, cash handling, compliance knowledge, strong communication and basic computer skills.
1w
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Client Success Manager (MedInsight)
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yr RemoteFull Time
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
1w
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Client Onboarding Analyst
Tampa, Florida, United States
$93k-$140k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years in client onboarding, operations, or project management within financial services. Requires program management, process mapping, documentation, change management, and Microsoft Office proficiency.
Microsoft Visio, Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1w
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Client Onboarding Analyst
Tampa, Florida, United States
$93k-$140k/yr HybridFull Time
7+ YOEBachelor's degree in business, finance, or related field; 7–10+ years in financial services client onboarding, operations, or project management; program management, process mapping, change management, and Microsoft Office expertise.
Microsoft Visio, Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1w
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Client Onboarding Analyst
Tampa, Florida, United States
$93k-$140k/yr HybridFull Time
7+ YOEBachelor's degree in business, finance, or related field; 7–10+ years in financial services client onboarding, operations, or project management; strong process mapping, documentation, change management, and global stakeholder skills.
Microsoft Visio
3mo
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CLIENT SERVICE COORDINATOR
Tampa, Florida, United States
$15-$19/hr OnsitePart Time
1+ YOEProvide client service in a veterinary hospital, manage client flow, educate clients, handle appointments and invoices, and support the veterinary team.
1mo
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Client Representative Supervisor
Brandon or Tampa
OnsiteFull Time
3+ YOESupervisory experience managing client services, 3 years client service experience, 45 wpm, proficiency with Windows and Office, bilingual (Spanish/English) preferred, complete required advocacy training.
Windows, Microsoft Word, Microsoft Access, Microsoft Excel
2mo
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Commercial Lines Client Service Manager
Saint Petersburg, Florida, United States
OnsiteFull Time
Assist producers and clients with commercial policy processing (endorsements, audits, cancellations), maintain client relationships, active property and casualty license required; Microsoft Office and Applied Epic proficiency preferred; 2 years P&C servicing preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Applied Epic
2mo
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ICC-IMS - Client Success Manager
Largo, Florida, United States
$70k-$100k/yr RemoteFull Time
3+ YOEBachelor's degree, 3+ years in sales or client service, proven renewal and expansion track record, CRM experience, strong communication, negotiation, and problem-solving skills.
CRM
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