420 client services manager jobs at 198 companies in Fishkill, NY
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Client Services Manager
Valhalla, New York, United States
$75k-$90k/yrHybridFull Time
Wine Enthusiast: Publishes wine-focused media and sells wine storage accessories.
2+ YOEBachelor's degree or equivalent experience; 2–5 years in client services, account management, advertising operations, media planning, or project management; strong organization, communication, and problem-solving skills.
Monday.com, Google Workspace, Microsoft Office, CRM
Moneco Advisors: Independent wealth management and financial planning firm.
3+ YOE3+ years client services or administrative experience, strong verbal and written communication, Microsoft Office proficiency, CRM experience preferred, background in financial services a plus.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook
Tradewind Aviation: Provides private charter and scheduled regional passenger flight services.
3+ YOE3+ years client services/account management experience in luxury travel, aviation, or hospitality; bachelor’s degree preferred; proficiency with CRM (Salesforce) and Microsoft Office; strong communication and organizational skills.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Provide administrative and client support to financial advisors; high school diploma/GED; administrative or customer service experience; strong communication, time management, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail
BAYADA Home Health Care: Provides professional home health care and nursing services.
1+ YOE1+ MgmtAt least 1 year caseload management experience, prior supervisory experience, strong judgment and communication, English proficiency, experience in home care or recruiting a plus.
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/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
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.
Kantar: Provides global market research, consumer insights, and consulting services.
2+ YOE2+ years client-service market research experience, bachelor’s degree in related field, strong project management, Microsoft Office proficiency, excellent communication and analytical skills.
7+ YOERequires 7–10+ years in client service or advisor management at an RIA, advisor supervision experience, RIA operations and compliance knowledge, Series 65, and CFP or Series 7 plus Series 66.
SmartLinx: Workforce management software for healthcare and senior care providers.
5+ YOEBachelor's degree and active CPA required, 5+ years payroll/payroll tax experience, multi-state payroll expertise, supervisory experience, strong analytical and communication skills.
M&D Capital: Provides comprehensive medical billing and revenue cycle management services.
5+ YOE5+ years in healthcare account management or RCM, strong healthcare operations knowledge, client relationship and escalation management, reporting literacy, and excellent communication and organizational skills.
Indeed: Online employment platform for job seekers and employers.
4+ YOE4 years related experience or a Bachelor's degree; strong data proficiency, decision-making, client risk management, communication, and adaptability.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
1+ YOE1+ years equity compensation administration experience (B2B), knowledge of global and complex equity plans, ability to pass CEE exam and obtain CEP designation, strong client management, project management, analytical and communication skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOE1-5 years equity compensation administration/B2B experience; knowledge of global and complex equity plans; must pass CEE exam and obtain CEP designation; strong client management, project management, analytical and communication skills.
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
3+ YOE3+ years personal P&C insurance experience, state P&C license, proficient with Microsoft Excel/Word and EPIC, strong communication and client-service skills, HS diploma required.