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Client Services Manager
Boston, Massachusetts, United States
$70k/yr FieldFull Time
1+ YOE1+ MgmtMinimum 1 year management experience, valid driver\u0002s license, authorized to work in the US, ability to pass screening, college degree in business preferred or equivalent experience.
3mo
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eData Client Services Project Manager
Boston or Dallas or Houston or Miami or Washington DC
$114k-$191k/yr HybridFull Time
5+ YOEFive years of experience in litigation support or eDiscovery consulting; at least two years in a multi-office law firm or alternative legal service provider. Strong communication, client service, and technical skills.
Microsoft Office Suite, Aspera, Beyond Compare, CaseNotebook, TrueCrypt, RelOne
1mo
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Client Services Manager - National Accounts
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/yr HybridFull Time
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
3w
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Client Services Manager, Home Care
Newton, Massachusetts, United States
$55k-$60k/yr OnsiteFull Time
Bachelor's degree required; prior medical office or home care experience preferred; supervisory experience a plus; strong computer (EMR) and communication skills; fiscal and caseload management experience.
Electronic Medical Records (EMR)
1w
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Client Services Coordinator
Boston, Massachusetts, United States
$58k-$65k/yr OnsiteFull Time
1+ YOE1-3 years relevant experience preferred, bachelor's degree preferred, strong written/verbal communication, Microsoft Office proficiency, ability to manage orders and client relationships.
CAP, HMI Kiosk, Order Manager, CORE, Order Status, COR Connect, Lotus Notes, Microsoft Office Suite
1w
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Client Services Specialist
Beverly or United States
HybridFull Time
Associates degree required; client support experience; payroll data entry; knowledge of iSolved and CRM; strong interpersonal, written and verbal communication; time management; SaaS exposure preferred.
iSolved, CRM
2mo
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Client Services Team Coordinator
Boston or New York
$70k-$85k/yr HybridFull Time, Temporary
2+ YOEBachelor’s degree in Business, Legal Operations, or related field; minimum 2 years in client relationship management, legal operations, or project management within a law firm or professional services; PM certificate a plus; strong interpersonal and communication skills; ability to manage multiple priorities; advanced MS Office; SharePoint; budgeti...
Microsoft Office, SharePoint, Project management tools
2w
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Senior Client Services & Onboarding Manager-Full Time Remote
Boston, Massachusetts, United States
$70k-$80k/yr RemoteFull Time
5+ YOE5+ years in client services or project management, experience managing diverse client portfolios, proficiency with SalesForce and CRM systems, budgeting and reporting experience, strong communication and critical thinking; Bachelor's degree preferred.
SalesForce, CRM, MSB Co-op
1d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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Client Services Account Manager (55150)
Boston, Massachusetts, United States
$93k-$100k/yr FieldFull Time
5+ YOEBachelor's degree (or equivalent experience), 5+ years project management implementing software/hardware, ability to attain CCSVP, hospital credentialing compliance, networking concepts knowledge preferred.
SPM, DHCP, Static IP
3w
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Sales and Service Client Services, Officer
Quincy, Massachusetts, United States
$65k-$114k/yr OnsiteFull Time
3+ YOE5+ MgmtKnowledge of mutual fund servicing, client relationship management, review legal and client documents, 3+ years accounting experience, 5+ years managing a team, MCH and Microsoft Excel proficiency, strong communication and problem-solving.
MCH, Microsoft Excel
2mo
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Vice President, Client Services (Operations Manager) - Parametric
Boston, Massachusetts, United States
$115k-$225k/yr HybridFull Time
7+ YOE7+ years in asset/wealth management or financial services with client service or operations leadership; track record in scaling service delivery and process improvement; Bachelor's degree; strong executive presence and collaboration.
3mo
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Client Services Senior Associate
Boston, Massachusetts, United States
OnsiteFull Time
3+ YOE2+ Mgmt3-5 years client service in insurance; 2-4 years leadership; Bachelor's degree; Industry licenses; Excel proficiency; knowledge of life insurance products; strong leadership and communication.
Excel, Outlook, Word
2d
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Group Director, Client Services
Somerville or United States
$130k-$140k/yr RemoteFull Time
10+ YOE10+ years in digital marketing/client strategy with leadership, strategic account planning, revenue growth, Salesforce proficiency, strong communication and financial acumen, and ability to travel (~25%).
Salesforce
1w
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Client Manager
Woburn, Massachusetts, United States
$120k/yr HybridFull Time
5+ YOECPA or IRS Enrolled Agent, bachelor’s in accounting/taxation/finance,5–7 years reviewing 1040/entity returns and accounting for HNW clients,QuickBooks/UltraTax experience,leadership and client service skills.
UltraTax, QuickBooks, QuickBooks Online
1mo
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Client Manager
Concord, New Hampshire, United States
HybridFull Time
3+ YOEBachelor's +3 years client service/claims OR HS/GED +8 years; active life & health license; ability to travel up to 25%; proficiency in Microsoft Office; insurance experience and financial acumen preferred; strong communication skills.
Microsoft Office
2w
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Client Service and Delivery Manager, Global Fund Services
Chicago or Boston
$103k-$175k/yr HybridFull Time
Extensive client servicing and fund services experience, strong finance/accounting knowledge, college degree or equivalent experience, leadership and communication skills.
1w
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Client Services Supervisor - Angell West
Waltham, Massachusetts, United States
$28-$32/hr OnsiteFull Time
1+ YOE1+ Mgmt1+ year supervisory experience and recent customer service experience required; must include a cover letter; ability to drive and possess valid MA driver's license and clean record; strong judgment, interpersonal, and writing skills.
1mo
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Client Service Manager
Wellesley, Massachusetts, United States
OnsiteFull Time
Client service experience in financial services; bachelor’s degree preferred; 2-3 years experience preferred; authorized to work in the U.S.; strong communication and regulatory compliance awareness.
Financial Custodial Systems, Schwab, Fidelity
3w
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Vice President of Client Services
San Antonio or Manhattan or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
10+ YOE5+ Mgmt10+ years in client services or marketing in data/advertising, 5+ years leading client-facing teams, strong martech and data-driven marketing knowledge, executive communication and leadership skills, bachelor's degree preferred.
OMNA Identity Graph, CDP
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