114 client services manager jobs at 38 companies in Ionia, MI
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Client Service Manager - Commercial Insurance
Grand Rapids, Michigan, United States
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's in business/insurance/risk management (or equivalent), 3+ years insurance client service experience, active property & casualty license, intermediate Microsoft Office skills; CIC/CRM designation encouraged.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
Corporate Cleaning Group: Provides specialized commercial cleaning and janitorial services for businesses.
Prior supervisory experience required; responsible for supervising and training cleaning staff, conducting inspections, managing staffing and budgets, ensuring service quality, securing facilities, and traveling between client locations.
Grand Rapids or Detroit or Kalamazoo or Pittsburgh or United States
$146k-$206k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
7+ YOESeven+ years in accounting/finance or law; private client service experience; supervisory experience; CPA/EA/Attorney or equivalent; tax compliance and consulting skills; strong leadership and communication.
Microsoft Office Suite (Word, Excel, PowerPoint), Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis
EHTC: Full-service CPA firm providing accounting, tax, and advisory services.
5+ YOECPA license and bachelor's in accounting required; 5+ years progressive tax experience with high-net-worth individuals, trusts, estates, and closely held businesses; supervisory experience; strong technical tax, communication, and project management skills.
Wightman: A multi-disciplinary engineering and surveying firm focused on serving municipalities and communities.
8+ YOE8+ years in municipal project management; PE licensed in Michigan (Indiana preferred); strong BD, leadership, and writing skills; ability to manage multiple projects and client communications.
Blue Cross Blue Shield of Michigan: Provides health insurance plans and healthcare administration services.
3+ YOEBachelor's degree and 3 years business/insurance and customer service experience; strong communication, analytical, RMIS (Riskview) and MS Office skills; training and client management experience.
Riskview, Microsoft Word, Microsoft Excel, Microsoft Outlook, Webex, Lync
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
Requires 2+ years of financial industry experience, preferably wealth management, and 2+ years in client service. Strong communication, organization, analytical, problem-solving, and relationship-building skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, eSignature
2+ YOERequires 2+ years of financial industry experience, preferably wealth management, and 2+ years of client service experience. Strong communication, organization, analytical, problem-solving, and relationship-building skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, eSignature
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
High school diploma or equivalent required. Seeks a motivated client-service professional with strong communication, judgment, technology adaptability, and computer skills; investment licenses are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; client service, communication, judgment, adaptability, and strong computer skills required. FINRA SIE, Series 7, or Series 66 knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
M3 Group: Integrated agency providing branding, marketing, and advertising services.
2+ YOE2+ years account management experience, BA in marketing/advertising or equivalent preferred, strong communication, organization, client-service and project management skills, proficiency in Microsoft Office.
Portage or Norton Shores or Grand Rapids or Holland or East Lansing
FieldFull Time
David Carrier Law: Provides estate planning and elder law legal services.
Requires strong organizational, project management, communication, customer service, and multitasking skills; proficiency with Microsoft Office and web-based software; evening availability and weekly travel between multiple Michigan locations.
J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
Jenison, Michigan, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Requires Series 7 (active or obtained within 120 days), SIE if registered after Oct 1, 2018, Series 66 (or 63/65) and Life & Health Insurance license within 120 days; strong client service, operational accuracy, risk management, and communication skills.
Rehmann: A professional advisory firm providing accounting, consulting, and wealth management services.
8+ YOE8+ years of taxation, accounting, and consulting experience; experience with healthcare organizations; CPA or CHBC (desired); strong client service, communication, and technical tax/accounting acumen; business development experience.
Indianapolis or Chicago or Grand Rapids or Columbus or Oakbrook Terrace
$128k-$269k/yrHybridFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
8+ YOEBachelor's in Accounting, active CPA or EA, and 8+ years of progressive tax experience. Requires federal and state tax expertise, client management, technical research, communication, and team leadership.
SP+: Provides parking facility management and mobility technology services.
Lead parking facility operations including staff hiring and training, budget and revenue management, client relations, safety/compliance, and cash control. Bachelor's preferred; valid state driver’s license required.
Microsoft Word, Microsoft Excel, Google Documents, Google Spreadsheets
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yrRemoteFull Time
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
2+ YOELeadership and supervisory experience in security, 2+ years security management experience, Michigan CPL and LEOSA, HS diploma required, bachelor's preferred, proficiency with Microsoft Office, strong communication and client-relations skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook