3w
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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
4w
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Client Services Manager
Springfield, Missouri, United States
OnsiteFull Time
Relationship-focused client liaison; strong interpersonal, communication and organizational skills; comfortable with scheduling systems and basic office software; reliable transportation for local travel.
2mo
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Manager-Client Services (HYBRID)
Springfield, Missouri, United States
HybridFull Time
7+ YOEBachelor's degree in healthcare or business administration; 7-10 years sales/BD experience; strong data analysis; CRM usage; strong communication; hybrid in Springfield, MO.
CRM, PRM
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
2d
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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
4w
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Senior Director Client Services
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Microsoft Excel, Microsoft PowerPoint
1mo
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Network Relations Client Services Lead
Alpharetta or Arizona or Florida or Georgia or Kansas or Kentucky or Missouri or Pennsylvania or Tennessee
HybridFull Time
2+ YOEBachelor's degree required; 2+ years experience in customer service/operations or project management; CRM familiarity (Salesforce preferred); proficiency with Microsoft Office; experience with onboarding/training and field enablement; Christ-centered alignment required.
Litmos, Legacy Salesforce, Salesforce, Marketing Cloud, MyGiving, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, SharePoint, OneDrive, Zoom, Loom, Canva, Asana, Trello, Monday.com, The Loop, Insight Report
1mo
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Client Services Specialist
Columbia, Missouri, United States
OnsiteFull Time
Provide high-quality, tech-enabled customer support: respond to inbound opportunities, manage online orders, develop product expertise, participate in training, and communicate feedback to internal teams.
4w
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Vice President, Client Services - EMEA
San Francisco or Kansas City or London or Paris or Amsterdam or Limerick or Karlsruhe or Stockholm or Manila or Toronto or Sydney or Timișoara or Tokyo
HybridFull Time
10+ YOE10+ years in client/relationship management in financial services; proven team leadership; bachelor’s degree; knowledge of institutional investor workflows and proxy voting preferred; strong leadership, communication, and strategic skills.
3w
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
3w
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Client Manager
East Carondelet or St. Louis
$95k-$125k/yr FieldFull Time
3+ YOE3+ years field or environmental/industrial sales; territory management; client relationship development; proposal and contract support; ability to communicate technical service capabilities and travel regionally within a 150-mile territory.
drones/UAV, HEPA
2mo
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Client Service Manager
Kansas City, Missouri, United States
HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims management or high school with 8+ years; Producer's License; travel up to 25%; proficient in Microsoft Office; appropriate licensing.
Microsoft Office
1mo
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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
1w
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Client Reporting Services Specialist
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOEBachelor's in business,1-3 years investment services experience,knowledge of wealth management and performance reporting,proficient with Microsoft Office,strong communication and analytical skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Client Reporting Services Specialist
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOEKnowledge of wealth management products and reporting, 1-3 years investment services experience, strong communication, organization, analytical problem-solving, and ability to perform data entry and report generation.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2d
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Retail Client Service Manager
St. Louis, Missouri, United States
$58k-$73k/yr RemoteFull Time
2+ YOEAssociate degree, 2+ years relevant experience (retail management, client services, or CPG preferred). Strong data analysis, project management, communication, and coaching skills.
2mo
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Nimble Solutions - Client Success Manager
Chesterfield, Missouri, United States
HybridFull Time
2+ YOEManage client accounts, service delivery, and profitability; build relationships; analyze billing and performance; collaborate with executives and care teams.
Practice Management, EMR, Billing software
1mo
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Client Manager – Employee Health & Benefits
Chesterfield or Maryville
HybridFull Time
3+ YOE3+ years in welfare benefits plan industry (employer, insurer/administrator, consultant, or broker). Bachelor’s degree preferred. Client/account management and service coordination experience.
1w
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Client Service Manager
Clayton, Missouri, United States
OnsiteFull Time
2+ YOESupport advisors, build client relationships, onboard clients, execute custodial transactions, maintain records; bachelor's in finance/accounting preferred; 2+ years experience preferred; must be authorized to work in the US.
Schwab, Fidelity
3w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
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