72 client services manager jobs at 42 companies in Niles, MI
3w
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Commercial Lines Client Service Manager
Mishawaka, Indiana, United States
OnsiteFull Time
Active property and casualty license required or assistance to obtain; familiarity with P&C servicing, Microsoft Office and Applied Epic; ability to lift 25 lbs and strong communication and organizational skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Applied Epic
2mo
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Tax Senior Manager, Private Client Services
Grand Rapids or Detroit or Kalamazoo or Pittsburgh or United States
$146k-$206k/yr OnsiteFull Time
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
3mo
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Landscape Sales or Client Relationship Manager
St. Joseph, Michigan, United States
OnsiteFull Time
2+ YOE2+ years experience in landscaping, sales, client service, or related field; strong communication, organization, positive attitude, time management; willing to learn and collaborate; resume and recommendations.
CRM software, Salesforce, Microsoft Office
2w
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Lead Tax Services Senior Manager
Indianapolis or Chicago or South Bend or Columbus or Oakbrook Terrace
$128k-$269k/yr HybridFull Time
8+ YOEBachelor's in Accounting required; active CPA required; 8+ years progressive tax experience; leadership and client management skills; federal/state tax technical expertise including Subchapter C; excellent writing and research skills.
1mo
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Project Manager - Municipal Services
Kalamazoo, Michigan, United States
HybridFull Time
8+ YOEBachelor's in Civil Engineering, Michigan PE required, 8+ years managing municipal A/E/C projects (storm, sanitary, water, local roads), business development and client management skills, team oversight, proposal and fee estimation, and pursuit of funding mechanisms.
1mo
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Gulfstream G450 Client Aviation Manager - South Bend, IN
South Bend, Indiana, United States
$50k-$500k/yr OnsiteFull Time
Management of flight department operations including supervising personnel, coordinating training and scheduling, maintaining manuals and records, ensuring regulatory compliance and SMS participation; required flight/time minima and first class medical.
6d
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Client Experience Associate
South Bend, Indiana, United States
OnsiteFull Time
Deliver branch customer service, process transactions, identify sales opportunities, apply product knowledge, manage risk, detect fraud, and use digital tools; typically <1 year related experience.
4w
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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
3w
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CCS-Client Care Supervisor
St. Joseph, Michigan, United States
$16-$17/hr OnsiteFull Time
Ensure scheduling to retain clients and caregivers, communicate staffing needs, pass criminal background check and drug screen, be 18+, strong communication and independent work skills.
1mo
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63+65 accepted), advanced investment product knowledge, strong client service, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
14h
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Client Engagement Coordinator
Portage or Norton Shores or Grand Rapids or Holland or East Lansing
FieldFull Time
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.
Microsoft Office
2d
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Branch Banking - Client Consultant I
LaGrange, Indiana, United States
$17-$23/hr OnsiteFull Time
0+ YOEHigh school diploma/GED, less than 2 years customer service or sales experience required; financial services experience preferred; strong communication, problem solving, and priority management skills.
1mo
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Professional Services Team Leader
Goshen, Indiana, United States
OnsiteFull Time
Proven team leadership, solution architecture, project delivery, client communication, cross-functional alignment, KPI-driven operations, process standardization, and problem-solving skills.
1w
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Senior Cost Manager
South Bend, Indiana, United States
OnsiteFull Time
5+ YOEDeliver cost management services across data center and critical infrastructure projects; estimating, budgeting, forecasting, cost control, procurement support, change management, and client advisory.
Microsoft Office
2mo
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Account Manager
Valparaiso, Indiana, United States
HybridFull Time
3+ YOE3+ years in account management or client services; HS diploma required; BA/BS preferred; strong communication and project management skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, CRM
3w
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Case Manager
Kalamazoo, Michigan, United States
FieldFull Time
Providing in-home and community-based case management, conducting housing assessments, developing individualized housing plans, documenting client activity, and coordinating community resources.
1mo
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CATERING MANAGER
Portage, Michigan, United States
$60k-$65k/yr OnsiteFull Time
2+ YOE1+ Mgmt2 years foodservice experience (including 1 year management), catering experience required, ServSafe certification, MS Office proficiency, financial and budgeting skills, strong client and staff communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Personal Lines Account Manager
Granger or Bremen
OnsiteFull Time
Handles personal lines client service including same-day claim and policy processing, policy reviews and renewals, client retention, quoting and providing lender paperwork; P&C license required before start; Microsoft Office, CRM and QuickBooks experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Software, QuickBooks
2w
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
Manage a $500K+ book, deliver high-touch client service to drive retention, review policies, issue certificates, maintain carrier compliance, identify cross-sell opportunities, and mentor associate account managers.
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