138 client services manager jobs at 65 companies in Starke, FL
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Client Services Manager-Home Health
Jacksonville, Florida, United States
OnsiteFull Time
BAYADA Home Health Care: Provides professional home health care and nursing services.
Manage client services and scheduling for home health, build relationships with clients and referral sources, supervise/support field staff, and monitor fiscal and clinical metrics; strong computer and communication skills; bachelor's preferred.
HomeCare Homebase, EPIC, OASIS, Electronic Medical Record
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
10+ YOE5+ Mgmt10+ years in technology strategy or client services in financial services or enterprise software; 5+ years leading programs; expertise in data strategy, BI, client engagement, and SaaS delivery; strong executive communication.
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage platforms.
10+ YOE5+ Mgmt10+ years in technology strategy or client services,5+ years leading strategic programs,experience with data/BI and enterprise client relationships,strong executive communication and consultative skills.
1+ YOEAt least 1 year leasing consultant or assistant community manager experience; working toward Certified Apartment Manager or Accredited Property Manager; high school diploma required, college preferred.
Client Manager, Retirement Plans - The Baldwin Financial Services
Jacksonville or Orlando or Tampa
HybridFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
1+ YOE3 years financial services experience; bachelor’s degree preferred; Series 65 or 66 required; CPFA/AIF/QKA/CFP preferred; strong client service and MS Office skills.
MS Office, CRM, RPAG, Investment analytics software, Redtail, Salesforce
Lyra Technology Group: Operates a global portfolio of managed IT service providers.
5+ YOE5+ years in account management/client success (MSP/IT services preferred), Bachelor's degree, proven track record growing accounts, strategic advisory skills with executives, experience with roadmapping and process development.
Microsoft 365, Azure, ScalePad Lifecycle Insights, MyITProcess, HubSpot, ConnectWise
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
3+ YOE3+ years industry experience preferred, proficiency with Salesforce/Workday/Microsoft Office, FINRA series preferred, strong communication, ability to train staff and manage client onboarding and operations.
Jacksonville or Atlanta or New York City or Milwaukee
$56k-$96k/yrOnsiteFull Time
FISNYSE: FIS: Provides technology solutions for merchants, banks, and capital markets
3+ YOE3-5 years in client success/account management, bachelor\u0002s degree, fintech product knowledge, strong communication and presentation skills, analytics experience with Tableau, ability to drive adoption and retention.
Indianapolis or Toledo or Fort Wayne or Orlando or Jacksonville or Cincinnati or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's degree in business, insurance, risk management, or related field; 3+ years insurance client service; active Property & Casualty license; intermediate MS Office; CIC or CRM designation encouraged; strong communication and teamwork.
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.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEManage client and pet flow, provide exceptional client service, perform administrative and financial duties, and support hospital productivity; high school diploma preferred and one year related experience required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Experienced, personable customer-service professional to greet clients, schedule appointments, process payments, manage records, and maintain a clean hospital environment.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provides client service support to Financial Advisors, ensuring timely, accurate client materials; client-focused, detail oriented, ability to learn new platforms; high school diploma required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Winter Park or Tampa or Jacksonville or Tallahassee
HybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
2+ YOE2+ years relevant experience, high school diploma required, Bachelor’s preferred; Florida 2-15 license required or willing to obtain; proficiency in Microsoft Word/Excel/PowerPoint and Brokerage Builder; strong confidentiality, presentation, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Brokerage Builder
2+ YOECollege degree, 2+ years similar experience, ability to obtain Series 7 and Series 66 and state life/accident/health licenses, strong communication, compliance awareness, and practice support skills.
CJ Haase Veterinary & Immunology Services: Provides comprehensive veterinary medical and immunology services for animals.
Provide empathetic client support, manage wellness plan accounts and payments, run reports, schedule appointments, follow collections protocols, and learn veterinary terms and procedures.
NewmarkNASDAQ: NMRK: Commercial real estate brokerage and property management services.
Senior leader with extensive experience in client onboarding/lifecycle management in regulated financial services, people management, CDD/KYC knowledge, strong communication, organization, and problem-solving skills.
Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi