362 client services manager jobs at 147 companies in Thomaston, CT
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Client Services Manager
Fairfield, Connecticut, United States
OnsiteFull Time
Moneco Advisors: Independent wealth management and financial planning firm.
3+ YOE3+ years client services or administrative experience, strong verbal and written communication, Microsoft Office proficiency, CRM experience preferred, background in financial services a plus.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook
Tradewind Aviation: Provides private charter and scheduled regional passenger flight services.
3+ YOE3+ years client services/account management experience in luxury travel, aviation, or hospitality; bachelor’s degree preferred; proficiency with CRM (Salesforce) and Microsoft Office; strong communication and organizational skills.
Kantar: Provides global market research, consumer insights, and consulting services.
2+ YOE2+ years client-service market research experience, bachelor’s degree in related field, strong project management, Microsoft Office proficiency, excellent communication and analytical skills.
Trane TechnologiesNYSE: TT: Global provider of heating, ventilation, and air conditioning solutions.
2+ YOEManage assigned customer portfolio, execute service agreement renewals, provide quotations, prospect for growth, respond to customers within 24 hours, review financial performance and AR, use Salesforce, and perform occasional sales at customer sites. Valid driver's license required.
AQR Capital Management: Quantitative investment firm managing traditional and alternative strategies.
4+ YOEBachelor's degree preferred in finance, 4+ years in the financial industry, complex fund structure experience preferred, strong communication and organization skills, and Microsoft Office proficiency.
The Walt Disney CompanyNYSE: DIS: Produces movies, operates theme parks, and provides streaming services.
2+ YOEHigh school diploma, 2 years of facilities or operations experience in a multiple-building complex, Connecticut driver's license, Microsoft Office, Excel, SAP, SharePoint, and maintenance supplies and equipment knowledge.
Microsoft Office, Microsoft Excel, SAP, SharePoint
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOE1+ MgmtBachelor's with 5+ years client service/claims mgmt or HS with 10+ years; 1+ year supervisory experience; licensing as required. Preferred: insurance knowledge and relationship management; financial acumen.
Akron or Los Angeles or Washington or Troy or New York City 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 St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus 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 Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Bridgewater Associates: Manages global macro hedge funds for institutional investors.
5+ YOE5+ Mgmt5+ years management experience, strong program/project management, excellent communication, ability to manage teams (3-4 direct reports), bachelor's degree or equivalent, advanced Microsoft Office proficiency, familiarity with AI platforms a plus.
Charles IT: Provides managed IT and cybersecurity compliance services.
vCIO/senior IT leadership experience; strong managed services knowledge; coach advisory team; lifecycle planning and budgeting; translate business goals to IT strategy; executive communication; drive retention and growth; organized documentation.
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yrRemoteFull Time
Milliman: Global provider of actuarial and risk management consulting services.
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
5+ YOE3+ MgmtBachelor’s degree, 5 years in public accounting or a related field, 3 years of supervisory experience, and active CPA or equivalent certification. Requires client engagement management, communication, technology, and travel abilities.
5+ YOE3+ MgmtBachelor's degree or equivalent,5+ years account management experience,3+ years people leadership,advanced Microsoft Excel,CRM and reporting experience,excellent communication and analytical skills.
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yrHybridFull Time
Haley & Aldrich: Provides environmental and geotechnical engineering consulting services.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Experienced client service professional who can provide customer service, schedule appointments, explain fees, process payments, manage records, and educate clients on non-medical pet care.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, learn banking and investment platforms, and manage client materials; 1 year experience preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce