294 client services manager jobs at 127 companies in Zephyrhills, FL
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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/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
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.
One Day In July: Fiduciary investment firm providing low-fee, transparent portfolio management.
Requires superior client service, written and verbal communication, financial and investment management knowledge, organization, Microsoft Excel skills, proactive problem-solving, risk assessment, confidentiality, and ethical standards.
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
5+ YOEHigh school diploma and 5+ years in client services/account management or employee benefits; expertise in group insurance, strong project management, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe, MS Project
Folio Association Management: Professional management services for residential community and homeowners associations
Customer-service experience and administrative skills, high school diploma/GED, strong verbal/written communication, proficiency with Microsoft Office and email, familiarity with property/HOA management preferred.
Self Bill Pro: Automated invoice auditing and billing software for employee benefits.
3+ YOEBachelor's degree and 3+ years in employee benefits account management, client success, or client-facing relationship management, or 7+ years relevant experience; requires EDI familiarity, Excel, CRM, and strong communication.
834, LDEx, Microsoft Excel, Microsoft Office Suite, project management tools, CRM systems
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
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years. Property and Casualty insurance license required. Proficiency in Microsoft Office; ability to manage renewals, client relationships, and shifting priorities.
Sunrise Landscape: Provides commercial landscape maintenance and installation services in Florida.
5+ YOE5+ years client service or account management experience, proficiency with Aspire or similar CRM, strong written/verbal communication, valid U.S. driver's license and ability to travel to client sites.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE3+ MgmtBachelor’s degree, 8+ years servicing institutional financial-services clients, custody or fund-services expertise, 3–5 years people management, and strong communication, project management, and decision-making skills.
360 Advanced: Provides cybersecurity, compliance audits, and risk assessment services.
3+ YOE3+ years in cybersecurity or professional services and 3+ years in account management/client success with revenue ownership; bachelor's in business preferred; CRM proficiency; quota achievement; strong communication and account strategy skills.
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
CitiNYSE: C: Global diversified financial services holding.
7+ YOEBachelor's degree and 7+ years in client onboarding, operations, or project management within financial services. Requires program management, process mapping, documentation, change management, and Microsoft Office proficiency.
Microsoft Visio, Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
CitiNYSE: C: Providing global banking, investment, and wealth management services.
7+ YOEBachelor's degree in business, finance, or related field; 7–10+ years in financial services client onboarding, operations, or project management; program management, process mapping, change management, and Microsoft Office expertise.
Microsoft Visio, Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOEProvide client service in a veterinary hospital, manage client flow, educate clients, handle appointments and invoices, and support the veterinary team.
Crisis Center of Tampa Bay: Providing crisis intervention, trauma counseling, and medical transportation services.
3+ YOESupervisory experience managing client services, 3 years client service experience, 45 wpm, proficiency with Windows and Office, bilingual (Spanish/English) preferred, complete required advocacy training.
Windows, Microsoft Word, Microsoft Access, Microsoft Excel
Higginbotham: Independent brokerage providing commercial insurance and risk management solutions.
Assist producers and clients with commercial policy processing (endorsements, audits, cancellations), maintain client relationships, active property and casualty license required; Microsoft Office and Applied Epic proficiency preferred; 2 years P&C servicing preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Applied Epic
ICC-IMS: Provides pavement data collection equipment and infrastructure management services.
3+ YOEBachelor's degree, 3+ years in sales or client service, proven renewal and expansion track record, CRM experience, strong communication, negotiation, and problem-solving skills.