{"@context":"https://schema.org","@type":"ItemList","name":"Client Service Manager - Job Description, Skills, and Salary","description":"Explore the role of a Client Service Manager, responsibilities, skills required, and average salary range. Find Client Service Manager jobs on top job boards.","itemListElement":[{"@type":"ListItem","position":1,"item":{"@type":"JobPosting","title":"Client Service Manager - Vice President","datePosted":"2025-09-19","description":"

Join our dynamic team as a Client Service Lead, where you will play a pivotal role in managing and developing a team of Client Service Account Managers.

\n As a Client Service Lead within Payments, you will manage a team dedicated to providing exceptional client-facing support. You will act as a primary contact, building partnerships to understand client needs and ensuring service excellence. Your role will involve coordinating internally to monitor relationship health and advocate for client satisfaction.

Job Responsibilities:

Manage and develop a team of Client Service Account Managers (CSAM) through hiring, training, and coaching.
Navigate the organization to achieve outcomes for clients and stakeholders.
Conduct weekly staff meetings and quarterly check-ins with GCB/Payments Sales partners.
Act as a customer advocate to enhance service quality across product and operational areas.
Maintain direct client relationships, resolve issues, and monitor client SLAs.
Track client requests in real-time and improve case data quality.
Analyze client data to identify trends and develop long-term strategies.
Perform quality controls, monitor KPIs, and guide product quality control.
Serve as a high-level contact with strong product knowledge.
Ensure processes align with specifications and meet financial and headcount targets.

Required Qualifications, Capabilities, And Skills:

Minimum of 5 years of managerial/leadership experience.
5 years in a Service or Client Relationship focused environment.
Strong people, project, and risk management skills.
Comprehensive understanding of Treasury Services products and market knowledge.
Ability to influence others and drive decisions.
Negotiation and strategic planning skills.
Strong oral and written communication skills.
Multi-tasking, time management, and organizational skills.
Excellent problem-solving and analytical skills.
Working knowledge of MS Office and Business Applications.

Preferred Qualifications, Capabilities, And Skills:

Experience in fostering a diverse and inclusive environment.
Ability to perform root cause analysis and guide product enhancements.

\n\n\n\n JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.\n \n\n\n

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

\n\n

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Plano, TX, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-09-19","description":"

Client Service Manager

Application Deadline: 3 October 2025
Department: Client Management
Employment Type: Permanent - Full Time
Location: Bolton

Description

The Client Service Manager role is a vital day-to-day point of contact for Keoghs Legal Solutions Clients. They build strong relationships with technical, operational and procurement teams within client organizations to establish themselves as the ‘go to’ advisor for day-to-day tasks and responsibilities. The CSM role within Legal Solutions focuses on the ongoing management of day-to-day client engagement and performance reporting. It also extends to initial onboarding of new clients and other client management responsibilities, pre-empting challenges and proactively identifying opportunities to enhance the overall client relationship A CSM will understand client needs and champion those needs internally to ensure effective service delivery.

Key Responsibilities

Performance reporting and service delivery:

Support the development and implementation of new client MI reporting requirements
Continuous development and delivery of existing MI and reporting across all lines of business including analysis prior to release
Fronting day-to-day client queries across the full breadth of our panel position to ensure we are responsive and respond/direct queries efficiently
Coordinate responses to ad hoc MI requests ¡ SLA and KPI monitoring and analysis against bespoke service delivery requirements across relevant lines of business
Lead and take ownership of all client QBRs, MBRs, and ad hoc sessions
Preparing MI reporting, analytics within presentation materials
Liaise with client reporting team to manage the timely and accurate production of client management information ahead of release to clients.
Manage day-to-day interactions with clients to ensure we meet client expectations and maintain positive relationships.
Build and maintain strong relationships with a variety of technical and supply chain management teams within client organisations.
Proactively seek feedback from clients and gather insights to inform an engagement plan focused on each client’s specific needs and objectives.
Coordinate internal activity to optimise service delivery relative to client needs and resolve client issues promptly and effectively.
Monitor and report on service performance metrics to clients and internal stakeholders.
Conduct regular performance reviews with clients to assess satisfaction and identify areas for improvement.
Contribute to the development and execution of client engagement and growth plans.

Relationship Management:Working Hours
35 hours per weekMonday – Friday 9am – 5pm with ability to work flexibly on occasions Home-based role with travel to Davies and client offices as required.

Skills, Knowledge And Expertise

Relationship management experience ideally in the insurance industry
Confident communicator capable of building relationships
Ability to work proactively and autonomously to understand and respond to client queries, challenges and requirements
Good understanding of MI and performance reporting with a keen eye for detail

Benefits

Davies Incentive Plan
25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days)
Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining.
Simply Health Care Cash Plan
WeCare – 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing
Death in Service
Critical Illness Cover
PHI/Income Protection (Private health insurance)
Pension Contribution based 5% Employee / 3% Employer
Employee Resource Groups
Employee Volunteering Programme
Cycle to Work Scheme*
Tech Scheme*
Season Ticket Loan*
Gym Flex*
Access to Online Discount Sites
Discounted Gourmet Society Membership
Discounted Tickets for Merlin Attractions nationwide
Discounts at local retail outlets

* after successfully completing probation","hiringOrganization":{"@type":"Organization","name":"Davies","sameAs":"https://davies-group.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Bolton","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Client Service Manager - Payments","datePosted":"2025-09-19","description":"

The Company

Electrum is the next-generation payments technology company that provides cloud-native software to optimize the processing of financial transactions. Since 2012, we have established ourselves as a respected payments technology partner through our deep expertise and track record in delivering trusted enterprise-grade payments solutions.

We’ve built a reputation in providing solutions for high-volume, low-value payment schemes and services that enable our clients to deliver to their customers at scale. We love that the projects we work on touch the lives of millions of South Africans daily, making a real difference.

We hire the best of the best and we offer great opportunities for personal growth and career progression.

The Opportunity

We’re looking for a self-starter who can take ownership and drive initiatives independently, with the confidence to make decisions and solve problems without constant direction. At the same time, you’ll need to collaborate closely with the wider team to share insights and align on best practices and with other Electrum teams to execute on your initiatives. As the first hire for this role in Johannesburg, you’ll play a pioneering role in establishing our presence, building and nurturing strategic relationships with major banks, and setting the foundation for how we engage with clients in the region.

The Role

The Client Service Manager is focused on cultivating lasting client relationships. This is achieved by proactively addressing client concerns, effectively communicating product information, and ensuring clients maximize the value they get from our products. Being our clients' Electrum champion and their first point of contact, you will:

Serve as the primary point of contact for clients, working closely with them to understand their needs, goals, and objectives to help them achieve success with our platform and services.
Collaborate with cross-functional teams including product, engineering, and sales, to ensure that clients receive exceptional support and service.
Develop and maintain strong relationships with clients, serving as a trusted advisor and advocate.
Monitor and analyse client usage data to identify opportunities for training and increased adoption.
Build awareness of your client’s roadmap and business case.
Work with your clients to understand Electrum’s product offering.
Improve net revenue retention by mitigating churn by proactively identifying and addressing client concerns or issues.
Communicate product updates and new features to clients, ensuring they are aware of and utilizing all available resources.
Act as a liaison between clients and internal teams, advocating for the client and ensuring their needs are met.
Deliver on your client service metrics and reporting to management.
Spend a minimum of 3 days a week onsite with your clients at their offices.

Requirements

Bachelor's degree in technology or business.
5+ years proven work experience as Client Service Manager or a similar role within the enterprise software industry.
Experience in handling multiple large client accounts simultaneously.
A proven track record of limiting churn in client accounts and improving growth.
A strong understanding of client service best practices.
Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
Analytical mindset and ability to interpret data to drive insights and actions.
Proactive and client-focused approach, with a commitment to delivering exceptional experiences.
Deep empathy for clients balanced with the interests of Electrum.
Passion for service improvement.
The ability to work independently with a high degree of autonomy.
Strong problem solving and communication (written and verbal) skills.
Accountability and level headedness.
Ability to integrate data from different sources and present in a meaningful way.
Ability to position technical solutions in a business context.

Increase Your Odds By Having:

Having experience in the Payments industry (advantageous).
Having a proven track record of improving net revenue retention (advantageous).

Benefits

A good work-life balance is very important at Electrum. To help you manage your own time and energy, Electrum offers benefits such as:

Flexibility around core working hours (nature of flexibility is negotiated per role based on business needs
Team socialising, getaways, and social outings

We have created a safe, transparent environment where we know mistakes happen, and that’s okay. We even have a 3 step approach to dealing with them:You are responsible for your actions – both the successes and the failures.

","hiringOrganization":{"@type":"Organization","name":"Electrum Payments","sameAs":"https://electrum.co.za/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Johannesburg, Gauteng, South Africa","addressCountry":"South Africa","addressRegion":"Africa"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-09-18","description":"

Company Description

MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Description

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs. As a Client Service Manager, you will work alongside the team’s Advisors and Partners on a wide range of projects focused on clients' needs. Moneta provides the opportunity for long-term career growth and professional development as you learn the foundational knowledge of wealth management.

Essential Responsibilities

Support Advisors and Partners in daily operations, mastering team processes and procedures.
Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.
Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.
Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.
Coordinate with centralized operations to implement best practices and enhance service delivery.
Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.
Maintain accurate client records, process billing, transfers, and journals, and review cash reports.
Research and resolve complex financial scenarios as they arise.
Participate in professional development opportunities, team meetings, and internal training programs.
Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.
Perform additional administrative tasks as needed to support team operations.

Qualifications

Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred
2-3 years of work experience preferred
Must be authorized to work in the United States

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

Compensation range of $60,000 - $80,000
This is a full-time, exempt, salary position
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Client Service Manager

Locations: Basildon, Essex | Hybrid

Get To Know Us:

The Client Service Manager is responsible for ensuring the successful delivery of services to clients, fostering strong relationships, and enhancing overall customer satisfaction. The role requires a mix of customer support, communication, problem-solving, and project management skills.

Why You Will Love It Here!

Flexibility: Hybrid Work Model
Your Future: Professional Development Reimbursement including access to SS&C University
Work/Life Balance: Competitive holiday scheme
Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Training: Hands-On, Team-customised throughout your career
What You Will Get To Do:

Service Management

Develop existing client relationships with relevant Clients
Liaison with the clients' oversight team to ensure that service meets requirements
Manage the communication and participate in resolving any service issues
Understand client’s business /products
Keep abreast of current client relationship status through the regular review of Management Reports e.g. Client feedback

Issue Management

Contact points for day-to-day service issues raised to or by Client or internal contacts
Produce & maintain Service Issues Log on a weekly basis
Day-to-day liaison with all stream area contacts in operational areas to ensure service is delivered within SLA and quality is measured within KPIs
Attend (weekly) Client conference call
Reporting
KPIs
Review and validate KPI pack information
Monitor service against KPIs and dispatch monthly KPI reports within agreed service levels
Provide commentary for KPI pack
Ensure relevant information is available for Lead CSM representation at weekly Stream meeting

Communication

Responsible for provision of service management related information to client contacts in a timely manner and in an appropriate format
Liaise with internal operational/IT counterparts to facilitate information flow and appropriate actions

Meeting Management

Participate in meetings (internal and external) & conference calls, as required
Attend necessary internal prep meetings
Involvement in the completion of supporting meeting documentation – agenda, minutes, actions etc.

New Business & Promotional Activity

SS&C Products & Services
Develop SS&C product knowledge

Team Management

Sharing Best Practice
Initiate and participate in departmental Best Practice discussions cross streams

Additional Responsibilities

To carry out any other duties which are within the employee's skills and abilities whenever reasonably instructed to support continuous development

What You Will Bring:

Experience in a financial services environment, within a client relationship role.
Ability to manage high-pressure situations with professionalism.
Familiarity with industry-specific tools or platforms relevant to the client base.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

","hiringOrganization":{"@type":"Organization","name":"SS&C Technologies","sameAs":"https://www.ssctech.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Basildon, United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Client Service Manager III","datePosted":"2025-09-17","description":"ADP is hiring a Client Service Manager III. In this position you will be responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Manager is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements. The Client Service Manager ensures the delivery of optimal service, client satisfaction and client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention. CLIENT SERVICE MANAGER IS REQUIRED TO MAINTAIN ACCURATE RECORDS OF ALL CALLS, Emails, CORRESPONDANCE AND CLIENT VISITS IN ADP CLIENT RELATIONSHIP MANAGEMENT SYSTEMS. CONTINUALLY DEVELOPS AND MAINTAINS PRODUCT, INDUSTRY AND SYSTEMS KNOWLEDGE AND SKILLS

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility.

RESPONSIBILITIES:

Proactively discuss and/or support products and services, and plan design with plan sponsors.
Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate.
Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions.
Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor.
Request employee education workshops and literature
Conduct and/or support in-person Annual Plan
Reviews for all plans with assets greater than $10m.
Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.
Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.
Communicate and/or support compliance testing results and recommend options to improve results (if necessary).
Monitor plan documents for adherence to applicable rules and regulations.
Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
Monitor profitability of clients and recommend appropriate revenue generating products and services.
Proactively seek out and/or support additional revenue opportunities such as M-A activity or payroll additions.
Provides mentoring - constructive feedback to new associates on a consistent basis.
Effectively handles escalated calls.
Assists in phone monitoring duties.
Proactively assists with critical clients.
Coordinates and peer reviews plan changes and acquisitions.
Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
Takes part in disaster recovery testing and provides feedback on system enhancements
Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:

3 to 5 Years of Directly Related Experience
Bachelor's Degree or its equivalent in education and experience

\nQualifications\nPREFERRED QUALIFICATIONS:Preference will be given to candidates who have the following:

ASPPA QKA PREFERRED
Minimum of 2 years of successful experience as a Client Service Manager II (or equivalent DC plan administration experience).
Demonstrates strong oral/written communication skills.
Demonstrates strong listening skills.
Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc)
Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify).
Proficiency in using payroll and recordkeeping systems
Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.
Proven relationship-building skills.
Strong time-mgmt, organization and problem solving skills.
Demonstrates strong presentation skills.
Ability to coordinate and take the lead on conference calls.
Ability to gauge client satisfaction through scheduled surveys, client visits and day-to-day interaction.

","hiringOrganization":{"@type":"Organization","name":"ADP","sameAs":"https://www.adp.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Louisville, KY, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":7,"item":{"@type":"JobPosting","title":"Bilingual Client Service Manager - Therapy","datePosted":"2025-09-17","description":"

Company Description

MGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for over a decade. In 2022 MGA has opened its doors to MGA Behavior Therapy which offers Applied Behavior Analysis (ABA) and early behavior intervention for pediatric patients with autism spectrum disorder (ASD) and other developmental disabilities within Denver and surrounding areas.

We aim to help our patients and their families by delivering high-quality clinical care in the comfort of their homes. Our goal is to make the lives of our patients and their families easier by demonstrating compassion and integrity at the heart of everything we do. By bringing individualized attention and support throughout every home. MGA Homecare is proudly serving the states of Arizona, Colorado, North Carolina, Tennessee, Texas, and Washington, and are here to be a resource for patients and their families.

Job Description

Job Summary
\nThe Client Services Manager (CSM) is responsible for developing and managing relationships with assigned clients and field staff to more quickly resolve challenges and address concerns. The CSM oversees all non-clinical aspects of the provision of care that includes the utilization of authorized hours, the vetting of potential candidates, and the management of communication between clients, field staff, and office personnel. The core focus of the position is to ensure client satisfaction and increase client retention. This position reports directly to the Client Services Supervisor, Director of Operations, or the Administrator.
\n
\nDuties and Responsibilities

Demonstrates a working knowledge of therapy services and the deficits/diagnosis/vocabulary associated with those services.
Collects and documents Referral information for Therapy services. Communicates the referral needs during staffing meetings to engage services for the client. Follows through with problem solving barriers to services being initiated.
Troubleshoots authorization and client family needs in order to determine feasibility and financial responsibility regarding therapy services.
Coordinates admission prior to therapy evaluation with client caregiver. Completes required consent paperwork to initiate services in an accurate and timely manner.
Coordination of services with external providers and support for families attempting to access services in addition to those provided by MGA Homecare.
Establishes effective communication & utilizes critical thinking and problem-solving skills to serve as the primary point of contact for all non-clinical issues or questions between clients, field staff and office personnel.
Builds strong relationships with clients/families by being highly knowledgeable regarding individual staffing needs and clinician preferences/expectations to ensure appropriate staff placement.
Sets proper and realistic expectations with clients regarding MGA’s service capabilities.
Appropriately logs all non-clinical client & field staff complaints in accordance with MGA policy.
Collaborates with recruiting team to address long and short-term staffing needs by communicating client specific requests.
Demonstrates working knowledge of payer source requirements, including an understanding of Medicaid, MGA specific software systems, internal processes, policies and procedures.
Communicates and escalates all client and field staff issues to management in accordance with MGA Policy.

Qualifications

Requirements

Bilingual (Spanish/English) required
2+ years’ experience in customer service role
Strong time management skills required
Strong communication skills required

Additional Information

As an MGA Client Service Manager you can expect:

Health, Dental & Vision Coverage
Health Savings Accounts (HSA-available if enrolled in high deductible plan)
Flexible Spending Accounts (FSA & LPFSA)
Dependent Care Reimbursement Accounts (DCRA)
Employee Assistance Program (EAP-available if enrolled in Health plan)
401(k) retirement plan
Paid Time Off (PTO)
Company Paid Holidays
100% Company Paid Life Insurance (if enrolled in Health plan)
Voluntary Life Insurance
Short & Long-Term Disability
Critical Illness/Accident Insurance
Hospital Indemnity Insurance
Identity Protection Plan
Legal Care Plan

#Ind123

BAYADA Home Health Care has an immediate opening for a Client Service Manager in our Philadelphia, PA Assistive Care Office. If you are looking for an exciting career opportunity in a growing industry, a Client Service Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.

\n\n

The Client Service Manager Will:

Provide superior customer service and quality home care
Focus on managing coordination of client services and emergent scheduling issues
Build lasting relationships with clients, referral sources, payors and community organizations
Develop strong, communicative relationships with the team
Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)
Associates will partner with Clinical Managers to provide supervision and support to field employees

Qualifications:

Prior medical office or home care experience preferred
Prior supervisory experience a plus
Demonstrated record of successfully taking on increased responsibility (goal achievement)
Ambition to grow and advance beyond current position
Strong computer skills required (electronic medical record)
Excellent communication and interpersonal skills

Why Choose Bayada?

BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business.
https://www.newsweek.com/rankings/americas-greatest-workplaces-diversity-2024/bayada\n\n
Glassdoor Best Places to Work 2018 and 2019
Forbes Best Places to Work for Women 2020
Paid Weekly
Mon-Fri work hours
AMAZING culture
Strong employee values and recognition
Small team at a local office
Growth opportunities
BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program
To learn more about Bayada benefits, www.bayada.com/benefits
Newsweek's Best Place to Work for Diversity 2023
Newsweek Best Place to Work for Women 2023
Newsweek Best Place to Work (overall) 2024
Newsweek Best Place to Work for Women and Families 2023

#Joinbayada-Rx

\n\n\n\n

As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.

BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.

BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

","hiringOrganization":{"@type":"Organization","name":"BAYADA Home Health Care","sameAs":"https://www.bayada.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Philadelphia, PA 19103 | 39.952090834 | -75.173435522","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Operations & Client Service Manager - Oil Lab Testing","datePosted":"2025-09-17","description":"

Company Description

SGS is the world’s leading Testing, Inspection and Certification company. We operate a network of over 2,500 laboratories and business facilities across 115 countries, supported by a team of 99,500 dedicated professionals. With over 145 years of service excellence, we combine the precision and accuracy that define Swiss companies to help organizations achieve the highest standards of quality, compliance, and sustainability.

We are looking for Key Account Manager to act as the primary interface between key governmental clients and the laboratory services team, ensuring customer satisfaction, operational excellence, and business growth for fuel, oil, and petrochemical testing projects.

Job Description

Serve as the main point of contact for key clients, ensuring clear communication and high responsiveness.
Develop strong, trust-based relationships with client representatives.
Conduct regular client reviews, gather feedback, and implement client-specific improvement initiatives.
Oversee day-to-day execution of oil lab testing contracts and coordinate internally with laboratory managers, technical teams, logistics, and support functions to ensure timely and accurate service delivery.
Track service KPIs (TAT, data integrity, reporting compliance) and address any non-conformities or delays.
Monitor contract performance, billing cycles, and revenue tracking in coordination with the finance team.
Ensure compliance with client contractual terms and align service offerings to evolving client needs.
Collaborate with lab operations and QA/QC to ensure testing methodologies meet international standards (e.g., ASTM, ISO, IP).
Propose and implement technical and process improvements based on client feedback or performance trends.
Follow up on equipment readiness, especially for critical units to prevent service disruptions.
Prepare and submit periodic reports on account performance, risks, and improvement actions.
Maintain comprehensive records of correspondence, complaints, actions taken, and client approvals.

Qualifications

Bachelor’s degree in Chemistry, Chemical Engineering, or related discipline.
Proven experience managing strategic or governmental accounts, in the oil, gas, or petrochemical sector.
Proven experience in oil lab testing services field.
Familiarity with analytical equipment and lab operations related to petroleum testing
Fluent in English (Arabic is an advantage)
Strong communication and negotiation skills.
Project management capabilities and ability to handle cross-functional coordination.
Client-focused mindset with attention to detail and problem-solving approach.

Additional Information

","hiringOrganization":{"@type":"Organization","name":"SGS","sameAs":"https://sgs.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Eastern Province, Saudi Arabia","addressCountry":"Saudi Arabia","addressRegion":"Middle East"}}}},{"@type":"ListItem","position":10,"item":{"@type":"JobPosting","title":"Client Service Manager - Family Office","datePosted":"2025-09-16","description":"

Company Description

Job Description

Are you a proactive problem-solver with a passion for delivering exceptional client service? Do you thrive in a fast-paced environment where priorities shift and no two days are the same? If so, we invite you to explore this exciting opportunity to join our team as a Client Service Manager, supporting our ultra-high net-worth, or family office clientele.

As a Client Service Manager, you will be a key partner to our advisors and clients, ensuring seamless execution of complex financial transactions, proactive issue resolution, and an exceptional service experience tailored to the unique needs of these families. Successful candidates will excel at managing multiple priorities simultaneously while maintaining flawless execution standards. The role demands strong analytical skills to understand complex family office operations, high emotional intelligence for client interactions, and proactive problem-solving abilities to independently source information and drive projects forward.

Essential Responsibilities

Manage multiple, evolving priorities with a strategic mindset, ensuring all client requests and financial transactions are handled with precision
Anticipate client needs and proactively address potential challenges, demonstrating creative problem-solving skills
Collaborate with internal teams, advisors, and external partners to ensure seamless execution of client requests
Uphold the highest standards of confidentiality, organization, and attention to detail in all client interactions
Adapt to shifting priorities, ensuring an exceptional level of service at all times

Qualifications

What We’re Looking For

A proactive, self-starter who takes ownership of challenges and finds solutions
Strong organizational skills, with the ability to manage multiple high-priority requests simultaneously
Exceptional communication and interpersonal skills, with the ability to build trust with clients and internal stakeholders
A strategic thinker with the ability to anticipate challenges and implement effective solutions
High level of professionalism, discretion, and initiative, with a strong team-player mentality
Ability to work flexible hours and occasional travel when needed to accommodate client needs

Other Qualifications

Bachelor's degree in finance, personal financial planning, or accounting required
Minimum 3 years of relevant financial services experience preferred; candidates with CPA credentials and public accounting background or family office experience will also be considered
Must be authorized to work in the United States

Additional Information

This is an opportunity to be part of a dynamic, high-performing team within a prestigious financial services firm. We offer a collaborative and supportive work environment, competitive compensation, and the chance to make a meaningful impact in the lives of ultra-high-net-worth clients. If you have a passion for excellence and a drive to deliver the highest level of service, we would love to hear from you!

Apply today and take the next step in your career.

Employee Benefits and Wellness

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

This is a full-time, in-office, exempt, salary position
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

Company Description

Job Description

Essential Responsibilities

Manage multiple, evolving priorities with a strategic mindset, ensuring all client requests and financial transactions are handled with precision
Anticipate client needs and proactively address potential challenges, demonstrating creative problem-solving skills
Collaborate with internal teams, advisors, and external partners to ensure seamless execution of client requests
Uphold the highest standards of confidentiality, organization, and attention to detail in all client interactions
Adapt to shifting priorities, ensuring an exceptional level of service at all times

Qualifications

What We’re Looking For

A proactive, self-starter who takes ownership of challenges and finds solutions
Strong organizational skills, with the ability to manage multiple high-priority requests simultaneously
Exceptional communication and interpersonal skills, with the ability to build trust with clients and internal stakeholders
A strategic thinker with the ability to anticipate challenges and implement effective solutions
High level of professionalism, discretion, and initiative, with a strong team-player mentality
Ability to work flexible hours and occasional travel when needed to accommodate client needs

Other Qualifications

Bachelor's degree in finance, personal financial planning, or accounting required
Minimum 3 years of relevant financial services experience preferred; candidates with CPA credentials and public accounting background or family office experience will also be considered
Must be authorized to work in the United States

Additional Information

Apply today and take the next step in your career.

Employee Benefits and Wellness

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

This is a full-time, in-office, exempt, salary position
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

The Purpose Of The Role:

To exceed client expectations by adding value beyond the agreed Key Performance Indicators (KPIs) and to build CPM’s business by developing the services provided to them.

To deliver, as a minimum, planned budget spend and to deliver agreed profit levels to CPM.

Key Responsibilities:

Maintenance and development of client relationships, including regular meeting to review performance of the operation, both financially and against KPIs agreed
To validate and interpret client reports and results, in order to provide executive summaries and provide appropriate recommendations to clients
Identification of business development opportunities and preparation of and/or provide assistance to the Client Service Director to prepare and present profitable strategic proposals to add value to the client operation and extend the services provided
To monitor and control budgets, ensuring sales and profit targets are met. To assist the Client Service Director in the preparation and negotiation of the operating budget for the following year
To complete face-to-face client budget reconciliation meetings within six weeks of the period end
To ensure the correct operational departments are fully briefed in time to be able to deliver the services required to fulfill the client’s objectives and maximize profitability to CPM
To keep fully up to date on client businesses, objectives and marketplace, to enable business-focused discussion and proposal of proactive operational solutions
To maintain a full understanding of CPM’s services, competition and marketplace, to enable business discussion and proposal of proactive operational solutions
To maintain a full understanding of CPM’s services, competition and marketplace, in order to proactively advise and support client business needs
To provide an executive summary to accompany all client monthly reports
To provide assistance to Senior Manager on all client and team-related issues where required
To recruit, train, motivate, and develop direct reports and to ensure the field operation is effectively managed by being fully briefed, trained, and equipped to fulfill the set tasks
To maintain and develop systems to measure the achievement of objectives, including an appropriate level of field accompaniment and auditing
To encourage an environment of coaching, learning, and development within the team
To conduct annual and mid-year appraisals for field team meetings
Continuously review the client’s business to identify and secure additional revenue streams from existing clients
Demonstrate a good understanding of all CPM business units in order to capitalize on identified opportunities
Prepare and conduct a formal annual review with the client focussing on innovative developmental , recommendations drawn from best practice examples in use elsewhere within CPM
To generate new ideas and ways of working
To consistently strive to reach the highest standards of performance for customers.
To ensure at all times that you operate in an effective and efficient manner to complete all tasks.

Requirements

Educated to Degree Level or Equivalent
Management experience in a similar sales or service environment
Excellent client management skills
Good Financial acumen with the ability to prepare and control budgets
Previous experience in motivating teams and developing work relationships
Good report writing ability
Ability to manage delivery against tasks of varying complexity from the planning phase, through identification of critical path analysis, milestone measurement to final implementation and evaluation
Ability to present across all media to a high standard
Strategic and commercial awareness

Benefits

Competitive basic salary
Performance bonus
Employee Assistance Program
Structured Personal development supported by internal and external development activities
Companywide recognition awards
Discounted Health Insurance and access to company pension provider
Active Diversity and Inclusion teams across the business
IVF Support Policy
Regular Company events and activities
Product Discounts
Bike to Work Scheme
TaxSaver Scheme – discounted travel tickets.
Referral payment schemes

At CPM, we believe that a diverse, equitable and inclusive workplace makes us a more relevant, more competitive, and more resilient company. We welcome people from all backgrounds, ethnicities, cultures, and experiences. CPM is an equal opportunity employer. We do not discriminate on the basis of race, colour, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, or any other legally protected status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment

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About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Senior Client Service Manager, Derivatives

Job Description

In the Global Derivatives Practice, the Sr. Client Service Manager within the Client Services Team will focus on all aspects of the client relationship including pre and post implementation processes. This individual will coordinate large and/or complex projects while resolving day to day queries and serving as a liaison to related areas. Additional tasks include leading relatively complex, extensive high profile activities e.g. direct interaction with clients and senior management. The role may also involve leading projects and/or train lower-level staff. Lastly, the Sr. Client Services Manager may serve as a technical expert providing complex support to clients and partners.

Major Duties

Develop understanding of each client’s support model, strategy and future growth potential while maintain a liaison relationship between the client, internal partners and derivatives operations. Proactively determine client needs or issues while nurturing strong client relationships. Provides support for escalation of issues related to complex derivative products. This may include settlements, trade support, client valuations etc. Research and analyze complex client inquires, offering support and providing resolutions as needed. Lead team discussions and brain storming/knowledge share sessions to share challenges and solutions across the client base while regularly proposing solutions and/or suggestions to improve level of client service. Consistently operate to reduce operational risk and identify and escalate any potential risk situations. Facilitate continuous process review and improvements and pro-actively manage the change process. Fully evaluate implications of new requirements to existing processes to ensure smooth transitions. Maintain strong working relationship with internal support groups and provide SME input into strategic plans. Participate in Industry events and have strong linkages within the derivatives industry to monitor and assess growing trends to understand competitive environment and recommend changes to existing processes or additions to current service offerings. May manage complex client initiatives and serve as a mentor to junior level employees while also supervising their day-to-day work (but not a formal management role).

Knowledge/Skills

Excellent oral, written and organizational skills
Advanced knowledge of the derivatives operations environment from either back or middle office, trade support, BA, etc.
In-depth knowledge of derivatives products, their structures and behaviors and trade lifecycles as well as a solid understanding of trading, accounting and reporting systems
Ability to develop and evaluate solutions while planning and prioritizing client activities to manage relationships effectively.
Ability to confidently discuss and articulate the different derivatives functions and operational processes among all levels of management, clients and external asset managers
Understanding of the complete end-to-end processes, business units, products and deliverables
Highly flexible and adaptable to change
Exceptional self-starting skills, attention to detail, and ability to manage issues through to closure

•Excellent Negotiation Skills

Experience

College degree preferred in Finance, Economics or applied sciences.

Minimum of 9 years’ experience in client services and/or financial service operations is preferred.

Related derivatives experience along with familiarity with complex products such as OTC and listed IRS and commodity derivatives, listed equities, various credit products, total return swaps, foreign exchange and interest rate products both bi-lateral and cleared is highly recommended.

Comfortable understanding of Collateral Management process preferred.

#Li-Hy

#Li-Cl1

Salary Range:

$83,100 - 141,300 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working With Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

","hiringOrganization":{"@type":"Organization","name":"Northern Trust","sameAs":"https://www.northerntrust.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Wabash Bldg-Chgo, IL, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-09-15","description":"

ADP is hiring a Sr. Relationship Manager in our Florence, SC or Alpharetta, GA locations only.

\n\n

Client support at ADP: It's all about enabling the clients we serve to be more effective employers. You can make it happen by collaborating with other ADP Associates to ensure our products and services deliver winning results. The expert support you provide can make our workforce solutions stand out in an increasingly competitive global marketplace.

In this role, you’ll serve as the executive liaison between the client’s key decision makers and Tax Credits business units (Data Operations, Sales, Production, Implementation, Integrations, Operations, Product Support etc.), serving as an empowered client advocate.

You’ll develop and enhance strategic business partnerships building trust with our client’s key decision-makers to understand their financial position, business and strategic objectives, and requirements so our clients can focus on what matters most to them — growing their business. You will partner with implementation, service, development, legal and other support teams to deliver a seamless client experience.

\n\n

The successful Relationship Manager builds strong client relationships through effective time management and prioritization skills to provide customized quality service in support of retaining clients and growing their utilization and appreciation of the Tax Credits portfolio.

\n\n

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.

\n\n\n

Responsibilities:

\n\n

Serve as the ADP Liaison for client participation in Federal and State Tax Credits Incentives. Manages both the strategic and tactical discovery and delivery of all client tax credit programs.

Proactively ensure client satisfaction through regular conference calls and periodic client visits. Promotes client participation in focus groups to solicit feedback on product/service initiatives. Communicates and promotes key ADP initiatives to the client (e.g.., user group meetings, product enhancements, etc.).

Develop and maintain strategic executive relationships with high value clients to foster effective client loyalty and satisfaction.

Function as the key strategic advocate and foster efficiencies and revenue growth via identification of add on services within the client relationship and Tax Credits business partners.

Assist the business to meet and exceed client deliverables and drive business results and Tax Credits strategy for clients.

Facilitate the management and strategic service of assigned accounts through diligent and frequent client kpi reviews.

Compile, review, and deliver operational performance metrics to assigned client organizations and provide best practice recommendations for maximizing client opportunities.

Identify and recommend best practice improvements that benefit the operational model for the client and ADP Tax Credits.

Responsible for Retention and Client satisfaction.

\n\n

To Succeed In This Role:

Required Qualifications:

\n\n

Minimum of 5 years' experience in professional services, implementation, client services, sales with proven proficiency in managing client relationships and multiple client portfolios
Ability to travel up to 25% based on client needs
High level of organization, planning and prioritization skills
Ability to interact with and influence internal and external high level decision makers
Proficiency in Microsoft Office tools with a focus on Excel data manipulation and analysis skills
Excellent presentation and facilitation skills
Excellent interpersonal, verbal, and written communication skills
Ability to connect with employees at all levels of the organization
Strong client relationship building and negotiation skills
Strong business acumen including financial and contractual negotiation and analysis
Ability to communicate value proposition to clients and champion adoption of best practices and new functionalities, including ADP’s portfolio of tax credit offerings
A demonstrated commitment to high professional ethical standards and a diverse workplace
Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities

\nQualifications\n

Preferred Qualifications:

Demonstrated proficiency in managing complex client account relationships with multiple products.
Extensive experience building relationships and understanding client needs and key performance drivers.
Experience with ADP's infrastructure, systems and service delivery tools.

#Li-Jlr

#Li-Hybrid

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Company Description

Job Description

Essential Responsibilities

Support Advisors and Partners in daily operations, mastering team processes and procedures.
Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.
Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete
Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.
Coordinate with centralized operations to implement best practices and enhance service delivery.
Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.
Maintain accurate client records, process billing, transfers, and journals, and review cash reports.
Research and resolve complex financial scenarios as they arise.
Participate in professional development opportunities, team meetings, and internal training programs.
Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.
Perform additional administrative tasks as needed to support team operations.

Qualifications

Bachelor's degree in finance, personal financial planning, accounting, or a related field
2-3 years of work experience
Must be authorized to work in the United States

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

Compensation range of $60,000 - $80,000
This is a full-time, exempt, salary position
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

Client Service Manager - Casualty

Department: Client Management
Employment Type: Permanent - Full Time
Location: Home United Kingdom

Description

Client Service Managers are vital day-to-day points of contact for Davies insurance market clients. They build strong relationships with technical and procurement teams within client organizations to establish themselves as trusted advisors. They understand client needs and champion those needs internally to ensure first-class service delivery. Commercially astute and excellent communicators, Client Service Managers immerse themselves in client businesses, pre-empting challenges and proactively identifying opportunities to enhance the relationship. The client service manager role in our core and volume casualty team involves coordinating the breadth of client engagement from initial onboarding of new clients to the ongoing management of day-to-day engagement and performance reporting.

Key Responsibilities

Client Relationship Management:

Manage day-to-day interactions with a portfolio of core and volume casualty clients to ensure we meetclient expectations and maintain positive relationships
Build and maintain strong relationships with a variety of technical and supply chain management teamswithin client organisations
Proactively seek feedback from clients and gather insights to inform an engagement plan focused on eachclient’s specific needs and objectives Contribute to the development and execution of client engagement and growth plans

Service Delivery:

Champion client needs and objectives internally to ensure a fully aligned and first-class service isconsistently delivered
Ensure that service delivery aligns with contractual obligations and SLA/KPI requirements by proactivelymonitoring adherence
Coordinate internal activity to optimise service delivery relative to client needs and resolve client issuespromptly and effectively

\nOnboarding and Implementation:\n

Support the planning and delivery of new casualty client onboarding, ensuring a smooth and on schedulelaunch
Work closely with clients to understand their specific requirements and tailor services and engagementplans accordingly
Coordinate with internal teams to ensure all client-specific setups and configurations are completed andmaintained in accordance with client requirements

Performance Management and Reporting:

Liaise with client reporting team to manage the timely and accurate production of client managementinformation ahead of release to clients Monitor and report on service performance metrics to clients and internal stakeholders
Conduct regular performance reviews with clients to assess satisfaction and identify areas for improvement

Proactive Engagement:

Immerse yourself in client businesses and stay informed on casualty market developments in order to preempt challenges and opportunities for your clients
Proactively engage internal teams to respond to client and market developments to maintain leadingservice standards
Ensure clients are alerted to relevant industry developments and how they may impact their business whilstoffering suitable solutions to support

Working hours

37.5 hours per week
Monday – Friday 9am – 5pm
Home-based role with travel to Davies and client offices as required

Skills, Knowledge & Expertise

Relationship management experience in the insurance industry
Confident communicator capable of building relationships
Knowledge of the casualty insurance claims market
Ability to work proactively and autonomously to understand and respond to client challenges
Sound understanding of MI reporting with a keen eye for detail

Job Benefits

Career & Purpose

Davies Innovation Lab
Leadership training programme
Funding for professional qualifications
Thrive at Davies; learning opportunities

Environmental & Social

The Davies Foundation
Local charity funding
Pennies To Heaven
Employee Resource Groups
Employee volunteering programme

Financial Health

Pension, 5% employee and 5% employer contribution
My Choices at Davies provides; High Street discounts and Financial wellbeing hub
Life assurance: x4
Refer a Friend
Cycle to Work Scheme
Lease car salary sacrifice
Davies Incentive Plan
Enhanced maternity, paternity and adoption pay

\n
Mental, Physical & Emotional Wellbeing \n

Wellbeing centre; move, munch, money & mind focus
Discounts with 100's of UK retailers
EAP; 24/7 confidential helpline
25 days holiday, increases to 26 days after 5 years and 27 after 10 years
Flexible working; hybrid, work from home or join a collaborative office space
Dress for your day
Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy and baby loss and miscarriage
Flexible benefits include; holiday purchase plan and a opportunity to purchase heath cash plan and BUPA dental plan

","hiringOrganization":{"@type":"Organization","name":"Davies","sameAs":"https://davies-group.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Home United Kingdom","addressCountry":"United Kingdom","addressRegion":"Europe"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-09-15","description":"

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

As part of the Australian client services team, the Client Services Manager supports the Global Fund Services businesses in relation to all aspects of managing the administrative and relationship needs of institutional trust clients.

You will respond to institutional client inquiries and coordinate client activities. This involves identifying opportunities for expanding business relationships through additional products or services and you will act as key consultant to clients.

What you will do

Acts as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services through creative ideas and problem solving
Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners
Develop complete understanding of client's business, objectives, goals, and market challenges
Assists Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services
Participates in development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services
Manages and enhances client profitability
Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.

What you will do

Acts as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services through creative ideas and problem solving
Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners
Develop complete understanding of client's business, objectives, goals, and market challenges
Assists Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services
Participates in development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services
Manages and enhances client profitability
Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.

About You

Proven experience working in financial servicing/accounting fields, with a client servicing background
Strong communication skills (both written and verbal)
Demonstrated organisational and time management skills
Strong attention to detail
Ability to understand legal documentations (such as SLA) & provide recommendations
Proficiency in Microsoft Word and Excel
Understanding of reconciliation processes
Understanding of payment and transfer process

Highly Desirable (Good To Have):

Also a knowledge of registry
Ability to look ahead and identify opportunities or issues based on understanding of clients’ needs
Previous experience with a background in custody or custodial services
A knowledge of derivatives
Knowledge of trust or asset management and/or finance
Knowledge of alternative assets

Working With Us:

Reasonable Accommodation

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

","hiringOrganization":{"@type":"Organization","name":"Northern Trust","sameAs":"https://www.northerntrust.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Melbourne Branch Office, Australia","addressCountry":"Australia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":18,"item":{"@type":"JobPosting","title":"Client Service Manager - Family Office","datePosted":"2025-09-12","description":"

Company Description

Job Description

As a Client Service Manager, you will be a key partner to our advisors and clients, ensuring seamless execution of complex financial transactions, proactive issue resolution, and an exceptional service experience tailored to the unique needs of these families. This role requires a high level of professionalism, attention to detail, and strategic thinking, as well as the flexibility to accommodate the evolving needs of sophisticated clients—including occasional work outside of normal business hours.

Essential Responsibilities

Serve as the primary point of contact for family office clients, delivering white-glove service with discretion and professionalism
Manage multiple, evolving priorities with a strategic mindset, ensuring all client requests and financial transactions are handled with precision
Anticipate client needs and proactively address potential challenges, demonstrating creative problem-solving skills
Collaborate with internal teams, advisors, and external partners to ensure seamless execution of client requests
Uphold the highest standards of confidentiality, organization, and attention to detail in all client interactions
Adapt to shifting priorities and occasional after-hours client needs, ensuring an exceptional level of service at all times

Qualifications

What We’re Looking For

A proactive, self-starter who takes ownership of challenges and finds solutions
Strong organizational skills, with the ability to manage multiple high-priority requests simultaneously
Exceptional communication and interpersonal skills, with the ability to build trust with clients and internal stakeholders
A strategic thinker with the ability to anticipate challenges and implement effective solutions
High level of professionalism, discretion, and initiative, with a strong team-player mentality
Ability to work flexible hours when needed to accommodate client needs

Other Qualifications

Bachelor's degree in finance, personal financial planning, or accounting required
A minimum of 5 years of experience in a professional setting preferred, with at least 2-3 years of direct experience in financial services preferred
Must be authorized to work in the United States

Additional Information

Apply today and take the next step in your career.

Employee Benefits and Wellness

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

This is a full-time, in-office, exempt, salary position
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

","hiringOrganization":{"@type":"Organization","name":"Moneta","sameAs":"https://monetagroup.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Clayton, MO, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":19,"item":{"@type":"JobPosting","title":"Client Service Manager II","datePosted":"2025-09-12","description":"Step into a pivotal role at JPMorganChase, where your expertise in client service management will shape the future of our operations. You'll have the opportunity to grow your career while making a significant impact on our business. Join a team that values innovation, collaboration, and continuous improvement.

As a Client Service Manager II within JPMorganChase, you will lead a team to deliver exceptional customer service and operational support. Your role involves planning, managing client relationships, and addressing inquiries. You will utilize your anti-fraud expertise to protect clients and the institution. Your knowledge of market products and process automation will drive efficiency. You will manage change and resolve conflicts to achieve team objectives.

Job responsibilities \n\n\n

Lead the implementation of defined goals and objectives, aligning team resources and operations with organizational goals, and ensuring the delivery of high-quality client service.
Utilize advanced anti-fraud awareness to detect and prevent fraudulent transactions, safeguarding the financial and reputational integrity of both the client and the institution.
Drive process automation initiatives, leveraging systems architecture and automation technologies to enhance operational efficiency and service delivery.
Manage internal stakeholder relationships, influencing decision-making processes and aligning team objectives with broader organizational goals.
Oversee conflict resolution within the team and with clients, employing effective negotiation strategies to ensure win-win outcomes.

\n\n\nRequired qualifications, capabilities, and skills \n\n\n

4 or more years of experience in managing customer service teams, with a focus on operational tasks and relationship management.
Demonstrated proficiency in planning, with a track record of making decisions on resource allocation to achieve organizational objectives.
Knowledge in implementing anti-fraud strategies to detect and prevent fraudulent transactions, protecting both the client and the institution.
Proven experience in process automation, with the ability to articulate and apply systems architecture and automation technologies for operational efficiency.
Proficient in conflict management, with the ability to facilitate discussions and create win-win solutions using collaboration or negotiation strategies.

\n\n\nPreferred qualifications, capabilities, and skills \n\n\n

Experience in the banking or financial services industry, particularly within a commercial or investment banking environment.
Strong leadership and team management skills, with the ability to inspire and motivate a team to achieve high performance.
Strong analytical and problem-solving skills, with the ability to assess complex situations and develop effective solutions.
Familiarity with banking software and systems, as well as proficiency in using data analytics tools to drive decision-making.
A mindset focused on continuous improvement, with the ability to identify opportunities for process enhancements and implement changes effectively.

\n\n\n\n

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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About Dialectica

Dialectica is a B2B information services firm that serves the world's top business professionals, by enabling them to gather real-time information and insights from industry experts across various markets, industries, and regions.

Driven by our mission to achieve unparalleled customer recognition, we are developing the most trusted and innovative knowledge-sharing platform in the world.

Dialectica has been recognized as one of Europe’s fastest-growing companies by the Financial Times for 5 years in a row, a Top Employer for Recent Graduates by The Career Directory in Canada, a Great Place to Work in Greece, Vietnam and Canada and a Best Workplace in Europe.

We believe in supporting our people to do their best work and grow, and building a dynamic, empowering, and respectful workplace is core to our purpose: Accelerate the shift to a prosperous society by empowering better decision-making.

With a global presence spanning 5 offices across 3 continents and a highly-trained team of over 1,400 employees, we are always looking for individuals who share our belief that our work transcends individual and organizational benefits, contributing significantly to the collective advancement of society.

For more information, visit dialecticanet.io

About The Role

As a Manager in the Client Service Team, you will act as a knowledge broker between our clients and industry experts. Your role is to partner with our clients to understand their knowledge gaps and identify experts with the most relevant experience and knowledge that can address them and lead a team of Associates and Senior Associates.

Your Key Responsibilities Shall Include:

Foster the development of Associate's core research skills by imparting commercial acumen, sales techniques, and effective time management strategies while reinforcing custom recruitment methodologies.
Provide opportunities for project management skill enhancement to Associates involved in custom recruitment research.
Offer mentoring opportunities to Associates capable of custom recruitment research and project management, aiming to cultivate multi-disciplinary skills and prepare them for advancement.
Analyze client project briefs to identify knowledge gaps and conduct comprehensive industry and company research to pinpoint the most relevant experts.
Regularly engage with experts to screen and validate their expertise and suitability for specific projects.
Demonstrate critical thinking and agility in conducting high-level research on industries and companies, ensuring the selection of experts with the most relevant experience and knowledge to address clients’ inquiries.
Uphold clients’ best interests throughout collaboration, ensuring the confidentiality and security of their data and information.

Requirements

2+ years of experience in the information service industry, experience in management/leadership role is a big plus.
Skilled in sales, time management & prioritization, negotiation, and professional communication skills.
A client service mentality, which means you are committed to go beyond your clients’ needs to deliver true value.
Fluent English and Native Japanese or fluent Japanese are mandatory.

Benefits

Opportunity to acquire transferable skills including research, sales, negotiation, commercial awareness, professional communication, time management, and project management.
Access to learning and development programs, including onboarding bootcamps, and career advancement initiatives.
Join a dynamic, entrepreneurial, and fast-paced work environment guided by core values of transparency, diversity, quality, care, teamwork, ownership, leadership, and continuous improvement.
Competitive compensation packages, including monthly performance bonuses.
Comprehensive benefits such as private medical insurance and competitive savings plans.
Sponsored health and well-being initiatives and team bonding activities.
Exchange program offering the opportunity to work and reside in Athens or Vancouver.
Work in a collaborative and diverse workspace located in the vibrant heart of Ho Chi Minh City.
Expatriation support provided on a case-by-case basis.

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About Dialectica

Driven by our mission to achieve unparalleled customer recognition, we are developing the most trusted and innovative knowledge-sharing platform in the world.

For more information, visit dialecticanet.io

About The Role

Your Key Responsibilities Shall Include:

Foster the development of Associate's core research skills by imparting commercial acumen, sales techniques, and effective time management strategies while reinforcing custom recruitment methodologies.
Provide opportunities for project management skill enhancement to Associates involved in custom recruitment research.
Offer mentoring opportunities to Associates capable of custom recruitment research and project management, aiming to cultivate multi-disciplinary skills and prepare them for advancement.
Analyze client project briefs to identify knowledge gaps and conduct comprehensive industry and company research to pinpoint the most relevant experts.
Regularly engage with experts to screen and validate their expertise and suitability for specific projects.
Demonstrate critical thinking and agility in conducting high-level research on industries and companies, ensuring the selection of experts with the most relevant experience and knowledge to address clients’ inquiries.
Uphold clients’ best interests throughout collaboration, ensuring the confidentiality and security of their data and information.

Requirements

2+ years of experience in the information service industry or or relevant exposure, experience in management/leadership role is a big plus.
Skilled in sales, time management & prioritization, negotiation, and professional communication skills.
A client service mentality, which means you are committed to go beyond your clients’ needs to deliver true value.
Native/Fluent Chinese and Fluent English are mandatory.

Benefits

Opportunity to acquire transferable skills including research, sales, negotiation, commercial awareness, professional communication, time management, and project management.
Access to learning and development programs, including onboarding bootcamps, and career advancement initiatives.
Join a dynamic, entrepreneurial, and fast-paced work environment guided by core values of transparency, diversity, quality, care, teamwork, ownership, leadership, and continuous improvement.
Competitive compensation packages, including monthly performance bonuses.
Comprehensive benefits such as private medical insurance and competitive savings plans.
Sponsored health and well-being initiatives and team bonding activities.
Exchange program offering the opportunity to work and reside in Athens or Vancouver.
Work in a collaborative and diverse workspace located in the vibrant heart of Ho Chi Minh City.
Expatriation support provided on a case-by-case basis.

","hiringOrganization":{"@type":"Organization","name":"Dialectica","sameAs":"https://www.dialecticanet.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ho Chi Minh City, Ho Chi Minh City, Vietnam","addressCountry":"Vietnam","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":22,"item":{"@type":"JobPosting","title":"Client Service Manager - Greece (EMEA )","datePosted":"2025-09-12","description":"

As an Client Service Manager, you will be responsible for efficiently and accurately processing customer orders from receipt to fulfillment. Your primary objective will be to ensure that orders are processed in a timely manner, with a strong focus on accuracy and attention to detail. You will play a crucial role in ensuring customer satisfaction by coordinating order processing activities and maintaining effective communication with internal teams and external partners.

Requirements

Perform all duties relating to the processing of customer orders with a high degree of accuracy (orders range from basic stock to highly configured).
Convert an order from a quote or excel sheet to a sales order in company’s ERP system and ensure completeness and accuracy.
Ensure accuracy of order details, including product codes, quantities, pricing, and shipping information.

Verify order information against customer records, pricing agreements, and inventory availability. Resolve any discrepancies or issues that may arise during the order processing stage.
Knowledge of common substitutions for items not in stock; able to verify with management accordingly.
Work with purchasing department to determine ETA for any order items not in stock.
Periodically correspond and communicate with customers - electronically and verbally; to include information such as delivery agent’s details, customer's PO, freight charges, etc.
Communicate with customers on discrepancies, order conflicts, and shipping delays.
Create SOT for the sales order.
Continuously evaluate and identify opportunities to drive process improvements that positively impact the overall customer experience.
Track the status of orders throughout the fulfillment process, from order entry to shipment. Provide regular updates to customers on the status of their orders and address any inquiries or concerns promptly.
Other duties as assigned

Must Have

High School diploma or similar
Excellent customer service skills
Detail oriented and dependable
Ability to work independently
Strong verbal and written communications
Excellent analytical, problem-solving, organizational, follow-up and a sense of urgency
Thrive in working in a fast-paced environment

","hiringOrganization":{"@type":"Organization","name":"Universal Marine Medical","sameAs":"https://universalmarinemedical.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Athens, Attica, Greece","addressCountry":"Greece","addressRegion":"Europe"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Bilingual Client Service Manager - Therapy","datePosted":"2025-09-11","description":"

Company Description

Job Description

Demonstrates a working knowledge of therapy services and the deficits/diagnosis/vocabulary associated with those services.
Collects and documents Referral information for Therapy services. Communicates the referral needs during staffing meetings to engage services for the client. Follows through with problem solving barriers to services being initiated.
Troubleshoots authorization and client family needs in order to determine feasibility and financial responsibility regarding therapy services.
Coordinates admission prior to therapy evaluation with client caregiver. Completes required consent paperwork to initiate services in an accurate and timely manner.
Coordination of services with external providers and support for families attempting to access services in addition to those provided by MGA Homecare.
Establishes effective communication & utilizes critical thinking and problem-solving skills to serve as the primary point of contact for all non-clinical issues or questions between clients, field staff and office personnel.
Builds strong relationships with clients/families by being highly knowledgeable regarding individual staffing needs and clinician preferences/expectations to ensure appropriate staff placement.
Sets proper and realistic expectations with clients regarding MGA’s service capabilities.
Appropriately logs all non-clinical client & field staff complaints in accordance with MGA policy.
Collaborates with recruiting team to address long and short-term staffing needs by communicating client specific requests.
Demonstrates working knowledge of payer source requirements, including an understanding of Medicaid, MGA specific software systems, internal processes, policies and procedures.
Communicates and escalates all client and field staff issues to management in accordance with MGA Policy.

Qualifications

Requirements

Bilingual (Spanish/English) required
2+ years’ experience in customer service role
Strong time management skills required
Strong communication skills required

Additional Information

As an MGA Client Service Manager you can expect:

Health, Dental & Vision Coverage
Health Savings Accounts (HSA-available if enrolled in high deductible plan)
Flexible Spending Accounts (FSA & LPFSA)
Dependent Care Reimbursement Accounts (DCRA)
Employee Assistance Program (EAP-available if enrolled in Health plan)
401(k) retirement plan
Paid Time Off (PTO)
Company Paid Holidays
100% Company Paid Life Insurance (if enrolled in Health plan)
Voluntary Life Insurance
Short & Long-Term Disability
Critical Illness/Accident Insurance
Hospital Indemnity Insurance
Identity Protection Plan
Legal Care Plan

#Ind123

FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market.
We invest in our people, enabling you to develop your skills and build on your experience.
If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you.

Do you have experience as a Client Service Manager, and are you seeking a new job? Apex Group is looking for a Client Service Manager, and the role comes with an attractive salary and benefits package.

As a Client Service Manager, you will develop a deep understanding of the clients’ strategy, goals, and future demands, being responsible for maintaining existing client book and ensuring that the revenues of the client portfolio grow, both in volume and in profitability.

You will achieve this by ensuring a high standard of service delivery and identifying growth opportunities.

Client Service Management

Building excellent long-term relationships with existing clients, maintaining regular exchange with them and advising them on how Apex can support their growth plans;
Answering clients’ questions in a solution-oriented manner;
Collecting regular feedback from clients and share it with the internal teams as appropriate;
Managing, monitoring and assuring client satisfaction;
Collaborating with internal teams to address customers’ needs;

Revenue Growth

Identifying cross-selling opportunities with existing clients
Ensuring Apex is and remains our clients’ preferred partner;

Client Profitability

Assessing and assuring client profitability;
Assisting in cash collections;
Monitoring the scope of services;

To apply for this Client Service Manager role, you will need a degree in the relevant field (financial services, business, economics, accounting). You will also require the following:

Bachelor’s Degree in a relevant field (financial services, business, economics, accounting) or equivalent work experience.
3 to 5 years’ experience in either fund, banking or corporate, ideally in the 3rd party ManCo industry in Luxembourg;
Proven track record of meeting and exceeding targets;
Background in customer service is a plus;
Excellent communication and negotiation skills;
Problem-Solving Attitude;
Team player with a good sense of humor;
English & French language skills, any other European language would be considered as an asset;

In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 747 offices in 42 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Morgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

About The Role

Client Service Manager serves as an important team support staff for both the Investment Representative and clients. You will provide support in a series of core functions:

Client Servicing:

Liaising with various Business Units to ensure client documentation complies with policies and procedures
Ensure all client queries are promptly followed up and resolved
Client order taking
Understanding clients overall relationship with the bank

Operational Responsibilities:

Trade booking and settlement
Settlement and funding issues resolution
Margin calls follow-up and collateral issues resolution
Transactional documentation (e.g., client suitability and eligibility)
Ensure full awareness of and adherence to internal policies and procedures

Administrative Responsibilities:

- Ensure administrative tasks are completed. Eg, travel / hotel bookings, expense claims, mailing of marketing materials.

Skills Required:

Fluent in English and Mandarin (due to business needs)
University graduate with minimum 4 years of relevant experience
Possesses CACS paper 1 and 2
Strong knowledge in Private Banking investment products. Eg, FX, Equities, Fixed Income, derivatives.
Detailed and meticulous
Ability to multi-task
Works efficiently in a fast-paced environment
Willing to work outside of normal work hours as required
Proactive team player with keen interest in private banking industry
Excellent communication and interpersonal skills

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

","hiringOrganization":{"@type":"Organization","name":"Morgan Stanley","sameAs":"https://www.morganstanley.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"IOI Central Boulevard Towers, Singapore","addressCountry":"Singapore","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":26,"item":{"@type":"JobPosting","title":"Asia Wealth Management , Client Service Manager, Associate/ Director, Singapore","datePosted":"2025-09-10","description":"

Company Profile

Department Profile

About The Role

Client Service Manager serves as an important team support staff for both the Investment Representative and clients. You will provide support in a series of core functions:

Client Servicing:

Liaising with various Business Units to ensure client documentation complies with policies and procedures
Ensure all client queries are promptly followed up and resolved
Client order taking
Understanding clients overall relationship with the bank

Operational Responsibilities:

Trade booking and settlement
Settlement and funding issues resolution
Margin calls follow-up and collateral issues resolution
Transactional documentation (e.g., client suitability and eligibility)
Ensure full awareness of and adherence to internal policies and procedures

Administrative Responsibilities:

- Ensure administrative tasks are completed. Eg, travel / hotel bookings, expense claims, mailing of marketing materials.

Skills Required:

Fluent in English and Mandarin (due to business needs)
University graduate with minimum 4 years of relevant experience
Possesses CACS paper 1 and 2
Strong knowledge in Private Banking investment products. Eg, FX, Equities, Fixed Income, derivatives.
Detailed and meticulous
Ability to multi-task
Works efficiently in a fast-paced environment
Willing to work outside of normal work hours as required
Proactive team player with keen interest in private banking industry
Excellent communication and interpersonal skills

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

","hiringOrganization":{"@type":"Organization","name":"Morgan Stanley","sameAs":"https://www.morganstanley.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"IOI Central Boulevard Towers, Singapore","addressCountry":"Singapore","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":27,"item":{"@type":"JobPosting","title":"Client Service Manager - HNAS","datePosted":"2025-09-10","description":"

Company :

Highmark Inc.

Job Description :

Job Summary

This job partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained. The incumbent assists in the preparation of proposals, meeting materials and/or sales collateral during the account renewal process. Evaluates, recommends and implements processes to ensure that account objectives are met. Serves as the sales liaison between group administrators and the Organization's internal departments for problem resolution.

HNAS (Health Now Administrative Services) offers flexible, cost-effective solutions for employee health benefits. HNAS is part of Highmark Health, a national blended health organization with a mission to create remarkable health experiences. Our culture is built on your growth and development, collaborating across our organization, and making a big impact for those we serve

This role is looking for someone who has experience with TPA, Stop loss, and self funded clients.

Essential Responsibilities

Partner with assigned Client Manager(s) to maintain and grow existing business and ensures positive account relationships are maintained.
Assist in the preparation of benefit design analysis for specialized proposals and quotes. Runs financial reports or performs basic financial analysis on utilization data and market research and analysis.
Develop detailed specifications for implementation of new products for clients.
May conduct enrollment meetings during the account renewal process.
Analyze operational business problems and provide problem resolution and effect change to all facets of the company. (i.e. address benefit and administrative issues and recommend alternative solutions for the account, etc.)
Leverage internal resources to bring the best service and problem resolution to assigned accounts.
4. Work closely with Sales Support Analysts responsible for account processing and set-up to ensure accurate and seamless service delivery.
Develop documents and processes to ensure effective communication via work plans for all account implementation activities.
Function as the primary contact for the resolution of the day to day account service issues.
Support customers during the implementation of sales contracts and throughout the relationship by resolving difficult issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty.
Other duties as assigned or requested.

Qualificationsminimum:

High School Diploma or GED
3 - 5 years of relevant, progressive experience in the area of specialization or Bachelor's Degree. Exempted experience requirements effective August 2016

Substitutions

None

Preferred:

None

Skills

Service orientation
Diligence
Problem Solving
Communication
Drive for Results
Evaluates Critically
Influence, Persistence & Resilience
Planning and Organizing

Licenses Or Certifications

Minimum:

None

Preferred:

State specific Producer License’s for Life, Accident & Health.

Scope Of Responsibility

Does this role supervise/manage other employees?

No

WORK ENVIRONMENTIs Travel Required?

Yes

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

$17.31

Pay Range Maximum:

$25.96

Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

","hiringOrganization":{"@type":"Organization","name":"Highmark Health","sameAs":"https://www.highmarkhealth.org/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"PA, Working at Home - Pennsylvania, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":28,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-09-09","description":"

Are you passionate about delivering exceptional customer service and making a difference in the lives of older Australians? Join Amana Living as a Client Service Manager (CSM) and be the first point of contact for our clients, ensuring they receive the highest level of care and support to continue living independently in their own homes. Please note this is a Full-Time Fixed Term role ending on 20/09/2026

About The Role

As a Client Service Manager, you will build and maintain strong relationships with clients and their families, ensuring they receive the best possible service and support. You will oversee all aspects of service delivery, working closely with internal teams to meet each client’s individual needs.

\n\n

Key Responsibilities

\n\n

Act as the primary contact for clients and their families, providing accurate and timely information about available services.
Manage and document client feedback, ensuring concerns are addressed in line with Amana Living’s Feedback Policy & Procedure.
Conduct regular wellness visits, client contacts, and annual reviews to optimise care and support.
Develop care plans aligned with ACAT/NSAF assessments and client goals, working collaboratively with clinical and allied health teams.
Ensure care plans are reviewed and updated at least annually or as care needs change.
Manage client budgets effectively, ensuring appropriate service delivery while preventing deficits or surpluses.
Maintain accurate budget planners, updating them as services or funding levels change.
Conduct face-to-face visits and client contact as per current procedure

\n\n

About You

You are an empathetic and customer-focused professional who thrives in a dynamic environment. Your ability to provide exceptional service and coordinate resources effectively will ensure clients receive the best possible support.

\n\n

Essential Requirements

Evidence of COVID-19 and current Flu vaccinations.
Ability to obtain a National Police Clearance (within 6 months validity).
Successful completion of pre-employment health checks and reference checks.
Valid Class C driver’s licence.
Reliable vehicle with full comprehensive car insurance.
Desirable: Certificate IV in Community Service Coordination, Enrolled Nurse (EN) or Registered Nurse (RN) qualification.
Willingness to complete a 5-day (paid) induction at the Amana Living Training Institute (ALTI) in Rivervale

Why Join Us?

Competitive Remuneration & Benefits
Salary Packaging
School Holidays Childcare Assistance
Discounted Health Insurance

\n\n

At Amana Living, we value diversity and welcome applicants from all backgrounds, including those who identify as living with disability, are Aboriginal or Torres Strait Islander, or members of the LGBTIQA+ community.

\n\n

Amana Living is one of the largest Aged Care providers in Western Australia and has been responding to the needs of older people and those who care for them since 1962. We offer a broad range of services, including residential care homes, transition care programs, retirement living villages, home care, day care, respite, and dementia-specific services. Together, we enable older people to maintain their individuality, providing what is needed to support a fulfilling life.

Our vision is a community where every older person is honoured and valued. Our mission is together, we enable older people to maintain their individuality, providing what is needed to support a fulfilling life. Our values are compassion, collaboration, curiosity, inclusion and trust. Amana Living is proud to lead in reforms that benefit our workforce, caring for those who care for a career.

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About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Role / Department:

We are seeking a candidate that will provide high quality service to a multi-billion dollar book of fiduciary clients within the Institutional Fiduciary Team. The role touches all elements of finance including banking, fiduciary, custody and funds.

The Institutional Fiduciary Team administers pension trusts, endowments and companies for some of Northern Trusts strategic clients with a focus on ultra high value institutions. We manage around 12 client relationships within a team of 10 people with a focus on bespoke company and fiduciary services.

Help our clients with day to day investments in all different asset classes, administration of Guernsey companies and payment of a variety of invoices. This role would suit someone with fund administration experience.

Our clients are typically on a fixed fee or ad valorum based fee structure, meaning no hourly billing to maintain!

Key Responsibilities:

Work on a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners, advisors and managers to provide excellent client service.
Balancing client expectations with appropriate fiduciary risk management and diligence.
Prepare/execute minutes and resolutions as required. Execute all necessary authorised documentation and payments.
Review of financial statements.
Depending upon the specific client, you may be a point of contact for them in relation to the fiduciary entities on their portfolio. Plan and attend client and advisors meetings.
Authorised signatory.
Ensure that client structures adhere to relevant regulatory requirements.
Ensure that all decision making is accurately and appropriately documented, and client records and filings are accurate and in accordance with any relevant regulations.
Proactively work within the fiduciary team and internal partners to help identify areas for improvement.
Liaise with other Northern fiduciary teams to gain consistency of service where appropriate.
Point of contact for service related issues.

Knowledge And Skills

The successful candidate will benefit from:

Continuous development of your own knowledge to ensure up to date fiduciary best practice understanding.
Understanding of regulatory requirements and changes for both Guernsey and other relevant jurisdictions.
Highly professional approach to work and client interactions, especially with regards to privacy of information.
Already qualified, working towards or keen to start, a professional ICSA or STEP qualification or holds equivalent experience.
Applicants must have good written and verbal communication skills, good numeracy, computer skills and a positive 'can-do’ attitude.
Candidates must be self-motivated and have excellent time management skills.
On the job training will be supported by internal courses, external conferences and relevant professional qualification assistance.

The competencies that would be valuable for this role include:

Communication
Focused client relationships
Team focused
Skills to negotiate and sales as necessary

The position would suit an individual with a minimum of 5 years experience in a finance role with a desire to develop, learn new skills, be part of a successful business and high peforming team.

Working With Us:

Reasonable Accommodation

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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Company :

Highmark Inc.

Job Description :

Job Summary

Essential Responsibilities

Partner with assigned Client Manager(s) to maintain and grow existing business and ensures positive account relationships are maintained.
Assist in the preparation of benefit design analysis for specialized proposals and quotes. Runs financial reports or performs basic financial analysis on utilization data and market research and analysis.
Develop detailed specifications for implementation of new products for clients.
May conduct enrollment meetings during the account renewal process.
Analyze operational business problems and provide problem resolution and effect change to all facets of the company. (i.e. address benefit and administrative issues and recommend alternative solutions for the account, etc.)
Leverage internal resources to bring the best service and problem resolution to assigned accounts.
4. Work closely with Sales Support Analysts responsible for account processing and set-up to ensure accurate and seamless service delivery.
Develop documents and processes to ensure effective communication via work plans for all account implementation activities.
Function as the primary contact for the resolution of the day to day account service issues.
Support customers during the implementation of sales contracts and throughout the relationship by resolving difficult issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty.
Other duties as assigned or requested.

Qualifications

Minimum

High School Diploma or GED
3 - 5 years of relevant, progressive experience in the area of specialization or Bachelor's Degree. Exempted experience requirements effective August 2016
State specific Producer License’s for Life, Accident & Health are required or must be obtained within 45 days of hire

Substitutions

None

Preferred

None

Skills

Service orientation
Diligence
Problem Solving
Communication
Drive for Results
Evaluates Critically
Influence, Persistence & Resilience
Planning and Organizing

Scope Of Responsibility

Does this role supervise/manage other employees?

No

WORK ENVIRONMENT
Is Travel Required?

Yes

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy.

Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

$25.00

Pay Range Maximum:

$37.50

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

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Description

About Us:

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

About This Role:

The Client Service Manager (CSM) oversees the overall Sales and Service functions, and ensures that all operational functions are completely and properly performed by the staff. All this, while staying true to the Client Experience.

In This Role You Will:

Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.
Sense of Urgency - be swift in taking action, provide answers/solutions, be responsive, meet deadlines.
Make an Impact - ensure your work adds value to the Client, company, and team.
We Connect - engage employee networks to promote and improve our company culture and employee engagement.
Forward Thinking - Plan and strategize; anticipate and prepare.
Interview, hire and train staff.
Manage and coach employees to engage clients, address issues promptly and effectively, and create an environment that encourages all to provide an amazing client experience.
Facilitate regular team meetings/huddles to educate and inform.
Assist Bankers in maintaining and deepening existing client relationships through onsite engagement and proactive outbound calling.
Perform account opening for deposit products; educate and provide an Amazing client on-boarding experience.
Conduct transactions including cash and/or checks (use of a TCR may be required); support teammates with transactions and overall operations.
Maintain expert knowledge of ConnectOne Bank’s products and services.
Fulfill service requests, including account maintenance.
Take ownership of escalated Client service issues to full resolution.
Energize, motivate and support active team participation in all campaigns and initiatives.
Instill a team culture and model expected behaviors.
Assess performance and create development plans; develop action plans to address performance issues as appropriate.
Educate clients about products and services that will help them save time and money and protect their assets.
Promote the ConnectOne brand by building relationships with local businesses and demonstrating strong community involvement.
Partner with the Business Relationship Manager, Sales and Service Leader, Lenders and others to develop and execute sales strategies for meeting deposit goals and service expectations.
Manage scheduling, sales, and operational tasks.
Maintain the appearance of the facility inside and out as outlined in the Look & Feel Guide.
Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures of the Bank, as well as all applicable laws and regulations.
Perform other duties as assigned.

Must Haves:

Knowledge of relevant Federal and State banking regulations.
Familiarity with Bank security and safety practices.
Expert knowledge on the Bank’s deposit and small business lending products and cash management services.
Working knowledge of local centers of influence and established relationships within the Community as well as Ambassador Board Members
Thorough knowledge of procedures and policies with respect to banking transactions.
Proven track record driving sales and achieving goals.
Strong leadership skills and coaching abilities.
Exceptional networking and relationship building skills.
Conflict resolution experience.
Proficiency with Microsoft Office applications is preferred.

Bonus Points For:

Sales and/or sales leadership experience.
Undergraduate degree is preferred.

Additional Information

Benefits:

World class health, vision, and dental benefits on day one
401k with employer match
Employee appreciation events (team building, softball games, food truck days, etc..)
Employee assistance programs (EAP)
Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
Tuition reimbursement
Employee Discount perks
CNOB Community Service Events

….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us “a better place to be!” ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.

Requirements

Knowledge

Knowledge of relevant Federal and State banking regulations.
Familiarity with Bank security and safety practices.
Expert knowledge of CNOB products, services, and procedures.

Skills

Strong management skills and coaching abilities.
Conflict resolution experience.
Proficient with Microsoft Office Applications.

Abilities

Excellent communication and interpersonal skills.
Strong “People First” interest and ability.
Ability to lift items up to 25 lbs.

Other Requirements

Five to seven years banking experience.
Prior retail branch experience required.
Sales and/or sales leadership experience.
To support business needs, ability to work a flexible schedule is required. Branch hours are Monday-Friday, 8 AM-6PM. Saturday 9AM-1PM.

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Join us as Senior Executive Underwriter, AIG Risk Management to step up to a key team leadership role that will drive business growth.

Make your mark in AIGRM

AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG.

How you will create an impact

This is a key leadership role in our AIGRM team in which you will take ownership for achieving goals and outcomes. You will be tasked with managing colleagues and overseeing a range of programs and processes, in addition to handling complex underwriting.
You will thrive by successfully balancing the needs of multiple stakeholders and making sound decisions using data, analysis, experience, judgement and a risk mind-set. It will be essential to build effective relationships with brokers and to deliver a high standard of customer service as an example for the team to follow.
People management is a key aspect of the role – you will promote a culture of collaboration, inclusivity and learning, while mentoring and developing colleagues through effective leadership, role modelling and training programs. You will aim to facilitate personal growth and career development in support of succession planning.
You will also play a key role in new business development, including attending broker events, and building new relationships across the market.

What you’ll need to succeed

Advanced working knowledge of US Casualty lines of business (Workers’ Compensation, Auto Liability, and General Liability) including product features, forms, regulatory environments and risks etc.

·Deep Technical Expertise.

Proven people management skills and a record of developing more junior colleagues.
The ability to analyze financial statements.
Strong communication, networking and relationship building skills.
Good organizational and time management skills.
Customer and sales orientated behaviors: motivated, tenacious, focused, technically skilled, proactive, and accountable.

Ready to make a bigger impact? We look forward to reviewing your application

#Li-Rg1

At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.

Enjoy benefits that take care of what matters

At AIG, our people are our greatest asset. We know how important it is to protect and invest in what’s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security—as well as your professional development—to bring peace of mind to you and your family.

Reimagining insurance to make a bigger difference to the world

American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world’s most far-reaching property casualty networks. It is an exciting time to join us — across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.

Welcome to a culture of inclusion

We’re committed to creating a culture that truly respects and celebrates each other’s talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG’s greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.

AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to candidatecare@aig.com.

Functional Area:

UW - UnderwritingNational Union Fire Insurance Company of Pittsburgh, Pa.","hiringOrganization":{"@type":"Organization","name":"AIG","sameAs":"https://www.aig.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"2002 Summit Boulevard NE, Atlanta, GA, USA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":33,"item":{"@type":"JobPosting","title":"Client Service Manager, AIGRM","datePosted":"2025-09-08","description":"

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Client Services Manager, AIG Risk Management to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team.

Make your mark in Client Services, AIGRM

How you will create an impact
•   Create / oversee quarterly forecast for Finance and Retail Casualty management
•   Create the Group Captive quarterly accrual and present to management
•   Create premium inception and audit invoices, allowing AIG to invoice at the member level.
•   Work with the Underwriters and Captive Managers to create a steady state of batches each month.
•   Oversee the Premium Reconciliation process for Group Captives , ensuring correct pay-ins are used on adjustments.
•   Create Ad hoc metrics reporting and project management.
•   Review inquiries to ensure proper reimbursement for Group Captive Accounts
•   Maintain a tracking sheet for each Group Captive account to ensure proper documentation of true ups for Collections.

What you’ll need to succeed
• General: Communication (oral and written), problem solving, customer focus, and management and organizational skills.
• Oversee and mentor the staff ensuring compliance and monthly metrics are met.
• Business: Analytical and data presentation, accounting knowledge, insurance (e.g., claims, coverage, etc.), program types, and research/documentation skills
• Technology: System knowledge (Microsoft Office – Excel/Outlook,)

Enjoy benefits that take care of what matters

Reimagining insurance to make a bigger difference to the world

Welcome to a culture of inclusion

Functional Area:

OP - OperationsAIG PC Global Services, Inc.","hiringOrganization":{"@type":"Organization","name":"AIG","sameAs":"https://www.aig.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"300 Kimball Drive, Parsippany, NJ, USA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-09-08","description":"

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we have been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.

We are currently looking for a high caliber professional to join our team as Client Service Manager based in Kowloon, HK. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
We empower our employees to manage their financial well-being and help them plan for the future.
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

In this role, you are expected to:

The Customer Account Specialist serves as the Clients’ primary contact. They provide operational account management at a corporate client level. The main responsibility is to maintain, strengthen and grow the ongoing relationship with Commercial Card Clients following set up by the implementation team and provide a single access window for client queries and concerns.

Ensure a Seamless Transition from Implementation into Business As Usual for new programmes
Be a single point of contact, Post Implementation for Clients and their Program Administrators (PA)
Drive consistently high levels of client satisfaction
Continually increase their own knowledge and understanding of the clients’ card program
Leverage existing relationships to drive expansion of issuance among current programs
Create opportunities for proactive program improvement in concert with Account Management and other functional areas
Frequent proactive client communication. Lead regular conference calls. Schedule, organise and lead regular client service reviews in collaboration with Account Management and other functional areas where relevant
Influence the client to ensure that their programme operates optimally for both them and Citi
Day-to-day issue resolution with key contacts at the client’s organization
Issue Escalation - Taking ownership of issues and coordinating fast resolution
Addressing the root causes of any recurring issues with Citi and Client functions
Assist the Call Centre and Back Office functions with day-to-day cardholder problem resolution — very little direct contact with cardholders
Reconciliation of client financials relating to inbound payment files for onward crediting to individual cardholders
Managing clients stock of plastic cards (if client specific) and associated collaterals related to card issuance by proactively tracking actual usage against client projections
Identify trends and carry out margin analysis to ensure smooth operation of the program
Create Opportunities for Proactive Programme Improvement. Practice effective continuous process improvement within Operations and with our clients to reduce errors, bottlenecks and ultimately, costs
Identify areas to cross sell cards products / solutions to existing clients and work with the Citi teams to develop these leads.
Grow programmes through new countries, changes to scope, additional spend types
Programme Maintenance
Ongoing Programme Analysis
Engage and coordinate relevant Citi resources as needed to support the Client e.g. Operations, Product, implementations.

Development Value:

Cards business dynamics and Experience of a fast growing Corporate Card business.
Client relationship management (both over the phone and face to face)
Planning and execution skills relating to customer portfolios
Customer management skills (large corporate clients)
Exposure to Product Management, Front and Back Office, Operational functions
Analytical skills (service data, programme performance data, expansion opportunities)
Progression to CAS Roles serving the largest clients/Account Management roles
As a successful candidate, you would ideally have the following skills and exposure:

Knowledge/Experience:

Excellent Customer Service skills
Strong experience of Managing and developing client relationships
Track record of driving incremental sales in existing relationships
Knowledge of credit and debit card markets, products and processes
Operations/Customer Service Experience

Skills:

Excellent Presentation & Communication Skills
Highly fluent in English
Advantageous to be fluent in French and German
Highly articulate, with influential verbal skills and precise written skills
Strong People Skills
Strong MS Office and system skills
Analytical & methodical approach
Highly Numerate
Effectively priorities time & manage deadlines

Qualifications:

Bachelor’s/University degree or equivalent experience
5-8 years of relevant experience
Candidates must be customer-oriented
Self-motivated, highly energetic, analytical problem solvers, and possess good relationship management skills, keen attention to detail and excellent time management skills.

Competencies

Ability to work in a pressured environment and multi-task is essential.
Must be proactive and prepared to investigate issues on own initiative with the minimum of information.
Excellent communication skills & ability to communicate at all levels.
Self-motivated and demonstrate high level of initiative.
Display a high level of attention to detail
Team Player
Self-motivated, highly energetic, analytical problem solvers, and possess strong relationship management skills, keen attention to detail and excellent time management skills.
Candidates must be customer-oriented

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today.

------------------------------------------------------

Job Family Group:

Customer Service

------------------------------------------------------

Job Family:

Institutional Customer Service

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.

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Company Description

Job Description

Essential Responsibilities

Support Advisors and Partners in daily operations, mastering team processes and procedures.
Build and maintain trusted relationships with clients with complex account needs, serving as a key point of contact.
Assists with the onboarding process of new clients to Moneta systems and processes; ensuring all documentation and processes are complete.
Serve as the primary point of contact for clients, liaising with Advisors/Partners and identifying value-added services.
Coordinate with centralized operations to implement best practices and enhance service delivery.
Execute Partner and/or Advisor investment recommendations via trading through Financial Custodial Systems (i.e. Schwab, Fidelity, etc.), adhering to deadlines and industry requirements.
Maintain accurate client records, process billing, transfers, and journals, and review cash reports.
Research and resolve complex financial scenarios as they arise.
Participate in professional development opportunities, team meetings, and internal training programs.
Ensure all activities adhere to policy compliance guidelines, regulatory requirements, and industry standards.
Perform additional administrative tasks as needed to support team operations.

Qualifications

Bachelor's degree in finance, personal financial planning, accounting, or a related field
CPA designation preferred
minimum of 2 or more years of relevant work experience, RIA (registered investment advisory) firm experience a plus OR 1-2 years of public accounting experience
Must be authorized to work in the United States

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

This is a full-time, exempt, salary position
Salary range $80,000 – $90,000 based on experience
Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

About The Role

\n\n

Key Responsibilities

\n\n

Act as the primary contact for clients and their families, providing accurate and timely information about available services.
Manage and document client feedback, ensuring concerns are addressed in line with Amana Living’s Feedback Policy & Procedure.
Conduct regular wellness visits, client contacts, and annual reviews to optimise care and support.
Develop care plans aligned with ACAT/NSAF assessments and client goals, working collaboratively with clinical and allied health teams.
Ensure care plans are reviewed and updated at least annually or as care needs change.
Manage client budgets effectively, ensuring appropriate service delivery while preventing deficits or surpluses.
Maintain accurate budget planners, updating them as services or funding levels change.
Conduct face-to-face visits and client contact as per current procedure

\n\n

About You

\n\n

Essential Requirements

Evidence of COVID-19 and current Flu vaccinations.
Ability to obtain a National Police Clearance (within 6 months validity).
Successful completion of pre-employment health checks and reference checks.
Valid Class C driver’s licence.
Reliable vehicle with full comprehensive car insurance.
Desirable: Certificate IV in Community Service Coordination, Enrolled Nurse (EN) or Registered Nurse (RN) qualification.
Willingness to complete a 5-day (paid) induction at the Amana Living Training Institute (ALTI) in Rivervale

Why Join Us?

Competitive Remuneration & Benefits
Salary Packaging
School Holidays Childcare Assistance
Discounted Health Insurance

\n\n

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Description

General Description:

QuickBox Fulfillment is a growing, third-party logistics provider focused on three principles: Fast, Friendly, Accurate. The Client Services Account Manager (CSAM) will provide strategic client oversight with a mission to drive sustained long-term growth by building meaningful client relationships. The CSAM will drive revenue expansion by identifying upsell opportunities as well as operational gaps to drive process improvement and client satisfaction. A successful CSAM understands all products and services provided by QuickBox, manages client expectations and coordinates activities both internally and externally using established processes, KPIs, and policies to ensure our services are delivered with impeccable service.

Essential Duties & Job Functions:

Client Management: Ability to strategically manage all aspects of client relationship and communication, providing excellent service and maintaining client satisfaction through critical problem solving and decision-making skills.
Account Strategy: Engage key accounts consultatively, responding to specific inquiries, vetting potential trends and recognizing and proactively addressing potential issues.
Performance Monitoring: Document and track internal metrics according to client SLAs to drive performance. Provide recommendations and implement improvement plans to ensure client satisfaction. Monitoring client volumes, understanding peaks and valleys. Effectively communicate and forecast anticipated volumes to internal teams. Provide ongoing client facing

program summaries, business reviews, analysis, recommendations, PO trending etc and assist clients in realizing the value of contracted services.

Client Advocacy: Advocate for clients across operational departments and make proactive recommendations to gain economic and operational efficiencies on behalf of client and Quickbox.
Operational Support: Understand the impact of client needs on operational departments and effect on planned labor and resources.
Sales Support: Ability to recognize upsell opportunities and collaborate with internal departments as needed to drive growth
Other job duties are required as assigned.

Requirements

Job Qualifications Mandatory:

1) Education: Bachelor’s degree or equivalent work experience as a Client Success Manager, Key Account Manager or similar.

2) Experience: Experience in key client management, building relationships, operations management, logistics and/or e-commerce fulfillment

3) Problem Solving: Superb critical thinking and strategic problem-solving skills. Ability to identify, analyze and resolve client issues and challenges effectively.

4) Quality: Strives to eliminate errors, seeks opportunities for process/service improvements.

5) Accountability: Self-starter with excellent follow through. Maintains accountability and ownership of all client related deliverables and service level requirements. Drives issues through to resolution.

6) Communication: Excellent written and verbal communication skills, with the ability to effectively communicate with both internal and external teams.

7) Teaming: Ability work effectively within a cross functional team environment, contributing ideas and receiving feedback in a collaborative environment.

8) Technical Skills: Proficiency in CRM software, WMS software, Microsoft Office Suite and other relevant tools. Experience with Outlook, Excel an Powerpoint a must.

9) Organizational Skills: Ability to handle multiple high priorities simultaneously while being detail oriented, logical and methodical in approach. Extremely organized but has the ability to adapt well.

Work Environment:

1) This is a Denver based position operating out a Warehouse environment

o Warehouse Environmental Conditions are as follows;

Moderate noise level in the work environment.
Work environment is indoors.
Warehouse temperatures may vary depending on outside temperatures.

Physical Demands:

o Sight: Must be able to see well enough to read product lot numbers and expiration dates, read reports, and use a computer.

o Hearing: Must be able to hear well enough to communicate in person or via technology, and to hear warning signals of forklifts and warehouse equipment.

o Standing: Must be able to stand for shift duration.
o Walking: Must be able to walk without assistance to perform job duties.
o Mobility: Must be able to be mobile to operate warehouse machinery.
o Sitting: Must be able to sit for shift duration.
o Stooping, Kneeling: Must be able to stoop or kneel for short periods of time.
o Lifting: Must be able to lift 30 lbs – 50 lbs.

o Hand Mobility: Must be able to have mobility in hands to open and seal packaging, utilize keyboard functions, and utilize phone systems.

Contingencies:

Any offer of employment will be contingent upon satisfactory results of background and reference checks.

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Responsibilities

Oversee the daily operations of the airfreight customer service department.
Effectively partner and collaborate with other departments which include the Airfreight Operations team to ensure service and operational excellence with the objective of ensuring job files are executed effectively throughout the airfreight operational value chain from opening of job file, job execution to billing and closure of job file. (customer service and operations).
Ensure adherence to prevailing service level agreements and KPIs.
Be the point of contact for escalations from customers with regards to any service lapses and ensure issues are resolved timely and amicably.
Attend to complex customer inquiries and ensuring timely response to such queries.
Prepare and evaluate customer service operational policies and procedures.
Look for process improvements with the objective of process effectiveness and efficiency in Airfreight Customer Service work processes and flow.
Manage and lead the Airfreight customer service team.

Requirements

Possess Tertiary qualifications.
Experience in Freight Forwarding Air Freight operations for both import and export.
Minimum 5 Years of experience in a relevant/similar capacity.
Possess effective communication and interpersonal skills.
Service oriented
Knowledge of Airfreight operations – import and export
Effective people management skills
Effective negotiation skills

","hiringOrganization":{"@type":"Organization","name":"Crane Worldwide Logistics","sameAs":"https://www.craneww.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Singapore, Singapore","addressCountry":"Singapore","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Client Service Manager 2 (INDG)","datePosted":"2025-09-03","description":"Manages engagement efforts and supports select customer accounts to drive greater customer satisfaction and utilization of assigned products to maximize customer retention. Provides account training, acts as a liaison between assigned accounts and sales representatives and other Bloomberg Industry Group departments, identifies up-sell opportunities, and answers customer inquiries in a timely fashion.

Primary Responsibilities:

Serves as the primary point of contact for users within an existing client in the field, focusing on increasing users, usage, engagement and renewals.
Establishes long-term relationships with customers and identifies up-sell opportunities.
Proactively monitors account health and crafts engagement strategies.
Trains and supports assigned accounts to maximize utilization of Bloomberg Industry Group products, including on-boarding training of new employees to client firms.
Helps clients set up alerts, dashboards, and more.
Collaborates closely with Relationship Partners to define account-specific strategies and identify additional sales and growth opportunities for existing clients.
Participates in special projects and performs other duties as assigned.

Job Requirements:

Knowledge of assigned market (e.g. law firms, tax & accounting, corporations) preferred.
Proven ability to prioritize accounts and manage multiple projects and activities to meet business’ objectives and deadlines.
Strong analytical, organizational and interpersonal communication skills.
Ability to travel to within assigned territory.

Education And Experience:

Bachelor’s degree with coursework in business, marketing, sales or related field; or equivalent experience.
7 or more years of successful sales or account management experience in a business environment comparable to Bloomberg Industry Group.
Prior Account Management experience is preferred.

Equal Opportunity

Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).

","hiringOrganization":{"@type":"Organization","name":"Bloomberg Industry Group","sameAs":"https://www.bloombergindustry.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Arlington - 1801 S Bell (INDG), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":40,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-09-03","description":"

Job Description:

The Role

Deﬁned Contribution, Non-Qualified and HSA knowledge and experience required.
As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.
The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity’s offering.
You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.
Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
Managing plan administration to perform to standards and performance guarantees.
Demonstrating an understanding of the objectives and initiatives related to client projects and work with the organization to ensure that re‐sources are allocated, project plans are deﬁned, utilized and executed to ensure that deliverables are met
Raising and participating in the resolution of service issues (e.g., participant, reputational, risk/compliance related) appropriately within the organization
Utilizing your deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management
You will identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates

The Expertise and Skills You Bring

Bachelor’s degree preferred; work experience and strong business acumen required
Deﬁned Contribution, Non-Qualified and HSA knowledge and experience required
5+ years of beneﬁts administration, outsourcing administration or retirement experience required
3+ years of experience in a client facing role highly desired
You have a proven understanding of 401(k) regulations and their application to plan administration
You have effective oral and written communication skills You demonstrated the ability to manage client issues
You exemplify strong interpersonal skills and customer service approach to solving problems.
You have the ability to initiate and maintain overall accountability for client speciﬁc and department initiatives and projects
You can multitask, work in a fast paced, changing priority environment, problem solve, and make decisions.

The Team

As a member of a dynamic Client Services Management organization, the work you do every single day will have a direct impact to both our Client Services Mission and our Client Services Vision.

Our Mission: To deliver the highest quality and most dedicated plan sponsor service in the DC industry by knowing each plan we serve better than our client does.

Our Vision: To deliver service that is so deeply wonderful, every client feels like they are our only client.

Certifications:

Category:

Client Service

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

","hiringOrganization":{"@type":"Organization","name":"Fidelity Investments","sameAs":"https://www.fidelity.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"2 Contra Way, Merrimack NH, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Latin America Private Bank - Client Service Manager - Vice President","datePosted":"2025-09-02","description":"

If you have leadership and mentoring experience as well as delivering premier client service solutions, J.P. Morgan is the place for you!

As a Private Bank Client Service Manager within JP Morgan, you are responsible for all the activities of your team of approximately 10-20 Client Service Associates. Your team of Client Service Associates is regionally aligned to a banker(s) and their clients based upon the banker's geographic location. The Client Service Manager will forge excellent working relationships with the region's entire team of bankers, advisors, region heads, product partners and compliance teams.

Job Responsibilities

Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process

Required qualifications, capabilities, and skills

5+ years of leadership experience
FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
Strong leadership and management abilities; must be able to think strategically
Spanish language proficiency required

Preferred qualifications, capabilities, and skills

College degree or equivalent preferred

\n\n

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

","hiringOrganization":{"@type":"Organization","name":"JPMorgan Chase & Co.","sameAs":"https://www.jpmorganchase.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Houston, TX, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":42,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-08-29","description":"

Company Description

Job Description

The Therapy Client Services Manager (CSM) is responsible for developing and managing relationships with assigned clients and field staff to more quickly resolve challenges and address concerns. The CSM oversees all non-clinical aspects of the provision of care that includes the utilization of authorized hours, the vetting of potential candidates, and the management of communication between clients, field staff, and office personnel. The core focus of the position is to ensure client satisfaction and increase client retention. This position reports directly to the Client Services Supervisor, Director of Operations, or the Administrator.
\n
\nDuties and Responsibilities

Demonstrates a working knowledge of ABA Therapy services and the deficits/diagnosis/vocabulary associated with those services.
Collects and documents Referral information for ABA Therapy services. Communicates the referral needs during staffing meetings to engage services for the client. Follows through with problem solving barriers to services being initiated.
Troubleshoots authorization and client family needs in order to determine feasibility and financial responsibility regarding therapy services.
Coordinates admission prior to therapy evaluation with client caregiver. Completes required consent paperwork to initiate services in an accurate and timely manner.
Demonstrates an understanding of who to collaborate with regarding family dynamic concerns from the clinician or the client receiving services. With the goal of maintaining a positive work environment for staff and clients.
Coordination of services with external providers and support for families attempting to access services in addition to those provided by MGA Homecare.
Establishes effective communication & utilizes critical thinking and problem-solving skills to serve as the primary point of contact for all non-clinical issues or questions between clients, field staff and office personnel.
Builds strong relationships with clients/families by being highly knowledgeable regarding individual staffing needs and clinician preferences/expectations to ensure appropriate staff placement.
Sets proper and realistic expectations with clients regarding MGA’s service capabilities.
Appropriately logs all non-clinical client & field staff complaints in accordance with MGA policy.
Collaborates with recruiting team to address long and short-term staffing needs by communicating client specific requests.
Demonstrates working knowledge of payer source requirements, including an understanding of Medicaid, MGA specific software systems, internal processes, policies and procedures.
Communicates and escalates all client and field staff issues to management in accordance with MGA Policy.
Participates in the on-call rotation for after-hours service issues.
Effectively supports and executes the mission, ethics, and goals of the company.
Represents MGA and themselves in a positive and professional manner.
Completes work within designated time.
Demonstrates a high level of honesty, integrity and accountability.
Adheres to all company policies and procedures outlined in Employee Handbook, Employee Agreement, and/or communicated from management.

Qualifications

Requirements

Bachelor’s Degree Preferred
Bilingual (Spanish/English) preferred
2+ years’ experience in customer service role
1+ years’ experience in management position preferred
Reliable means of transportation and flexibility to travel
Current state driver’s license and automobile insurance.
Must demonstrate ability to meet deadlines
Strong communication skills required

Additional Information

As an MGA Client Service Manager you can expect

Annual Salary of $55,000 - $60,000
Auto and phone allowances
Health, Dental & Vision Coverage
Health Savings Accounts (HSA-available if enrolled in high deductible plan)
Flexible Spending Accounts (FSA & LPFSA)
Dependent Care Reimbursement Accounts (DCRA)
Employee Assistance Program (EAP-available if enrolled in Health plan)
401(k) retirement plan
Paid Time Off (PTO)
Company Paid Holidays
100% Company Paid Life Insurance (if enrolled in Health plan)
Voluntary Life Insurance
Short & Long-Term Disability
Critical Illness/Accident Insurance
Hospital Indemnity Insurance
Identity Protection Plan
Legal Care Plan

#Ind012-Co-Aba

","hiringOrganization":{"@type":"Organization","name":"MGA Homecare","sameAs":"https://www.mgahomecare.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Colorado Springs, CO, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":43,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-08-29","description":"ADP is hiring a Client Service Manager III. In this position you will be responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Manager is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements. The Client Service Manager ensures the delivery of optimal service, client satisfaction and client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention. CLIENT SERVICE MANAGER IS REQUIRED TO MAINTAIN ACCURATE RECORDS OF ALL CALLS, Emails, CORRESPONDANCE AND CLIENT VISITS IN ADP CLIENT RELATIONSHIP MANAGEMENT SYSTEMS. CONTINUALLY DEVELOPS AND MAINTAINS PRODUCT, INDUSTRY AND SYSTEMS KNOWLEDGE AND SKILLS

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility.

RESPONSIBILITIES:\n\n

Proactively discuss and/or support products and services, and plan design with plan sponsors.
Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate.
Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions.
Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor.
Request employee education workshops and literature
Conduct and/or support in-person Annual Plan
Reviews for all plans with assets greater than $10m.
Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.
Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.
Communicate and/or support compliance testing results and recommend options to improve results (if necessary).
Monitor plan documents for adherence to applicable rules and regulations.
Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
Monitor profitability of clients and recommend appropriate revenue generating products and services.
Proactively seek out and/or support additional revenue opportunities such as M-A activity or payroll additions.
Provides mentoring - constructive feedback to new associates on a consistent basis.
Effectively handles escalated calls.
Assists in phone monitoring duties.
Proactively assists with critical clients.
Coordinates and peer reviews plan changes and acquisitions.
Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
Takes part in disaster recovery testing and provides feedback on system enhancements
Performs other related duties as assigned.

\nQUALIFICATIONS REQUIRED:\n\n

3 to 5 Years of Directly Related Experience
Bachelor's Degree or its equivalent in education and experience

\n\nQualifications\nPREFERRED QUALIFICATIONS:Preference will be given to candidates who have the following:

ASPPA QKA PREFERRED
Minimum of 2 years of successful experience as a Client Service Manager II (or equivalent DC plan administration experience).
Demonstrates strong oral/written communication skills.
Demonstrates strong listening skills.
Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc)
Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify).
Proficiency in using payroll and recordkeeping systems
Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.
Proven relationship-building skills.
Strong time-mgmt, organization and problem solving skills.
Demonstrates strong presentation skills.
Ability to coordinate and take the lead on conference calls.
Ability to gauge client satisfaction through scheduled surveys, client visits and day-to-day interaction.

","hiringOrganization":{"@type":"Organization","name":"ADP","sameAs":"https://www.adp.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Louisville, KY, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Client Service Manager","datePosted":"2025-08-28","description":"

Description

About Us:

About This Role:

In This Role You Will:

Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.
Sense of Urgency - be swift in taking action, provide answers/solutions, be responsive, meet deadlines.
Make an Impact - ensure your work adds value to the Client, company, and team.
We Connect - engage employee networks to promote and improve our company culture and employee engagement.
Forward Thinking - Plan and strategize; anticipate and prepare.
Interview, hire and train staff.
Manage and coach employees to engage clients, address issues promptly and effectively, and create an environment that encourages all to provide an amazing client experience.
Facilitate regular team meetings/huddles to educate and inform.
Assist Bankers in maintaining and deepening existing client relationships through onsite engagement and proactive outbound calling.
Perform account opening for deposit products; educate and provide an Amazing client on-boarding experience.
Conduct transactions including cash and/or checks (use of a TCR may be required); support teammates with transactions and overall operations.
Maintain expert knowledge of ConnectOne Bank’s products and services.
Fulfill service requests, including account maintenance.
Take ownership of escalated Client service issues to full resolution.
Energize, motivate and support active team participation in all campaigns and initiatives.
Instill a team culture and model expected behaviors.
Assess performance and create development plans; develop action plans to address performance issues as appropriate.
Educate clients about products and services that will help them save time and money and protect their assets.
Promote the ConnectOne brand by building relationships with local businesses and demonstrating strong community involvement.
Partner with the Business Relationship Manager, Sales and Service Leader, Lenders and others to develop and execute sales strategies for meeting deposit goals and service expectations.
Manage scheduling, sales, and operational tasks.
Maintain the appearance of the facility inside and out as outlined in the Look & Feel Guide.
Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures of the Bank, as well as all applicable laws and regulations.
Perform other duties as assigned.

Must Haves:

Knowledge of relevant Federal and State banking regulations.
Familiarity with Bank security and safety practices.
Expert knowledge on the Bank’s deposit and small business lending products and cash management services.
Working knowledge of local centers of influence and established relationships within the Community as well as Ambassador Board Members
Thorough knowledge of procedures and policies with respect to banking transactions.
Proven track record driving sales and achieving goals.
Strong leadership skills and coaching abilities.
Exceptional networking and relationship building skills.
Conflict resolution experience.
Proficiency with Microsoft Office applications is preferred.

Bonus Points For:

Sales and/or sales leadership experience.
Undergraduate degree is preferred.

Additional Information

Benefits:

World class health, vision, and dental benefits on day one
401k with employer match
Employee appreciation events (team building, softball games, food truck days, etc..)
Employee assistance programs (EAP)
Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)
Tuition reimbursement
Employee Discount perks
CNOB Community Service Events

Requirements

Knowledge

Knowledge of relevant Federal and State banking regulations.
Familiarity with Bank security and safety practices.
Expert knowledge of CNOB products, services, and procedures.

Skills

Strong management skills and coaching abilities.
Conflict resolution experience.
Proficient with Microsoft Office Applications.

Abilities

Excellent communication and interpersonal skills.
Strong “People First” interest and ability.
Ability to lift items up to 25 lbs.

Other Requirements

Five to seven years banking experience.
Prior retail branch experience required.
Sales and/or sales leadership experience.
To support business needs, ability to work a flexible schedule is required. Branch hours are Monday-Friday, 8 AM-6PM. Saturday 9AM-1PM.

","hiringOrganization":{"@type":"Organization","name":"ConnectOne Bank","sameAs":"https://www.connectonebank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Locust Valley, NY, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Client Service Manager - Global Custody and Private Label Funds Clients","datePosted":"2025-08-28","description":"

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Client Service Manager - Global Custody and Private Label Funds Clients

Become part of our dynamic six-member team within the Client Platform Advisory department and actively shape the future of our business for institutional clients! As a central interface between clients, internal teams in Zurich, Geneva, and Luxembourg, and external partners, you will ensure smooth and effective operations.

Your Role

Operational Excellence in Day-to-Day Business: You will play a key role in processing and controlling financial transactions. This includes tasks such as cash management, cash payments, settlement and monitoring of internally and externally traded FX, options, and futures transactions, as well as coordination and booking of non-deposited assets such as private equity, infrastructure investments and real estate.
Communication Hub: You will be the first point of contact for internal and external inquiries —especially from asset managers — on topics such as custody and account management, securities settlements, payment transactions, corporate actions, tax reclaims, and e-banking access. You will resolve issues independently and communicate in a solution-oriented manner.
Client-Focused Project Work: You will support or lead diverse projects with direct client involvement—such as the launch of new investment funds, onboarding and offboarding of external asset managers, or organizing client events.
Precise Reporting: You will prepare and review monthly and quarterly investment reports (e.g., fund factsheets) for traditional and alternative investments, ensuring the highest quality and alignment with individual client needs.
Client and Account Management: You will be responsible for opening and maintaining client and account relationships, including complete and accurate documentation in accordance with internal guidelines and regulatory requirements.

Your Profile

Completed banking apprenticeship; ideally supplemented by a completed or ongoing degree in business administration or business information technology
Several years of experience in a similar role. Solid knowledge and practical experience in securities operations (e.g., back and middle office, investment advisory, trading...)
Strong interest in operational processes, investment topics, as well as internal and external stakeholders management
High client orientation, strong quality awareness, and precise working style
Team player, proactive, and excellent communication skills
Proficient in English and German (both mandatory)

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

","hiringOrganization":{"@type":"Organization","name":"Lombard Odier","sameAs":"https://www.lombardodier.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Zürich, Switzerland","addressCountry":"Switzerland","addressRegion":"Europe"}}}},{"@type":"ListItem","position":46,"item":{"@type":"JobPosting","title":"Client Service Manager - Construction","datePosted":"2025-08-27","description":"

We offer more than a job, we offer a career!

We support our employees to shape their career by encouraging continuing education and investing in training and development.
We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
We recognize the importance of work life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

We are looking for a Client Service Manager to join our team in our Vancouver Office!

As a Client Service Manager in our Construction division you will be responsible to assist the Client Executive (CE) with all client management requirements, with a focus on retention of the assigned book of business.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

Your day as a Client Service Manager

Client

Proactively manages a book of business by reviewing clients’ exposures, gaps in coverage, and losshistory and proposes appropriate coverages and/or solutions with CE.
Develops account strategies, presentations and proposals with CE.
Answers client questions and handles daily requests/coverage changes.
Ensures maximum retention of book. Works with a Client Service Assistant (CSA) to provideexceptional client service.
Works with a CSA to ensure all certificates of insurance are issued accurately and in a timely manner.
Reviews contracts to ensure insurance program meets requirements and works with insurers to amend coverages/ obtain agreement.
Establishes appropriate procedures for claims administration/l loss prevention activity
An advocate for our clients during the claims process.

Marketing

Manages the marketing process in close collaboration with the CE.
Prepares accurate and comprehensive underwriting submissions.
Utilizes relationships to negotiate best terms for new and renewal business.
Endorses policy wordings based on client requests.
Works with insurers to provide coverage solutions to better meet our clients’ changing operations and as new products are being offered.
Ensures the accuracy of renewal documentation and issues manuscript policies when required.
Reviews policy wordings and other documentation for accuracy and completeness.

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Team

Supervises and trains the CSA on internal procedures and works to develop their general insuranceknowledge.
Proofs CSA’s work to ensure internal and external documents are accurate and expedited in a timely manner.
Works with the CSA to ensure timely and accurate follow ups on outstanding client accounts receivables.
Meets with BFL Compliance regularly to review accounts and procedures.

\n\n\n

General

Maintains policy files and/or electronic files to ensure that they are organized and up to date.
Responds to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
Participates in industry functions and targeted public relations activities.
Maintains important market relationships.
Follows BFL policies and procedures, including security and quality procedures, as currently set out and as amended from time to time.
Other miscellaneous duties and special projects as required.

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Our Ideal Candidate

Minimum 5 years Commercial insurance experience or relevant insurance education.
Level 2 license (insurance designation, CIP or CAIB preferred) or working towards the designation.
Maintenance of licensing requirements/ continuing education.
Extremely detailed.
Must be completely client focused and service oriented.
Excellent communication skills, listening, verbal, and written.
Ability to work well independently, as part of a team, and with others throughout the organization.
Positive attitude and a desire to grow.
Willingness to go beyond the job description.
Good knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.

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The expected salary for this role ranges from $73,000 to $110,000. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate’s skills to the role.

About Bfl Canada

Founded in 1987 by Barry F. Lorenzetti, BFL CANADA is one of the largest employee-owned and operated Risk Management, Insurance Brokerage, and Employee Benefits consulting services firms in North America. The firm has a team of over 1,450 professionals located in 27 offices across the country. Thanks to its Local International Office Network of independent brokers (LION), BFL CANADA provides clients with privileged access to insurance partners in over 140 countries, helping to support their operations both in Canada and globally.

Office Information

Our Vancouver office is situated in Coal Harbour, half a block from the world renowned Seawall. Employees often enjoy activities along the Seawall during their lunch break with Stanley Park being close by. Our office is easily accessible for employees by car and public transit and there are bike storage lockers in our building.

Let’s stay in touch: follow us on LinkedIn to get privileged access to our activities and see our other job opportunities.

Visit our website to learn more about us: bflcanada.ca/

BFL CANADA is an equal opportunity employer.

We welcome and encourage applications from people with diverse abilities. BFL Canada is committed to fostering an environment that is diverse, equitable, inclusive and accessible to all. The diversity of our talents enables innovation and creativity through diverse backgrounds, different thinking and unique knowledge. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Offers of employment at BFL CANADA are conditional upon satisfactory results of background verifications.

#Li-Hybrid

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Are you ready to take the next step in your career? Are you an individual who takes pride growing clients and excellent delivery? Brown and Caldwell is looking for a strategic Business Development/Client Service Manager with an established track record of marketing, winning, and executing projects and programs in the Power sector. This position is fully remote, with the option to come into any of our 30 offices across the nation and will require approximately 15% to 30% travel.

When you join Brown and Caldwell you will enjoy a unique and welcoming culture, and we are proud that many of our employees have been with us a decade or more. You will find that we offer a non-hierarchical, collaborative, and supportive environment, allowing you to do your best work. You will be trusted to do the right thing by our project managers and external clients and given the flexibility to manage your own schedule to achieve this. The work we do is interesting, challenging and wide-ranging in nature, and so is our client base.

Detailed Description:

The Client Service Manager (CSM) is highly recognized and regarded in Brown and Caldwell and would be responsible for managing and growing industrial water, compliance, permitting, and site investigation and remediation work for multiple power client accounts. Characteristics of the CSM include the proven ability to generate and sustain significant sales and revenue from projects, in the Power sector. As CSM, you will be part of a team of project managers and technical staff performing the work for existing and new Power clients.

Our successful candidate will maintain and expand their exceptional relationships with clients, including locally and nationally. You will have the ability to navigate and align the client organization with BC’s Team of experts and resources, provide oversight on technical assignments, ensure profitable performance and superior quality, and exceed client expectations.

Additional Job Responsibilities:

Lead and create sustainable business development and delivery capabilities for the sector.
Support the establishment of industry leadership for Brown and Caldwell services among the Power sector.
Develop personal relationships with target client’s key personnel, and in areas of sector growth.
Maintain exceptional client relationships while navigating and aligning the client’s organization with BC’s team of experts and resources
Serve as a key leader in client organization associations, and professional engineering circles
Lead and contribute to the firm’s marketing, sales and overall business success.
Establish personal relationships with competitors/contractors, particularly in those areas of sector growth.
Ensure successful and profitable delivery of projects partnering with internal project, design, and risk management teams, along with other enterprise groups.
Participate in base business, growth, sales and planning processes
Build and sustain a collaborative culture and environment that truly demonstrates client service, technology, innovation, professionalism, and teamwork.
Assist in recruiting staff to maintain growth – this includes identification of key performers who will help increase capabilities to correlate with the market
Mentorship of junior sales talent
Lead client sales and service teams driving growth-driven actions and behaviors
Lead pursuit and proposal efforts for key opportunities
Advise on career development of staff - identify high potential performers/leaders
Provide technical oversight and support on environmental projects
Lead commitment to non-financial goals, such as:

Leverage across company for marketing, project delivery, and support systems (staffing, quality assurance)
Ensure quality, client service, clarity of work product and projects.
Focus on investment decisions (use capital and resources to highest competitive advantage)
Promote and support technical systems improvements driven by company initiatives

Desired Skills And Experience:

Minimum of 10 years’ experience in engineering services, specifically working on environmental permitting or water/wastewater treatment facilities in the power market
Strong network of contacts in the Power Markets
Minimum BS in science or engineering
Preferred PE license or related professional registration
Track record of success bringing in and executing profitable assignments for clients and building key target client accounts of over $1M
Market perspective – Nation-wide experience and network and willing to travel throughout US
Strong client contacts – Client-friendly manner, respected by clients, adept at discerning and managing client expectations.
Strong background in client development and proposal preparation
Strategic, open-minded thinker – Ability to think beyond standard Brown and Caldwell boundaries and assumptions, tireless in getting additional information to develop possible strategies.
Strong competitor knowledge and focus – Develops competitor evaluations and strategies.
Can-do approach – Pragmatic and enthusiastic.
Demonstrated team player and builder.
Ability to properly scope out new business opportunities:

Identifying opportunities
Making critical decisions on whether or not to pursue the opportunities
Developing strategic plans to win pursuits
Identifying the best teaming partners

Demonstrated knowledge of general environmental trends in the water sector (e.g., water reuse and sustainability) as well as market specific trends (e.g., Power in the Environment).

Salary Range: The anticipated starting pay range for this position is based on the employee’s primary work location and may be more or less depending upon skills, experience, and education. These ranges may be modified in the future.

Location A: $145,000- $199,000
Location B: $160,000 - $219,000
Location C: $174,000- $238,000

You can view which BC location applies to you here. If you have any questions, please speak with your Recruiter.

Benefits and Other Compensation: We provide a comprehensive benefits package that promotes employee health, performance, and success which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time off and parental leave, paid holidays, 401(k) retirement savings plan with employer match, performance-based bonus eligibility, employee referral bonuses, tuition reimbursement, pet insurance and long-term care insurance. Click here to see our full list of benefits.

About Brown and Caldwell
Headquartered in Walnut Creek, California, Brown and Caldwell is a full-service environmental engineering and construction firm with 50 offices and 2,100 professionals across North America and the Pacific. For 75 years, we have created leading-edge environmental solutions for municipalities, private industry, and government agencies. We strive to be the company of choice—to our clients, who benefit from our passion for delivering exceptional quality, and to our employees, present and future, who share our commitment to client service, collaboration, and innovation. Join us, and you will find a home where you can do your best work, reach new levels of expertise, and enjoy exceptional development opportunities. For more information, visit www.brownandcaldwell.com

This position is subject to a pre-employment background check and a pre-employment drug test.

Notice to Third Party Agencies: Brown and Caldwell does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.  

Brown and Caldwell is proud to be an EEO/AAP Employer. Brown and Caldwell encourages protected veterans, individuals with disabilities, and applicants from all backgrounds to apply. Brown and Caldwell ensures nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act

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Company Description

Job Description

Demonstrates a working knowledge of therapy services and the deficits/diagnosis/vocabulary associated with those services.
Collects and documents Referral information for Therapy services. Communicates the referral needs during staffing meetings to engage services for the client. Follows through with problem solving barriers to services being initiated.
Troubleshoots authorization and client family needs in order to determine feasibility and financial responsibility regarding therapy services.
Coordinates admission prior to therapy evaluation with client caregiver. Completes required consent paperwork to initiate services in an accurate and timely manner.
Demonstrates an understanding of who to collaborate with regarding family dynamic concerns from the clinician or the client receiving services. With the goal of maintaining a positive work environment for staff and clients.
Coordination of services with external providers and support for families attempting to access services in addition to those provided by MGA Homecare.
Establishes effective communication & utilizes critical thinking and problem-solving skills to serve as the primary point of contact for all non-clinical issues or questions between clients, field staff and office personnel.
Builds strong relationships with clients/families by being highly knowledgeable regarding individual staffing needs and clinician preferences/expectations to ensure appropriate staff placement.
Sets proper and realistic expectations with clients regarding MGA’s service capabilities.
Appropriately logs all non-clinical client & field staff complaints in accordance with MGA policy.
Collaborates with recruiting team to address long and short-term staffing needs by communicating client specific requests.
Demonstrates working knowledge of payer source requirements, including an understanding of Medicaid, MGA specific software systems, internal processes, policies and procedures.
Communicates and escalates all client and field staff issues to management in accordance with MGA Policy.
Participates in the on-call rotation for after-hours service issues.
Effectively supports and executes the mission, ethics, and goals of the company.
Represents MGA and themselves in a positive and professional manner.
Completes work within designated time.
Demonstrates a high level of honesty, integrity and accountability.
Adheres to all company policies and procedures outlined in Employee Handbook, Employee Agreement, and/or communicated from management.

Qualifications

Requirements

2+ years’ experience in customer service role
Bachelor Degree (preferred)
Must demonstrate ability to meet deadlines
Strong communication skills required

Additional Information

As an MGA Client Service Manager you can expect

Annual Salary up to $55,000
Auto and phone allowances
Health, Dental & Vision Coverage
Health Savings Accounts (HSA-available if enrolled in high deductible plan)
Flexible Spending Accounts (FSA & LPFSA)
Dependent Care Reimbursement Accounts (DCRA)
Employee Assistance Program (EAP-available if enrolled in Health plan)
401(k) retirement plan
Paid Time Off (PTO)
Company Paid Holidays
100% Company Paid Life Insurance (if enrolled in Health plan)
Voluntary Life Insurance
Short & Long-Term Disability
Critical Illness/Accident Insurance
Hospital Indemnity Insurance
Identity Protection Plan
Legal Care Plan

#Ind123

Are you a proven leader who enjoys managing a team? This could be the role for you!

As a Client Service Team Lead within Payments, you will be responsible for the overall success of Client Service Account Managers who have direct responsibility for servicing a portfolio of large corporate or financial institution clients. You will have responsibility for Human Resource functions (including performance management, career planning, development, training and performance issues), Operational Controls, Compliance Adherence and Staff Readiness Communication for your industry. You will ensure the Client Service Account Managers are providing the highest level of servicing to customers, including problem resolution on very complex and non-routine client impacting issues. You will advise management on all service and administrative matters.

Job Responsibilities:

Oversee a specific portfolio of clients
Align client needs to bank solutions
Provide value-added bank, product, and industry insight to clients
Act as the point of escalation and resolution for service issues liaises with bank partners to manage complex issues, sensitive closings and structuring relationship alignment events
Coach team and monitor service delivery performance to ensure client satisfaction
Provide strategic direction, leading, motivating, encouraging and coaching for optimum performance.
Build a winning culture that aligns with business objectives
Identify training opportunities to enrich personal and career development
Provide an inclusive, collaborative and productive environment for all Client Service Account Managers

Required Qualifications, Capabilities And Skills:

Minimum 7 years of relevant industry and/or functional and/or management experience
In depth knowledge of Core and Complex Domestic and International Treasury products
Strong leader and people manager with ability to assess the big picture in complex situations
Creative thinker and problem solver, able to manage through conflict, with a strong ability to adapt to changing priorities
Ability to lead complex issues, engage appropriate business and external partners and influence at all levels
Excellent interpersonal skills coupled with an ability to use sound judgment to prioritize and act with sense of urgency when required
Ability to work under pressure, prioritize appropriately, meet tight deadlines and juggle multiple demands simultaneously

\n\n

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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As an Order processor , you will be responsible for efficiently and accurately processing customer orders from receipt to fulfillment. Your primary objective will be to ensure that orders are processed in a timely manner, with a strong focus on accuracy and attention to detail. You will play a crucial role in ensuring customer satisfaction by coordinating order processing activities and maintaining effective communication with internal teams and external partners.

Duties And Responsibilities:

Perform all duties relating to the processing of customer orders with a high degree of accuracy (orders range from basic stock to highly configured)
Convert an order from a quote or excel sheet to a sales order in company’s ERP system and ensure completeness and accuracy
Ensure accuracy of order details, including product codes, quantities, pricing, and shipping information.
Verify order information against customer records, pricing agreements, and inventory availability. Resolve any discrepancies or issues that may arise during the order processing stage.
Knowledge of common substitutions for items not in stock; able to verify with management accordingly.
Work with purchasing department to determine ETA for any order items not in stock
Periodically correspond and communicate with customers - electronically and verbally; to include information such as delivery agent’s details, customer's PO, freight charges, etc.
Communicate with customers on discrepancies, order conflicts, and shipping delays
Create SOT for the sales order

Continuously evaluate and identify opportunities to drive process improvements that positively impact the overall customer experience
Track the status of orders throughout the fulfillment process, from order entry to shipment. Provide regular updates to customers on the status of their orders and address any inquiries or concerns promptly.
Proficient in using Enterprise Resource Planning (ERP) software like SAP, Oracle, or Microsoft Dynamics to process orders.
Strong communication skills, ensuring clear and concise correspondence with customers and internal departments.
Proven track record of spotting errors, maintaining meticulous records, and ensuring data integrity throughout the order process.
Skilled at identifying discrepancies or issues in order processing and resolving them swiftly to avoid delays or errors.
Ability to handle customer inquiries or issues related to orders, providing exceptional service and follow-up where needed.
Other duties as assigned

Requirements

High School diploma or similar
Excellent customer service skills
Detail oriented and dependable
Ability to work independently
Strong verbal and written communications
Excellent analytical, problem-solving, organizational, follow-up, and a sense of urgency are required
Thrive in working in a fast-paced environment
Experience using an ERP system a plus
Strong Excel skills, (formulas, vlookup, etc.)

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