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245 results for Client Services Manager jobs

Customer Service Manager

Fairfield, NJ
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for an experienced Customer Service Manager to lead a high-performing customer service team in Fairfield, New Jersey. This role is responsible for elevating the customer experience, strengthening day-to-day service operations, and building effective partnerships across the organization. The ideal candidate brings a hands-on leadership style, sound judgment, and a commitment to continuous improvement in a manufacturing environment. Responsibilities:• Lead the daily work of the customer service function, ensuring coverage, accountability, and dependable service delivery across all customer touchpoints.• Assign priorities across the team, review performance outcomes, and take timely action to keep response quality and service standards on track.• Coach, mentor, and develop representatives through regular feedback, structured training, and ongoing support that improves engagement and retention.• Manage complex customer matters and escalated concerns, guiding issues through to resolution while protecting a positive customer experience.• Analyze recurring service challenges and customer feedback to identify root causes and introduce preventive solutions.• Refine support processes and workflows to improve efficiency, accuracy, and overall service quality.• Monitor operational measures such as responsiveness, resolution effectiveness, and customer satisfaction, and share results with leadership.• Work closely with operations, sales, and other internal partners to align service efforts with broader business goals.• Maintain reliable documentation of customer communications, case activity, and service-related data within company systems.
2026-06-16T00:00:00Z

Customer Service Manager

Washington, DC
onsite
Temporary / Contract
35.15 - 40.7 USD / Hourly
We are looking for a Customer Service Manager to lead a high-quality support experience for a cosmetics organization in Washington, District of Columbia. This Long-term Contract position is ideal for someone who can oversee customer accounts, guide call center service operations, and keep scheduling and dispatch activities running smoothly. The role focuses on building strong service standards, resolving customer needs effectively, and ensuring day-to-day coordination across service channels. Responsibilities: • Direct daily customer service operations, ensuring timely and attentive support across call center interactions. • Manage customer account activity, including issue resolution, service follow-up, and ongoing relationship support. • Coordinate dispatch and scheduling workflows to align service requests with team availability and operational priorities. • Monitor service performance, address escalated concerns, and implement improvements that enhance the customer experience. • Partner with internal teams to maintain accurate information flow related to appointments, requests, and account updates. • Train and support customer service staff on service expectations, communication standards, and problem-solving practices.
2026-06-18T00:00:00Z

Customer Service Manager

Tyngsborough, MA
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
Robert Half is seeking a highly motivated and customer-focused Customer Service Manager to lead our customer service operations. This individual will be responsible for managing the customer service team, overseeing quoting and order activity, maintaining strong client relationships, and ensuring exceptional service delivery. The ideal candidate is a hands-on leader who thrives in a fast-paced environment and is committed to delivering an outstanding customer experience. Key Responsibilities:<ul><li>Provide leadership, direction, and support to the customer service team.</li><li>Manage all aspects of the customer service process, including quotes, sample requests, order processing, and order acknowledgments.</li><li>Prepare quotes and proposals in response to customer inquiries and requests.</li><li>Work directly with customers to process orders, resolve issues, and ensure timely communication.</li><li>Enter and maintain customer and order information within the company ERP/CRM system.</li><li>Maintain customer records and databases with a high degree of accuracy.</li><li>Manage internal quote tracking and customer request databases.</li><li>Respond to customer inquiries and coordinate with appropriate internal departments to resolve issues.</li><li>Follow up on quotations and proposals to support business development efforts.</li><li>Collaborate with operations, sales, and management teams to ensure customer satisfaction and successful order fulfillment.</li><li>Analyze customer concerns and identify opportunities to improve service processes.</li><li>Perform additional customer service and administrative duties as needed.</li></ul>
2026-06-17T00:00:00Z

Customer Service Manager

Orchard Park, NY
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Jenny Bour with Robert Half is working with a growing organization that is looking for a Customer Service Manager to join their team! The Customer Service Manager plays a key role in delivering a clear, accurate, and positive client experience. This position oversees day-to-day customer account operations while serving as a primary resource for individuals navigating billing, payments, and account-related inquiries. The ideal Customer Service Manager candidate brings a strong customer-first mindset, proven leadership ability, and a solid understanding of financial processes. Key Responsibilities:<ul><li>Lead Customer Service Operations & Team Performance</li><li>Provide strategic and daily oversight of account-related functions including billing, payments, refunds, and collections. Supervise, coach, and develop team members to ensure high performance.</li><li>Monitor key performance indicators and ensure accurate account reconciliation and reporting.</li><li>Deliver a Customer-Centered Experience</li><li>Handle complex or sensitive account issues with professionalism, empathy, and strong problem-solving skills.</li><li>Oversee payment plans and support solutions designed to improve customer access and satisfaction.</li><li>Maintain adherence to applicable regulations, policies, and internal procedures while collaborating cross-functionally with internal teams.</li></ul>
2026-06-10T00:00:00Z

Customer Service Manager

Akron, OH
onsite
Temporary to Hire
20 - 28 USD / Hourly
Our client is seeking a highly communicative professional for a contract-to-permanent opportunity within their Customer Service department. This role is responsible for overseeing daily customer service operations, supporting the quoting and order process, and serving as a key liaison between internal teams, customers, and production. The ideal candidate will be comfortable working in a fast-paced manufacturing environment, balancing administrative responsibilities with light activity on the factory floor.Key Responsibilities:<ul><li>Oversee and execute daily operations within the Customer Service department to ensure clear communication, accuracy, and efficient workflow</li><li>Communicate regularly with office personnel, sales, shipping, customers, and internal departments</li><li>Assist with and prepare formal quotes for existing and prospective customers</li><li>Process purchase orders for tooling, prototypes, and production</li><li>Analyze current order patterns and review sales margins</li><li>Monitor daily invoice activity and maintain accurate customer account information</li><li>Maintain and organize master drawing files</li><li>Manage and support the Shipping Administrative Assistant</li><li>Serve as a communication link between Customer Service, Quality, Production, and Shipping to ensure smooth order flow</li><li>Assist with accounts receivable activities as needed</li><li>Ensure departmental adherence to ISO-compliant procedures</li><li>Participate in weekly customer calls and daily management meetings</li><li>Make rounds in the press room and perform light walking in the factory as needed</li><li>Cross-train with team members to provide short-term coverage and support</li><li>Travel occasionally to customer sites, as needed</li><li>Perform additional duties assigned by management</li></ul>
2026-06-15T00:00:00Z

Customer Service Manager

Kansas City, MO
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
We are looking for a Customer Service Manager to lead the client experience for corporate branding programs and digital ordering services. This role focuses on improving every stage of the customer journey, from account support and order management to delivery satisfaction and long-term client loyalty. The ideal candidate brings a strong blend of customer service leadership, purchasing knowledge, and operational coordination to create efficient processes and a consistently high standard of service. Responsibilities: • Guide the overall customer experience strategy for uniform and branded merchandise programs, ensuring smooth interactions across ordering, support, and fulfillment. • Partner with clients, administrators, and end users to understand service needs and resolve issues in a timely, attentive manner. • Oversee purchasing-related activities tied to customer orders, including procurement coordination, material availability, and vendor communication. • Identify service gaps and workflow inefficiencies, then implement practical improvements that strengthen accuracy, speed, and customer satisfaction. • Monitor online ordering platform performance and collaborate with internal teams to recommend enhancements that improve usability and reliability. • Track service trends, customer feedback, and account performance metrics to support retention efforts and continuous improvement initiatives. • Coordinate cross-functional efforts between customer service, purchasing, and administrative teams to maintain consistent execution and communication. • Support process updates and operational changes as needed, ensuring minimal disruption to customers and internal stakeholders.
2026-06-08T00:00:00Z

Customer Service Manager

Modesto, CA
onsite
Permanent / Full Time
62000 - 70000 USD / Yearly
We are looking for a Customer Service Manager to lead branch service operations in Modesto, California while creating a positive experience for both customers and team members. This role combines day-to-day operational oversight with staff coaching, compliance support, and relationship building within the local community. The ideal candidate brings strong judgment, a service-first mindset, and the ability to keep branch activities running accurately, securely, and efficiently. Responsibilities: • Direct daily branch activities to ensure teller services, cash handling, and customer support functions operate smoothly and accurately. • Step in to assist frontline employees with service requests and transactions during busy periods to maintain an efficient customer experience. • Review branch activity for adherence to internal policies, operating standards, and regulatory expectations, taking action when gaps are identified. • Authorize customer and operational transactions within assigned approval limits while maintaining sound risk awareness. • Perform routine control checks and pre-audit reviews to reduce exposure, improve operational discipline, and support examination readiness. • Guide, coach, and develop branch employees through training, one-on-one feedback, and ongoing reinforcement of service and accuracy standards. • Manage hiring support, onboarding efforts, scheduling, and retention activities to sustain a strong and dependable team. • Address escalated customer issues with professionalism, follow through on resolutions, and strengthen long-term client relationships. • Recommend deposit and consumer or business banking solutions based on customer needs and contribute to branch growth through community and business development efforts. • Help maintain and improve branch procedures, participate in assigned initiatives, and uphold a secure environment that protects confidential information.
2026-06-08T00:00:00Z

Customer Service Manager

Saugus, CA
onsite
Temporary / Contract
25.3365 - 29.337 USD / Hourly
We are looking for an experienced Customer Service Manager to oversee a high-performing support team in Santa Clarita, California. This Long-term Contract position is fully onsite and focuses on maintaining excellent service standards, guiding staff development, and ensuring efficient day-to-day customer service operations. The ideal candidate brings strong leadership skills, a customer-first mindset, and the ability to turn service insights into measurable operational improvements. Responsibilities: • Lead daily activities for the customer service team, ensuring consistent coverage, productivity, and service excellence. • Recruit, onboard, and train new team members on service expectations, workflows, and company guidelines. • Provide regular coaching, mentorship, and performance feedback to help employees strengthen their skills and meet goals. • Address complex customer concerns and escalated issues with professionalism, sound judgment, and timely resolution. • Monitor service quality and ensure the team stays current on product information, policy updates, and procedural changes. • Review customer interactions and operational data to identify patterns, track team performance, and support informed decision-making. • Prepare recurring reports for leadership that summarize service results, team metrics, and areas for improvement. • Create and maintain support materials such as knowledge base content, reference guides, and frequently asked questions. • Recommend and help implement process enhancements that improve efficiency, customer satisfaction, and overall team effectiveness. • Contribute to departmental planning by supporting budget awareness, staffing coordination, and other assigned operational needs.
2026-06-02T00:00:00Z

Client Services Agent

Boise, ID
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a dependable Client Services Agent to join a contract opportunity supporting employees, clients, and families. This role is well suited to someone who values precision, protects sensitive information, and communicates clearly while managing a steady flow of service-related tasks. You will begin with structured training and expand your scope over time as you build confidence with internal systems, service procedures, and client support workflows. Working in a hybrid setting, this position requires strong independent judgment along with close coordination with a broader team. Responsibilities: • Review, process, and maintain employee and client records with a high degree of accuracy while handling confidential information appropriately. • Direct forms, requests, and related communications to the correct internal partners to keep service activity moving efficiently. • Investigate and resolve user issues tied to payroll access, time entry, and other online system functions. • Assist with Medicaid-related fund administration and support families with pass-through payment activities. • Use payroll, timekeeping, documentation, and internal reference platforms to complete daily work and track required actions. • Follow established compliance standards and apply careful judgment when working with sensitive personal and financial data. • Organize competing priorities effectively and adjust quickly as deadlines, volume, and business needs change throughout the day. • Partner with coworkers to solve service issues, share updates, and contribute to team performance goals. • Raise questions early, report discrepancies promptly, and escalate concerns in a thorough and timely manner. • Support electronic documentation and enrollment workflows using tools such as Microsoft 365 applications, Adobe, DocuSign, and related internal systems.
2026-06-17T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-05-28T00:00:00Z

Client Services Representative

Yarmouth Port, MA
onsite
Permanent / Full Time
40000 - 50000 USD / Yearly
Are you a people person who enjoys helping others? Are you looking for an opportunity to build a long-term career in a stable and rewarding industry? If so, we'd love to hear from you. We are seeking a Client Support Representative to provide administrative and customer support to a team of insurance professionals and valued clients. This is an excellent opportunity for someone who is organized, personable, eager to learn, and looking to grow within a supportive and collaborative environment. What You'll Do<ul><li>Answer incoming phone calls and assist clients professionally and courteously</li><li>Welcome and direct visitors</li><li>Process administrative tasks and documentation</li><li>Provide clerical support to insurance professionals</li><li>Maintain accurate records and assist with day-to-day office operations</li><li>Support client service initiatives and help ensure an exceptional customer experience</li></ul>
2026-06-09T00:00:00Z

Client Services Specialist

Santa Barbara, CA
onsite
Temporary / Contract
19.7885 - 22.913 USD / Hourly
We are looking for a dedicated Client Services Specialist to join our team in Santa Barbara, California. In this role, you will be responsible for ensuring exceptional customer experiences through effective communication and problem-solving. This is a long-term contract position that offers the opportunity to make a meaningful impact by assisting clients with their needs and concerns. Responsibilities: • Respond promptly and professionally to customer inquiries via phone, email, and other communication channels. • Troubleshoot connectivity issues and provide clear solutions to clients. • Assist customers in navigating multiple browsers and platforms to resolve technical challenges. • Ensure customer success by addressing concerns and resolving issues efficiently. • Maintain detailed records of customer interactions and follow-ups to ensure resolution. • Collaborate with internal teams to improve service delivery and customer satisfaction. • Handle high-volume call center interactions while maintaining a positive and helpful demeanor. • Provide guidance and support to customers regarding company products and services. • Continuously update knowledge of company offerings to deliver accurate information to clients.
2026-06-08T00:00:00Z

Client Services Associate or Manager

Minneapolis, MN
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service. Responsibilities:• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.• Assist with client onboarding processes to ensure smooth transitions and effective communication.• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.• Provide proactive and responsive support for client inquiries regarding investment-related services.• Facilitate internal communications for executives, including meeting coordination and administrative support.• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.• Uphold confidentiality standards for all client and firm-related information.• Support executives in streamlining communication and managing priorities related to client services and transactions. If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided.
2026-05-29T00:00:00Z

Client Service Coordinator

Lexington, SC
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a Client Service Coordinator - Associate to support daily client-facing and administrative operations. This is a Contract position suited for someone who enjoys creating a welcoming experience, managing office coordination tasks, and keeping schedules and communications organized. The ideal candidate will bring strong customer service skills, sound judgment, and the ability to handle a variety of support duties in an organized environment. Responsibilities: • Welcome visitors and clients in a courteous and organized manner, ensuring a positive first impression of the office. • Receive, sort, and distribute incoming mail and other deliveries accurately and promptly. • Provide administrative support by preparing documents, maintaining records, and assisting with general office organization. • Coordinate calendars, schedule appointments, and help arrange meetings or conference calls as needed. • Respond to client service requests and help route follow-up tasks to the appropriate team members. • Partner with internal stakeholders to support communications, office workflows, and day-to-day service needs. • Answer inbound calls, direct inquiries appropriately, and relay messages with accuracy and professionalism. • Assist with additional clerical or project-based assignments as priorities shift.
2026-06-11T00:00:00Z

Client Service Representative

Honolulu, HI
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a Client Service Representative to join a team in Honolulu, Hawaii on a Contract assignment expected to last 12–24 months. This entry-level opportunity supports daily administrative and client service activities for an Investment Advisory group, with a focus on document handling, record accuracy, and timely task completion. The ideal candidate is organized, dependable, and comfortable managing routine office support work while communicating effectively with internal partners. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-0800. Responsibilities:• Manage daily clerical and administrative activities that support the broader advisory team’s workflow.• Receive, organize, and distribute incoming mail, ensuring checks and other important documents reach the correct parties promptly.• Maintain orderly files and account records so documentation is accurate, accessible, and up to date.• Enter and update information in internal systems while assisting with routine account-related support tasks.• Review forms and supporting paperwork for completeness, accuracy, and any missing details before processing.• Perform basic numerical work, such as totaling amounts across accounts or funds, with close attention to accuracy.• Follow up on outstanding forms, signatures, and documentation by contacting appropriate parties and tracking open items to completion.• Respond to routine questions and provide dependable day-to-day support to internal stakeholders, including investment team members.
2026-06-19T00:00:00Z

Client Services Associate

Roanoke, VA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a Client Services Associate to support a high-quality client experience. This role focuses on coordinating onboarding activities, maintaining accurate client information, and helping the team stay organized and responsive. The ideal candidate brings strong financial planning knowledge or exposure to that environment, excellent relationship management skills, and the ability to handle administrative work with precision. Responsibilities:• Guide new clients through onboarding steps, ensuring documentation is complete and expectations are clearly communicated.• Keep client files, account details, and related records accurate, current, and well organized.• Assist with compliance-related tasks by monitoring documentation requirements and supporting adherence to internal standards.• Prepare meeting packets, reports, and supporting materials for upcoming client appointments.• Serve as a dependable point of contact for client service requests, follow-ups, and routine account-related questions.• Identify workflow gaps and recommend practical improvements that enhance service quality and team efficiency.
2026-06-15T00:00:00Z

Client Services Associate

Houston, TX
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly. Responsibilities:• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
2026-06-10T00:00:00Z

Client Services Associate

Minneapolis, MN
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations. Responsibilities:• Develop and maintain effective relationships with clients to facilitate smooth account management.• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.• Stay updated on custodial operations, procedures, and industry standards.• Coordinate onboarding activities for new clients to ensure a seamless transition.• Schedule and prepare advisors for meetings with clients and prospects.• Address client inquiries, resolve service issues, and escalate concerns when needed.• Prepare and distribute performance reports to clients in a timely manner.• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.
2026-06-12T00:00:00Z

Client Services Associate

Santa Barbara, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Client Services Associate to join a Financial Services team in Santa Barbara, California on a Contract basis. In this role, you will support clients throughout their service experience by coordinating account activity, handling inquiries with care, and partnering with advisors to deliver responsive, high-quality assistance. This position is well suited to someone who communicates clearly, stays organized under changing priorities, and brings a strong client-first mindset to wealth management support. Responsibilities: • Respond to client questions and requests with accurate information, thoughtful follow-up, and a high standard of service. • Support the new client setup process by gathering required information, preparing documentation, and helping ensure a smooth onboarding experience. • Process and review account-related activity such as deposits, withdrawals, required minimum distributions, wire transfers, and other funds movement requests. • Work closely with advisors and internal partners to resolve service matters efficiently and improve the overall client experience. • Maintain accurate client records by updating documentation, entering data carefully, and confirming that files remain complete and current. • Monitor accounts, agreements, and related paperwork to help ensure transactions and documentation align with applicable requirements. • Build working knowledge of firm offerings and wealth management services in order to provide informed support to clients. • Contribute ideas that strengthen service delivery, streamline client interactions, and support long-term relationship management.
2026-06-16T00:00:00Z

Client Service Manager - Family Office

San Francisco, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager| Multi Family Office | San Francisco Bay Area Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space. Responsibilities<ul><li>Serve as a key relationship manager and trusted point of contact for client families</li><li>Coordinate client onboarding, account setup, and ongoing service needs</li><li>Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration</li><li>Manage client reporting, financial administration, and time-sensitive transactions</li><li>Coordinate with tax professionals, advisors, and family office stakeholders</li><li>Maintain compliance, KYC, CRM, and document management processes</li><li>Help improve workflows and contribute to operational efficiencies and technology initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Client Solutions Manager (Technology)

Tampa, FL
onsite
Temporary / Contract
0 - 0 USD / Yearly
Client Solutions Manager (Technology)Location: Tampa, FL (Hybrid, 3 days in-office)What You’ll DoThis is a true hunter role focused on building new business in the IT staffing space.<ul><li>Prospect daily through cold calling, email, and outreach</li><li>Build your own client base and pipeline from scratch</li><li>Meet IT hiring managers and executives in person</li><li>Partner with clients on contract and project-based staffing needs</li><li>Work with recruiters to deliver the right talent</li><li>Drive roles forward from intake to placement</li></ul>
2026-06-03T00:00:00Z

Client Service Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Director of Client Services

Atlanta, GA
onsite
Temporary to Hire
0 - 0 USD / Yearly
We are looking for an experienced Director of Client Services to lead a dedicated team of professionals in delivering exceptional service to our clients. This role, based in Atlanta, Georgia, will focus on client satisfaction, operational excellence, and strategic collaboration with leadership to drive business growth. This is a contract-to-permanent position offering an excellent opportunity to make a lasting impact within the Printing/Publishing industry. Responsibilities: • Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities. • Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction. • Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success. • Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals. • Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership. • Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems. • Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery. • Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans. • Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion. • Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.
2026-05-21T00:00:00Z

Client Care Coordinator

Miami, FL
onsite
Temporary / Contract
25 - 26 USD / Hourly
We are looking for an organized and detail-oriented Client Care Coordinator to join our team on a contract basis in Miami, Florida. This role requires a meticulous approach and strong communication skills, as you will be handling various marketing tasks and collaborating with internal teams. The ideal candidate will have experience in commercial real estate and proficiency in design software such as Adobe InDesign, Photoshop, and Illustrator. Responsibilities: • Follow up with brokers to ensure smooth communication and timely updates. • Create and assemble offering memorandums and tour books for client presentations. • Coordinate and order signage for property listings. • Utilize Adobe InDesign, Photoshop, and Illustrator extensively to design marketing materials. • Maintain accuracy and attention to detail while managing multiple tasks. • Collaborate with internal teams to meet client requirements and project deadlines. • Leverage commercial real estate experience to provide valuable insights and contributions. • Manage and organize marketing materials to ensure brand consistency. • Assist with administrative tasks as needed to support the marketing team. • Ensure all deliverables meet high standards and client expectations.
2026-05-29T00:00:00Z

Client Service Associate Director

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate Director $100-130k base + 15–30% discretionary bonus100% Remote (Optional SF Office Access) A boutique wealth management firm is seeking a highly relationship-driven Client Service Associate Director to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. Position OverviewThe Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioning themselves for future leadership growth. Key Responsibilities<ul><li>Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships.</li><li>Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences.</li><li>Manage complex client requests and act as the central point of communication across internal teams and external partners.</li><li>Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism.</li><li>Drive operational efficiency and ensure follow-through on all client-related initiatives.</li><li>Partner closely with senior leadership on strategic client matters and process improvements.</li><li>Take ownership of client outcomes and help strengthen long-term client retention and satisfaction.</li><li>Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time.</li></ul>What Makes This Opportunity Attractive<ul><li>Work directly with sophisticated Ultra High Net Worth individuals, families, and family office structures.</li><li>Join a collaborative, high-touch wealth management environment that prioritizes exceptional client service.</li><li>Opportunity to become a key contributor to the firm's long-term growth and client experience strategy.</li><li>Significant exposure to complex financial situations and multi-generational wealth planning needs.</li><li>Clear path for increased leadership responsibilities as the organization continues to grow.</li></ul>
2026-06-12T00:00:00Z