Client Service Manager
hace 2 semanas
Job Description: We are seeking a highly skilled Client Service Manager to join our team at Fidelity Family Office Services. As a key contact for our family office clients, you will be responsible for providing exceptional client service, resolving day-to-day operational issues, and driving high satisfaction and quality for both the client and Fidelity.
The Expertise We're Looking For:
- Bachelor's degree required
- 5+ years of operations and/or service experience in the financial services industry
- Series 7 required, Series 63 preferred
The Purpose of Your Role: As a Client Service Manager, you will be part of a team that serves the single-family office, multi-family office, and ultra-high net worth investor segments. You will provide products and services to support the needs of family office executives, ensuring seamless integration and delivery of products and services to our clients.
The Skills You Bring:
- Excellent interpersonal, verbal, and written communication skills
- Ability to work in a fast-paced, deadline-oriented environment
- Entrepreneurial spirit and ability to work collaboratively across an organization
- Proven leadership skills
The Value You Deliver:
- Optimizing the client experience at Fidelity and developing long-term relationships and partnerships with clients
- Responding directly to all client inquiries and driving high satisfaction, quality, and efficiency for both the client and Fidelity
- Conducting data analysis to drive change and process improvement with our teams and clients
How Your Work Impacts the Organization: Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country, with a strong culture of engagement, service execution, and employee recognition.
-
Client Service Director
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Fidelity Talentsource Llc A tiempo completoJob Title: Client Service ManagerAbout the Role:At Fidelity Family Office Services, we are seeking a highly skilled Client Service Manager to join our team. As a Client Service Manager, you will be responsible for providing exceptional client service and support to our family office clients.Key Responsibilities:Provide outstanding client service and support...
-
Client Care Manager
hace 4 semanas
Puerto Diablo, Puerto Rico Mspca Angell A tiempo completoThis is a full time 40 hour/week, 5 day, first shift position. Angell Animal Medical Center has an opening for a Client Care Manager, a position responsible for the leadership and direct management of our Client Care Coordinator team. The Care Coordinator team works collaboratively with our clinical and service teams to ensure seamless delivery of excellent...
-
Client Service Associate
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob SummaryWe are seeking a highly skilled Client Service Associate to provide dedicated support to high-producing advisors. As a key member of our team, you will be responsible for preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper...
-
Global Client Service Senior Manager
hace 1 mes
Puerto Diablo, Puerto Rico Boston Consulting Group A tiempo completoWHAT YOU'LL DO Your role is to strengthen BCG's capabilities in client relationships, sales operations, Proposal Excellence, CCO agenda, GTM and account management. You will do this through strategic thinking, developing new offerings (tools, programs, processes) and scaling them in the organisation. You are a strong strategic thought-partner, change...
-
Client Services Manager
hace 1 mes
Puerto Diablo, Puerto Rico Boston Trust Walden Company A tiempo completoBoston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $15 billion in client assets. Boston Trust Walden distinguishes itself in several key ways, including: stable, diversified...
-
Registered Client Service Associate
hace 1 mes
Puerto Diablo, Puerto Rico Jobleads-Us A tiempo completoDo you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...
-
Client Service Manager
hace 4 semanas
Puerto Diablo, Puerto Rico Fidelity Talentsource Llc A tiempo completoJob Description: Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for our family office...
-
Client Service Associate
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob Title: Client Service Associate - Financial Planning ExpertAbout the Role: We are seeking a highly skilled Client Service Associate to join our team at Ameriprise Financial. As a key member of our team, you will be responsible for providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your...
-
Customer Service Operations Manager
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Cardinal Health A tiempo completo**Customer Service Operations Manager Opportunity at Cardinal Health**Cardinal Health is seeking a skilled Customer Service Operations Manager to join our team. As a Customer Service Operations Manager, you will be responsible for overseeing the daily operations of our patient access support contact center team, ensuring that team members have the tools and...
-
Client Solutions Manager
hace 1 mes
Puerto Diablo, Puerto Rico Norstella A tiempo completoClient Solutions ManagerCompany: NorstellaLocation: Remote, United StatesDate Posted: Oct 7, 2024Employment Type: Full TimeJob ID: R-614Description About Norstella At Norstella, our mission is simple: to help our clients bring life-saving therapies to market quicker—and help patients in need. Founded in 2022, but with history going back to 1939, Norstella...
-
Veterinary Client Service Specialist
hace 1 semana
Puerto Diablo Barrio, Puerto Rico Mspca-Angell A tiempo completoJob SummaryThis is a full-time, 40-hour/week day shift position with second shift hours from 1-9:30pm and rotating weekends. We are seeking a highly motivated and compassionate Client Care Coordinator to join our growing Internal Medicine and Emergency/Critical Care teams.Key Responsibilities:Work collaboratively with clinical and service teams to ensure...
-
Enterprise Client Advocate
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoKetryx is seeking a highly skilled Customer Success Manager to join our rapidly growing Client Operations team.As a Customer Success Manager, your mission is to provide excellent project management and product expertise to help our customers excel in use of the Ketryx Platform. You will lead client interaction and provide in-depth onboarding for enterprise...
-
Financial Services Manager
hace 3 semanas
Puerto Diablo Barrio, Puerto Rico Boston Trust Walden Company A tiempo completoJob Summary: Boston Trust Walden Company is seeking a highly skilled Client Service Manager to provide exceptional client service to its Wealth & Investment Management clients.Main Responsibilities: This role involves managing client needs, ensuring accuracy of transactions, and maintaining high client satisfaction. The Client Service Manager will work...
-
Client Service Associate, Investments, Boston, MA
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob Title:Client Service Associate, Investments, Boston, MAJob Summary:We are seeking a highly motivated and detail-oriented Client Service Associate to join our team in Boston, MA. As a Client Service Associate, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless and efficient service delivery.Key...
-
Strategic Safety Manager for Pharmaceutical Client
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob Title: Strategic Safety Manager for Pharmaceutical ClientSodexo is seeking a skilled Safety Manager to oversee the safe work environment at two pharmaceutical client sites in Boston and Cambridge, MA. This key role is responsible for implementing and enforcing client safety policies, ensuring compliance with federal, state, and local regulations, and...
-
Propane Service Operations Manager
hace 2 semanas
Puerto Diablo Barrio, Puerto Rico Superior Plus Propane A tiempo completoJob Summary: We are seeking an experienced Service Manager to join our team at Superior Plus Propane. As a Service Manager, you will be responsible for providing direction to our service technicians and coordinating work with our service partners. You will also provide exceptional customer service to our customers and partners.Key Responsibilities:Take...
-
Strategic Safety Manager
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob SummaryWe are seeking a highly skilled Strategic Safety Manager to join our team at a pharmaceutical client located in Boston & Cambridge, MA. As a key member of our facilities management team, you will be responsible for ensuring a safe work environment at two client sites by providing strategic safety oversight.Key Responsibilities:Develop and...
-
Propane Service Manager
hace 1 mes
Puerto Diablo, Puerto Rico Superior Plus Propane A tiempo completoSuperior Plus Propane is seeking an experienced Service Manager who will report to the Customer Service Center Manager. As the Service Supervisor, you will provide direction to the service technicians and coordinate work with our service partners. In addition, you will provide exceptional customer service to our customers and partners. Why join us: Culture:...
-
Client Service Associate, Investments, Boston, MA
hace 4 semanas
Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completoJob SummarySantander Investments, LLC is seeking a Client Service Associate to provide administrative and service functions to support Financial Advisors and clients. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work independently.ResponsibilitiesProvide infrastructure support to Financial Advisors...
-
Retirement Service Consultant
hace 1 mes
Puerto Diablo, Puerto Rico Jobleads-Us A tiempo completoALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL)Position Purpose: This position is responsible for providing client service to our partners, intermediaries, and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our...