2722 client service manager jobs found

Fidelity Investments Job 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 clients. The Expertise We're Looking For Bachelor's degree or commensurate work experience required 5+ years of operations and/or service experience in the financial services industry Ultra High Net Worth experience desired Series 7 required Series 63 preferred, required to obtain within 60 days The Purpose of Your Role The Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides...

Fidelity Investments Job 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 clients. The Expertise We're Looking For Bachelor's degree or commensurate work experience required 5+ years of operations and/or service experience in the financial services industry Ultra High Net Worth experience desired Series 7 required Series 63 preferred, required to obtain within 60 days The Purpose of Your Role The Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides...

Ameriprise Financial Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed....

Fidelity Investments Job Description: Director - Client Service Management The Role: Fidelity Stock Transfer is looking for a Director, Client Service Manager to be part of an innovative team supporting our next-generation transfer agent operations and client relationships. In your capacity, you will build a partnering relationship with each of our clients to understand their business needs and the needs of their shareholders. You will strive to advocate for the client and continually improve their operational health. You will assess all raised issues to identify root cause and develop a creative and practical set of solutions while pairing with our new technology and sustaining our passion for excellent customer service. Responsibilities Include: Owning the administration of new client contacts and supporting them throughout their life cycle Collaborating closely with clients and other business partners to provide direction and insight into Fidelity's suite of...

Fidelity Investments Job Description: Director - Client Service Management The Role: Fidelity Stock Transfer is looking for a Director, Client Service Manager to be part of an innovative team supporting our next-generation transfer agent operations and client relationships. In your capacity, you will build a partnering relationship with each of our clients to understand their business needs and the needs of their shareholders. You will strive to advocate for the client and continually improve their operational health. You will assess all raised issues to identify root cause and develop a creative and practical set of solutions while pairing with our new technology and sustaining our passion for excellent customer service. Responsibilities Include: Owning the administration of new client contacts and supporting them throughout their life cycle Collaborating closely with clients and other business partners to provide direction and insight into Fidelity's suite of...

Fidelity Investments Job Description: Director - Client Service Management The Role: Fidelity Stock Transfer is looking for a Director, Client Service Manager to be part of an innovative team supporting our next-generation transfer agent operations and client relationships. In your capacity, you will build a partnering relationship with each of our clients to understand their business needs and the needs of their shareholders. You will strive to advocate for the client and continually improve their operational health. You will assess all raised issues to identify root cause and develop a creative and practical set of solutions while pairing with our new technology and sustaining our passion for excellent customer service. Responsibilities Include: Owning the administration of new client contacts and supporting them throughout their life cycle Collaborating closely with clients and other business partners to provide direction and insight into Fidelity's suite of...

AEG AXS connects fans with the artists and teams they love. Each year we sell millions of tickets to thousands of incredible events - from concerts and festivals to sports and theater - at some of the most iconic venues in the world. Since our founding in 2011, we've consistently pushed the industry forward and improved experiences for fans, making it easier than ever to discover events, find the perfect seats, and enjoy unforgettable live entertainment, and we continue to lead the evolution of our industry today. We're passionate about improving the fan experience and providing game-changing solutions for our clients, and we're always looking for smart, motivated people to help make it happen. Bring your enthusiasm, your big ideas, and your desire to team up with some of the best and brightest in technology and entertainment. The Role AXS is seeking a Client Services Manager - Theaters and Residencies to join our team in Los Angeles, CA. This role manages the...