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Client services manager [h1.location_city]

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Client services manager • indianapolis in

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Client Services Manager

Client Services Manager

VirtualVocationsSouthport, Indiana, United States
[job_card.full_time]
A company is looking for a Manager, Client Services (West Coast) to lead client service delivery and team management for a regional group of advisors. Key Responsibilities Lead and manage a region...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Representative I

Client Services Representative I

Capital GroupIndianapolis, IN, United States
[job_card.full_time]
I can succeed as a Client Services Representative at Capital Group.As a Client Services Representative, you'll take high-volume inbound phone calls from shareholders, financial professionals, and i...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Director of Client Services, B2B Vertical

Director of Client Services, B2B Vertical

StackAdaptIndianapolis, IN, US
[job_card.full_time]
Director Of Client Services, B2B Vertical.StackAdapt is the leading technology company that empowers marketers to reach, engage, and convert audiences with precision. With 465 billion automated opti...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Analyst (Hybrid) - Indianapolis

Client Services Analyst (Hybrid) - Indianapolis

DoximIndianapolis, IN, US
[job_card.full_time]
In this Individual Contributor role, you will oversee every aspect of the client experience, from working with the initial project team that creates and implements a new account, to the day-to-day ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Manager

Client Service Manager

Schlesinger GroupIndianapolis, IN, US
[job_card.full_time]
This position is being posted as a partnership between Sago and Sago Health, a Health Insights / Med Learning Group Company. The selected employee will be employed by Sago under the direction of Sago ...[show_more][last_updated.last_updated_variable_days]
Work From Home Client Services Associate

Work From Home Client Services Associate

Global Elite TexasIndianapolis, Indiana, USA
[filters.remote]
[job_card.full_time]
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal 2020 we transitione...[show_more][last_updated.last_updated_variable_days]
Sr. Director, Client Services

Sr. Director, Client Services

Kobie MarketingIndianapolis, Indiana, United States, 46201
[job_card.full_time]
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. Were always looking for talented individuals who ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
PRO Services Manager

PRO Services Manager

Floor & Decor HoldingsIndianapolis, IN, US
[job_card.full_time]
This position is responsible for providing leadership of the Pro business within a designated sales territory by driving sales growth and profitability using appropriate marketing and sales methodo...[show_more][last_updated.last_updated_30]
  • [promoted]
US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

Indianapolis StaffingIndianapolis, IN, US
[job_card.full_time]
FSO Seasonal Tax Private Tax Manager - Remote.At EY, were all in to shape your future with confidence.Well help you succeed in a globally connected powerhouse of diverse teams and take your caree...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Sr Retirement Service Consultant, Client Services - Retirement

Sr Retirement Service Consultant, Client Services - Retirement

AscensusIndianapolis, IN, US
[job_card.full_time]
This position is responsible for providing client service to our partners, intermediaries and plan sponsors.The Client Services Consultant will demonstrate their thorough knowledge of retirement pl...[show_more][last_updated.last_updated_30]
Corporate Services Manager

Corporate Services Manager

dormakaba AustriaIndianapolis, Indiana, USA
[job_card.full_time]
Corporate Services Manager based in Indianapolis IN.The Corporate Services Manager is responsible for managing corporate travel facilities and executive assistant support across North America.This ...[show_more][last_updated.last_updated_1_day]
  • [promoted]
Client Services Project Coordinator

Client Services Project Coordinator

ApTaskIndianapolis, IN, US
[job_card.full_time]
Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.I...[show_more][last_updated.last_updated_30]
  • [promoted]
Security Client Manager

Security Client Manager

Allied UniversalIndianapolis, IN, US
[job_card.full_time]
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and co...[show_more][last_updated.last_updated_30]
  • [promoted]
  • [new]
Client Success Manager

Client Success Manager

Scale AIIndianapolis, Indiana, United States
[job_card.full_time]
Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more][last_updated.last_updated_variable_hours]
Client Services Analyst (Hybrid) - Indianapolis

Client Services Analyst (Hybrid) - Indianapolis

Doxim Inc.Indianapolis, IN
[job_card.full_time]
In this Individual Contributor role, you will oversee every aspect of the client experience, from working with the initial project team that creates and implements a new account, to the day-to-day ...[show_more][last_updated.last_updated_30]
  • [promoted]
US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

Indiana StaffingIndianapolis, IN, US
[job_card.full_time]
FSO Seasonal Tax Private Tax- Manager - Remote.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your car...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Manager, SLED

Client Manager, SLED

World Wide TechnologyIndianapolis, IN, US
[job_card.full_time]
Candidates must have 5+ years of existing and successful SLED relationships in Indiana and direct account management experience within the assigned territory. Executive level customer experience.Exp...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Acquisition Manager

Client Acquisition Manager

CRM PropertiesIndianapolis, IN, United States
[job_card.full_time]
CRM Properties is seeking their next Client Acquisition Manager.This is a sales role where this individual plays a critical role in the business and drives company growth by converting property man...[show_more][last_updated.last_updated_variable_days]
Practice Services Manager

Practice Services Manager

Frost Brown ToddIndianapolis, IN, United States
[job_card.full_time]
Practice Services Manager Frost Brown Todd.Frost Brown Todd LLP is a national law firm with over 1,000 legal and business professionals across eighteen offices. We are seeking a full?time Practice S...[show_more][last_updated.last_updated_variable_days]
Client Services Manager

Client Services Manager

VirtualVocationsSouthport, Indiana, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Manager, Client Services (West Coast) to lead client service delivery and team management for a regional group of advisors.

Key Responsibilities

Lead and manage a regional team of Client Service Associates and Managers, focusing on performance and development

Oversee advisor relationships, ensuring effective communication and service delivery

Manage onboarding processes, operational performance metrics, and enforce service standards across the team

Required Qualifications

5+ years of experience in wealth management operations, client service, or advisor support

2+ years of direct people management experience in client service or operations

Hands-on experience with advisor onboarding, money movement, and account servicing

Strong understanding of custodian workflows (e.g., Fidelity, Charles Schwab)

High ownership mentality with the ability to operate autonomously in a fast-paced environment