Talent.com

Client services manager [h1.location_city]

[job_alerts.create_a_job]

Client services manager • manchester nh

[last_updated.last_updated_variable_days]
  • [promoted]
Head of Client Services

Head of Client Services

Arcadia Financial GroupManchester, NH, US
[job_card.full_time]
Reports To : Director of Operations.The Head of Client Service leads Arcadias Client Service Specialist (CSS) team and ensures every client receives seamless, accurate, and exceptional service after...[show_more][last_updated.last_updated_30]
  • [promoted]
Senior Project Manager - Transportation Services

Senior Project Manager - Transportation Services

CDM SmithManchester, NH, US
[job_card.full_time] +1
Senior Project Manager - Transportation Services.CDM Smith currently has an exciting opportunity for a Senior Project Manager with previous experience managing transportation projects to join and h...[show_more][last_updated.last_updated_30]
Client Services Manager

Client Services Manager

VirtualVocationsManchester, New Hampshire, 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]
Work From Home Client Services Representative

Work From Home Client Services Representative

Global Elite TexasMerrimack, New Hampshire, USA
[filters.remote]
[job_card.full_time]
Our company has moved to 100% virtual work-from-home positions.This position allows you to build your career around your life rather than being forced to build your life around your career!.Were lo...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Relations Manager

Client Relations Manager

New Hampshire StaffingManchester, NH, US
[job_card.full_time]
At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose driving innovation that helps m...[show_more][last_updated.last_updated_30]
  • [promoted]
Director, Client Service Manager

Director, Client Service Manager

FidelityMerrimack, NH, US
[job_card.full_time]
The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Representative

Client Services Representative

National Veterinary AssociationMerrimack, NH, US
[job_card.full_time]
Job Opportunity At Merrimack Veterinary Hospital.Hospital Name : Merrimack Veterinary Hospital.[show_more][last_updated.last_updated_30]
  • [promoted]
Personal Lines Senior Client Manager

Personal Lines Senior Client Manager

World Insurance Associates, LLC.Manchester, NH, US
[job_card.full_time]
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is on...[show_more][last_updated.last_updated_30]
  • [promoted]
Family Directed Services Program Manager

Family Directed Services Program Manager

Moore Center Services, Inc.Manchester, NH, US
[job_card.full_time]
The Family-Directed Services Program Manager will evaluate the need for services, prioritize the level of services needed, and document outcomes. Responsible for accurate documentation, understandin...[show_more][last_updated.last_updated_30]
Personal Lines Senior Client Manager

Personal Lines Senior Client Manager

World Insurance Associates LLCManchester, NH, United States
[job_card.full_time]
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is on...[show_more][last_updated.last_updated_30]
Resident Services Manager

Resident Services Manager

St. Gianna's PlaceLondonderry, NH
[job_card.full_time]
Gianna's Place, we center everything we do on the inherent dignity of each person as a child of God.Rooted in Catholic tradition our unique approach prioritizes rest and recovery as the foundation ...[show_more][last_updated.last_updated_30]
Environmental Services EVS Manager

Environmental Services EVS Manager

AramarkManchester, NH, US
[job_card.full_time]
Aramark Healthcare+ is seeking candidates for an Associate Environmental Services Manager position at a hospital in Manchester, NH. The Associate Environmental Services (EVS) Manager is responsible ...[show_more][last_updated.last_updated_30]
Client Services Account Manager

Client Services Account Manager

Hilb GroupMerrimack, NH, US
[job_card.full_time]
The Hilb Group is currently seeking a motivated and ambitious Client Services Account Manager to join our team.This is an exciting opportunity to build relationships and service our benefits custom...[show_more][last_updated.last_updated_30]
  • [promoted]
Tax Manager - Private Client Services

Tax Manager - Private Client Services

Baker Newman Noyes LLCManchester, NH, US
[job_card.full_time]
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our empl...[show_more][last_updated.last_updated_30]
Work From Home - Client Services Representative

Work From Home - Client Services Representative

AO Garcia AgencyManchester, New Hampshire, United States, 03101
[filters.remote]
[job_card.full_time]
Our company has moved to 100% virtual, work-from-home positions.This position allows you to build your career around your life, rather than being forced to build your life around your career!.We're...[show_more][last_updated.last_updated_30]
Manager, Global Client Services

Manager, Global Client Services

Fidelity InvestmentsMerrimack, NH, US
[job_card.full_time]
Are you interested in building a career focused on Client Management? Can you work collaboratively with colleagues across the globe to help oversee an existing book-of-business? If so, we are excit...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Support Associate

Client Support Associate

Jackson HewittManchester, NH, US
[job_card.full_time] +1
Seasonal Client Support Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relat...[show_more][last_updated.last_updated_30]
Client Services Representative

Client Services Representative

Merrimack Veterinary Hospital.Merrimack, New Hampshire
[job_card.full_time]
Merrimack Veterinary Hospital is a well-established 5 doctor Veterinary hospital that offers care for feline, canine, and exotic pets 6 days a week. We have a Full Time job opening for a friendly an...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Energy Advisor

Client Energy Advisor

Environ EnergyManchester, NH, US
[job_card.full_time]
Environ Energy is seeking an experienced Client Advisor to lead and manage client renewals, ensuring that Environ retains and grows its existing client base. In this role, you will be responsible fo...[show_more][last_updated.last_updated_variable_days]
Head of Client Services

Head of Client Services

Arcadia Financial GroupManchester, NH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Salary : $70,000 - $80,000

Head of Client Service

Reports To : Director of Operations

Department : Operations

Position Overview

The Head of Client Service leads Arcadias Client Service Specialist (CSS) team and ensures every client receives seamless, accurate, and exceptional service after they become a client. This role combines hands-on operational oversight with people leadership building a high-performing team that executes with precision, communicates clearly, and embodies Arcadias Second to None client experience standard.

The Head of Client Service reports to the Director of Operations and collaborates closely with other department leaders to ensure Arcadias financial, tax, and legacy services function in harmony. This role is essential to the success of Arcadias family office model.

Key Responsibilities

Team Leadership & Development

  • Lead and develop the Client Service Specialist team, ensuring clarity of roles, consistent execution, and a culture of accountability.

Conduct regular one-on-ones, performance reviews, and team meetings to drive improvement and engagement.

Identify skill gaps and coordinate training with the Director of Operations.

Foster a positive, client-first culture grounded in responsiveness, accuracy, and collaboration.

Operational Oversight

  • Oversee all client service functions, including account maintenance, transfers, money movements, and documentation.

    • Ensure timely completion of tasks, adherence to SLAs, and reduction of errors across all service lines.

    Partner with the Director of Operations to refine workflows, implement process improvements, and support cross-departmental initiatives.

    Collaborate with the Client Technology Manager and the Data & Systems Analyst roles to ensure systems (CRM, Firelight, Wealthscape, Arcadia Portal) are used efficiently, accurately, and consistently across teams.

    Quality Control & Compliance

  • Partner with Compliance to ensure all client activities meet firm and regulatory standards.

    • Review task metrics weekly to identify trends, bottlenecks, and coaching opportunities.

    Serve as escalation point for complex service issues, ensuring prompt and professional resolution.

    Cross-Department Collaboration

  • Work closely with Financial Planning to ensure seamless client handoffs, accurate execution of advisor recommendations, and clear communication throughout the client journey.

    • Partner with the Director of Financial Planning through a recurring biweekly meeting to identify process improvements, clarify responsibilities, and resolve any handoff or task-related issues between Planning and Client Service.

    Contribute to firm-wide projects that enhance both client and team experience.

    Continuous Improvement

  • Champion process documentation, consistency, and accountability within the team.

    • Support the creation of SOPs, training materials, and knowledge-sharing across Operations.

    Participate in quarterly operations reviews to evaluate service performance and recommend enhancements.

    Minimum Qualifications

  • 35 years of experience in financial services, wealth management, or a related client operations role.
  • Proven leadership experience managing or mentoring a service or operations team.
  • Strong understanding of financial account types (IRAs, annuities, brokerage, etc.) and compliance standards.
  • Active Life, Accident & Health license and Series 63, 65, or 66 required (or ability to obtain within 6 months of hire).
  • Proficiency in CRM and operational systems; ability to learn new technology quickly.
  • Excellent communication, organization, and follow-through.

    • Key Competencies

  • Operational Leadership : Keeps the trains running clear processes, tight accountability, and dependable execution.

    • Client Advocacy : Balances efficiency with empathy, ensuring every client feels cared for and valued.

    Collaboration : Works seamlessly with Planning, Tax, Legacy, and Operations to deliver a unified Arcadia experience.

    Process Discipline : Loves structure, accuracy, and improvement. Builds systems that scale.

    Coaching & Development : Grows people as much as they grow the work.

    Success Looks Like

  • Projects completed on time and with high accuracy.
  • Fewer operational mistakes and improved accountability across teams.
  • A culture of data-informed decisions and financial discipline.
  • Measurable improvements in efficiency, communication, and client satisfaction.
  • Seamless integration and performance of the family office platform.

    • Comp / Benefits :

    We believe in taking care of the people who take care of our clients. Our benefits are designed to support yourwell-being, growth, and work-life balance, including :

  • 100% employer-paid health, dental, and vision insurance
  • Compensation structure : base salary $70,000 - $80,000
  • based on experience
  • Unlimited paid time off (PTO)and flexible scheduling
  • Short-term disability, long-term disability, and life insurance fully covered
  • 401(k) retirement plan with 4% company match
  • Professional development and continuing education opportunities
  • Collaborative, people-first culturethat values innovation and accountability
  • Engaging workplace perks, including team events, community-focused volunteer initiatives and more

    • Arcadia challenges you tofearlessly live every day like its Saturday.

    Anticipated start date : 1 / 5 / 2026