client service manager

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p>
Note: This role does not offer Sponsorship</p><p><b>
The Role</b></p><p><b>
</b></p><ul><li><p>Deﬁned Contribution, Non-Qualified and HSA knowledge and experience required.</p></li><li><p>
As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.</p></li><li><p>
The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity&rsquo;s offering.</p></li><li><p>
You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.</p></li><li><p>
Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.</p></li><li><p>
Managing plan administration to perform to standards and performance guarantees.</p></li><li><p>
Demonstrating an understanding of the objectives and initiatives related to client projects and work with the organization to ensure that re‐sources are allocated, project plans are deﬁned, utilized and executed to ensure that deliverables are met</p></li><li><p>
Raising and participating in the resolution of service issues (e.g., participant, reputational, risk/compliance related) appropriately within the organization</p></li><li><p>
Utilizing your deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management</p></li><li><p>
You will identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates</p></li></ul><p><b>
The Expertise and Skills You Bring</b></p><p><b>
</b></p><ul><li><p>Bachelor&rsquo;s degree preferred; work experience and strong business acumen required</p></li><li><p>
Deﬁned Contribution, Non-Qualified and HSA knowledge and experience required</p></li><li><p>
5 years of beneﬁts administration, outsourcing administration or retirement experience required</p></li><li><p>
3 years of experience in a client facing role highly desired</p></li><li><p>
You have a proven understanding of 401(k) regulations and their application to plan administration</p></li><li><p>
You have effective oral and written communication skills You demonstrated the ability to manage client issues</p></li><li><p>
You exemplify strong interpersonal skills and customer service approach to solving problems.</p></li><li><p>
You have the ability to initiate and maintain overall accountability for client speciﬁc and department initiatives and projects</p></li><li><p>
You can multitask, work in a fast paced, changing priority environment, problem solve, and make decisions.</p></li></ul><p><b>
The Team</b></p><p>
As a member of a dynamic Client Services Management organization, the work you do every single day will have a direct impact to both our Client Services Mission and our Client Services Vision.</p><p>
Our Mission: To deliver the highest quality and most dedicated plan sponsor service in the DC industry by knowing each plan we serve better than our client does.</p><p>
Our Vision: To deliver service that is so deeply wonderful, every client feels like they are our only client.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Client Service<p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

Client Service Manager

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients&rsquo; specific needs.</p><p>
As a Client Service Group Manager in J.P. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch. You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.
</p><p><b>Job responsibilities:</b></p><ul><li>
Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.</li><li>
Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.</li><li>
Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices</li><li>
Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy</li><li>
Partner with functional groups across the line of business on process improvement and day to day problem solving.</li><li>
Supervise and manage human resources, benefits issues, attendance, and vacation.</li><li>
Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills:</b></p><ul><li>
FINRA SIE, Series 7, 66, 9 &amp; 10 licenses upon hire or must successfully obtain within 180 days from start date</li><li>
Degree in Business, Finance, or other related business discipline</li><li>
Minimum of 3 years financial services management experience</li><li>
Experience in the training field or branch administrator in financial services</li><li>
Understanding of wealth management business, sales force, and investment products</li><li>
Knowledge and understanding of KYC and Regulatory requirements</li><li>
Project management, problem-solving and time management skills</li><li>
Experience with facilitating training sessions (both classroom and virtual)</li><li>
Strong working knowledge of PowerPoint, Word, Excel</li></ul><p><b>
Preferred qualifications, capabilities, and skills:</b></p><ul><li>
Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface with people at different levels within the organization and various locations.</li><li>
Excellent verbal and written communication skills. Ability to multi-task and work well under pressure. Prior experience in meeting deadlines and exceeding expectations. Ability to perform well in a deadline-driven, fast-paced environment.</li><li>
High attention to detail, good analytical skills, must be a team player</li></ul><p>
</p><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Advisors - Client Service Group Manager, Vice President

<div><b>JOB DESCRIPTION</b><div><p><br>
Strategic Thinkers Wanted. Delivering exceptional Client Service is vital at JPMorgan. It drives our ability to build lifelong relationships with clients and fuels our brand and reputation. Without exceptional self-service in particular, our clients and employees can become frustrated and our costs to provide service escalate.
</p><p></p><p>As a Client Service Manager III within JPMorganChase, you will be responsible for analyzing and optimizing telephony systems and processes to support business objectives. This role involves assessing current telephony infrastructure, identifying opportunities for improvement, and developing strategic recommendations for system enhancements, cost efficiencies, and user experience. The candidate will collaborate with cross-functional teams to implement best practices, monitor performance metrics, and ensure alignment with organizational goals.</p><p>
</p><p>JPMorgan is redefining how clients access and are serviced by us. We will consider a client&rsquo;s relationship and experiences across JPMorgan, over any one channel, product or line of business. We will analyze the Client and Specialist experiences from beginning to end and deliver industry-leading servicing strategies that ensure the best possible experience, including driving self-service options.<br>
</p><p></p><p><br>
<b>Job responsibilities
</b></p><p></p><ul><li>Partner with Call Routing, IVR Team, Workforce Planning and other cross LOB teams to review and implement initiatives that will drive efficiencies and improve resiliency in COS</li><li>
Create suitable strategies that are sustainable, improves resiliency and reduces cost. Partners with key stakeholders to build out the initiative and ensure all risks have been eliminated prior to go live.</li><li>
Participate in the design stage of initiatives to influence a Client&rsquo; s servicing journey to improve the end-to-end experience
</li><li>Possess in-depth knowledge of the client&rsquo;s journey today, including ability to articulate break points, and provide Client Obsessed solutions</li><li>
Execute the identification and design direction and providing output recommendations to business partners for execution
</li><li>Engage required Service Operations stakeholders to ensure awareness that allow us to deliver strategies that are sustainable and controllable</li><li>
Drive the design to ultimate target end state</li><li>
Address delivery challenges, impacts to timeline and correcting prior to escalation</li><li>
Communicate progress, status, issues, decisions on regular cadence</li><li>
Interface with other execution efforts cross impacting the initiative scope
</li><li>Conduct post implementation review through listening to calls, and reading complaints, etc., to gather insights and determine next steps</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills
</b></p><p></p><ul><li>3+ years&rsquo; work experience, ideally in call center, strategy, or client-centric function</li><li>
1+ years of project management experience</li><li>
Focus on client experience enhancements and communications</li><li>
Aware and comfortable operating in an Agile environment</li><li>
Strong understanding of the financial services industry
</li><li>Strong communication skills &ndash; both written &amp; verbal &ndash; with ability to quickly solve problems and present ideas and results to multiple stakeholders; superior verbal and interpersonal skills</li><li>
Comfortable in a deadline-driven, fast-paced environment, with flexibility and willingness to adapt and change course as needed</li><li>
Ability to manage multiple initiatives at varying stages of their lifecycle</li><li>
Consultative approach with the ability to interact, influence, and communicate effectively with all levels of the organization
</li><li>Excellent organizational skills with the ability to prioritize and identify big ideas, and business goals.
</li></ul><p></p><p><b>Preferred qualifications, capabilities, and skills
</b></p><ul><li>Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance.
</li><li>Proficient in using banking software, systems, and data analytics tools to drive decision-making and develop effective solutions for complex situations.
</li><li>Focused on continuous improvement, identifying opportunities for process enhancements, and implementing changes to improve client experiences.
</li><li>Ability to apply cultural intelligence to engage effectively with diverse clients and utilize data and tech literacy for innovative solutions.
</li><li>Experience in mentoring team members and leading projects to achieve client and business goals.
</li></ul></div><p></p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.<br>
<br>
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients&mdash;including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.</div></div>

Client Service Business Analyst Manager - Business Telephony - Vice President

Allied Universal

<div><p>Security Client Manager</p><h2 class="jobSectionHeader"><b>
Overview</b></h2><p>
Company Overview:
</p><p>Allied Universal&reg;, 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 collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.</p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
Allied Universal&reg; is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.</p><p><br>
</p><p><b>Salary Range: $58,959 - $68,959 / year</b></p><br>
<p></p><p><b>RESPONSIBILITIES:</b></p><br>
<p></p><p><b>Caring Leadership, Client Engagement, and Operational Oversight:</b>
</p><ul><li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li></ul><p>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.</p><p><br>
</p><p><b>QUALIFICATIONS (MUST HAVE):</b>
</p><ul><li>Must possess one or more of the following:</li><li><ul><li>
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li></ul></li><li>
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li></ul><p><b>
PREFERRED QUALIFICATIONS (NICE TO HAVE):</b>
</p><ul><li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li></ul><p><b>
BENEFITS:</b>
</p><ul><li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li></ul><h2 class="jobSectionHeader"><b>
Closing</b></h2><p>
Allied Universal&reg; is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
</p><p>If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.</p><h2 class="jobSectionHeader"><b>
Requisition ID</b></h2><br>
2026-1555731</div>

Security Client Manager

VCA Animal Hospitals

<div></div><div><div><div><div><div><div>Location</div>
 Cape Coral, Florida, United States of America
</div></div><div><div><div>Category</div>
Hospital Support Roles
</div></div><div><div><div>Job Id</div>
R-234388
</div></div><div><div><div>Job Type</div>
Full time</div></div></div></div></div><div></div>
<br><div><div>Client Service Supervisor<br>
We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor.<br>
Under direction from the Hospital Manager, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations.<br>
Applicant must be a reliable self-starter, motivated by a challenging, fast-paced environment. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both pets and clients, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.<br>
<br>
Skills and Qualifications<br>
<ul><li>Excellent knowledge of client service and communication center operations.</li><li>Strong organizational skills.</li><li>Strong client relations and interpersonal skills.</li><li>Intermediate to expert computer skills.</li><li>Excellent oral and written communication skills.</li><li>Strong supervisory skills.</li><li>Self-starter and team player.</li><li>Strong client service background.</li><li>Ability to lift up to 40 pounds.</li><li>2 years of supervisory experience required.</li><li>2 years of experience in the veterinary field preferred.</li><li>The schedule for this position will be based on the needs of the business. Supervisor will have a flexible schedule to ensure coverage which include week days Saturdays.</li></ul>
<br>
Job Responsibilities<br>
<ul><li>Responsible for the day-to-day client service areas of the front office and internally with departmental relations. This includes interviewing, training, coaching, developing, mentoring and disciplinary action as appropriate.</li><li>Direct on-the-job training to develop employee skill sets, advise employees of performance requirements with the standards of client service for the organization.</li><li>Assist Hospital Manager with day to day operations.</li><li>Resolve informal client complaints, maintain and report on these issues to the hospital manager.</li><li>Responsible for the efficient day-to-day running of the front office to include enforcement of policies, procedures and protocols.</li><li>Identify and provide recommendations for potential problems, non-routine situations, work flow processes, and client service needs to the hospital manager.</li><li>Make decisions on behalf of the department utilizing good judgment, which demonstrates the best interest of the hospital and the clients.</li><li>Coach employees and direct reports.</li><li>Assist in the development and delivery of employee evaluations for the front desk with hospital manager.</li><li>Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business.</li><li>Handle communication of financial information to clients and doctors.</li><li>Act as a liaison between front office and other department supervisors.</li></ul>
<br>
We offer competitive compensation and great benefits for eligible employees, including medical/dental, generous personal pet care discounts and more!</div><p><b>
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.</b></p><p>
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!<br>
<br>
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)<br>
<br>
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com</p></div>

Client Service Representative Supervisor

FinAcct Technologies Inc

<p>What We Offer</p><p>- Competitive salary ($38,000 - $42,000 based on experience)</p><p>- Fully remote position - work from anywhere in the US</p><p>- Direct access to the Founder - no layers of bureaucracy</p><p>- Growth opportunity - as the company scales, this role grows into a leadership position</p><p>- Diverse client portfolio across multiple industries</p><p>- Flexible contract-to-hire option available for the right candidate</p><p>Why This Role Matters</p><p>You won't be a cog in a machine. FinAcct is at an inflection point - we have a strong delivery team, a growing client base, and a clear path to scaling. What we need is someone in the US who can own the client experience, keep operations running smoothly, and help us grow. If you are looking for a role where you make a real impact from day one, this is it.</p><p>How to Apply</p><p>Send your resume and a brief note on why this role interests you. We value practical experience over credentials - tell us about the clients you have managed and the operations you have run.Requirements</p><p>Must Have:</p><p>- 2-5 years of experience in accounting operations, bookkeeping firm operations, or client account management</p><p>- Strong understanding of accounting/bookkeeping workflows and terminology</p><p>- Excellent written and verbal communication skills - you will be the voice of the company to clients</p><p>- Experience working with remote or offshore teams (India experience is a plus)</p><p>- Self-motivated and able to work independently with minimal supervision</p><p>- Proficiency with accounting software (QuickBooks, Xero) and standard business tools (Google Workspace, Excel)</p><p>- US-based with reliable internet and ability to work standard US business hours</p><p>Nice to Have:</p><p>- Experience in an outsourced accounting or BPO firm</p><p>- Background in client success, account management, or operations management</p><p>- Familiarity with industries we serve: restaurants, insurance, property management, CPA firms</p><p>- Experience with project management tools (Asana, Monday.com, etc.)</p><p>- Texas-based (preferred but not required for remote candidates)Client Onboarding</p><p>- Lead the onboarding process for new clients - kickoff calls, documentation, system setup</p><p>- Coordinate with India team managers to assign resources and establish workflows</p><p>- Ensure smooth transition from sales handoff to active service delivery</p><p>- Create and maintain onboarding checklists and process documentation</p><p>Operations &amp; Coordination</p><p>- Coordinate daily with India-based Operations Director and team managers</p><p>- Monitor service delivery quality and flag issues before they reach clients</p><p>- Track deliverables, deadlines, and client-specific requirements</p><p>- Support the Founder with proposals, pricing, and contract administration</p><p>Billing &amp; Administration</p><p>- Manage client invoicing, billing cycles, and payment follow-ups</p><p>- Maintain client records, contracts, and service agreements</p><p>- Handle basic administrative tasks for the US entity</p><p>- Prepare client reports and operational summaries as neededThe Role</p><p>As Client Operations Manager, you will be the primary communication bridge between our US clients and our India operations team. You will handle client onboarding, manage ongoing client relationships, oversee service delivery quality, and handle administrative operations including invoicing and billing. The Founder works closely with the India team on strategy and growth, and needs a trusted US-based professional to own the client experience.</p><p>Key Responsibilities</p><p>Client Management &amp; Communication</p><p>- Serve as the primary US-based point of contact for all client communications</p><p>- Conduct regular check-ins with clients to ensure satisfaction and address concerns</p><p>- Handle client inquiries, requests, and issue resolution in a timely manner</p><p>- Build and maintain strong client relationships across our portfolio of 15+ clientsAbout FinAcct Technologies</p><p>FinAcct Technologies is a growing outsourced accounting and bookkeeping firm serving US-based businesses across multiple industries including restaurants, insurance, property management, CPA firms, and SaaS companies. We combine US-based client management with a skilled delivery team in India to provide high-quality, cost-effective financial operations support.</p><p>We are looking for a Client Operations Manager to become the US-based point of contact for our clients, manage day-to-day operations, and coordinate with our India delivery team. This role is critical to our growth - you will be the face of FinAcct for our US clients.</p><p>Pay: $38,000.00 - $42,000.00 per year</p><p>Benefits:</p><ul><li>Flexible schedule</li></ul><p>Work Location: Remote</p>

Client Operations Manager

Mercer Advisors

<div><div><p><b>Why Work at Mercer Advisors?</b></p>
<p>
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*</p>
<p>
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.</p>
<p>
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.</p>
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div><p></p><div><br>
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<div><div><p><b>Job Summary:</b></p></div></div><div><br>
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<p>The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.</p>
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This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.</p>
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This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.</p></div></div><br>
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</div><p></p><div><div><div><div><p><b>Essential Job Functions for this role include:</b></p></div></div><div><br>
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<p><b>Client Experience Oversight</b></p>
<ul>
<li>Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards.</li>
<li>Manage service workflows and client touchpoints to ensure timely and accurate execution.</li>
<li>Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.</li>
<li>Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.</li>
<li>Other duties as assigned.</li>
</ul>
<p><b>Advisor Partnership &amp; Practice Management</b></p>
<ul>
<li>Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.</li>
<li>Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols.</li>
<li>Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.</li>
<li>Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.</li>
</ul>
<p><b>Growth &amp; Retention Support</b></p>
<ul>
<li>Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.</li>
<li>Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.</li>
<li>Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.</li></ul></div><br>
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</div></div><p></p><div><div><div><div><p><b>Knowledge, Skills, and Abilities:</b></p></div></div><p></p><div><div><br>
<ul>
<li><ul><li>Strong understanding of wealth management processes and service models.</li>
<li>Proven ability to manage complex client relationships and resolve issues effectively.</li>
<li>Leadership and mentoring experience within a team environment.</li>
<li>Excellent communication, organizational, and problem-solving skills.</li>
<li>Proficiency in CRM systems and workflow management tools.</li>
<li>Strategic thinker and strong ability to influence and collaborate across teams.</li></ul></li></ul><br>
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</div></div><p></p><div><div><div><div><p><b>Work Schedule:</b></p></div></div><div><br>
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<p>This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
</p><p>All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.</p></div></div><br>
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</div><p></p><div><div><div><div><p><b>Working Conditions:</b></p></div></div><div><br>
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<p>This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.</p>
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</div></div><p>#LI-Hybrid</p><div><p><b>
Benefits:</b></p>
<p>
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:</p>
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
<p><b>We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.</b></p>
<p><i>
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.</i></p>
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If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. <b><i>This inbox is for accommodation requests only.</i></b></p>
<p>
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our <b>Applicant Notices and Employment Rights</b>.</p>
<p>
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.<br>
CCPA Notice at Collection</p></div></div>

Relationship Manager I (Woodbridge, CT)

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