client services manager

First Abu Dhabi Bank (FAB)

<div>
 
 Job Responsibilities
 
 
 
 The Manager, Client Services is responsible for assisting the Elite Banking business segments with daily
 
 
 operational matters as well as providing high level of customer service to new and existing clients.
 
 
 The Manager, Client Services will be embedded with the Sales Team, however they are independent from the
 
 
 Sales functioned and managed by the Head of Elite Client Support to ensure standardization of services
 
 
 rendered to the front line across all Manager, Client Services. The role is also to convey to the Quality
 
 
 Assurance Team process gaps, opportunities to reduce turnaround time to increase efficiency, reduce errors
 
 
 and enhance controls.
 
 
 This is a fast paced, office based working environment with persistent pressure to meet deadlines and to
 
 
 handle multiple assignments at any given time.
 
 
 
 The Manager, Client Services Must
 
 
 
 <ul>
 <li>
 Be a highly motivated individual with good interpersonal and communication skills (multi-lingual
 
 
 </li>
 </ul>
 being an advantage)
 
 
 <ul>
 <li>
 Demonstrate high levels of professional discretion and work ethics as well as having the ability to
 
 
 </li>
 </ul>
 handle difficult situations/clients in a calm positive manner.
 
 
 <ul>
 <li>
 Demonstrates a willingness for personal development through ongoing internal and external training
 
 
 </li>
 </ul>
 programs
 
 
 <ul>
 <li>
 Adheres to the Banks timings and work structure
 
 
 </li>
 </ul>
 To support Elite Head and Team Leaders for coordination and administration activities to enable the dayto-
 
 
 day running of Elite unit.
 
 
 
 Generic And Job Specific Accountabilities
 
 
 
 <ul>
 <li>
 Provide high quality &amp; unbiased service to all clients assigned to the RM either by phone, emails or in
 
 
 </li>
 </ul>
 person in relation to any query or request they have.
 
 
 <ul>
 <li>
 Client point of contact in the absence of the RM.
 </li>
 <li>
 Provide assistance to the RM&rsquo;s in opening and closing accounts. Performs necessary compliance and
 
 
 </li>
 </ul>
 KYC checks etc. &amp; ensuring error free submissions. Following up with clients for remediation
 
 
 (documents only) of existing accounts, which has to be achieved within the required timeframe, with
 
 
 the ability to escalate concerns, errors in documentation to the functional manager.
 
 
 <ul>
 <li>
 Process all clients Transfers/Remittances/FD/FX deals etc. within agreed TAT as per SLA agreements.
 
 
 </li>
 </ul>
 Obtaining special rates and tracking from end-to-end for successful completion. Monthly MIS report
 
 
 will be generated and escalated to Line manager and Quality Assurance to identify delays in order to
 
 
 enhance the process. SSO should ensure RFT ( Right First Time ) for all submissions.
 
 
 <ul>
 <li>
 Coordinate with Investment desk, TED, AMO, Custody, Securities for all Investment trades for end-toend
 
 
 </li>
 </ul>
 follow up. Monthly MIS on turnaround time with the respective business units to be escalated to
 
 
 the Line Manager and the Quality Assurance team
 
 
 <ul>
 <li>
 Perform signature verification checks and make call backs as per requirement (if permitted by TL)
 </li>
 <li>
 Liaise with internal stakeholders for any follow-ups
 </li>
 <li>
 Liaise with international branches as and when required (if applicable)
 </li>
 <li>
 Provide clients with updated bank and portfolio statements. MIS on the volume of requests to be
 
 
 </li>
 </ul>
 provided to the Line Manager and Quality Assurance.
 
 
 <ul>
 <li>
 Prompt follow-up and delivery of security items e.g. Debit/Credit cards, cheque books, returned
 
 
 </li>
 </ul>
 cheques. Ensure proper registration and storage of the same. Relevant registers are required to be
 
 
 updated and exceptions to the process is to be escalated to the Line Manager.
 
 
 <ul>
 <li>
 Logging and continuous follow-up of all customer complaints in the CMS system within the TAT to
 
 
 </li>
 </ul>
 ensure customer satisfaction. Monthly MIS will be shared with management to monitor and identify
 
 
 any customer complaint trends which can be recommended for corrective action.
 
 
 <ul>
 <li>
 Update and monitor all trackers daily/weekly/monthly and ensure correct registration of any
 
 
 </li>
 </ul>
 documents received from clients to maintain audit flow
 
 
 <ul>
 <li>
 Attend internal/external training as required for business needs as well as personal development
 </li>
 <li>
 Monitor and escalate the ICCS system for the relevant department as requested
 </li>
 <li>
 Assist in mentoring and training other staff whenever possible
 </li>
 <li>
 Provide cover during leave periods for colleagues
 </li>
 <li>
 Strict adherence to Banks policies and procedures, compliance, and regulatory requirements
 </li>
 <li>
 Zero unsatisfactory comments from audit. Complete and timely co-operation with any requests from
 
 
 </li>
 </ul>
 audit or compliance
 
 
 <ul>
 <li>
 Willing to move from segment to segment as per management request.
 </li>
 <li>
 Any other additional tasks as assigned by management.
 </li>
 </ul>
</div>

Manager, Client Services

HireRight

<div>
 
 About HireRight
 
 
 
 HireRight is the premier global background screening and workforce solutions provider. We bring clarity and confidence to vetting and hiring decisions through integrated, tailored solutions, driving a higher standard of accuracy in everything we do. Combining in-house talent, personalized services, and proprietary technology, we ensure the best candidate experience possible. We offer expertise from our regional centers across 200 countries and territories in The Americas, Europe, Asia, and the Middle East. Our commitment to get it right every time, everywhere, makes us the trusted partner of businesses and organizations worldwide.
 
 
 
 Overview
 
 
 
 The Account Manager will ensure response and resolution of numerous customer issues to achieve the highest level of satisfaction and product understanding for HireRight's clients. The role requires interaction with various customer contacts to facilitate problem resolution and escalate issues to appropriate personnel within HireRight. The Account Manager works with the HireRight Team to proactively monitor issues and improve HireRight product/service delivery prior to customer impact.
 
 
 
 Responsibilities
 
 
 
 Acting as the day to day contact for a client or a number of clients; developing, managing and enhancing new and existing client relationships to ensure client retention, revenue and growth as well as promoting HireRight and its services through excellent customer service.
 
 
 Client Care Responsibilities:
 
 
 <ul>
 <li>
 Acting as a dedicated Account Manager responsible for overall relationship, growth, retention and customer support for a number of clients.
 </li>
 <li>
 Responsible for the optimization and smooth running of the clients overall screening program.
 </li>
 <li>
 Client Liaison &ndash; providing candidate/file and company specific information and progress reports in response to clients&rsquo; enquiries / Handling all levels of enquiries from customers
 </li>
 <li>
 Building long term relationships with the assigned clients
 </li>
 <li>
 Maintain and improve client satisfaction and performance;
 </li>
 <li>
 Maintain up to date client documentation including Service Level Agreements and Terms of business, Meeting Minutes and Client Guides
 </li>
 <li>
 Promoting and discussing new services with their Clients
 </li>
 <li>
 Handling SLA reviews of their clients
 </li>
 <li>
 Communicating SLA changes to Service Deliver Teams
 </li>
 <li>
 Leading frequent Client meetings (face to face and/or conference calls)
 </li>
 <li>
 Conducting Client Trainings
 </li>
 <li>
 Generating reports and presentations
 </li>
 <li>
 Setting up and maintaining corporate operating systems with client specific information and user access
 </li>
 <li>
 Presenting marketing materials to clients and informing them about procedural changes
 </li>
 <li>
 Providing Technical support for Client
 </li>
 <li>
 Interdepartmental cooperation
 </li>
 <li>
 Liaising between Service Delivery teams and Client when additional information needed in order to complete background screening report.
 </li>
 <li>
 Cooperating with Service Delivery teams.
 </li>
 <li>
 Obtaining volume predictions from clients and feeding back to Operations
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Possesses a Bachelor Degree in Business with a minimum 3 years relevant account management experience. BGV industry experience preferred .
 </li>
 <li>
 Equipped with commercial awareness skills to understand market trends and what is happening in the market
 </li>
 <li>
 Strong communication skills to communicate with all levels of management with diplomacy, tact and discretion.
 </li>
 <li>
 Ability to demonstrate influencing skills to implement new ideas and upsell with existing client base.
 </li>
 <li>
 Ability to project manage and meet deadlines; priorities, multitask and manage own and others time effectively
 </li>
 <li>
 Identifies ideas and opportunities and makes them happen
 </li>
 <li>
 Good Computer Literacy including MS Word, Outlook, Excel, PowerPoint etc.
 </li>
 <li>
 Ability to travel at short notice to meet client needs where necessary
 </li>
 <li>
 Building relationships with senior level contacts within client accounts.
 
 
 </li>
 </ul>
 
 What Do We Offer
 
 
 
 All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.
 
 
 HireRight does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of HireRight and HireRight will not be obligated to pay a placement fee.
</div>

Account Manager

PROCORP Management

A leading insurance services firm in Bahrain is seeking an experienced General Manager to oversee overall operations, client services, underwriting, claims, marketing, and staff management. The ideal candidate will drive business growth, enhance client satisfaction, and ensure operational excellence.Key Responsibilities:<ul><li>Lead and manage underwriting, claims, and client service teams.</li><li>Develop and implement marketing strategies to attract new clients.</li><li>Negotiate policy terms and pricing with insurance providers.</li><li>Advise clients on insurance solutions, risk management, and claims processes.</li><li>Maintain strong client relationships and handle complex inquiries.</li><li>Manage staff performance, training, and workload distribution.</li><li>Ensure compliance with Bahrain&rsquo;s insurance regulations.</li><li>Monitor and manage budgets, revenue, and operational costs.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s degree in Finance, Business, or related field.</li><li>ACII qualification preferred.</li><li>Minimum 6 years of managerial experience in the insurance industry.</li><li>Strong knowledge of local and international insurance products.</li><li>Excellent communication, leadership, and negotiation skills.</li><li>Proficient in MS Office and basic accounting software.</li></ul>Personal Attributes:<ul><li>Results-driven, reliable, detail-oriented, and client-focused.</li><li>Strong sales mindset and interpersonal skills.</li></ul>Job Types: Full-time, Permanent

General Manager – Insurance Services

Ocean Mall - Real Estate

Job Description: We are looking for a proactive and detail-oriented Account Manager to join our Client Services team. You will act as the main point of contact for clients, ensuring their needs are met and campaigns run smoothly.Responsibilities:<ul><li>Manage client relationships and act as the primary contact for day-to-day communications.</li><li>Coordinate with internal teams to execute campaigns and deliverables on time.</li><li>Monitor campaign performance and provide regular updates to clients.</li><li>Identify opportunities for account growth and upselling.</li><li>Prepare reports, presentations, and proposals for clients.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s degree in Marketing, Business, or a related field.</li><li>2+ years of experience in client services, account management, or a similar role.</li><li>Strong communication and interpersonal skills.</li><li>Excellent organizational skills and attention to detail.</li><li>Ability to manage multiple accounts simultaneously.</li></ul>Job Type: Full-timeWork Location: In person

Account Manager - Client Services

Vista Global

<div>Job Profile:
<div>
Vista understands that every flight is unique, so we take care of every detail to ensure our Members enjoy a tailored and unparalleled service, making flying private truly personal for 20 years.</div><div></div><div> 
VistaJet, the world&rsquo;s leading global business aviation company, is committed to doing everything possible to ensure our passengers&rsquo; expectations are met or surpassed.</div><div> 
</div><div>From scheduling a flight, every detail is covered, from a client&rsquo;s favorite bottle of wine or meals from a preferred restaurant, to a particular magazine or a chauffeur service to the airport.</div><div></div><div> 
Our Client Services team is the first point of contact within the business for all our customers; dealing with all aspects of their travel experience as well as liaising with other departments to ensure excellent customer service.</div><div></div><div> 
We are looking for a Client Services Director to oversee the client experience throughout the entire flight-booking journey from onboarding to successful flight. The principal aim of this role is optimal client satisfaction from an efficient, client-focused booking process.</div>
Your Responsibilities:
<ul><li>Overseeing the flight booking process and experience of clients within pod, directly managing the Executives responsible for handling booking requests;</li><li>
Supporting the Commercial team with client on-boarding and lead the introduction of new clients to your Client Team;</li><li>
Building strong personal relationships with clients in order to fully understand their needs and service expectations;</li><li>
Serving as the key contact person and escalation point for clients within the Client Team;</li><li>
Professionally managing client expectations in accordance with contract terms, advising and guiding the clients with appropriate solutions when specific requests cannot be met;</li><li>
Assessing workload / skill distribution and carry out quality assurance and performance management of Executives within your Client Team;</li><li>
Ensuring adequate training, mentoring and upskilling of Executives and the motivation and constant engagement of the team;</li><li>
Monitoring compliance with established processes and best practices and being actively involved with the Success Team in the continual improvement of processes and systems;</li><li>
Leading the client on-boarding phase, together with the Commercial Manager, when new clients are handed over by the SVP and introduced to the Account Manager and Biller;</li><li>
Maintaining an accurate and up-to-date record of client profile and preferences and a firm grasp of booking / flight-related contractual standard and special terms for each client;</li><li>
Developing and maintaining excellent flight operations knowledge within the team to improve speed and quality of responses and be able to credibly communicate with clients when issues arise;</li><li>
Maintaining exceptional Vista Global product and brand knowledge and ensure that this is disseminated throughout the team, be aware of new product launches, service enhancements or promotions, and communicate these to clients, seeking up-selling / cross-selling opportunities, in line with clients&rsquo; current and future needs.</li></ul><div>
The Client Services team is available 24 hours a day, seven days a week. While you will be in the office Monday to Friday, you will be required to be available &ldquo;on call&rdquo; outside of office hour</div> 
<div></div>
Required Skills, Qualifications, and Experience:
<ul><li>Extensive flight operations experience that you will be able to use to make decisions and coordinate response to situations;</li><li>
Client service mentality and passion for private aviation that is compatible with the Vista Global luxury service ethos;</li><li>
Excellent team leadership, managerial and communication skills;</li><li>
Proven track record in managing &lsquo;high touch&rsquo; client service teams;</li><li>
Positive, professional and composed manner even when dealing with the most demanding of clients;</li><li>
Well versed with Salesforce Service Desk or similar industry standard service systems and tools;</li><li>
Process and continual improvement mindset to constantly be seeking &lsquo;a better way&rsquo; to delight the client.</li></ul></div>

Client Services Director

Volunteers of America

<div>CLASSIFCATION SUMMARY:
Volunteers of America Southwest&rsquo;s (VOASW) Enhanced Care Management (ECM) program provides a whole person approach to care for Medi-Cal beneficiaries. VOASW believes in individualizing services based on need and what works best for the member, thus through care management and care coordination we asses need and connect individuals to services and resources most appropriate for them. Through the delivery of these services, we hope every member can improve their quality of life, establish a support system and develop healthy living choices. The Supervising Care Manager ensures effective and efficient care management and care coordination throughout the Enhanced Care Management program by carrying a caseload and providing direct supervision to Care Managers. The role serves as a supervisory position that is responsible for direct services and the direct oversight of staff. The Supervising Care Manager assists staff in making informed decisions about member care and services while ensuring staff have knowledge about resources.
ESSENTIAL DUTIES AND RESPONSIBILITES:
Client caseload management:<ul><li>
Conduct comprehensive and individualized risk assessment, care planning, and reassessment.</li><li>
Provides strategic and individualized care coordination services.</li><li>
Maintain ongoing communication with members through care management.</li><li>
Coordinates referrals with ECM team and external partners</li><li>
Tracks member progress towards identified goals and program outcomes.</li><li>
Ensures error free documentation that meets program requirements.</li><li>
Provides day-to day support and supervision to Care Managers</li><li>
Reviews member files and provides advice, direction, and support as it relates to documentation requirements.</li></ul>
Organizational and administrative duties:<ul><li>
Conduct comprehensive and individualized risk assessment, care planning, and reassessment ser</li><li>
Provides strategic and individualized care coordination services.</li><li>
Maintain ongoing communication with members through care management.</li><li>
Coordinates referrals with ECM team and external partners</li><li>
Tracks member progress towards identified goals and program outcomes.</li><li>
Ensures error free documentation that meets program requirements.</li><li>
Provides day-to day support and supervision to Care Managers</li><li>
Reviews member files and provides advice, direction, and support as it relates to documentation requirements.</li></ul>
STANDARDS OF EXCELLENCE:
<ul><li>Processes requested or needed information on or before expected deadline. Information provided and received (operational and financial) is error-free and responsive to requests.</li><li>
Demonstrates and maintains competency in the specialty or discipline for which position is responsible.</li></ul><ul><li>
Demonstrates ethics, courtesy and respect, and creates an approachable environment.</li><li>
Identifies options and solutions to a problem when confronted with a challenge.</li><li>
Looks at rationale associated with each situation to determine and verify the logic and correctness based on historical or current data.</li><li>
Maintains confidentiality, uses good judgement and continually keeps Manager/Director updated on any unusual or emergency situations.</li><li>
Provides excellent customer services to internal and external customers.</li></ul>
Equal Opportunity Employer.
This employer participates in E-Verify. Applications are accepted online only.
EDUCATION AND EXPERIENCE:
<ul><li>BA, LMSW/LCSW/LMHC or RN/LPN degree</li><li>
2 years minimum of case management experience</li><li>
2 Years minimum of management and/or supervisory experience of high-volume outpatient client service</li><li>
Demonstrated skill and knowledge in client, engagement, community network building, and quality assurance documentation/records</li><li>
Strong understanding of cultural competency with the target population</li><li>
Medi-Cal experience preferred</li><li>
Computer literacy necessary</li></ul>
Physical Requirements:<ul><li>
Physical demands associated with office work</li><li>
Some travel required</li></ul></div>

Supervising Care Manager

Switch Recruitment

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Client Support Manager to help support the leadership, development and growth of their successful team of paraplanners and administrators.Responsibilities:<ul><li>Providing first class leadership to the administration and operational teams.</li><li>Oversee day-to-day office operations, ensuring all administrative activities run smoothly</li><li>Ensure client records and back office systems are updated, ensuring data accuracy and confidentiality</li><li>Manage and prioritise workloads ensuring a smooth and efficient operation, in particular during busy periods.</li></ul>Experience:<ul><li>Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment.</li><li>You will have demonstrable experience managing administration and / or paraplanning teams</li><li>A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.</li><li>You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.</li></ul>In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.

Client Support Manager (Wealth Management)

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