client services manager

Family and Nursing Care

<div>COMPENSATION: $325 per day shift

SCHEDULE: Every Other Saturday and Sunday 8a-5p ($325 per day shift x 2 days = $650 per weekend)

We are a constantly growing home care company seeking a Client Services Manager for Weekends to work every other Saturday and Sunday 8a-5p to join our team and provide exceptional customer service to clients, families, and professionals. This can be a remote position. The primary responsibility of this role is to handle after hours call volume responsively providing a high level of customer service to clients/families/professionals. The Client Services Manager for Weekends is responsible for building and strengthening client/family/professional relationships and ensuring delivery of services that exceed expectations and facilitate increased client retention. Timely communication, ability to work in a team setting as well as with autonomy, managing client needs and educating them about our services and community resources are important responsibilities of this position.

Qualifications include:
<ul>
<li>1 - 2 years&rsquo; experience in quality assurance, client retention or customer service management</li>
<li>Social Worker, Case Manager or comparable education and experience in geriatrics desired</li>
<li>Excellent communication skills &ndash; articulate, good listener, professional, empathetic, persuasive</li>
<li>Skilled at developing relationships and loyalty quickly through utilizing a modest and client-service oriented approach</li>
<li>Strong critical thinking, analytical skills and well-organized</li>
<li>Knowledge of private duty home care industry, home health care, senior housing and resources for seniors is a plus</li>
</ul>
ABOUT FAMILY &amp; NURSING CARE:
<ul>
<li>Award-winning home care company founded in 1968.</li>
<li>Largest single-site provider of non-medical home care services in the U.S.</li>
<li>Provides personal care, companion care, respite care, live-in and overnight care, and support for older adults and people with disabilities or recovering from illness or injury.</li>
</ul>
COMPANY STATS:
<ul>
<li>$65 million company.</li>
<li>100+ team members and 1500+ caregivers.</li>
<li>Serves tens of thousands of clients and families.</li>
</ul>
Join Family &amp; Nursing Care to make a difference in the lives of older adults and people in need of compassionate home care services.</div>

Client Services Manager- Weekends

TREEFUL DAMASO ANICETO, INC.

CPA Firm | Client-Focused | Team-Oriented | Growth-MindedAbout UsTDA is a forward-thinking public accounting firm delivering high-quality audit, tax, and financial advisory services to businesses and individuals. While we take our work seriously, we believe a great firm is built on people, collaboration, and culture.Our team is made up of talented, motivated professionals who value teamwork, continuous learning, and supporting one another. We offer a collaborative office environment where ideas are encouraged, training is ongoing, and every role plays a meaningful part in the firm&rsquo;s success. As we continue to grow, we&rsquo;re excited to welcome a Client Service Manager / Administrative Assistant who is eager to grow with us.Position OverviewThe Client Service Manager / Administrative Assistant is a key member of our firm and often the first impression clients have of TDA. This role blends client-facing responsibilities with administrative and operational support, helping keep our firm running smoothly and our team focused on serving clients.This position is perfect for someone who enjoys being at the center of a busy office, takes pride in delivering exceptional service, and thrives in a fast-paced, collaborative environment.What You&rsquo;ll DoClient Experience &amp; Communication<ul><li>Greet clients and visitors with warmth and professionalism, serving as the firm&rsquo;s first point of contact.</li><li>Manage incoming calls, emails, and inquiries while ensuring timely and friendly communication.</li><li>Build positive relationships with clients and support seamless communication between clients and staff.</li></ul>Administrative &amp; Team Support<ul><li>Schedule and coordinate meetings, appointments, and client engagements.</li><li>Prepare, organize, and maintain client files and firm records (both digital and physical).</li><li>Assist accounting staff with administrative needs such as document preparation, scanning, filing, and data entry.</li><li>Support the creation of reports, presentations, proposals, and engagement materials.</li></ul>Office &amp; Operations<ul><li>Maintain office supply inventory and coordinate ordering.</li><li>Help improve office processes and workflow efficiency.</li><li>Handle confidential and sensitive information with professionalism and discretion.</li></ul>What We&rsquo;re Looking For<ul><li>High school diploma or equivalent required; additional education in office administration or business is a plus.</li><li>At least 2 years of experience in an administrative or client service role; experience in a CPA or professional services firm is preferred.</li><li>Strong proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with accounting or document management software is a plus.</li><li>Exceptional organizational and time-management skills.</li><li>Strong communication skills and a friendly, professional demeanor.</li><li>A proactive, dependable team player who enjoys learning and taking initiative.</li></ul>What We OfferWe believe in taking care of our people. Our benefits include:<ul><li>Competitive pay and bonus structure</li><li>401(k) and retirement plan options</li><li>Health, dental, vision, life, and disability insurance</li><li>Flexible work schedule</li><li>Generous paid time off</li><li>Professional development and growth opportunities</li><li>Referral program</li></ul>Why Join TDA?At TDA, you&rsquo;ll join a supportive, energetic team where your contributions truly matter. This role offers hands-on experience, opportunities to grow professionally, and the chance to be part of a firm that values collaboration, respect, and a positive workplace culture.If you&rsquo;re organized, people-oriented, and excited to be part of a growing CPA firm, we would love to hear from you!Job Type: Full-timePay: $25.00 - $35.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Compensation Package:<ul><li>Bonus opportunities</li></ul>Experience:<ul><li>CCH software: 1 year (Required)</li></ul>Ability to Relocate:<ul><li>Walpole, MA 02081: Relocate before starting work (Required)</li></ul>Work Location: Hybrid remote in Walpole, MA 02081

Client Services Manager/Administrative Assistant CPA Firm

Farmers National Bank of Canfield

<div>
 Job Details
 
 
 
 Description
 
 
 
 
 SUMMARY:
 
 This role is responsible for sourcing, developing and maintaining long-term relationships between the Bank and affluent clients. These relationships will be developed by providing sound financial advice regarding a client&rsquo;s personal finances as well as for their business finances. Relationship Managers will be expected to research, evaluate and recommend various financial instruments, such as Trust, Investment or other Banking products and services, for use by clients to help them achieve their financial goals.
 
 
 
 ESSENTIAL DUTIES and RESPONSIBILITIES
 
 include, but are not limited to the following:
 
 
 <ul>
 <li>
 Generate new business relationships for the Bank by using existing centers of influence, or by establishing new centers of influence
 </li>
 <li>
 Recommend and sell various Banking, Trust or Investment products and services to existing and new clients. Correctly determine product/service fit and acceptability for clients
 </li>
 <li>
 Develop detailed financial plans for the clients and their businesses as necessary
 </li>
 <li>
 Identify and refer insurance sales opportunities as appropriate
 </li>
 <li>
 Will assist clients in recognizing and understanding the tax impact of certain situations and decisions
 </li>
 <li>
 Analyze credit needs of clients and propose both consumer loan and business loan solutions
 </li>
 <li>
 Analyze the credit-worthiness of both consumer and commercial borrowers and make sound recommendations for extending credit
 </li>
 <li>
 Monitor client portfolio for risk and address developing situations quickly and appropriately to protect both the client and the Bank
 </li>
 <li>
 Manage risk and delinquencies to the established levels of acceptability for the Bank
 </li>
 <li>
 Work closely with clients to analyze long term and short term financial goals of each client
 </li>
 <li>
 Assisting clients with the development of sound financial plans for personal and commercial goals
 </li>
 <li>
 Partner with different lines of business representatives throughout the company to cross-sell products and services need by our clients
 </li>
 <li>
 Maintain portfolio delinquency at levels acceptable to management
 </li>
 <li>
 Supervise administrative staff supporting Private Client
 </li>
 <li>
 Serve on internal committees as required
 </li>
 <li>
 Interact with operational and technical areas to resolve problems
 </li>
 <li>
 Adhere to all appropriate service standards
 </li>
 <li>
 Draft sales proposals, commitment letters, and make sales presentations to clients and prospects
 </li>
 <li>
 Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
 </li>
 <li>
 Regular, predictable attendance is an essential requirement of this position
 
 
 </li>
 </ul>
 
 EDUCATION And/or EXPERIENCE
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Finance or Accounting (CFP or CTP designation preferred)
 </li>
 <li>
 Minimum of 5 years experience managing the relationships of affluent clients
 </li>
 <li>
 Proven knowledge of basic economic principles for foundation of providing sound wealth management advise
 </li>
 <li>
 Strong knowledge of Trust, Banking and Investment products and services
 </li>
 <li>
 Proven ability to evaluate credit worthiness of both individuals and commercial entities
 </li>
 <li>
 Series 6 and Series 7 designation preferred but not required
 
 
 </li>
 </ul>
 E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
 
 
 Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
</div>

Private Client Services Relationship Manager

Volunteers of America- Greater New York, Inc.

Volunteers of America-Greater New York (VOA-Greater New York) is an anti-poverty organization working to end homelessness in the New York area by 2050. We operate over 60 programs across New York City, Northern New Jersey and Westchester County including emergency, transitional and permanent housing. Our services extend to families experiencing homelessness, survivors of domestic violence, people living with HIV/AIDS, veterans, youth aging out of foster care, adults with behavioral health or substance use needs, and others in need, including a special education preschool program.
 
We are in search of new talent in the following position…
 
Position: Case Manager
 
The Case Manager works with the client to assess their strengths and needs, plan a course of action, link the client to services, counsel the client and monitor progress. Case Manager assures clients receive appropriate, competent, and professional information and advice, referrals, and advocacy services to achieve successful outcomes. May include supervision of direct care staff.
 
Community Support Systems provides the support, training, and education clients need to maintain psychiatric and medical stability and ultimately obtain permanent housing. To learn more about the program, copy and paste this link into a browser https://www.voa-gny.org/housing
 
Location: Wards Island, NY 10035
 
Minimum Qualifications: 
<ul>
<li>Associates Degree or 60 college credits courses in Human Services field or High School Diploma or GED with 2 year of relevant shelter experience.</li>
<li>The position also requires a demonstrated ability in verbal and written communication, including basic computer skills.</li>
</ul>
Case Manager Principal Responsibilities: 
1. Manage the client intake and assessment process to orient the client to the program and produce a comprehensive assessment of client service needs.
 2. Develop with the client a mutually agreed-upon individual service plan reflecting assessment findings goals. Update the plan with the client as required.
 3. Meet regularly with the client to assist him/her in obtaining needed services/benefits to achieve their individual service plan goals. Provide supportive counseling to strengthen his/her ability to make appropriate life decisions.
 4. Document case management activities in accordance with agency and funder guidelines and procedures. Collect service data and participate in evaluation and quality assurance activities.
 
We are committed to offering our employees an exceptional comprehensive benefits package that supports their health, well-being, and personal growth. Full-time employees enjoy:
 
<ul>
<li>Medical, Dental, & Vision Coverage</li>
<li>Prescription Coverage</li>
<li>Life Insurance</li>
<li>Retirement Plan</li>
<li>Tuition Reimbursement</li>
<li>Paid Time Off, including a Paid Birthday Holiday</li>
</ul>
And much more!
 
Please note: Benefits for part-time employees may vary.
 
To learn more about VOA-Greater New York, copy and paste this link into a browser: https://www.voa-gny.org/about
 
VOA-Greater New York is an Equal Opportunity Employer/Vets/Disabled/Other Protected Categories. Apply today!

Case Manager

Physicians Revenue Group

Position SummaryThe Client Success Manager will be a critical, client-facing leadership role responsible for ensuring seamless service delivery, maximizing client satisfaction for our key accounts, and driving organic growth. Reporting directly to the VP of Sales, this individual will own day-to-day account management, act as the primary liaison between clients and internal operational teams, and play a crucial role in identifying and executing cross-selling opportunities to expand business within the Revenue Cycle Management (RCM) portfolio.Key Responsibilities1. Strategic Account Management and Client Relationship (40%)<ul><li>Assume day-to-day account management responsibilities for a defined portfolio of high-value RCM clients, ensuring all service level agreements (SLAs) and client expectations are consistently met or exceeded.</li><li>Serve as the primary point of contact for client communication post-sale, leading regular check-ins, formal business reviews, and proactive relationship management.</li><li>Act as a trusted advisor to clients, deeply understanding their evolving business needs and strategically positioning our RCM solutions to support their financial performance.</li><li>Coordinate the collection of necessary documentation and information from clients during the onboarding and implementation phases, ensuring a swift and accurate transition to service delivery.</li><li>Manage client relationships on an &quot;as-needed&quot; basis during periods of account manager turnover to ensure continuity of service and protect the client relationship during staffing transitions.</li></ul>2. Cross-Functional Leadership and Problem Resolution (30%)<ul><li>Own the internal problem-solving process for complex client issues, coordinating resources from Operations, Technology, Billing, and other departments to deliver timely and effective resolutions.</li><li>Resolve internal team conflicts and communication gaps that impact client satisfaction or service delivery timelines, fostering a collaborative and client-centric environment.</li><li>Maintain expert-level knowledge of our entire RCM service suite to effectively bridge the gap between sales promises and operational execution.</li><li>Develop and implement standardized processes for client issue escalation and resolution management.</li></ul>3. Sales Growth and Enablement (30%)<ul><li>Collaborate closely with the VP of Sales to strategically identify, develop, and execute high-value cross-selling strategies for additional RCM services (e.g., Denial Management, Coding, Self-Pay Collections) within the existing client base.</li><li>Track key performance indicators (KPIs) for client satisfaction, service utilization, and expansion opportunities, providing regular, strategic reports to the VP of Sales.</li><li>Support the sales team by translating client successes and pain points into compelling insights for new business pitches and ongoing market strategy.</li></ul>QualificationsRequired<ul><li>Minimum of 5-7 years of experience in account management, client service, or sales support within the Revenue Cycle Management (RCM) or healthcare services industry.</li><li>Proven track record of managing complex client relationships and driving organic account growth through cross-selling.</li><li>Exceptional conflict resolution, negotiation, and executive-level communication skills (written and verbal).</li><li>Demonstrated ability to lead and influence cross-functional problem-solving initiatives.</li></ul>Preferred<ul><li>Bachelor&rsquo;s degree in Business, Finance, Healthcare Administration, or a related field.</li><li>Familiarity with CRM software (e.g., Salesforce) and client reporting tools.</li></ul>Core Competencies<ul><li>Client Centricity: Unwavering commitment to client success and satisfaction.</li><li>Strategic Agility: Ability to identify growth opportunities and execute strategies effectively.</li><li>Leadership &amp; Influence: Ability to lead and motivate internal teams without direct reporting authority.</li><li>Accountability: Taking full ownership of client outcomes and internal commitments.</li></ul>Compensation Pay: $60,000&ndash;$80,000 annually. Commission Eligibility: This role is eligible for commission in accordance with the company&rsquo;s commission structure.Pay: $60,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>On-site gym</li><li>Paid time off</li><li>Parental leave</li><li>Referral program</li><li>Vision insurance</li></ul>Experience:<ul><li>Client services: 5 years (Required)</li></ul>Ability to Commute:<ul><li>Downers Grove, IL 60515 (Required)</li></ul>Work Location: In person

Client Success Manager

HSBC

<div>
 
 
 
 About HSBC:
 
 
 
 
 HSBC Saudi Arabia provides investment banking services to the full spectrum of corporate and institutional clients in both the private and government sectors, including public companies; private companies and establishments; funds; government agencies; and family businesses and offices.
 
 
 
 
 
 
 Role Purpose
 
 
 (overall high level summary of the role)
 
 
 
 
 Some careers have more impact than others.
 
 
 
 
 
 
 If you&rsquo;re looking for a career where you can make a real impression, join HSBC and discover how valued you&rsquo;ll be.
 
 
 
 
 
 We&rsquo;re building the world&rsquo;s most powerful corporate and institutional bank &ndash; one that sets the standard for international commerce and institutional partnership. Our strength lies not just in our scale, but in our people, the unmatched power and depth of our international network, our distinctive global client franchise and the quality of our services. These are the cornerstones of our leadership in payments, trade, FX and corporate financing, and underpin our commitment to meet today&rsquo;s demands and shape the financial system of tomorrow.
 
 
 
 
 
 We are currently seeking an ambitious Agency experienced to join our Issuer Services team, to manage a portfolio of client relationships, with a focus on developing effective relationships with key clients.
 
 
 
 
 
 
 In this role, you will:
 
 
 
 
 
 <ul>
 <li>
 Build effective customer relationships ensuring that Issuer Services (ISV) requirements are fully understood by the client and in turn client requirements, industry developments, and competitor information is articulated within ISV. This will involve liaison with the Global Relationship Managers and client visitation.
 </li>
 <li>
 Visit a minimum of top 5 clients on an annual basis with a stretch target of 10. Client visitation schedules to be in place and tracked. For certain key clients&rsquo;, visits to be on a more frequent basis.
 </li>
 <li>
 Monitor adherence to service level agreements, collating data, providing feedback, resolving operational deficiencies and implementing action plans where SLAs are not met by either ISV or the client.
 </li>
 <li>
 Cascade formal client surveys to the clients to solicit feedback
 </li>
 <li>
 Establish strong relationships with the client and seek out retentive opportunities as well as new opportunities, assisting the Business Development Manager.
 </li>
 <li>
 Be dealing with various product types, including conventional bonds, structured finance, project finance, syndicated loans, infrastructure finance, project bonds, Islamic finance and escrows.
 </li>
 <li>
 Be required to service transactions mainly focusing on, amongst others, the role of paying agent/fiscal agent/ escrow agent/custodian/account bank/cash manager/facility agent/security agent as well as dealing with amendment requests to existing transactions which will require co-ordinating comments with external counsel and peers.
 </li>
 <li>
 Be responsible for working closely with the Transaction Managers to ensure the smooth on-boarding of new transactions and effecting a successful take-over from the relevant Transaction Management teams for post-closing administration.
 </li>
 <li>
 In addition to having full deal oversight, be also be required to manage the non-operational aspects of these deals along with the Transaction Manager. This will include the deal closing process (including conditions precedent/subsequent matters); the managing of amendments, waivers and consent with internal and external parties (including client, lenders and counsel); managing internal processes (such as annual client reviews, internal escalation for problem/defaulted deals); and acting as a focal point for deal issue escalation
 </li>
 <li>
 Working closely with Client Services teams in other ISV offices on transactions, as appropriate. The Jobholder is expected to create a trusted partnership with the various other Client Service teams within ISV in order to maintain a high level of collaboration
 </li>
 <li>
 Provide operational support and assistance (for the client portfolio) on any related issues to the Centre of Excellence (CoE) teams in Malaysia and India, and act as an escalation point for local management.
 </li>
 <li>
 Weekly monitoring of new transactions (mandates/bids) to ensure any operational issues can be flagged in advance of on boarding.
 </li>
 <li>
 Ensure we enhance, enrich and deliver a smooth on boarding experience for the client. Ensure coordination with all internal stakeholders to ensure all on boarding requirements are being delivered on schedule.
 </li>
 <li>
 Review any non-core product or service requirements requested by the client and assess operational viability.
 </li>
 <li>
 Completion of all Business Risk Reviews (BRR&rsquo;s) on a monthly basis in a timely and accurate manner.
 </li>
 <li>
 Work closely with our Business Development Team to accompany and enhance the quality of our sales pitches.
 </li>
 <li>
 Ensure Treating customers fairly principles are adhered to at all times.
 </li>
 <li>
 Identify process/technology improvements for clients which will benefit client experience.
 </li>
 <li>
 Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to client needs that span geographical/product boundaries and regulatory environments.
 </li>
 </ul>
 
 
 
 
 
 Qualifications/Experience:
 
 
 
 
 To be successful in the role, you should meet the following requirements:
 
 
 
 
 
 <ul>
 <li>
 Previous experience in a comparable role within Issuer Services/Capital Markets, Client Services.
 </li>
 <li>
 Strong networking and presentation skills required to build and enhance client relationships.
 </li>
 <li>
 Strong client network in the Saudi &amp; MENAT market would be a preference.
 </li>
 <li>
 Strong system and modelling skills.
 </li>
 <li>
 Proven ability to communicate with several teams on a daily basis both locally and globally.
 </li>
 <li>
 Ability to multi-task and manage frequently changing priorities.
 </li>
 <li>
 Sound understanding of legal documentation governing roles/products supported.
 </li>
 <li>
 Graduation degree is a must.
 </li>
 </ul>
 
 
 
 
 
 *Please note that this job ad will close in 3 weeks (22/04/2026)
 
 
</div>

Client Services Officer - Issuer Services

Capture Dcs

Position Summary The Case Manager supports case management services by helping coordinate care, resources, and services for clients. This role works closely with Case Manager/Supervisor to ensure clients receive timely, organized, and compassionate support while maintaining accurate documentation and communication.Key Responsibilities<ul><li>Case Managers with client intake, assessments, and ongoing case coordination</li><li>Help develop and track service plans based on client needs and goals</li><li>Coordinate appointments, referrals, and follow-ups with foster parents and DHHS team</li><li>Maintain accurate, up-to-date client records and documentation</li><li>Monitor client progress and report changes or concerns to the Lead Case Manager</li><li>Communicate with clients, foster families, and DHHS in a professional and supportive manner</li><li>Ensure compliance with agency policies, confidentiality standards, and regulatory requirements</li><li>Provide administrative support, including data entry, filing, and scheduling</li></ul>Qualifications<ul><li>High school diploma or equivalent required; associate&rsquo;s or bachelor&rsquo;s degree in social work, human services, or a related field preferred</li><li>Previous experience in case management, social services, healthcare, or a related field preferred</li><li>Strong organizational and time-management skills</li><li>Excellent communication and interpersonal abilities</li><li>Ability to work independently and as part of a team</li><li>Proficiency with basic computer systems and documentation tools</li><li>Compassionate, detail-oriented, and client-focused approach</li><li>Understanding of mental health</li><li>Sucessfully complete and pass a background check</li></ul>Work Environment<ul><li>May involve office, community, or field-based work depending on program needs</li><li>Requires interaction with diverse populations and service providers</li></ul>Job Types: Full-time, Part-time, Contract, InternshipPay: $22.00 - $23.50 per hourWork Location: In person

Foster Care Case Manager

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