client support manager

The Third Group LLC

The Client Service Manager is the heartbeat of our client relationships. You will be responsible for the end-to-end &quot;client experience,&quot; ensuring that every interaction with our firm is seamless, professional, and proactive. You aren't just processing paperwork; you are managing the operational life cycle of our clients' financial journeys.Primary Responsibilities<ul><li>Onboarding &amp; Transitions: Lead the &quot;New Client&quot; experience, including drafting advisory agreements, opening accounts at custodians (e.g., Schwab, Fidelity, Pershing), and managing the transfer of assets (ACATS).</li><li>Relationship Management: Act as the primary point of contact for administrative inquiries, money movement (wire transfers, journals, ACH), and RMD (Required Minimum Distribution) tracking.</li><li>Meeting Preparation: Coordinate with Lead Advisors to prepare comprehensive meeting packages, including performance reports, financial plan updates, and agendas.</li><li>Data Integrity: Maintain and audit the CRM ([Salesforce/Wealthbox/Redtail]) to ensure all client data, workflows, and communication logs are 100% accurate.</li><li>Compliance Support: Assist the Chief Compliance Officer (CCO) with annual reviews, maintaining books and records, and ensuring all client communications meet SEC/FINRA standards.</li></ul>Technical Skills &amp; Qualifications<ul><li>Experience: 3&ndash;5+ years in the financial services industry (specifically within an RIA or Broker-Dealer environment).</li><li>Education: Bachelor&rsquo;s degree in Finance, Business, or a related field.</li><li>Licensing: Series 65 or 7 preferred</li><li>Custodians: Proficiency in Fidelity of Schwab platforms</li><li>Portfolio Accounting: Orion, Black Diamond, or Tamarac.</li><li>CRM: Salesforce, Redtail, or Wealthbox.</li></ul>Pay: $70,000.00 - $75,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Client Service 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

Sarthak Advertising Private Limited

Client service managerLocation: Mohan Nagar, Ghaziabad Industry: Advertising / branding / retail fixturesAbout usWith over 30 years of industry expertise, we specialize in delivering impactful creative and retail solutions across commercial spaces, retail fixtures, beverage branding, signages, exhibition stalls, printing, advertising, visual merchandising, and fmcg sectors.For the past 30 years, we have proudly served the liquor and beverage industry and were pioneers in introducing the retail brand shop and shop-in-shop concepts within the liquor sector.Our projects span across india, and we are recognized for transforming client ideas into innovative, high-impact design solutions.Position overviewWe are seeking a proactive and enthusiastic client service manager to manage client relationships and ensure smooth coordination of projects from briefing to execution.Both experienced professionals and freshers with strong communication skills and a passion for advertising are encouraged to apply.Key responsibilities<ul><li>Act as the primary point of contact for clients</li><li>Understand client briefs and coordinate with internal teams</li><li>Manage timelines, deliverables, and project execution</li><li>Collaborate with creative, production, and retail execution teams</li><li>Prepare presentations, proposals, and performance reports</li><li>Ensure high-quality service and client satisfaction</li><li>Build and maintain long-term client relationships</li></ul>Eligibility criteriaFor experienced candidates:<ul><li>2&ndash;8 years of experience in advertising, branding, retail design, or client servicing</li><li>Strong project coordination and communication skills</li></ul>For freshers:<ul><li>Bachelor&rsquo;s degree in marketing, business administration, advertising, or a related field</li><li>Strong communication and presentation skills</li><li>Eagerness to learn and grow in the advertising industry</li></ul>What we offer<ul><li>Opportunity to work with leading corporate brands in liquor &amp; beverages, electronics, and household segments</li><li>Exposure to innovative retail branding concepts</li><li>Career growth and learning opportunities</li><li>Supportive and creative work environment</li></ul>How to applyInterested candidates (experienced &amp; freshers) can share their resume at:E-mail Id:- hr@sarthakpl.com, nagrajank@yahoo.comContact no: 9711096443Job Type: Full-timePay: ₹250,000.00 - ₹800,000.00 per yearWork Location: In person

Vansh Industries pvt. Ltd.

Job Title: Customer Service Account Manager JobWe are seeking a proactive and customer-focused Customer Service Account Manager to manage and grow relationships with assigned client accounts. The ideal candidate will serve as the primary point of contact for customers, ensure high levels of satisfaction, resolve issues efficiently, and identify opportunities to enhance client value.Key Responsibilities<ul><li>Serve as the main point of contact for assigned customer accounts</li><li>Build and maintain long-term, trusting client relationships</li><li>Respond promptly to customer inquiries and resolve concerns</li><li>Coordinate with internal teams (sales, operations, finance, support) to ensure timely service delivery</li><li>Monitor account performance and provide regular updates/reports to clients</li><li>Identify upselling and cross-selling opportunities</li><li>Handle contract renewals and service agreements</li><li>Maintain accurate records in CRM systems</li><li>Ensure customer satisfaction and retention</li></ul>Required Qualifications<ul><li>Bachelor&rsquo;s degree in Business Administration, Marketing, Communications, or related field (or equivalent experience)</li><li>2&ndash;5 years of experience in customer service, account management, or client relations</li><li>Proven ability to manage multiple accounts simultaneously</li><li>Experience using CRM software (e.g., Salesforce, HubSpot, or similar platforms)</li><li>Strong problem-solving skills</li></ul>Required Skills &amp; Competencies<ul><li>Excellent verbal and written communication skills</li><li>Strong interpersonal and relationship-building skills</li><li>Conflict resolution and negotiation abilities</li><li>Organizational and time management skills</li><li>Analytical mindset with attention to detail</li><li>Customer-focused and solution-oriented approach</li></ul>Preferred Qualifications<ul><li>Experience in [industry-specific field]</li><li>Knowledge of account performance metrics</li><li>Project management experience</li><li>Certification in customer service or account management (optional)</li></ul>Work Environment<ul><li>Full-time position</li></ul>HR- 8130475900Job Type: Full-timePay: ₹40,000.00 - ₹70,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Health insurance</li><li>Provident Fund</li></ul>Work Location: In person

CS Account Manager

Call 4 Health

<div>Position Summary

The Client Support Team Lead (Onsite) is a senior, hands-on intake resource responsible for supporting daily execution of the Personal Injury (PI) and Mass Tort intake function while actively handling calls. This role provides real-time floor support, coaching, training reinforcement, and KPI/QA oversight to ensure accurate documentation, consistent script/workflow adherence, and a high-quality claimant experience.

Essential Functions
<ul><li>Handle escalated and higher-complexity inquiries, including sensitive calls, and ensure complete and accurate claimant intake documentation.</li></ul>
<ul><li>Provide real-time floor support for Specialists during live production (process questions, scripting guidance, documentation standards, and escalation routing).</li></ul>
<ul><li>Monitor performance indicators (KPI and QA trends, documentation accuracy, schedule adherence) and deliver structured coaching to improve performance.</li></ul>
<ul><li>Support onboarding and training reinforcement, including role-play practice, calibration support, and confirmation of readiness for independent call handling (as assigned).</li></ul>
<ul><li>Identify and document performance or compliance concerns; escalate recommendations to the Client Support Manager for decisioning and follow-through, including corrective action considerations.</li></ul>
<ul><li>Support coverage needs by taking calls, covering gaps, and assisting with peak windows and break/lunch coverage as directed.</li></ul>
<ul><li>Provide feedback on scripts, workflows, and recurring call drivers; partner with leadership on continuous improvement initiatives.</li></ul>
<ul><li>Maintain confidentiality and follow required disclosures, policies, and protocols; the Team Lead does not provide legal advice and escalates matters outside role scope.</li></ul>

Role Development (Growth Phase &ndash; Expanded Inquiry Resolution)
<ul><li>Take on additional operational and workflow ownership as the program scales (e.g., escalation triage, training reinforcement, QA/KPI trend support).</li></ul>
<ul><li>Expand to manage a broader range of inbound/outbound claimant inquiries and follow-ups, supporting timely resolution and consistent handoffs across the case lifecycle.</li></ul>

Knowledge, Skills, and Abilities
<ul><li>Strong coaching mindset with the ability to deliver clear, respectful, actionable feedback.</li></ul>
<ul><li>Excellent verbal communication, active listening, and de-escalation skills.</li></ul>
<ul><li>High attention to detail and strong documentation quality in CRM/case management systems.</li></ul>
<ul><li>Ability to manage competing priorities in a fast-paced, high-volume environment while maintaining accuracy.</li></ul>
<ul><li>Comfortable using performance data to identify trends, address gaps, and recommend improvements.</li></ul>
<ul><li>Proficiency with multi-system navigation and standard office tools (email, chat, spreadsheets).</li></ul>

Minimum Qualifications
<ul><li>High school diploma or equivalent.</li></ul>
<ul><li>2+ years of experience in a customer service, call center, or intake role with heavy documentation and KPI expectations.</li></ul>
<ul><li>1+ year in a senior/lead capacity (mentoring, training support, floor support, or informal leadership).</li></ul>
<ul><li>Ability to handle sensitive or emotional conversations with professionalism, empathy, and consistency.</li></ul>

Preferred Qualifications
<ul><li>Experience in legal intake, personal injury, insurance claims, medical intake, and/or Mass Tort environments.</li></ul>
<ul><li>Experience with QA monitoring, calibration, and performance coaching practices.</li></ul>
<ul><li>Bilingual (Spanish/English); proficiency may be assessed as part of the selection process.</li></ul>

Work Environment &amp; Physical Demands

In-office environment with prolonged sitting and computer/phone use. Requires sustained focus, multitasking, and continuous call handling. 


Disclaimers / EEO

Calls and system activity may be monitored and/or recorded for quality assurance, training, and compliance purposes. This job description is not an employment contract and duties may change based on business and client program needs. Call 4 Health is an Equal Opportunity Employer</div>

Client Support Team Lead - Onsite

Green Clean Commercial

<div>Join our team and BE AWESOME TODAY!
Green Clean Commercial is looking for a Bilingual Account Manager [ENG/ESP] to join our exciting team.<ul><li>THIS IS NOT A SALES POSITION. THIS IS AN OPERATIONS POSITION.</li><li>MUST HAVE EXPERIENCE MANAGING &quot;BUSINESS TO BUSINESS&quot; OPERATIONS</li></ul>
We are Green Clean Commercial, a national janitorial service provider committed to service excellence and giving peace-of-mind to our customers. We are a rapidly growing company making an impact on both the world and our team.
Recent accolades and recognition includes recipient of the 2016 'Employer of the Year Award' in Sustainability, 'Best of' in the small business category in Chesterfield and most recently in St. Charles.
Great Culture, Great Team, Great Pay!
Salary: $50,000.00
Benefits (available after 90 days of employment):<ul><li>
Vacation &amp; Sick Pay</li><li>
Health, Dental &amp; Vision</li><li>
401K</li></ul>
Candidates must meet the following qualifications:<ul><li>
Must be able to represent and communicate clearly both via written and verbal skills in English &amp; Spanish</li><li>
Must be able to maximize productivity and organizational skills</li><li>
Must be able to use current technology trends and social media</li></ul>
What We Need:
An outgoing person with strong (bi-lingual) communication skills who is highly organized and experienced in Account Coordination or Management. This candidate must also offer the ability to nurture and manage customer accounts to ensure account retention and client satisfaction. This candidate must also be a creative thinker in unpredictable situations and be a to problem solve as well as have a good ability to develop strong relationships. Must also be driven and experienced in being collaborative with different people in unpredictable situations.
Job Details:<ul><li>
Full-Time position</li><li>
Monday - Friday</li><li>
8:30am - 5:00pm with flexibility to meet customer demands</li></ul>
Job Candidate Preferences &amp; Requirements:<ul><li>
All candidates must have a clean background screening and be able to pass drug-screening</li><li>
Customer Service or account related experience preferred</li></ul>
Job Description Summary:<ul><li>
Client Support Management</li><li>
Management of assigned book of customer accounts</li><li>
Duties include general clerical, data entry, problem solving and other account management, including creating proposals and bids through company software</li><li>
Project a professional company image through in-person, video and phone interaction</li><li>
In-person interaction with our customers &amp; employees</li></ul>
Primary Responsibilities:<ul><li>
Maintain Files and Records</li><li>
Maintain &amp; Manage Company Vendor and Staff Work Schedules</li><li>
Coordinate and Host Video and Audio Conference Meetings</li><li>
Perform and Coordinate Interviews</li><li>
Meet &amp; Greet Clients and Employees via Software</li><li>
Create new proposals and bids through company Software</li><li>
Coordinate and Maintain supplies ordering</li><li>
Manage Employee Time Records</li><li>
Create, Maintain and Modify Documents Using Microsoft Office, Word and Excel</li><li>
Perform General Clerical Duties, to Include, but not limited to, Photocopying, Faxing, Filing</li><li>
Maintain Hard Copy and Electronic Filing System</li><li>
Communicate and Analyze Work Performance to Customers</li></ul>
To learn more about us and read our reviews, visit our website at www.greencleancommercial.com or contact Human Resources directly at 636.329.4601.
Green Clean Commercial is an Equal Opportunity Employer
Green Clean commercial is a proud employer of our U.S. Military Service Men &amp; Women</div>

Bilingual Account Manager

BRP Real Estate L.L.C

BUYDUBAI / BRP Real Estate &ndash; International Real Estate BrokerageBUYDUBAI is a fast-growing international real estate agency with strong roots in Europe and a solid position on the Dubai real estate market.We operate successfully for more than 4 years and have active branches in Hungary, Slovakia, Czech Republic, Poland and the UAE (Dubai).Over the years, we have built a strong client base and today a significant part of our business comes from the secondary market, supported by long-term investor relationships from Europe.About the Role: We are looking for a highly organized and detail-oriented Client Support Administrator to join our growing real estate team in Dubai. The ideal candidate will play a key role in supporting clients and agents by handling administrative tasks, documentation, and ensuring smooth day-to-day operations &mdash; including post-sale client care.If you are proactive, professional, and thrive in a fast-paced environment, we would love to hear from you.Responsibilities:<ul><li>Provide administrative support to the sales and leasing team</li><li>Handle client inquiries via phone, email, and CRM system</li><li>Follow up with clients on pending documents and payments</li><li>Provide After Care Support to real estate clients (post-sale and post-leasing), including:</li><li>Assisting clients with transfer procedures and required documentation</li><li>Coordinating with developers, trustees, property management, and relevant authorities</li><li>Following up with clients on their payment plans and outstanding amounts with developers</li><li>Monitoring project updates and communicating construction progress to off-plan buyers</li><li>Assisting clients with resale, leasing, or property management inquiries after purchase</li><li>Addressing and resolving client concerns in a timely and professional manner</li><li>Ensuring smooth post-transaction communication between all parties involved</li><li>Assist in preparing reports and internal documentation</li><li>Maintain high standards of professionalism and client service</li></ul>Requirements<ul><li>Minimum 1&ndash;2 years of administrative experience (real estate experience is an advantage)</li><li>Strong organizational and multitasking skills</li><li>Excellent written and verbal communication skills</li><li>Proficiency in MS Office and CRM systems</li><li>High attention to detail and accuracy</li><li>Ability to work under pressure and meet deadlines</li><li>Professional appearance and positive attitude</li></ul>What We Offer: <ul><li>Competitive salary</li><li>Professional and supportive work environment</li><li>Career growth opportunities</li><li>Exposure to the Dubai real estate market</li></ul>Job Type: Full-timePay: AED3,000.00 - AED4,000.00 per monthExperience:<ul><li>Client Support: 1 year (Required)</li><li>Real Estate : 1 year (Required)</li></ul>

Client Support Admin

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Client Service Manager

Manager, Client Services

Client Service Manager

CS Account Manager

Client Support Team Lead - Onsite

Bilingual Account Manager

Client Support Admin