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<h3>Job Description</h3>
Job Description
Probitas is a wealth management firm dedicated to providing affluent executives, business owners, and their families with a first-class, highly personalized approach to wealth management. We deliver unparalleled, concierge-level service and strive to elevate our clients’ wealth through comprehensive financial planning and guidance across all aspects of their lives.
We have an immediate opening for a Client Relationship Manager (CRM) in our Newport Beach office. The ideal candidate will have experience in financial services, including operational business processing and client service; marketing experience a plus, but not required. This role supports the firm’s president and senior advisor, focusing on delivering a superior client experience.
Summary of Essential Duties
The Client Relationship Manager (CRM) supports firm operations, including client service, operations, and marketing. This position requires strong communication skills, a can-do attitude, enthusiasm, and a strong aptitude for learning. The ability to effectively prioritize workloads, meet deadlines, and maintain attention to detail is critical.
General Responsibilities
<ul>
<li>Serve as the primary contact for client service inquiries, issues, and resolutions.</li>
<li>Address client questions and manage account needs.</li>
<li>Participate in client meetings as needed.</li>
<li>Plan and execute multi-faceted marketing campaigns using automated tools.</li>
<li>Maintain and update the firm’s website.</li>
<li>Provide general administrative support as needed.</li>
</ul>
Expected Outcomes
A successful CRM will:
<ul>
<li>Ensure smooth daily operations and increase the firm’s operational efficiency.</li>
<li>Maintain high client satisfaction through exceptional service, prompt follow-ups, and proactive problem-solving.</li>
<li>Ensure accurate and timely processing of paperwork.</li>
<li>Create capacity for the firm’s president by efficiently managing tasks and responsibilities.</li>
</ul>
Requirements
Knowledge, Skills &amp; Attributes
<ul>
<ul>
<li>Minimum 3 years of experience in the financial services industry.</li>
<li>At least 2 years in a client service/operations role.</li>
<li>Series 7 and 66 or 65 licenses are strongly preferred but not required.</li>
<li>Strong problem resolution and organizational skills with the ability to multi-task and meet deadlines.</li>
<li>High level of accuracy and attention to detail.</li>
<li>Proficiency in Mac operating system.</li>
<li>Exceptional oral, written, and interpersonal communication skills.</li>
<li>Ability to maintain confidentiality and integrity.</li>
<li>Positive attitude, professional demeanor, and eagerness to learn.</li>
<li>Ability to manage a heavy workload with energy and enthusiasm.</li>
</ul>
</ul>
Benefits
We value our team and offer*:
<ul>
<li>Competitive salary - $70k - $80k, commensurate with education and experience.</li>
<li>Holidays, vacation (starting in year two of employment), and sick leave.</li>
<li>Opportunities for growth and professional development.</li>
<li>Work-life balance with 32–40-hour week flexibility after the training period.</li>
<li>A friendly, collegial environment.</li>
</ul>
*Waiting periods may apply. 
Ready to Apply?
If this role resonates with you, we want to hear from you! Submit your application through this listing. No agencies, please.
We appreciate your interest and will contact candidates who best match our firm’s needs.

Client Relationship Manager

<h3>Job Description</h3>
Job DescriptionCalling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to make a difference in the lives of children, their families, and the clinicians who support them? Opportunity: This role presents a guided path to leadership opportunities. The candidate successful in this role will have foundational leadership skills that will prepare them for a bigger scope of responsibility within the organization. Thrive SPC is excited about investing in our employees with structured coaching, mentoring, and leadership development. We seek a Client Relationship Manager who can hit the ground running – cultivating and managing relationships with the parents of our clients and the nurses who care for them. This is a terrific opportunity to build and “grow your own business” sharing in the personal and financial rewards of a service role in the healthcare industry. We’re building our next generation of Location Directors by investing in people like YOU! Come grow with us! Thrive Skilled Pediatric Care’s purpose is simple, to provide high quality clinical home care to medically fragile children so they can grow and flourish to their full potential. We deliver this through our commitment to our purpose, our passion for what we do, and our pride in contributing to the health and wellbeing of children and their families. Requirements:
<ul>
<li>New College Grads Welcome to apply! Thrive SPC will train and develop candidates with the right mix of compassion, dedication and determination and those who embody our purpose and core values. </li>
<li>Bachelor’s degree required or equivalent work experience.</li>
<li>Minimum of 2 years sales or service experience in fast-paced environment.</li>
<li>Demonstrated success in building long-term relationships with a broad range of people.</li>
<li>Experience recruiting/hiring candidates desired.</li>
<li>Dynamic interpersonal and communication skills.</li>
<li>Results-oriented with a proven ability to work independently, as well as with a team, to deliver on expected performance results. A can-do attitude is a must.</li>
<li>Excellent organizational and oral/written communication skills.</li>
<li>Home care or health care experience desired.</li>
<li>Proficient with MS Office (Word, Excel, Outlook, PowerPoint) and other systems.</li>
</ul>
 Responsibilities:
<ul>
<li>Maintains and updates staffing needs of our patients and their families in a timely manner.</li>
<li>Coordinates the opening of new patient referrals in partnership with the Clinical Supervisor.</li>
<li>Utilizes Thrive SPC's applicant tracking system to engage and convert nurses and other care team members after initial screening and submission of the candidates from the Talent Acquisition Team.</li>
<li>Seeks and engages in opportunities to attract nurses through passive methods: sourcing, employee referrals, local job fairs, etc. to successfully fill the needs of open cases.</li>
<li>Takes responsibility to ensure the nurses desired hours are met weekly to ensure retention of the team members.</li>
<li>Works closely with Onboarding Specialist to ensure all nurse credentials are up to date.</li>
<li>Utilizes strategic staffing methods to optimize the care coverage for all patients and nurses, including communication of all schedule changes, ensuring patients are staffed to meet the patient/guardian’s needs with an appropriately skilled clinician, and within insurance authorization.</li>
<li>Handles on-call responsibilities, responding to employee and client needs, and covering open shifts.</li>
</ul>
 About Thrive Skilled Pediatric Care Thrive Skilled Pediatric Care provides care to children who most need it, in the place that is best for them and their families – home. We offer a full range of clinical home care services and work collaboratively to ensure our patients receive the highest quality care for the best possible outcomes. Thrive SPC team members work in a rewarding, supportive and values-driven environment, with comprehensive benefits and best-in-class development programs designed to advance their careers.

<h3>Job Description</h3>
Job DescriptionNashville, TN - hybrid work schedule We are currently seeking a Client Manager to join our growing Employee Benefits Insurance team. You will be marketing new and renewal business, preparing analysis of alternative benefit proposals, and processing enrollment paperwork. Other tasks include participating in client meetings, leading annual enrollment meetings for clients and maintaining insured info in our agency management system. Major Responsibilities:
<ul>
<li>Manage a book of business comprised of fully insured and self-insured clients.</li>
<li>Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.</li>
<li>As needed, preparation of materials needed for client meetings. </li>
<li>Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.</li>
<li>Set up new group insurance contracts for existing clients or new clients.</li>
<li>Manage the renewal process including the preparation of appropriate contractual changes.</li>
<li>Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)</li>
<li>May be responsible for the marketing and placement of new benefit products.</li>
<li>Prepare client application for review</li>
<li>Determine most appropriate carriers</li>
<li>Analyze and compare carrier quotes and coverage offerings</li>
<li>Make recommendations to clients</li>
<li>Develop alternative strategies, plan modeling and cost reduction opportunities.</li>
</ul>
 #ZR
#LI-SC1
Company DescriptionA Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. Incendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. With over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match. 
<h3>Company Description</h3>
A Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. \r\n\r\nIncendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. \r\n\r\nWith over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match.

Employee Health & Benefits Client Manager

<h3>Job Description</h3>
Job Description Position is located in Richmond and will work a hybird work schedule. We are currently seeking a Client Manager to join our growing Employee Benefits Insurance team. You will be marketing new and renewal business, preparing analysis of alternative benefit proposals, and processing enrollment paperwork. Other tasks include participating in client meetings, leading annual enrollment meetings for clients and maintaining insured info in our agency management system. Major Responsibilities:
<ul>
<li>Manage a book of business comprised of fully insured and self-insured clients.</li>
<li>Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.</li>
<li>As needed, preparation of materials needed for client meetings. </li>
<li>Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.</li>
<li>Set up new group insurance contracts for existing clients or new clients.</li>
<li>Manage the renewal process including the preparation of appropriate contractual changes.</li>
<li>Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)</li>
<li>May be responsible for the marketing and placement of new benefit products.</li>
<li>Prepare client application for review</li>
<li>Determine most appropriate carriers</li>
<li>Analyze and compare carrier quotes and coverage offerings</li>
<li>Make recommendations to clients</li>
<li>Develop alternative strategies, plan modeling and cost reduction opportunities.</li>
</ul>
 #ZR #LI-HE1 Company DescriptionA Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. Incendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. With over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match. 
<h3>Company Description</h3>
A Winner of Inavero’s Diamond Award 2016-2021 Best of Staffing® Client and Talent Awards for providing superior service to our clients and job seekers and an Inc. 500 honoree three consecutive years from 2007-2009, Incendia provides recruiting and staffing services to companies that have resource or hiring needs. \r\n\r\nIncendia Partners, the most progressive provider of recruiting and staffing services is fueled by a single purpose: finding the solution to your staffing needs. \r\n\r\nWith over 20 years of recruiting experience, we use our talent to find the talent you need. Our simple, straightforward process cuts through the clutter, arming you with the right facts for maximum efficiency. We help you fill more positions faster, all while never sacrificing the personal touch that sets us apart from the rest. Whether you’re a business looking for full-time, contract, contract-to-hire or just need hourly or project based recruiting services in Software &amp; IT, Accounting &amp; Finance, Human Resources, or just about any position you're hiring for, or you are a professional looking for your next great career opportunity, Incendia will fire on all cylinders until you meet your match.

<h3>Job Description</h3>
Job DescriptionInsurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client ManagerSalary: $70-90K Location: Charlotte, North Carolina Our Charlotte, NC based insurance firm is seeking an experienced commercial lines account manager or account executive to service a book of commercial lines mid-market to large accounts. The position will be required to respond to commercial client calls about policy and coverage questions and consult with clients on policy changes. Responsibilities: 
<ul>
<li>Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, Restaurants, etc.</li>
<li>Research and compile answers to client policy and coverage questions</li>
<li>Ability to market/quote new business and account renewals to obtain competitive coverage/cost ratios for the client</li>
<li>Experience with multiple carrier underwriters</li>
<li>Identify, compile and manage information regarding account renewal</li>
</ul>
Qualifications 
<ul>
<li>5 or more years of insurance industry experience related to servicing commercial accounts</li>
<li>NC Property and Casualty license</li>
<li>Applied ( EPIC) or AMS360 software experience preferred</li>
<li>Knowledge of Insurance and/or Brokerage business</li>
<li>Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)</li>
<li>Verbal and written communication skills</li>
</ul>
 All inquiries will be kept 100% confidential Apply direct to <a href="mailto:mnugent@aprcareers.com" target="_blank">mnugent@aprcareers.com</a>

Commercial Lines Account Manager | Client Manager

<h3>Job Description</h3>
Job DescriptionInsurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client ManagerSalary: $70-90K Location: Philadelphia, PA Our Philadelphia, PA based insurance firm is seeking an experienced commercial lines account manager or account executive to service a book of commercial lines mid-market to large accounts. The position will be required to respond to commercial client calls about policy and coverage questions and consult with clients on policy changes. Responsibilities: 
<ul>
<li>Working knowledge of Property and Casualty accounts such as Construction, Manufacturing, Retail, Restaurants, etc.</li>
<li>Research and compile answers to client policy and coverage questions</li>
<li>Ability to market/quote new business and account renewals to obtain competitive coverage/cost ratios for the client</li>
<li>Experience with multiple carrier underwriters</li>
<li>Identify, compile and manage information regarding account renewal</li>
</ul>
Qualifications 
<ul>
<li>5 or more years of insurance industry experience related to servicing commercial accounts</li>
<li>PA Property and Casualty license</li>
<li>Applied ( EPIC) or AMS360 software experience preferred</li>
<li>Knowledge of Insurance and/or Brokerage business</li>
<li>Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)</li>
<li>Verbal and written communication skills</li>
</ul>
 All inquiries will be kept 100% confidential Apply direct to <a href="mailto:mnugent@aprcareers.com" target="_blank">mnugent@aprcareers.com</a>

About Us
Pace Analytical Services
Pace makes the world a safer, healthier place. Committed to advancing the science of businesses, industries, consulting firms, government agencies, and others, Pace offers local-level service backed by a national laboratory network. Through in-lab and emergency onsite services, Pace ensures our air, water, soil, and more are safe.
 Job Description SUMMARY: Responsible for project setup, oversight of sample receipts, monitoring project status, and ensuring that samples are collected, analyzed, documented, and reported in conformance with client requirements, as well as project closure. This position can expect to carry up to $2M in revenue depending on experience, client assignments and other business needs while providing excellent technical and customer-centric service. ESSENTIAL FUNCTIONS:
<ul>
<li>Onboards new clients, provides comprehensive training and resources to understand products and services; sets up initial client profile and data in LIMS correctly and accurately.</li>
<li>Builds and maintains strong, long-term relationships, serves as the primary point of contact for client inquiries and issues, and conducts regular check-ins with clients to ensure satisfaction.</li>
<li>Addresses client concerns and resolves issues promptly, coordinates with the lab functions/departments to ensure timely completion of client work or resolution of problem. Provides ongoing education and training to clients to help them maximize product usage.</li>
<li>Monitors client's health and proactively addresses potential churn risks, develops and executes strategies for client retention and contract renewals in partnership with sales and operations. Identifies upsell and cross-sell opportunities and communicates to sales and operations.</li>
<li>Provides project planning/timing with lab, sales and the client and ensures the project is set up correctly in LIMS, pricing is accurate, and details are communicated to the respective parties.</li>
<li>Identifies and resolves project issues promptly.</li>
<li>Reviews project deliverables to ensure they meet quality standards and client requirements; manages client feedback and ensures continuous improvement.</li>
<li>Maintains clear and consistent communication with clients and internal teams; prepares and delivers project status reports on progress, risks and issues.</li>
<li>Conducts project closure to ensure final deliverables and client satisfaction are confirmed, client is invoiced, evaluates project success, and support accounting needs regarding invoicing/payment.</li>
<li>Works closely with cross-functional teams to ensure project outcomes align with client objectives.</li>
<li>Contributes to the efficiency and effectiveness of the department's service to its customers by offering suggestions and directing or participating as an active member of a work team.</li>
<li>Promotes and supports the overall mission of Pace by demonstrating courteous and cooperative behavior when interacting with customers and staff; acts in a manner that promotes a harmonious and effective workplace environment.</li>
</ul>
 QUALIFICATIONS: Education and Experience:
<ul>
<li>Bachelor's degree in business administration, chemistry, biology, or a closely related field; AND two (2) years of customer service experience; OR an equivalent combination of education, training, and experience.</li>
</ul>
 Required Knowledge and Skills Required Knowledge:
<ul>
<li>Principles, practices, and techniques of customer service.</li>
<li>Applicable industry laws, codes, and regulations.</li>
<li>Computer applications and systems related to the work.</li>
<li>Understanding of dealing with a variety of individuals from various socio-economic, ethnic, and cultural backgrounds, occasionally where relations may be confrontational or strained.</li>
<li>Principles and techniques of providing effective oral presentations.</li>
<li>Principles and practices of program planning, development, and evaluation.</li>
<li>Correct business English, including spelling, grammar, and punctuation.</li>
</ul>
 Required Skills:
<ul>
<li>Performing and providing professional-level customer service in a variety of markets.</li>
<li>Training others in policies and procedures related to the work.</li>
<li>Interpreting, applying, and explaining applicable laws, codes, and regulations.</li>
<li>Preparing functionals reports, correspondence, and other written materials.</li>
<li>Using initiative and independent judgment within established organizational and department guidelines.</li>
<li>Using tact, discretion, and prudence in working with those contacted in the course of the work.</li>
<li>Performing effective oral presentations to large and small groups across functional peers and the department.</li>
<li>Contributing effectively to the accomplishment of team or work unit goals, objectives, and activities.</li>
<li>Establishing and maintaining effective working relationships with a variety of individuals contacted in the course of the work.</li>
</ul>
 WORKING ENVIRONMENT: Work is performed in an office setting. Additional Information
Benefits
80 hrs of paid vacation per year, 7 paid holidays per year, 2 floating holidays per year (prorated based on start date), 40 hrs paid sick time per year, paid bereavement leave (days based on relation to the employee), 8 hrs paid volunteer time per year, parental leave, medical, dental, vision, voluntary short-term disability, long-term disability, life insurance, voluntary supplemental life insurance, traditional 401k and ROTH 401k with a company match, HSA, FSA, employee referral bonus, employee assistance program, tuition reimbursement program, employee recognition program, voluntary ID theft coverage, voluntary legal coverage, voluntary accident insurance, voluntary hospital indemnity insurance, and voluntary critical illness insurance. 
Equal Opportunity Employer
Pace provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, religion, genetics, protected veteran status, national origin, sex, age, disability, marital status, sexual orientation, gender identity or expression, citizenship, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
 Work Schedule Monday through Friday, 8:00 AM to 5:00 PM

Client Project Manager 1

<h3>Job Description</h3>
Job Description
We are a fast-growing firm taking over the Dallas area. Direct customer service is on the rise, so our company takes pride in fostering long-lasting relationships and continues to strive for excellence in the industry. We trust that the best way to build relationships is by asking questions, determining needs, and based on that information, providing expert solutions. As an AT&amp;T Client Account Manager, our direct approach and personal touch to customers is expected to be nothing less than outstanding. We love strong personable personalities that can adapt to different cultures and experiences. Our goal is to be able to maintain our professional relationships while still having fun both inside and outside of the office. Our clients appreciate this quality, and so do our business partners. Currently, our human resources director and administrator have been instructed to seek top talent as we have recently taken advantage of an incredible nationwide expansion of a top-tier client. Responsibilities of the AT&amp;T Client Account Manager:
<ul>
<li>Consistently delivers a remarkable customer experience directly through sales and client connection in a face to face setting.</li>
<li>Responsible for improving customer retention using strategic programs, sales services, and excellent in-person communication.</li>
<li>Accepts coaching and takes action to improve customer engagement and sales performance.</li>
<li>Works extensively with the customer to provide timely solutions including order entry, order follow-up, upgrades, order updates, etc.</li>
<li>Combines service and sales with systems skills and basic product knowledge to ask customers questions and effectively offer relevant solutions.</li>
<li>Share relevant customer feedback with sales partners to form new strategies and resolve issues.</li>
<li>Quickly captures customer’s needs and seamlessly provides options that meet those needs.</li>
<li>Proactively looks for opportunities to drive sales growth by identifying new leads.</li>
<li>Provide a personalized approach that shows customers we can help, regardless of their needs.</li>
</ul>
 Requirements of the AT&amp;T Client Account Manager:
<ul>
<li>Experience providing excellent customer service in a fast-paced way.</li>
<li>Experience using relevant sales and customer engagement tactics.</li>
<li>Must have proof of at minimum a High School Diploma or equivalent; with post-secondary education being preferred.</li>
<li>Accurate data entry skills are required.</li>
<li>Outgoing and confident personality.</li>
<li>Great public speaking or presentation skills.</li>
<li>Self-starter with proof of a strong work ethic and energetic personality. &nbsp;</li>
</ul>
 #LI-Onsite

AT&T Client Account Manager

<h3>Job Description</h3>
Job DescriptionDescription:
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
 
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
 
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
 
Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
 
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
 
In-Office: This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. 
 
Position Overview
 
This Client Services Manager role will support the Majors tier in the East region. You will play a pivotal role in ensuring client satisfaction and retention. You will develop strategies to effectively address issues, proactively service highly complex clients and prepare and lead a team of Account Managers.
 
Your success in this role is driven by your proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective.
 
As a Client Services Manager, you will work with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business.
 
Responsibilities
<ul>
<li>Develop strategies and initiatives to enhance and maintain client satisfaction and retention.</li>
<li>Lead and manage a team of Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk.</li>
<li>Facilitate continuous learning opportunities to expand the knowledge base of your staff.</li>
<li>Offer proactive development opportunities aligned with corporate goals and values.</li>
<li>Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization’s values.</li>
<li>Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment.</li>
<li>Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one.</li>
<li>Generate creative solutions and innovative ideas to increase employee engagement and retention.</li>
<li>Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation.</li>
<li>Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances.</li>
<li>This job requires up to 25% travel for internal and/or client-facing meetings</li>
</ul>
Education and Experience
<ul>
<li>Bachelors degree or equivalent education and experience required</li>
<li>2+ years of previous leadership experience in a customer service/customer relationship role</li>
<li>Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs)</li>
<li>Experience with leading other leaders preferred</li>
<li>Previous experience in HCM/Direct Payroll Industry</li>
<li>Experience working with payroll, HCM, or HRIS software</li>
<li>Excellent knowledge of MS Office, including MS Excel</li>
<li>Strong interpersonal skills</li>
</ul>
Physical requirements: Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. 
 
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
 
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
 
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact <a href="mailto:accessibility@paylocity.com" target="_blank">accessibility@paylocity.com</a>. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. 
 
The pay range for this position is $74k-115k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via <a href="http://www.paylocity.com/careers" target="_blank">www.paylocity.com/careers</a>.
Requirements:

50,305 client-manager Jobs