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<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>401(k) matching</li>
<li>Competitive salary</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul>
 FMM is seeking a motivated professional to fulfill our Client Manager position. FMM is a maintenance and construction company servicing both residential and commercial clients nationwide. Job Summary The Client Manager will manage a team of technicians and communicate with existing clients about current contracts and projects. They will also communicate with potential clients about the company's full range of services. Essential Job Duties and Responsibilities: (Included but not limited to) 
<ul>
<li>Make decisions using the 5 values of FMM as your guide: Quality, Teamwork, Integrity, Safety, and Versatility</li>
<li>Manages day-to-day operations and scheduling of Facilities Technicians to perform general repairs and maintenance</li>
<li>Quarterly review of each facility under responsible area for each technician</li>
<li>Assist Client Service Center to resolve unclear requests</li>
<li>Assist technicians with issues at client facilities</li>
<li>Documents employee performance, for direct reports, throughout the year and communicates action with employee for implementation</li>
<li>Develop on call schedule for all technicians</li>
<li>Introduces and educates clients of the Companys full range of services</li>
<li>Adheres to operating procedures to ensure staff is operating as efficiently and effectively as possible</li>
<li>Ensures training objectives are met for all staff within stated timeframe</li>
<li>Ensures all staff is actively participating in department goals</li>
<li>Organizes and leads weekly staff meetings with agenda and meeting minutes, ensuring four strategic meetings</li>
<li>Ensures client contract compliance is upheld</li>
<li>Manages vendor contracts, reviewing with clients as needed</li>
<li>Maintains communications with clients as necessary, responding to all phone calls and requests in a timely manner</li>
<li>Schedules monthly visits with clients to ensure client satisfaction</li>
<li>Coordinates client relocations and startup of new locations, including any necessary purchases</li>
<li>Estimate and coordinate client construction projects from start to finish</li>
<li>Addresses problems with staff and vendors to provide seamless service to clients</li>
<li>Generates and sends standard reports to clients</li>
<li>Reviews open and completed work orders to ensure accuracy of labor, parts, and vendor costs</li>
<li>Reviews preventive and on-demand work order billing</li>
<li>Oversees inventory control and provides monthly reconciliation and job cost allocation to administration</li>
<li>Oversees staff adherence to Vehicle Use Policy</li>
<li>Lead Emergency Response effort in the event of manmade or natural disaster.</li>
<li>Provides courteous and prompt service to all internal and external client/customers and ensures that company/client confidentiality is assured Identifies opportunities and recommends methods to improve service, work processes, and financial performance</li>
<li>Assists co-workers in the completion of tasks and assignments to ensure continuity of service and contractual obligations are met or exceeded</li>
<li>Orients new co-workers and actively supports teamwork throughout the company</li>
<li>Participates in corporate and team meetings</li>
<li>Participates in trade-specific organizations</li>
</ul>
Required Skills and Abilities: 
<ul>
<li>5 years experience in a general maintenance role</li>
<li>Knowledge of both residential and commercial systems</li>
<li>Tech savvy and proficient in Microsoft programs</li>
<li>Ability to perform maintenance related tasks in the field if needed</li>
<li>Excellent problem solving skills</li>
<li>Good written and oral communication skills</li>
<li>A take initiative mindset</li>
<li>A strong focus on customer relations</li>
<li>Valid drivers license and clear driving record</li>
<li>Ability to pass a drug screen</li>
<li>Ability to travel</li>
</ul>
Physical Requirements: 
<ul>
<li>Must be able to lift up to 15 pounds at a time</li>
<li>Ability to pass a Fit for Duty Screening</li>
</ul>
Benefits: 
<ul>
<li>Health Insurance-FMM will pay 50% of the employee's premium</li>
<li>401K Contribution-FMM will match employee contribution up to 3%</li>
<li>Optional voluntary benefits</li>
<li>Paid Time Off</li>
<li>Paid Holidays</li>
<li>Employee Assistance Program</li>
<li>Company Provided Health Club membership</li>
<li>Company Vehicle and Fuel Card or Vehicle Allowance (dependent on company requirements)</li>
<li>Company Provided iPad or Laptop (dependent on company requirements)</li>
</ul>
 At FMM, we provide our clients with high quality, high value maintenance and constructions services while maintaining superior levels of communication, professionalism, integrity, and honestly with our staff, clients, suppliers, and professional associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our driving force. If you are an individual who possesses these values, we look forward to hearing from you.

Client Manager

<h3>Job Description</h3>
Job Description
Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?
Patterson &amp; Company CPA's is now part of Abacus!, in partnership with Crete Professionals Alliance. They’ve joined forces with Abacus!, a full-service accounting and advisory firm known for people-focused service and smart financial guidance. Together with Crete Professionals Alliance,a national leader in innovative back-office solutions, they’re bringing their clients more strength, support, and expertise.
Due to tremendous growth, their Louisville location needs top-tier accounting professionals just like you!
Job Title: Client Manager

Department: Accounting Services 
Reports To: Accounting Manager
Employment Type: Full-time
Work Location:&nbsp;In person

Job Summary: The Client Manager is responsible for managing client relationships and ensuring the delivery of high-quality accounting and advisory services. This role requires understanding client needs, coordinating with the firm’s internal teams, and developing strategies to enhance client satisfaction. The Client Manager will act as a trusted advisor, providing insights and solutions that align with clients' business objectives.

Key Responsibilities:

<ul>
<li>
Quality Assurance and Compliance:
<ul>
<li>
Ensure compliance with accounting standards, regulatory requirements, and internal policies.
</li>
<li>
Oversee the quality and accuracy of work produced before distributing to clients.
</li>
<li>
Conduct regular audits and reviews of client accounts and deliverables.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Client Relationship Management:
<ul>
<li>
Develop and maintain strong, long-term relationships with clients.
</li>
<li>
Act as the primary point of contact and liaison between clients and the firm’s internal teams.
</li>
<li>
Conduct regular meetings and check-ins with clients to review services, performance, and future needs.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Account Oversight:
<ul>
<li>
Manage client accounts to ensure the timely and successful delivery of solutions according to client needs and objectives.
</li>
<li>
Coordinate with accounting, audit, and tax teams to ensure client expectations are met or exceeded.
</li>
<li>
Monitor account performance and develop strategies for account growth and retention.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Service Delivery:
<ul>
<li>
Collaborate with service delivery teams to design and implement client solutions.
</li>
<li>
Ensure that client deliverables are completed on time, within scope, and budget.
</li>
<li>
Address and resolve any issues or concerns raised by clients.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Business Development:
<ul>
<li>
Identify opportunities for additional services or solutions that benefit clients.
</li>
<li>
Work with the business development team to prepare proposals and presentations for prospective and existing clients.
</li>
<li>
Participate in contract negotiations and renewals
</li>
</ul>
</li>
</ul>
<ul>
<li>
Reporting and Analysis:
<ul>
<li>
Prepare regular reports on account status and performance for internal stakeholders and clients.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Analyze client data to provide insights and recommendations for improving service delivery and client satisfaction.
</li>
</ul>
Qualifications:
<ul>
<li>
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
</li>
<li>
Minimum of 3-5 years of experience in client management, preferably within a CPA firm or financial services industry.
</li>
<li>
Strong understanding of accounting and financial principles.
</li>
<li>
Excellent communication, negotiation, and interpersonal skills.
</li>
<li>
Proven ability to manage multiple accounts and projects simultaneously.
</li>
<li>
Proficiency in CRM software and Microsoft Office Suite.
</li>
</ul>

Preferred Qualifications:
<ul>
<li>
CPA or progress towards certification is a plus.
</li>
<li>
Experience managing high-profile or complex accounts.
</li>
</ul>

Working Conditions:
<ul>
<li>
Primarily office-based with some travel to client sites as needed.
</li>
<li>
Flexibility to work additional hours during peak periods.
</li>
</ul>
Schedule:&nbsp;Monday – Friday, 9:00AM – 5:30PM
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of&nbsp;$75K – $90K&nbsp;annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
<ul>
<li>
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
</li>
<li>
Company-Paid Life and Long-Term Disability Insurance
</li>
<li>
Ancillary Benefits such as supplemental life insurance and short-term disability options
</li>
<li>
Classic Safe Harbor 401(k) Plan with employer contributions
</li>
<li>
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
</li>
</ul>
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-BP1

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
Salary $60K
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1450228

<h3>Job Description</h3>
Job Description
Client Manager
Do you enjoy building solid customer relationships resulting in growth?
Do you enjoy collaborating cross-functionally to deliver on common goals?
About the Role
As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content. You will initiate contact with and sell to both prospects and existing customers. You will be responsible for assessing their needs and creating a pipeline of new business opportunities and retention.
Responsibilities
*Initiating and answering inbound and outbound sales contact directly with prospective/existing customers
*Achieving and exceeding where possible your monthly sales and KPI target
*Accepting orders, closing sales, and maintaining customer records on CRM
* Recording sales prospecting activity in computer-based tracking systems
* Working with moderately complex territory assigned accounts, products, services, sales or account management processes
* Contacting clients with moderate authority and opportunity to set and negotiate service terms
* Continuing to build knowledge of business and the market or account needs
Requirements
* Be able to adapt information and style to the audience
* Be able to develop competence by performing structured work assignments
* Have general understanding of sales methodology and a proven track record in achieving sales quotas
* Have a Bachelor’s or equivalent experience
* Be able to apply broad knowledge of products and solutions.
* Display excellent experience in telesales and selling subscription product
Work in a way that works for you&nbsp;
We promote a healthy work/life balance across the organization, with various flexible and remote working options available to employees&nbsp;
Working with Us&nbsp;
LexisNexis Legal &amp; Professional is proud to be an equal-opportunity employer. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Together, we are building a diverse and inclusive workplace.&nbsp;
Working for you&nbsp;
We believe in a healthy work/life balance. We know that your well-being and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer: &nbsp; &nbsp; - Comprehensive, multi-carrier health plan benefits &nbsp; - Disability insurance &nbsp; - Dependent care and commuter spending accounts &nbsp; - Life and accident insurance &nbsp; - Retirement benefits (salary investment plan/employer stock purchase plan) &nbsp; - Modern family benefits, including adoption and surrogacy&nbsp;
About our Team&nbsp;
LexisNexis is a data and analytics company with 10,500 colleagues serving customers in more than 150 countries. We’re one of the largest information and analytics companies on the planet. We design solutions that help our customers increase productivity, improve decision-making and outcomes, and be more successful.&nbsp;
Company DescriptionLexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business. 
<h3>Company Description</h3>
LexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business.

Client Retention Manager

<h3>Job Description</h3>
Job Description
About Radix
Radix is a fast-growing SaaS company serving the multifamily industry with actionable data and insights. Our values-Curiosity, Resilience, Impact, Courage, and Responsibility-are at the heart of how we operate and grow. At Radix, building products isn't just about adding features-it's about delivering transformative insights that empower the multifamily industry. Our Client Success Manager role is crucial to ensuring our clients' long-term success and realizing the full value of their Radix investment.
Your Impact
As a Client Success Manager, you will be directly responsible for shaping the success of enterprise clients by leveraging strategic insight, resilience, and curiosity to drive continuous value. Your work will involve fostering trust-based relationships, anticipating client needs, and delivering actionable recommendations that impact their business outcomes. You will utilize strong leadership, courage, and a deep sense of responsibility to own and drive client success plans and collaborate cross-functionally to ensure seamless delivery of Radix's value proposition.
Key Outcomes
<ul>
<li>Foster Strong Relationships: Build long-lasting partnerships with enterprise clients, becoming a trusted advisor who can drive significant, positive business outcomes.</li>
</ul>
<ul>
<li>Strategic Impact: Take the lead in understanding clients' goals and translating them into actionable, strategic plans that leverage Radix's products and services for measurable impact.</li>
</ul>
<ul>
<li>Data-Driven Growth: Use your analytical mindset to dig deep into client data and market trends, uncovering growth opportunities and ensuring clients realize full value from our solutions.</li>
</ul>
<ul>
<li>Collaborative Leadership: Collaborate cross-functionally to ensure all client needs are met seamlessly and that the Radix value proposition is consistently delivered.</li>
</ul>
Key Responsibilities
<ul>
<li>Build and maintain strong relationships with assigned clients, acting as a strategic consultant and trusted advisor on all aspects of their business</li>
<li>Conduct regular meetings with clients to understand their business needs and goals, and provide guidance and recommendations on how Radix products and services can help them achieve those goals</li>
<li>Analyze client data and market trends to identify opportunities for growth and improvement and develop strategic plans to capitalize on those opportunities</li>
<li>Collaborate with cross-functional teams, including Sales, Product, Implementation, and Support, to ensure a seamless client experience and delivery of value-added services</li>
<li>Provide regular reporting and analysis to internal stakeholders on client performance, satisfaction, and engagement</li>
<li>Stay up to date on industry trends and best practices, and share knowledge and insights with clients and internal stakeholders</li>
</ul>
What You Bring
Experience
<ul>
<li>3+ years in client success, account management, or consulting roles, preferably in a SaaS or technology environment</li>
<li>Experience within the Multifamily Industry is a plus.</li>
</ul>
Skills
<ul>
<li>A proven ability to drive impactful business outcomes through the strategic alignment of people, processes, and technology.</li>
<li>Strong ability to connect industry context to creative, pragmatic solutions that deliver tangible results.</li>
<li>Self-driven with a keen ability to navigate challenges independently and with resilience. You know when to seek guidance and when to take calculated risks.</li>
<li>Desire to thrive in a fast-paced, ever-evolving environment where you're empowered to make decisions and drive change with courage and accountability.</li>
</ul>
Personal Attributes
<ul>
<li>Curiosity: An inquisitive mindset that drives exploration and innovation.</li>
<li>Resilience: The ability to navigate uncertainty and lead teams through challenges.</li>
<li>Impact-Focused: A results-driven approach that prioritizes outcomes over outputs.</li>
<li>Courage: Willingness to take bold risks and challenge conventional thinking.</li>
<li>Responsibility: A leader who takes full ownership of product success and team performance.</li>
</ul>
Join us at Radix, where your curiosity, courage, and impact drive real, tangible change in an industry that's waiting for innovation.
 Job Posted by ApplicantPro

Client Success Manager

<h3>Job Description</h3>
Job Description
Who We Are
 
At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting.BCA is a leader in the financial service industry and consistently ranks as an “elite” retirement plan advisor and within the top quartile of firms based on assets under management.
 
Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to achieve their goals and live more confidently. Through our holistic planning approach, we strive to be a thought-partner on the team, collaborating with business partners, attorneys and accountants to achieve the best outcomes for our clients.
 
With 50+ years in the industry, we continue to expand our footprint with offices in Downingtown, PA and Barberton, OH.Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for growth-minded individuals who are excited to learn and work in a client service-first organization where they can make a big impact.
 
 
Summary
As a Client Service Associate at Bruton Chisnell Advisors (BCA) in the Pennsylvania office, you will play a crucial role in client relations by ensuring the smooth operation of the office. Serving as the first level of client service, you will be responsible for perpetuating our Purpose and Core Values in each interaction with clients, the internal team, and partners.
 
Your responsibilities will include coordinating and preparing for client meetings, and prepare and execute client paperwork. You will take help support the office experience to create a positive interaction for every visitor. Your role will be vital in creating a positive client and team experience and supporting the overall efficiency of our office and team members.
 
 
Responsibilities
<ul>
<li>Client Experience &amp; Service Support</li>
<li>Client Meeting Preparation: Proactively review upcoming meetings to identify the need for materials. Print agendas, binders and other meeting materials for client meetings as needed in partnership with client service managers and relationship managers. Prepare presentations and reports.</li>
<li>Back Office / Paperwork Management: Draft paperwork, collect signatures from appropriate signers, either by hand signature or DocuSign. Ensure all client documentation complies with firm policies and regulatory requirements. Manage paperwork process from submission to completion.</li>
<li>CRM: Partner with client service team to add new clients to CRM with accurate details. Update client information regularly to ensure accurate client data. Support effective workflows and automations. Ad hoc projects related to data integrity and reporting.</li>
<li>Client File Management: Scan &amp; save client paperwork, meeting notes, estate plans, and other documents as needed. Download and share statements, tax forms, etc. from Fidelity, Schwab and other Recordkeepers / Custodians as needed. Organize and maintain files in an efficient way for easy access.</li>
<li>Process Documentation: Partnering with various BCA team members, identify processes that need documented, help document existing processes, and identify opportunities for continual improvement.</li>
<li>Client Success: Provide a high level of customer service by responding to inquiries promptly. Completing follow-ups as requested by Advisors and/or Client Service team.</li>
</ul>
 
 
Experience
<ul>
<li>3+ years of financial services experience, required.</li>
<li>Fidelity and/or Schwab experience, a plus.</li>
<li>Ability to maintain highly confidential information.</li>
<li>Proven experience in client services with a service first mindset creating a white glove client experience for every person.</li>
<li>Positive, can-do attitude. Ability to take on new projects with limited direction.</li>
<li>Highly organized with the ability to manage multiple priorities at once.</li>
<li>Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel).</li>
<li>CRM and DocuSign experience, preferred.</li>
<li>Strong desire to learn and grow within the financial planning industry.</li>
</ul>

Client Service Manager

<h3>Job Description</h3>
Job Description
Overview
Who we are looking for:
The Client Care Manager is responsible for managing quality care, customer service, employee performance, and overall customer satisfaction for our valued clients.
<ul>
<li>Seeking a self-motivated professional with prior scheduling and management or supervisory experience</li>
<li>An individual who thrives in a fast-paced environment and efficiently manages client or employee needs with urgency</li>
<li>A people-person, who is friendly, compassionate, and able to build positive relationships and partnerships</li>
<li>An experienced communicator and problem solver who is well-organized</li>
</ul>
What you will receive:
<ul>
<li>Great company culture</li>
<li>Competitive pay with daily pay options available</li>
<li>Tuition reimbursement and campus partnerships</li>
<li>Flexible work schedules close to home</li>
<li>Retention and referral bonuses</li>
<li>Benefits, Supplemental Plans, EAP, and 401K participation</li>
<li>Career growth and development opportunities </li>
</ul>
 
Responsibilities
What you will do:
Customer Service Managers play a key role in providing individualized care that suits the needs of each client in the comfort of their homes.
Responsibilities include, but not limited to: 
<ul>
<li>Oversee quality care and overall client satisfaction </li>
<li>Supervise and provide guidance to the Caregivers who provide direct care to the clients served</li>
<li>Manage employee scheduling, identify problem situations, and implement proactive solutions </li>
<li>Maintain strong and positive relationships with referral partners, payor sources, and clients</li>
<li>Ensure proper documentation and record-keeping</li>
<li>Conduct periodic home visits and safety checks</li>
</ul>
 
Qualifications
What you will need:
<ul>
<li>Associate or bachelor’s degree in business, Nursing, Social Services, or related field of study preferred (per regulatory requirements)</li>
<li>Accountable, reliable, and ability to work independently with good judgement</li>
<li>Valid driver’s license and auto insurance</li>
<li>Effective verbal and written communication</li>
<li>Excellent customer service skills</li>
</ul>

Client Care Manager

<h3>Job Description</h3>
Job DescriptionCompany Description 
Extraordinary opportunity. Exceptional experience.
Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
<ol>
<li>We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.</li>
<li>We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.</li>
<li>We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?</li>
<li>We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.</li>
<li>We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.</li>
</ol>
Job Description 
As a Commercial Lines Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers. &nbsp;
Duties and Responsibilities:&nbsp;
<ul>
<li>Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.</li>
<li>&nbsp;Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters.</li>
<li>Ensure clients have continuous and proper coverage and advise clients of any change recommendations.</li>
<li>Review current policies and provide recommendations regarding placement options.</li>
<li>Apply knowledge of coverages and forms to research and reconcile discrepancies.&nbsp;</li>
<li>Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.</li>
</ul>
Qualifications 
<ul>
<li>Valid State Property and Casualty Brokers License</li>
<li>3-5 years of experience in commercial lines (preferred not required)</li>
<li>Must&nbsp;possess&nbsp;a&nbsp;developing&nbsp;knowledge&nbsp;of&nbsp;commercial&nbsp;insurance&nbsp;markets and understand&nbsp;the&nbsp;supplemental&nbsp;insurance&nbsp;marketplace.&nbsp;&nbsp;</li>
<li>Ability&nbsp;to&nbsp;work&nbsp;well&nbsp;under&nbsp;pressure&nbsp;in&nbsp;a&nbsp;team&nbsp;environment&nbsp;and&nbsp;effectively&nbsp;prioritizing&nbsp;risks&nbsp;to manage&nbsp;concurrent&nbsp;workflow.&nbsp;</li>
<li>Possess&nbsp;excellent&nbsp;interpersonal&nbsp;skills,&nbsp;including&nbsp;listening,&nbsp;verbal&nbsp;and&nbsp;written&nbsp;communication&nbsp;skills with&nbsp;the&nbsp;ability&nbsp;to&nbsp;communicate&nbsp;effectively.&nbsp;</li>
<li>Experience with AMS360.&nbsp;(preferred not required)</li>
<li>Bilingual (English &amp; Spanish)&nbsp;(preferred not required)</li>
</ul>
 Additional Information 
Please see our company Benefits:
<ul>
<li>Medical, Dental, Vision&nbsp;</li>
<li>Life and AD&amp;D insurance</li>
<li>FSA / HSA</li>
<li>Commuter &amp; Child Care FSA</li>
<li>Cancer Support Benefits</li>
<li>Pet Insurance</li>
<li>Accident &amp; Critical Illness</li>
<li>Hospital Indemnity</li>
<li>Employee Assistance Program (EAP)</li>
<li>11 Paid Holidays</li>
<li>Flexible PTO</li>
<li>401K</li>
</ul>
Compensation: $54,850-$56,800 based on insurance industry experience&nbsp;
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.&nbsp; Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
C15802
Requisition ID 2025-1430818

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
Starting Salary: $60,000 per year&nbsp;
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1439888

165,026 client-manager Jobs