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<h3>Job Description</h3>
Job Description
Join a dynamic, fast-paced insurance team in Irvine, CA where leadership, collaboration, and client satisfaction are key! We're looking for a&nbsp; hands on&nbsp;Client Services Manager to lead a talented group of Account Representatives and Managers supporting high-profile clients.
In this role, you will:
<ul>
<li>Oversee daily operations and ensure exceptional client service</li>
<li>Manage and mentor a high-performing remote/hybrid team</li>
<li>Drive project success from setup through delivery</li>
<li>Collaborate with IT, Operations, and Business Development teams</li>
<li>Build and maintain strong client relationships</li>
<li>Work hands on alongside your team handling clients' needs</li>
<li>Play a key role in strategy and process improvements</li>
</ul>
We're looking for someone with:
<ul>
<li>A Bachelor's degree</li>
<li>5+ years in customer service</li>
<li>4+ years of management experience</li>
<li>Strong communication, organizational, and leadership skills</li>
<li>Ability to prioritize and remain calm in a fast paced environment</li>
<li>Proficient in Excel, Word &amp; PowerPoint</li>
<li>Technically savvy, and can pick up new software quickly</li>
</ul>
If you're passionate about leading teams and exceeding client expectations, we’d love to connect!
PandoLogic. Keywords: Client Services Manager, Location: Los Angeles, CA - 90034 , PL: 597390432

Client Services Manager

<h3>Job Description</h3>
Job Description
Job Location: Oahu, Hawaii&nbsp;
Our client, a well-established&nbsp;F&amp;B marketing specialist firm, is searching for an experienced Client Services Manager to join its growing and dynamic team. The position is full onsite,&nbsp;Monday to Friday, 8:30 AM – 5:30 PM, with some off-hours required for client-facing events and presentations. The salary range is $55-65kk.&nbsp;
Description:&nbsp;
<ul>
<li>
Develop strong relationships with day-to-day brand partners and cross-functional team members&nbsp;
</li>
</ul>
<ul>
<li>
Manage assigned account marketing activities calendar&nbsp;
</li>
</ul>
<ul>
<li>
Prepare meeting agendas&nbsp;
</li>
</ul>
<ul>
<li>
Schedule and help run client meetings as required&nbsp;
</li>
</ul>
<ul>
<li>
Report on client Work In Progress (WIPs) at internal meetings with the production team&nbsp;
</li>
</ul>
<ul>
<li>
Assist in developing marketing strategies for clients.&nbsp;
</li>
</ul>
<ul>
<li>
Facilitate the development of breakthrough, effective integrated campaigns through strategic development, creative development, production, measurement, and optimization&nbsp;
</li>
</ul>
<ul>
<li>
Collaborate with Client Services / Project Management to ensure projects are delivered on time and on budget&nbsp;
</li>
</ul>
<ul>
<li>
Own and maintain key Account documentation, including status reports, trafficking sheets, legal feedback, etc.&nbsp;
</li>
</ul>
<ul>
<li>
Serve as the Account team’s knowledge expert on the brand heritage, campaign history, competitive landscape, and industry news&nbsp;
</li>
</ul>
<ul>
<li>
Champion and contribute to a culture of diversity, inclusion, personal growth, winning, and fun&nbsp;
</li>
</ul>
<ul>
<li>
Assist with new client presentations and on-boarding as required&nbsp;
</li>
</ul>
<ul>
<li>
Generate post meeting minutes and or recaps for clients and team as required&nbsp;
</li>
</ul>
<ul>
<li>
Perform all other duties assigned&nbsp;
</li>
</ul>
Requirements:&nbsp;
<ul>
<li>
Bachelor's Degree and a minimum of 3-5 years of marketing experience in restaurant or retail marketing&nbsp;
</li>
</ul>
<ul>
<li>
Strong interpersonal and communication skills&nbsp;
</li>
</ul>
<ul>
<li>
Experience collaborating with cross-functional teams in the development of successful campaigns&nbsp;
</li>
</ul>
<ul>
<li>
The ability to develop trusted relationships with clients built on a shared understanding of their goals, objectives, and business needs&nbsp;
</li>
</ul>
<ul>
<li>
The optimism to think bigger, the curiosity to dig deeper, and the passion for doing better&nbsp;
</li>
</ul>
<ul>
<li>
Determination, courage, and ingenuity in the face of obstacles, deadlines, ambiguity, and healthy conflict&nbsp;
</li>
</ul>
<ul>
<li>
An infatuation with great food experience, customer service, a love of brands, and a lifelong affair with all things creative&nbsp;
</li>
</ul>
Featured benefits&nbsp;
<ul>
<li>
100% company-paid medical and dental insurance
</li>
</ul>
<ul>
<li>
Vision insurance&nbsp;&nbsp;
</li>
<li>
401(k) with a 4% company match&nbsp;
</li>
</ul>
Company DescriptionBlue Chip Staffing LLC is a premier family-owned nationwide staffing agency, dedicated to connecting top-tier talent with exceptional opportunities. Our founder, who began his career at Robert Half, leveraged his expertise to build a company rooted in delivering outstanding staffing solutions tailored to client needs. Our agency proudly serves clients nationwide, providing comprehensive staffing solutions across all 50 states. While we have a strong presence in key regions, our commitment extends far beyond individual locations. Our talented team is dedicated to supporting businesses across the country, offering a personalized and results-driven approach to recruitment that ensures success on every level. 
<h3>Company Description</h3>
Blue Chip Staffing LLC is a premier family-owned nationwide staffing agency, dedicated to connecting top-tier talent with exceptional opportunities. Our founder, who began his career at Robert Half, leveraged his expertise to build a company rooted in delivering outstanding staffing solutions tailored to client needs.\r\n\r\nOur agency proudly serves clients nationwide, providing comprehensive staffing solutions across all 50 states. While we have a strong presence in key regions, our commitment extends far beyond individual locations. Our talented team is dedicated to supporting businesses across the country, offering a personalized and results-driven approach to recruitment that ensures success on every level.

<h3>Job Description</h3>
Job Description
Join a dynamic, fast-paced insurance team in Irvine, CA where leadership, collaboration, and client satisfaction are key! We're looking for a&nbsp; hands on&nbsp;Client Services Manager to lead a talented group of Account Representatives and Managers supporting high-profile clients.
In this role, you will:
<ul>
<li>Oversee daily operations and ensure exceptional client service</li>
<li>Manage and mentor a high-performing remote/hybrid team</li>
<li>Drive project success from setup through delivery</li>
<li>Collaborate with IT, Operations, and Business Development teams</li>
<li>Build and maintain strong client relationships</li>
<li>Work hands on alongside your team handling clients' needs</li>
<li>Play a key role in strategy and process improvements</li>
</ul>
We're looking for someone with:
<ul>
<li>A Bachelor's degree</li>
<li>5+ years in customer service</li>
<li>4+ years of management experience</li>
<li>Strong communication, organizational, and leadership skills</li>
<li>Ability to prioritize and remain calm in a fast paced environment</li>
<li>Proficient in Excel, Word &amp; PowerPoint</li>
<li>Technically savvy, and can pick up new software quickly</li>
</ul>
If you're passionate about leading teams and exceeding client expectations, we’d love to connect!
PandoLogic. Keywords: Client Services Manager, Location: South Gate, CA - 90280 , PL: 597390538

<h3>Job Description</h3>
Job Description
Join a dynamic, fast-paced insurance team in Irvine, CA where leadership, collaboration, and client satisfaction are key! We're looking for a&nbsp; hands on&nbsp;Client Services Manager to lead a talented group of Account Representatives and Managers supporting high-profile clients.
In this role, you will:
<ul>
<li>Oversee daily operations and ensure exceptional client service</li>
<li>Manage and mentor a high-performing remote/hybrid team</li>
<li>Drive project success from setup through delivery</li>
<li>Collaborate with IT, Operations, and Business Development teams</li>
<li>Build and maintain strong client relationships</li>
<li>Work hands on alongside your team handling clients' needs</li>
<li>Play a key role in strategy and process improvements</li>
</ul>
We're looking for someone with:
<ul>
<li>A Bachelor's degree</li>
<li>5+ years in customer service</li>
<li>4+ years of management experience</li>
<li>Strong communication, organizational, and leadership skills</li>
<li>Ability to prioritize and remain calm in a fast paced environment</li>
<li>Proficient in Excel, Word &amp; PowerPoint</li>
<li>Technically savvy, and can pick up new software quickly</li>
</ul>
If you're passionate about leading teams and exceeding client expectations, we’d love to connect!
PandoLogic. Keywords: Client Services Manager, Location: Lake Forest, CA - 92630 , PL: 597390564

<h3>Job Description</h3>
Job Description
We are a fast moving, growth-oriented firm seeking a motivated and experienced Telemarketing Professional.&nbsp;We have a 36-year history and focus on the best interests of our clients to improve their value and income. This position offers six-figure income potential with combination of wages, commissions and incentive compensation. $25-$30 base pay, commissions of $25-$100 per lead plus incentive compensation of $25K-$75K. Position can be full or part-time.
If you are an assertive closer that will play a key role in driving our growth by reaching out to potential clients and promoting our services.&nbsp;You will be responsible for making outbound calls, training and coaching a small team of sales professionals, directing marketing initiatives, results reporting and analysis and generating the results that convert prospects into clients.
Responsibilities:
<ul>
<li>Make outbound and follow up calls to warm leads and potential clients</li>
<li>We provide leads from the database in our CRM (Hubspot)</li>
<li>Present and promote our services effectively</li>
<li>Follow scripts and adjust approaches based on feedback</li>
<li>Identify and record client needs and offer appropriate solutions</li>
<li>Maintain detailed records of calls and responses in the CRM system</li>
<li>Meet or exceed daily/weekly targets</li>
<li>Increase your income based on your results with our Incentive Compensation</li>
</ul>
Requirements:
<ul>
<li>Proven experience in telemarketing, sales, or customer service</li>
<li>Excellent verbal communication and persuasion skills</li>
<li>Comfortable with using CRM systems and making a high volume of calls</li>
<li>Ability to handle rejections professionally and persistently</li>
<li>Strong organizational and time-management skills</li>
<li>[Optional: Fluency in other languages, industry-specific knowledge, etc.]</li>
</ul>
Benefits:
<ul>
<li>Competitive pay + performance-based incentives</li>
<li>Training and ongoing support</li>
<li>Opportunity for growth within the company</li>
<li>This is an ‘in office’ position</li>
</ul>
To Apply:
Send your resume and a brief cover letter outlining your experience and why you’re a great fit for this role to <a href="mailto:jeffs@aaron-bell.com" target="_blank">jeffs@aaron-bell.com</a>

Client Engagement Manager

<h3>Job Description</h3>
Job Description
About the Role
A great Client Success Manager (CSM) at InvestCloud is a strategic partner to wealth management firms, private banks, asset managers, and financial advisors, ensuring they maximize the value of InvestCloud’s digital wealth, investment management, and client engagement solutions. They drive adoption, retention, and expansion by aligning technology with business outcomes.
What does a great Client Success Manager do?
A great Client Success Manager at InvestCloud doesn’t just support clients—they empower them to scale, innovate, and differentiate in a competitive wealth management landscape. By combining industry expertise, data-driven strategies, and proactive engagement, they drive long-term value for both clients and InvestCloud.
How you will provide meaningful contributions:
Deep WealthTech &amp; InvestCloud Expertise
<ul>
<li>Understands InvestCloud’s modular approach, including client portals, digital planning, portfolio management, and automation tools.</li>
<li>Navigates the needs of RIAs, private banks, asset managers, and enterprises with tailored solutions.</li>
<li>Helps clients integrate InvestCloud into their existing workflows, ensuring seamless adoption.</li>
</ul>
Strategic Relationship Management
<ul>
<li>Builds strong relationships with CIOs, COOs, CTOs, and key decision-makers.</li>
<li>Engages both executive leadership and end-users to drive long-term platform adoption.</li>
<li>Acts as a trusted advisor, not just a support contact—proactively providing insights that drive business success.</li>
</ul>
Driving Client Success &amp; ROI
<ul>
<li>Aligns InvestCloud solutions to client objectives like AUM growth, advisor efficiency, regulatory compliance, and client engagement.</li>
<li>Leverages data analytics to demonstrate measurable ROI—whether through improved advisor productivity or enhanced client experiences.</li>
<li>Identifies areas for process automation, AI-driven insights, and digital client interactions to optimize efficiency.</li>
</ul>
Proactive Adoption &amp; Engagement
<ul>
<li>Ensures clients fully utilize InvestCloud’s capabilities beyond implementation.</li>
<li>Uses engagement metrics to identify usage gaps and proactively drive adoption.</li>
<li>Delivers workshops, training, and executive briefings to reinforce value and innovation.</li>
</ul>
Expansion &amp; Growth Focus
<ul>
<li>Identifies upsell opportunities for additional modules, AI-powered insights, digital onboarding tools, etc</li>
<li>Drives renewals and expansion, leveraging Net Revenue Retention (NRR) as a key metric.</li>
<li>Positions InvestCloud as an innovation leader, ensuring clients stay ahead in the evolving wealth tech landscape.</li>
</ul>
Data-Driven Client Insights
<ul>
<li>Uses data and analytics tools to generate meaningful insights for clients.</li>
<li>Tracks client performance, adoption trends, and engagement KPIs to refine success strategies.</li>
<li>Provides benchmarking against industry peers to highlight competitive advantages.</li>
</ul>
Adaptability in a Rapidly Evolving Market
<ul>
<li>Stays ahead of industry trends like personalized investing, AI-driven financial planning, and digital engagement strategies.</li>
<li>Helps clients transition from legacy systems to InvestCloud’s modern, flexible architecture.</li>
<li>Guides firms through digital transformation, ensuring a seamless, data-driven evolution.</li>
</ul>
Internal Leadership &amp; Advocacy
<ul>
<li>Serves as the client’s internal voice, advocating for product enhancements and new features.</li>
<li>Works cross-functionally with sales, product, marketing, and engineering to refine InvestCloud’s offerings.</li>
<li>Provides market intelligence and feedback to fuel continuous innovation.</li>
</ul>
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.
Our Values
<ul>
<li>Client Connected</li>
<li>Human Centered</li>
<li>Technology Forward</li>
<li>Respect + Integrity</li>
<li>Excellence</li>
</ul>
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $150,000 - $180,000
#LI-BH1

Client Success Manager

<h3>Job Description</h3>
Job Description
Starting pay: 65,000-72,000
Location: This position can be based in either Charlotte, NC or Minneapolis, MN
Let’s talk about Canteen One! We are the national account management arm for Canteen, the largest and most experienced food and retail service company in the United States. We help our clients take the best breaks possible by providing unique and customized office coffee, vending, market, and pantry programs from coast-to-coast. Let’s talk about Perks! At our North Loop Minneapolis office, we have an awesome office environment filled with perks! Free office coffee and pantry – One block from light rail transit– Dress for your Day – Canteen Avenue C (market) &amp; Foodsby food delivery – Sporting event tickets frequently raffled off – Paid time off to volunteer for corporate sponsored events – Wellness programs … you get the idea! Let’s talk about Opportunity! As part of Compass Group USA, the 6th largest employer in the world and leader in food service and support services, Canteen One provides you with an opportunity to work with Fortune 500 companies, and become part of a diverse team committed to attracting, retaining, and developing top level talent. If you are passionate about a customer-first, always friendly approach, we think you’ll fit right in! Canteen One offers a variety of career opportunities, including:
<ul>
<li>Customer Service</li>
<li>Accounts Receivable / Consolidation Services</li>
<li>Finance / Accounting</li>
<li>Client &amp; Account Management</li>
<li>Vendor Relations / Operations</li>
<li>Information Technology</li>
</ul>
great people. great services. great results. Each and every individual plays a key role in the growth and legacy of our company. We know the next big idea can come from anyone. We encourage developing and attracting expertise that differentiates us as a company as we continue to raise the bar.
Job Summary
The Client Services Manager has direct customer service contact with our clients in support of our vending programs by analyzing business performance and developing and executing new programs. This position assists in operational set-up, expediting day-to-day service problems, preparing Executive Summaries, proformas, conducting financial analyses, and making recommendations to improve profitability. The goal is to provide outstanding service to our customers that builds and sustains long-term relationships, resulting in high customer satisfaction and contract renewals and extensions.
Essential Duties &amp; Responsibilities
<ul>
<li>Assure accurate and timely financial reporting</li>
<li>Inspect reports and summaries to look for possible gaps</li>
<li>Perform ongoing analysis of the portfolio of business managed by analyzing vendor, client, and Canteen One financial performance</li>
<li>Make recommendations and present information to the corporate client’s contact</li>
<li>Assure accurate financial expectations for renewals/bids in working with the Sales group</li>
<li>Facilitate meetings with internal resources to address issues</li>
<li>Build, maintain, and sustain relationships with clients</li>
<li>Have quarterly meetings and business reviews with all top 20 customers</li>
<li>Serve as a communication point for all of Canteen One and ensure all relevant information is facilitated throughout the entire Canteen One organization</li>
</ul>
Qualifications
<ul>
<li>Bachelor’s degree with a minimum of three years of service business/account management experience required, or a high school diploma with two years post-secondary education with an equivalent of five years of service business experience with three years in account management</li>
<li>Proven financial analysis skill set</li>
<li>Excellent interpersonal communication and negotiation skills coupled with a strong customer service orientation required</li>
<li>Demonstrated ability to use both analytical and intuitive judgment and sound decision-making in interpreting, developing, and applying new methods and policies that affect the business</li>
<li>Proven ability to work independently and to grow and maintain long-term positive internal and external work relationships</li>
<li>Demonstrated ability to prepare, analyze, and present business reviews to Client contacts that explain our programs in detail and make recommendations for additional growth opportunities</li>
<li>Timeliness and accuracy coupled with the demonstrated ability to prioritize and organize business requirements</li>
<li>High level of proficiency in Excel, Word, and Outlook required</li>
<li>PowerPoint software experience preferred</li>
</ul>
Apply to Canteen One&nbsp;today!
Click here to Learn More about the Compass Story
Compass Group is an equal opportunity employer.&nbsp; At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Associates at Canteen Oneare offered many fantastic benefits.
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>Life Insurance/ AD</li>
<li>Disability Insurance</li>
<li>Retirement Plan</li>
<li>Paid Time Off</li>
<li>Holiday Time Off (varies by site/state)</li>
<li>Associate Shopping Program</li>
<li>Health and Wellness Programs</li>
<li>Discount Marketplace</li>
<li>Identity Theft Protection</li>
<li>Pet Insurance</li>
<li>Commuter Benefits</li>
<li>Employee Assistance Program</li>
<li>Flexible Spending Accounts (FSAs)</li>
<li>Paid Parental Leave</li>
<li>Personal Leave</li>
</ul>
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws.&nbsp;For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.&nbsp;
Req ID:&nbsp;1421132
Canteen One&nbsp;
ISAAC Warren SMITH

<h3>Job Description</h3>
Job Description
Join a dynamic, fast-paced insurance team in Irvine, CA where leadership, collaboration, and client satisfaction are key! We're looking for a&nbsp; hands on&nbsp;Client Services Manager to lead a talented group of Account Representatives and Managers supporting high-profile clients.
In this role, you will:
<ul>
<li>Oversee daily operations and ensure exceptional client service</li>
<li>Manage and mentor a high-performing remote/hybrid team</li>
<li>Drive project success from setup through delivery</li>
<li>Collaborate with IT, Operations, and Business Development teams</li>
<li>Build and maintain strong client relationships</li>
<li>Work hands on alongside your team handling clients' needs</li>
<li>Play a key role in strategy and process improvements</li>
</ul>
We're looking for someone with:
<ul>
<li>A Bachelor's degree</li>
<li>5+ years in customer service</li>
<li>4+ years of management experience</li>
<li>Strong communication, organizational, and leadership skills</li>
<li>Ability to prioritize and remain calm in a fast paced environment</li>
<li>Proficient in Excel, Word &amp; PowerPoint</li>
<li>Technically savvy, and can pick up new software quickly</li>
</ul>
If you're passionate about leading teams and exceeding client expectations, we’d love to connect!
PandoLogic. Keywords: Client Services Manager, Location: Alhambra, CA - 91899 , PL: 597390574

<h3>Job Description</h3>
Job Description
Job Summary: We are seeking a Client Service Manager to oversee a team of client service representatives and ensure the satisfaction of our clients. The ideal candidate will be responsible for resolving client issues, developing strategies to improve client satisfaction, and maintaining strong relationships with key clients. Qualifications: - Bachelor's degree in Business Administration, Management, or related field. - Proven experience in a client-facing role, preferably in a supervisory or managerial position. - Exceptional communication and interpersonal skills. - Strong leadership abilities with a focus on team development. - Ability to analyze data and generate actionable insights to improve client services. - Proficiency in CRM software and Microsoft Office Suite. Responsibilities: - Manage a team of client service representatives and provide leadership and guidance. - Develop and implement strategies to improve client satisfaction and retention. - Address client issues and concerns in a timely and effective manner. - Build and maintain relationships with key clients to ensure long-term partnerships. - Analyze client feedback and data to identify areas for improvement in service delivery. - Collaborate with cross-functional teams to enhance the overall client experience. - Monitor key performance indicators related to client services and take corrective action when necessary.

48,893 client-manager Jobs