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<h3>Job Description</h3>
Job Description
Client Success Manager - Inspired Closets
Company Overview
 At Inspired Closets, we're more than just a custom closet and home organization company- we're creators of personalized, transformative spaces. With over 35 years of expertise, we craft functional, beautiful solutions that elevate our clients' lives and homes. Join us in our mission to inspire and delight through exceptional design and service. 
Position Overview 
We're looking for a dynamic and detail-oriented Client Success Manager to be the heartbeat of our post-sale client experience. You'll manage project timelines, coordinate with clients and teams, and ensure seamless execution from design to installation, delivering exceptional results with precision. With your proactive oversight, you'll keep everything in sync, turning client expectations into stunning realities. 
Key Responsibilities 
<ol>
<li>Client Relationship Management
<ul>
<li>Act as the trusted point of contact for clients after their sale, guiding them with confidence and care. </li>
<li>Engage with clients regularly to understand their needs, preferences, and vision for their project. </li>
<li>Keep clients in the loop with proactive updates on project progress, installation timelines, and any changes. </li>
</ul>
</li>
<li>Project Status Updates
<ul>
<li>Deliver clear, timely updates on key milestones-design approval, production, and installation-so clients always know what's next. </li>
<li>Address delays or adjustments transparently, maintaining trust and setting realistic expectations. </li>
</ul>
</li>
<li>Issue Resolution 
<ul>
<li>Tackle challenges head-on, resolving client concerns with empathy and efficiency. </li>
<li>Partner with design, production, and installation teams to troubleshoot and find solutions that delight our clients. </li>
<li>Balance client happiness with business goals, ensuring a win-win outcome every time. </li>
</ul>
</li>
<li>Installation Coordination
<ul>
<li>Collaborate with clients to schedule installation dates, streamlining logistics for a seamless experience. </li>
<li>Bridge the gap between production and installation, ensuring a smooth handoff. </li>
<li>Confirm details and handle last-minute tweaks with poise and precision. </li>
</ul>
</li>
<li>Quality Assurance
<ul>
<li>Follow up post-installation to confirm clients are thrilled with their new space. </li>
<li>Maintain accurate project records in our CRM platform with an eye for detail. </li>
<li>Gather client feedback to fuel continuous improvement and elevate our service. </li>
</ul>
</li>
<li>Client Retention
<ul>
<li>Nurture long-term relationships through exceptional, personalized service. </li>
<li>Anticipate client needs and address concerns before they arise, showcasing our commitment to care. </li>
<li>Spot opportunities to enhance their experience with additional services or upgrades. </li>
</ul>
</li>
</ol>
Qualifications
<ul>
<li>Experience
<ul>
<li>Proven background in client communications, account management, or customer service. </li>
<li>Familiarity with project management processes is a plus, but a passion for learning is what counts. </li>
</ul>
</li>
<li>Skills
<ul>
<li>Outstanding verbal and written communication skills-clear, warm, and professional. </li>
<li>A knack for juggling multiple clients and projects without missing a beat. </li>
<li>Sharp problem-solving and conflict resolution skills to turn challenges into opportunities. </li>
<li>A detail-obsessed, organized mindset that keeps everything on track. </li>
<li>On occasion, be able to deliver materials to job sites. Company transportation will be provided. </li>
</ul>
</li>
</ul>
Location &amp; Pay Range
<ul>
<li>This position will be located at our Deerfield Beach facility. </li>
<li>The pay range is $60,000 - $75,000 annual salary, based on experience. </li>
</ul>
Why Inspired Closets?
At Inspired Closets, we're driven by excellence, craftsmanship, and a deep commitment to personalized solutions. Our goal? To leave every client with a space-and an experience-that exceeds their expectations. As part of our team, you'll play a key role in making that happen.
 Job Posted by ApplicantPro

Client Success Manager

<h3>Job Description</h3>
Job DescriptionCompany Description 
About Us At Reboot Staff, we specialize in delivering efficient workforce solutions tailored to meet the evolving needs of modern businesses. Our commitment to excellence, reliability, and growth drives us to connect organizations with skilled professionals across multiple sectors. We believe in fostering a collaborative environment where every team member contributes to success and innovation.
Job Description 
Job Description
We are seeking a highly motivated and professional Client Relationship Manager to join our team in Madison, WI. In this role, you will be the primary point of contact for our clients, ensuring exceptional service delivery and long-lasting business relationships. You will work closely with both internal teams and external partners to understand staffing needs, provide strategic guidance, and promote client satisfaction.
Responsibilities
<ul>
<li>
Build and maintain strong, long-term relationships with clients
</li>
<li>
Act as the liaison between clients and internal staffing teams
</li>
<li>
Monitor account activity and ensure the delivery of quality staffing services
</li>
<li>
Identify client needs and provide customized workforce solutions
</li>
<li>
Conduct regular check-ins, feedback sessions, and performance evaluations
</li>
<li>
Resolve client issues promptly and effectively
</li>
<li>
Collaborate with business development to support client expansion
</li>
<li>
Prepare reports, track metrics, and provide insights for continuous improvement
</li>
</ul>
Qualifications 
Qualifications
<ul>
<li>
Bachelor’s degree in Business, Communications, or related field (or equivalent experience)
</li>
<li>
2+ years of experience in client management, account coordination, or staffing preferred
</li>
<li>
Strong interpersonal and communication skills
</li>
<li>
Excellent organizational and problem-solving abilities
</li>
<li>
Ability to manage multiple accounts and meet deadlines
</li>
<li>
Proficiency in MS Office; CRM experience is a plus
</li>
<li>
A customer-first attitude and professional demeanor
</li>
</ul>
 Additional Information 
Benefits
<ul>
<li>
Competitive salary ($53,000 - $59,000 per year)
</li>
<li>
Opportunities for professional growth and career advancement
</li>
<li>
Supportive team culture focused on development and collaboration
</li>
<li>
On-the-job training and skill-building workshops
</li>
<li>
Paid time off, holidays, and health benefits package
</li>
</ul>

Client Relationship Manager

<h3>Job Description</h3>
Job DescriptionTop 20 firm with balance + Partner track! This Jobot Job is hosted by: Ruby Voight Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $120,000 - $200,000 per year 
A bit about us:
 We are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do and we provide opportunities that align with your strengths and talents! We believe in employee's each having their own voices and ideas - we want you to be able to build a long term career with us! What that means for you, is that we expect you to enjoy a work life balance that promotes a fulfilling career, personal health, well being and family life! Although we are large, we operate each branch as an individual entity to allow for a strong culture, however the opportunities to expand are available as well due to our footprint! If you are a Tax Manager with at least 5 years of experience within public accounting (or a mix within industry accounting) and a focus on Private Client Services icluding UHNWIs, trust, gifts ,and estates, then please read on…. 
Why join us?
 Do you want to work with some of the nations best Clients AND enjoy a GREAT work/life balance? We do too! 
<ul>
<li> Competitive Pay!</li>
<li> Medical, Dental and Vision Benefits</li>
<li> Paid Holidays</li>
<li> Paid Vacation</li>
<li> Great Company Culture</li>
<li> Flexible Hours</li>
<li> ESOP!</li>
<li> Fun Company Activities</li>
<li> Large net but regional focus = growth opportunity but smaller company-feel</li>
</ul>
 
Job Details
 Qualifications: 
<ul>
<li> BS/BA in accounting or related field</li>
<li> CPA preferred (or EA, JD)</li>
<li> 5+ years of experience in Public Accounting, 1+ in management </li>
<li> Private Client Services experience</li>
</ul>
 Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 
<h3>Company Description</h3>
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Tax Manager - Private Client Services HNW

<h3>Job Description</h3>
Job Description
Join Hope The Mission: Where Compassion Meets Action!
Are you passionate about making a difference and eager to contribute to a meaningful cause? 
At Hope The Mission, Our mission is to prevent, reduce, and eliminate poverty, hunger, and homelessness. We do this by offering immediate assistance and long-term solutions to community members.
See below info regarding details about this position's requirements as well as an overview of our full-time employee benefits:
Amazing Benefits are provided for all eligible staff! 
<ul>
<li>
Employer-paid employee health benefits:(including teledoc).: Available to Part-Time Eligible and Full Time Employees!
</li>
<li>
Dental, Vision &amp; Life Insurance: Available to Part-Time Eligible and Full Time Employees!
</li>
<li>
Five additional voluntary insurance packages: Available to Part Time Eligible and Full-Time Employees!
</li>
<li>
Generous Paid Time Off: Enjoy a healthy work-life balance with paid time off for Full-time Employees including vacation, floating holidays, company-paid holidays, and sick leave!
</li>
<li>
Professional Development: We are committed to your growth with opportunities for training, workshops, and career development!
</li>
<li>
Employee Assistance Programs!
</li>
</ul>
 
Job purpose
 
The mission of Hope the Mission (HTM) is to prevent, reduce, and eliminate poverty, hunger, and homelessness. HTM's Interim Housing programs provide a safe, low-barrier, and supportive 24-hour shelter for adult individuals experiencing homelessness. Clients receive shelter, food, and direct client centered services. Working under the supervision of the Program Manager the Client Service Monitor fulfills the mission of the Hope The Mission by successfully providing supervision and support to the individuals at Thrive Grove Navigation Center.
 
Duties and responsibilities
 
<ul>
<li>
Ensure the safety of participants and guests by providing on-site client supervision
</li>
<li>
Ensure client compliance with program rules, policies, and procedures
</li>
<li>
Distribution of necessary supplies including handing out bedding, clothing, and hygiene items as needed
</li>
<li>
Assist with sanitation of client belongings in hot box and new bed assignment upon intake
</li>
<li>
Watch for and report suspicious or unusual activity to the appropriate authorities; investigate alarms or noises and remove trespassers from the facility/property
</li>
<li>
Work in partnership with on-site security
</li>
<li>
Respond to emergency situations as appropriate
</li>
<li>
Notify emergency services personnel, such as law enforcement, fire department, and paramedics in cases of emergencies
</li>
<li>
Complete written reports and incident logs of daily activities 
</li>
<li>
Answer telephone and take messages for clients and staff as needed
</li>
<li>
Resolve client issues as needed using de-escalation and crisis intervention techniques to help clients work through conflict with trauma informed methodology
</li>
<li>
Monitor facility and report any maintenance concerns as needed
</li>
<li>
Assist with the serving of daily meals
</li>
<li>
Ensure cleanliness of the facility, including sweeping, mopping, vacuuming, washing and other cleaning duties as deemed necessary
</li>
<li>
Restock supplies in need of replenishment
</li>
<li>
Assist with participants with laundry and upkeep of the machines.
</li>
<li>
Ensure clients are following proper hygiene practices 
</li>
<li>
Work with clients to improve their independent living skills
</li>
<li>
Clean restrooms, dormitory areas, offices, and common areas
</li>
</ul>
 
Other duties include
 
<ul>
<li>
Monitor medication cabinet and review medication records if needed
</li>
<li>
Attend and participate in Team Meetings, Trainings, Supervisions, etc., etc.
</li>
<li>
Responsible for maintaining thorough and accurate records in both written form (hard copies) and through the Homeless Management Information System (HMIS) as required
</li>
<li>
Establish and/or maintain good rapport and working arrangements with co-workers, including the management team and other staff
</li>
<li>
Facilitate and supervise regularly scheduled resident house meetings
</li>
<li>
Create and maintain a shelter environment that is safe 
</li>
<li>
Uphold all HTM, City of Thousand Oaks and Many Mansions rules, regulations, and policies
</li>
<li>
Other duties as assigned
</li>
</ul>
 
Qualifications
 
<ul>
<li>
Understand and support the mission statement of Hope The Mission
</li>
<li>
High school diploma or GED
</li>
<li>
1-2 years' experience working with the homeless or similar population preferred, but not required 
</li>
<li>
Must possess solid proficiency of Microsoft Office/Google Suite
</li>
<li>
Excellent verbal and written communication skills. Must possess basic grammar and spelling skills
</li>
<li>
Possess the necessary initiative, adaptability, and responsibility to work with minimum supervision
</li>
<li>
Must possess excellent problem-solving skills
</li>
<li>
Ability to interact with others professionally
</li>
<li>
Knowledge of Housing First, Harm Reduction, and Trauma Informed principles
</li>
<li>
Experience working with a diverse population, with sensitivity to differences in culture, religion, sexual orientation, race, age, and physical and mental illness
</li>
<li>
Valid CPR/First Aid certification or ability to obtain within 30 days of hire
</li>
<li>
Must be TB and Drug Test cleared prior to onboarding
</li>
<li>
Background check
</li>
</ul>
 
Working conditions
 
<ul>
<li>
Ability to walk, stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis
</li>
<li>
Ability to grasp, push, pull objects such as files, file cabinet drawers, and reach overhead
</li>
<li>
Ability to work in proximity with service animals and emotional support animals
</li>
<li>
Ability to operate a computer, fax, and telephone
</li>
<li>
Ability to lift up to 25 lbs. 
</li>
<li>
Some night and weekend hours required
</li>
</ul>
 
PHYSICAL DEMANDS, ENVIRONMENTAL CONDITIONS, EQUIPMENT
 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Employee is required to: Walk and climb stairs; stand, bend, squat, climb, kneel, and twist on an intermittent or sometimes continuous basis; Grasp, push, pull objects such as files, file cabinet drawers, and reach overhead; Handle, finger, grasp and feel objects and equipment; Reach with hands and arms; Be mobile by moving oneself from place to place quickly and easily; Repeat various motions with the wrists, hands, and fingers; Be able to perform visual activities for (including, but not limited to) administrative and clerical tasks; Ability to lift up to 25 lbs. Communicate, receive and exchange ideas, information by means of the spoken and written word; Drive vehicle in and around Ventura County; Be able to enter various buildings that may require climbing stairs. Be periodically subjected to outside environmental conditions. Employee may work in proximity to service animals and emotional support animals; Use a desktop and/or laptop computer; copy, postage, and fax machines. Complete all required forms in personal writing.
 
Work Environment:
 
The employee may be in contact with individuals and families in crisis who may be ill, using alcohol and drugs, and who may not be attentive to basic personal hygiene, health and safety practices. The employee may experience a number of unpleasant sensory demands associated with the clients use of alcohol and drugs, and lack of personal hygiene. The employee must be ready to respond quickly and effectively to many types of situations, including crisis situations and potentially hostile situations. The noise level in the work environment is usually moderate in an office setting. Sometimes work may become stressful when working under pressure.
 
 
<ul>
<li>
EEO: HTM (Hope The Mission) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, HTM complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, placement, promotion, recall, transfer, leaves of absence, compensation and training.
</li>
</ul>
 
HTM will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if HTM is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the California Department of Fair Employment and Housing’s Fair Chance Act webpage.

Client Services Monitor

<h3>Job Description</h3>
Job DescriptionDescription:
Key Accountabilities
The Client Success Manager (CSM) is responsible for building trust-based relationships with Iron Oak’s clients. The CSM drives long-term customer satisfaction and retention by acting as a strategic advisor, problem solver, and business advocate. This role ensures clients receive the full value of our services and that their evolving needs are met through consistent communication, proactive engagement, and partnership-focused service delivery. 
Essential Knowledge, Skills, and Competencies
Purpose Driven
<ul>
<li>Champion the voice of the client internally and ensure their goals are translated into actionable internal strategies. </li>
<li>Demonstrate a strong commitment to driving client outcomes and success metrics. </li>
<li>Proactively identify issues before they become problems and advocate for client needs. </li>
</ul>
Relationship-Focused
<ul>
<li>Develop deep client relationships rooted in trust and clear communication. </li>
<li>Tailor communication styles to fit the strategic level of client stakeholders. </li>
<li>Drive regular strategic business reviews to uncover opportunities and ensure satisfaction. </li>
</ul>
Execution-Oriented
<ul>
<li>Own and manage client onboarding, offboarding, and lifecycle success milestones. </li>
<li>Collaborate cross-functionally with Service Desk, Sales, and Technical teams to align solutions with client goals. </li>
<li>Maintain detailed documentation and ensure ConnectWise CRM is up to date. </li>
</ul>
Experience &amp; Education
<ul>
<li>5+ years of customer success, client management, or account management experience in a technology or service business. </li>
<li>MSP or IT services experience strongly preferred. </li>
<li>Bachelor’s degree preferred. </li>
</ul>
Technical &amp; Tool Proficiency
<ul>
<li>Proficiency in using ConnectWise Manage or similar CRM/ticketing tools. </li>
<li>Strong working knowledge of Microsoft Office suite and general IT service environments. </li>
<li>Comfort discussing cybersecurity, cloud services, and general IT operations. </li>
</ul>
Other Requirements
<ul>
<li>Reliable transportation and valid insurance for occasional travel to client sites. </li>
<li>Exceptional written and verbal communication skills. </li>
<li>High emotional intelligence, professionalism, and accountability. </li>
</ul>
Traits for Success
<ul>
<li>Strategic thinker and natural relationship builder. </li>
<li>Client-first mindset with proactive follow-through. </li>
<li>Collaborative, self-motivated, and driven by impact. </li>
</ul>
Benefits
<ul>
<li>Health, dental, and vision plans (FSA/HSA options). </li>
<li>100% employer-paid life and disability insurance. </li>
<li>Parental leave and EAP support. </li>
<li>Paid certifications and professional development. </li>
<li>Open PTO policy. </li>
<li>Weekly team breakfast. </li>
<li>Career growth opportunities in a dynamic MSP. </li>
</ul>
Requirements:

<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 currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent, and committed service and an outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools, and guidance.
Full Time
Salary $100,505.60
RESPONSIBILITIES:
<ul>
<li>Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results</li>
<li>Focus on hiring, development, and retention of appropriate security officers and Operations Managers and Field Supervisors overseeing remote managed business</li>
<li>Communicate high service level expectations consistently to the team to ensure client and employee satisfaction and retention</li>
<li>Engage regularly with clients to share&nbsp;his/her expertise to enhance the value of Allied Universal's offering</li>
<li>Assist in coordinating the day-to-day team effort of Operations Managers and other assigned personnel to ensure that services are delivered in a quality and cost-effective manner.</li>
<li>Work with assigned personnel to ensure that all contractually scheduled hours are met with a minimum of unbilled overtime.</li>
<li>Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement/promotability</li>
<li>Capably utilize WinTeam for scheduling and billing and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management</li>
<li>Enforce Allied policies as outlined by the handbooks and executive memos.</li>
<li>Work with all levels in the organization to identify, analyze and solve problems and create opportunities for continuous improvement</li>
<li>Act as liaison between Allied Universal and the customer to foster customer intimacy, including travel to/from in person meetings</li>
<li>Keep records and prepare accurate and timely reports both manually and through automated methods</li>
<li>Maintain regular attendance to ensure avoidance of unpredictable, frequent, and/or ongoing late arrivals and chronic tardiness</li>
<li>Actively participate in community and business-related organizations</li>
</ul>
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</li>
<li>Associate's degree in criminal justice, business or a related field with three (3) years of management experience in a high-volume workforce environment or service industry</li>
<li>High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry</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 in successfully building and developing teams</li>
<li>Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen</li>
<li>Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business</li>
<li>Proven strong service orientation, excellent interpersonal, leadership and organizational skills</li>
<li>Manage multiple tasks with ability to manage multiple priorities, complex situations, a diverse team of employees, and client requirements on an ongoing basis.</li>
<li>Excellent verbal and written communication skills with the ability to communicate in a timely manner any changes or recommendations that could have impact on our service image or brand</li>
<li>Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events</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>
</ul>
BENEFITS: 
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401 (k) or Supplemental Income 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 2025-1434128

Client Portfolio Manager

<h3>Job Description</h3>
Position Type: RegularYour opportunity 
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Client Service Manager role is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
As the lead interface between plan sponsor and Schwab, the Client Service Manager will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will have an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.
Responsibilities will include, but not be limited to:
<ul>
<li>Lead approximately 10-15 client relationships.</li>
<li>Understand your plans to ensure administration is completed in accordance with plan provisions.</li>
<li>Collaborate with business partners to delegate and lead client issues to successful resolution is key in your position.</li>
<li>Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to create a precise client experience is a major part of your role</li>
<li>Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.</li>
<li>Support Sales efforts, as needed.</li>
<li>Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.</li>
<li>Execute client and regulatory changes.</li>
<li>Effectively and authentically communicate Schwab’s value to clients.</li>
<li>Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.</li>
<li>Build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at within the industry to stay ambitious.</li>
</ul>
What you have 
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
<ul>
<li>5+ years of experience working with employer sponsored Retirement Plans.</li>
<li>Bachelor's degree or equivalent experience.</li>
<li>Validated understanding of ERISA, industry rules and regulations, and Non-Qualified plan design.</li>
<li>Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.</li>
<li>Ability to work independently with minimal oversight by your manager.</li>
<li>Excellent written and oral communication skills.</li>
<li>Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.</li>
<li>Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager.</li>
<li>Ability to effectively run plans with varying level of complexity.</li>
<li>Time management skills and ability to handle multiple assignments at a given time.</li>
<li>Self-motivated, enthusiastic, take initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others</li>
<li>Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients</li>
<li>Meet deadlines within a fast-paced environment.</li>
<li>Collaborate effectively in teams and influence outcomes</li>
<li>Demonstrate confidence, accountability, and teamwork with each interaction</li>
<li>Flexibility to travel for client visits and sales presentation</li>
</ul>
Preferred Qualifications
<ul>
<li>ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.</li>
</ul>
 What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
<ul>
<li>401(k) with company match and Employee stock purchase plan</li>
<li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li>
<li>Paid parental leave and family building benefits</li>
<li>Tuition reimbursement</li>
<li>Health, dental, and vision insurance</li>
</ul>

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