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<h3>Job Description</h3>
Job Description
BAYADA Home Health Care has an immediate opening for a Client Service Managerin our Willow Grove, PA Pediatrics Office. If you are looking for an exciting career opportunity in a growing industry, a Client Service Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
The Client Service Manager will:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)</li>
<li>Associates will partner with Clinical Managers to provide supervision and support to field employees </li>
</ul>
Qualifications:
<ul>
<li>Prior medical office or home care experience preferred</li>
<li>Prior supervisory experience a plus</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
Why choose Bayada?
<ul>
<li>BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business.</li>
<li><a href="https://www.newsweek.com/rankings/americas-greatest-workplaces-diversity-2024/bayada" target="_blank">https://www.newsweek.com/rankings/americas-greatest-workplaces-diversit…</a>
<ul>
<li>Newsweek'sBest Place to Work for Diversity 2023</li>
<li>Newsweek Best Place to Work for Women 2023</li>
<li>Newsweek Best Place to Work (overall) 2024</li>
<li>Newsweek Best Place to Work for Women and Families 2023</li>
</ul>
</li>
<li>Glassdoor Best Places to Work 2018 and 2019</li>
<li>Forbes Best Places to Work for Women 2020</li>
<li>Paid Weekly</li>
<li>Mon-Fri work hours</li>
<li>AMAZING culture</li>
<li>Strong employee values and recognition</li>
<li>Small team at a local office</li>
<li>Growth opportunities</li>
<li>BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program</li>
<li>To learn more about Bayada benefits, <a href="http://www.bayada.com/benefits" target="_blank">www.bayada.com/benefits</a></li>
</ul>
#LIRX #JoinBAYADA-RX
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Client Services Manager, Pediatrics

<h3>Job Description</h3>
Job DescriptionClient Accounting Services Manager
We are a local full service CPA in the Dallas area and have been in business for over 30 years.&nbsp; &nbsp;
What You Will Be Doing
Outsourced Accounting Services: Prepare financial statements, manage accounts receivable and payable, reconcile bank statements and general ledger accounts, and maintain accurate financial records for complex clients Payroll and Sales Tax Filings: Prepare and manage the preparation and submission of payroll tax and sales tax returns and payroll processing for your client list Tax Notices: Manage and oversee payroll and sales tax notices Research: Work on complex research for payroll and sales tax issues Review: Review associate level staff's work and provide guidance/education Financial Analysis: Prepare and meet with clients quarterly to provide analysis of their financial statements and discuss their businesses Client Engagement: Build and maintain a positive client relationships by addressing their accounting needs, responding to inquiries, and delivering exceptional client service Client Onboarding: Assist in the onboarding of new clients by gathering necessary financial information, setting up accounting systems, and establishing reporting protocols Data Management: Ensure the accuracy and integrity of financial data, maintaining organized records and workpapers Team Collaboration: Collaborate with colleagues throughout the firm to ensure seamless services delivery and provide support to senior team members as required Process Improvement: Continuously identify opportunities to enhance accounting process, streamline workflows, and improve the efficiency and effectiveness of the CAS department
What You Need for this Position
6+ years in public accounting&nbsp;with emphasis in CAS/Outsourced Accounting&nbsp; CPA or Enrolled Agent&nbsp; Thorough understanding of GAAP and best practices Prior public accounting experience is REQUIRED Previous experience overseeing/mentoring/training staff&nbsp; M.S. in Taxation is preferred
What's In It for You
Competitive base pay ($110k- $160k) DOE Partner Track Unlimited PTO Annual Bonus 401k with 4% match&nbsp; 1500 hour billable goal. No 65+hour work weeks here! and more
 - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/26/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. &nbsp;CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Client Accounting Services Manager

<h3>Job Description</h3>
Job Description
BAYADA Home Health Care has an immediate opening for a Client Services Manager in our St. Cloud Pediatrics Skilled Nursing Office. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
Location: 742 1st St. South, Suite 104 Waite Park, MN 56387
The Client Services Manager will:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Manage your Client Services Manager caseload while proactively growing it</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)</li>
<li>Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees </li>
</ul>
Qualifications for a Client Services Manager:
<ul>
<li>Bachelor degree is required or equivalent experience </li>
<li>Prior medical office or home care experience preferred</li>
<li>Prior supervisory experience a plus</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
BAYADA Offers:
<ul>
<li>BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program</li>
<li>$45-55k per year, plus incentives, depending on experience</li>
</ul>
Established in 1975, BAYADA is a non-profit organization that has never been sold, caring for an average of 44,000 clients weekly with 31,500 employees onboard. BAYADA is serving clients in 21 states, 373 offices, 6 countries and growing!!!
Our Core Values: Compassion, Excellence, and Reliability
#LIRX
#JoinBAYADA-RX
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

<h3>Job Description</h3>
Job Description
BAYADA Home Health Care has an immediate opening for a Client Services Manager in our State College, PAHabilitationoffice. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
The Client Services Manager will:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Manage your Client Services Manager caseload while proactively growing it</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics and client authorizations</li>
<li>Client Services Managers will partner with Clinical Managers to provide supervision and support to Habilitation Technicians</li>
<li>In collaboration with the Clinical Manager, Habilitation Manager, Direct Support Professionals (DSP) and other teams to act as an advocate for clients in the Habilitation program</li>
<li>Participate in Person-Centered Planning processes</li>
<li>Collaborate with the client, family, Case Managers, DSPs and other teams to implement and evaluate client scheduling needs</li>
<li>Participate in client ISP meetings</li>
<li>Maintain ongoing communication with Case Managers/Care Coordinators and other stakeholders</li>
</ul>
Qualifications for a Client Services Manager:
<ul>
<li>Bachelor degree is required</li>
<li>At least 1 year of experience with the I/DD population (Preferred)</li>
<li>Prior medical office or home care experience preferred</li>
<li>Prior supervisory experience a plus</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
Why you'll love BAYADA: 
<ul>
<li>BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business.</li>
<li>Check out our blog: <a href="https://www.bayada.com/search?q=Newsweek" target="_blank">https://www.bayada.com/search?q=Newsweek</a></li>
<li>Newsweek's Best Place to Work for Diversity 2023</li>
<li>Newsweek Best Place to Work for Women 2023</li>
<li>Newsweek Best Place to Work (overall) 2024</li>
<li>Newsweek Best Place to Work for Women and Families 2023</li>
<li>Glassdoor Best Places to Work 2018 and 2019</li>
<li>Forbes Best Places to Work for Women 2020</li>
<li>Paid Weekly</li>
<li>Mon-Fri work hours</li>
<li>AMAZING culture</li>
<li>Strong employee values and recognition</li>
<li>Small team at a local office</li>
<li>Growth opportunities</li>
</ul>
LI-Office1
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

Client Services Manager- Healthcare

<h3>Job Description</h3>
Job Description
BAYADA Home Health Care has an immediate opening for a Client Service Managerin our Philadelphia, PA Pediatrics Office. If you are looking for an exciting career opportunity in a growing industry, a Client Service Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
The Client Service Manager will:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)</li>
<li>Associates will partner with Clinical Managers to provide supervision and support to field employees </li>
</ul>
Qualifications:
<ul>
<li>Prior medical office or home care experience preferred</li>
<li>Prior supervisory experience a plus</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
Why choose Bayada?
<ul>
<li>BAYADA offers the stability and structure of a national company with the values and culture of a family-owned business.</li>
<li><a href="https://www.newsweek.com/rankings/americas-greatest-workplaces-diversity-2024/bayada" target="_blank">https://www.newsweek.com/rankings/americas-greatest-workplaces-diversit…</a>
<ul>
<li>Newsweek'sBest Place to Work for Diversity 2023</li>
<li>Newsweek Best Place to Work for Women 2023</li>
<li>Newsweek Best Place to Work (overall) 2024</li>
<li>Newsweek Best Place to Work for Women and Families 2023</li>
</ul>
</li>
<li>Glassdoor Best Places to Work 2018 and 2019</li>
<li>Forbes Best Places to Work for Women 2020</li>
<li>Paid Weekly</li>
<li>Mon-Fri work hours</li>
<li>AMAZING culture</li>
<li>Strong employee values and recognition</li>
<li>Small team at a local office</li>
<li>Growth opportunities</li>
<li>BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program</li>
<li>To learn more about Bayada benefits, <a href="http://www.bayada.com/benefits" target="_blank">www.bayada.com/benefits</a></li>
</ul>
#LIRX #JoinBAYADA-RX
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

<h3>Job Description</h3>
Job DescriptionDescription:
Metiri's mission is to contribute to environmental sustainability by providing actionable insights that create value for our clients and shareholders, while cultivating a culture of innovation and excellence. The values that drive us are Integrity, Precision, Innovation, Responsiveness, and Stewardship.
 
Our Client Services Manager ensures an excellent client experience across all lab operations. The role supervises the project management and other client facing teams and drives the strategic initiatives that enhance communication, responsiveness and operational alignment. Other duties include:
<ul>
<li>Own the implementation, refinement, and strategic direction of the Tiered Client System.</li>
<li>Serve as the senior escalation point for client concerns and service recovery, ensuring prompt, transparent, and resolution-focused responses.</li>
<li>Promote a high-performance culture centered on precision, responsiveness, and continuous improvement in client engagement.</li>
<li>Analyze client feedback, service trends, and operational metrics to identify risks and opportunities.</li>
<li>Work cross-functionally to align internal operations with client expectations and service-level agreements.</li>
<li>Standardize and improve external-facing materials, including report templates, communication protocols, and client onboarding documentation.</li>
<li>Coordinate regularly with Sales and Business Development teams to support proposal development, scope refinement, and contract alignment.</li>
<li>Participate in client review meetings and maintain strategic relationships with key accounts.</li>
<li>Track and report on client satisfaction, service KPIs, and performance against turnaround goals.</li>
<li>Provide input on pricing strategy, market trends, and customer expectations to align operational capacity with commercial goals.</li>
<li>Collaborate with Human Resources to support team training, development, and staffing for client-facing roles.</li>
<li>Lead or support internal and external audits related to client communication, recordkeeping, and deliverables.</li>
</ul>
Requirements:
Candidates must have a Bachelor's Degree in Business, Environmental Science, Chemistry or related field along with prior leadership experience. Masters degree is preferred. 
 
At least seven (7) years in client services, lab operations or project management in a technical or scientific setting is required. 
 
Additional technical skills that would ensure your success are:
<ul>
<li>Intermediate experience with excel (QUERY, pivot table, array)</li>
<li>Working knowledge of Elements LIMS structure</li>
<li>Strong emotional intelligence </li>
<li>Database and CRM querying</li>
</ul>

Client Services Manager

<h3>Job Description</h3>
Job Description
Are you looking for an opportunity that recognizes your efforts and compensates you for the hard work you do? Do you have a caring spirit? If you are motivated to learn, a dependable self-starter, that works well in a fast-paced environment and is comfortable communicating with customers, this is your opportunity for a rewarding career with excellent growth potential! We are looking for a self-starting personality that has the mindset of a winner! 
 Benefits
Annual Base Salary + Commission + Bonus Opportunities
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
 Responsibilities 
<ul>
<li>Develop insurance proposals, make sales presentations, and close sales.</li>
<li>Be involved in the community.</li>
<li>Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, etc.</li>
<li>Be outstanding at relationship building.</li>
<li>Maintain client relationships with follow up phone calls.</li>
<li>Use lead management systems.</li>
<li>Prospect for new business by following sales leads generated from referrals, networking, marketing, and lead databases.</li>
<li>Uphold the wants and needs of your customers.</li>
</ul>
 
 Requirements 
<ul>
<li>Possess a genuine willingness to learn, be intuitive, resourceful, and coachable.</li>
<li>Possess an upbeat, positive, and enthusiastic attitude.</li>
<li>Create relationships with prospects and clientele.</li>
<li>Proficiency to multi-task, follow-thru, and follow-up.</li>
<li>Leadership.</li>
<li>Excellent Communication/interpersonal skills.</li>
<li>Confident, self-starter who works well independently.</li>
<li>Driven and goal-oriented individual.</li>
</ul>

<h3>Job Description</h3>
Job DescriptionWe are looking for a Client Services Manager to join our team in Fairport, New York. In this Contract-to-Permanent position, you will play a pivotal role in ensuring seamless communication with vendors and members while providing critical support to the Customer Solutions Team. This opportunity is ideal for someone who thrives in a fast-paced environment and is passionate about enhancing client relationships within the healthcare industry. Responsibilities: • Prepare and manage documents for the Customer Solutions Team to ensure accuracy and timely completion. • Serve as the primary contact for vendor and member communications, addressing data inquiries professionally and efficiently. • Compile and organize data for presentations, including quarterly business reviews. • Assist with onboarding new accounts by managing rostering processes and ensuring all details are correctly documented. • Support the Business Development Team by generating leads and maintaining organized records. • Collaborate with internal teams to ensure alignment on client needs and service delivery. • Utilize CRM and ERP systems to streamline processes and improve operational efficiency. • Monitor and audit billing functions to ensure compliance and accuracy. • Handle cash activity and transactions with precision and attention to detail. • Provide insights and recommendations based on data analysis to enhance client satisfaction.• Proficiency in ADP Financial Services and Avaya CMS systems. • Hands-on experience with CRM and ERP solutions. • Strong knowledge of auditing practices and billing functions. • Demonstrated ability to manage cash handling and cash activity accurately. • Expertise in data preparation and presentation for business reviews. • Proven ability to communicate effectively with vendors and members. • Skilled in lead generation and supporting business development initiatives. • Familiarity with tools such as About Time and other operational systems.

<h3>Job Description</h3>
Job DescriptionBAYADA Home Health Care is currently seeking a Client Services Manager to joinour Canton, MA Medicare certified Home Health Senior Living Office.
If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
Responsibilities for a Client Services Manager:
<ul>
<li>Provide superior customer service and quality home care</li>
<li>Focus on managing coordination of client services and emergent scheduling issues</li>
<li>Manage your Client Services Manager caseload</li>
<li>Build lasting relationships with clients, referral sources, payors and community organizations</li>
<li>Develop strong, communicative relationships with the team</li>
<li>Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)</li>
<li>Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees </li>
</ul>
Qualifications for a Client Services Manager:
<ul>
<li>Bachelor degree is preferred, Associates at minimum.</li>
<li>Prior knowledge of/experience with Medicare and OASIS a plus</li>
<li>Prior medical office or home care experience preferred</li>
<li>Prior supervisory experience a plus</li>
<li>Demonstrated record of successfully taking on increased responsibility (goal achievement)</li>
<li>Ambition to grow and advance beyond current position</li>
<li>Strong computer skills required (electronic medical record)</li>
<li>Excellent communication and interpersonal skills</li>
</ul>
Why you'll love BAYADA:
<ul>
<li>BAYADA Home Health Care offers the stability and structure of a national company with the values and culture of a family-owned business.</li>
<li>Check out our blog: <a href="https://www.bayada.com/search?q=Newsweek" target="_blank">https://www.bayada.com/search?q=Newsweek</a></li>
<li>Newsweek's Best Place to Work for Diversity</li>
<li>Newsweek's Best Place to Work for Women</li>
<li>Newsweek's Best Place to Work (overall)</li>
<li>Newsweek's Best Place to Work for Women and Families</li>
<li>Glassdoor Best Places to Work</li>
<li>Forbes Best Places to Work for Women</li>
<li>Paid Weekly</li>
<li>Mon-Fri work hours</li>
<li>AMAZING culture</li>
<li>Strong employee values and recognition</li>
<li>Small team at a local office</li>
<li>Growth opportunities</li>
<li>BAYADA Home Health Care offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program</li>
<li>To learn more about BAYADA Home Health Care benefits, <a href="https://www.bayada.com/benefits" target="_blank">https://www.bayada.com/benefits</a></li>
</ul>
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

<h3>Job Description</h3>
Job Description
We are currently searching for a Client Services Practice Manager job in Greensboro, NC. This role is to support two financial advisors with operations and security trading functions. This person will be working with the firm’s CRM and trading platforms. You will be interacting with clients, preparing reports for clients and prospects as well as schedule meetings. The ideal candidate will be responsible for providing exceptional client service and administrative support, ensuring smooth operations and enhancing client satisfaction. Must have strong attention to detail and the ability to work independently. 

Responsibilities
<ul>
<li>
Respond to day-to-day inquiries and interactions with clients.
</li>
<li>
Assist in the research of client solutions.
</li>
<li>
Maintain and organize client files and records.
</li>
<li>
Manage calendars and schedule meetings at the request of the financial advisors.
</li>
<li>
Prepare for meetings by organizing materials and reports for clients and prospects.
</li>
<li>
Follow up on action items and tasks from meetings.
</li>
<li>
Correspond with clients to obtain necessary information for financial service requests.
</li>
<li>
Assist with the preparation of financial documents and client reports.
</li>
<li>
Maintain and update client information in the CRM system.
</li>
<li>
Assist with client onboarding and follow-up activities.
</li>
<li>
Manage and update the company's website to ensure accurate and current information.
</li>
<li>
Oversee the company's social media accounts, creating and scheduling posts to engage with clients and promote services.
</li>
<li>
Organize and coordinate client seminars (i.e., invitations, material preparation, event logistics).
</li>
<li>
Ensure all activities comply with relevant regulations and company policies, serving as a liaison with our compliance team.
</li>
<li>
Approach tasks with an operations mindset, focusing on efficiency and effectiveness.
</li>
<li>
Take initiative and work independently to identify and address needs and opportunities.
</li>
</ul>

Qualifications
<ul>
<li>
Associate's or Bachelor's degree preferred.
</li>
<li>
Minimum of 2 years of administrative experience, preferably in a financial services or professional services environment.
</li>
<li>
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
</li>
<li>
Familiarity with CRM systems preferred.
</li>
<li>
Active Notary Public is a plus.
</li>
<li>
Detail-oriented, proactive, and able to work independently.
</li>
<li>
Strong problem-solving skills and a positive attitude.
</li>
<li>
Strong organizational and multitasking abilities.
</li>
<li>
Excellent communication and interpersonal skills.
</li>
</ul>
 Pay Details: $20.00 to $23.00 per hour Search managed by: Kristin Yates Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to <a href="https://www.lhh.com/us/en/candidate-privacy" target="_blank">https://www.lhh.com/us/en/candidate-privacy</a> The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: 
<ul>
<li>The California Fair Chance Act</li>
<li>Los Angeles City Fair Chance Ordinance</li>
<li>Los Angeles County Fair Chance Ordinance for Employers</li>
<li>San Francisco Fair Chance Ordinance</li>
</ul>

49,147 Client Services Manager Jobs