• Independent Insurance Agents of Texas (Houston, TX)
    …providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and ... Role Description This is a full-time role for a Client Experience Manager. The Client Experience Manager...Independent insurance agents don't work for an insurance company; they partner with multiple … more
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  • NFP (Los Angeles, CA)
    …with RM and client as necessary. Participates in Relationship Manager/ Partner New Business case management calls. Reviews insurance policies and ... activities and initiatives that facilitate the new policy and client service processes. Must provide superior ...case to underwriting based on medical history. Schedules medical insurance exams. Follows up with the client more
    Upward (07/08/25)
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  • Higginbotham Insurance Agency (Scottsdale, AZ)
    The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of ... for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication… more
    Upward (07/25/25)
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  • Higginbotham Insurance Agency (Austin, TX)
    Position Summary: The Commercial Lines Client Service Manageris responsible for assisting producers and clients in maintaining insurance coverage for ... Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies… more
    Upward (06/30/25)
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  • HarbourVest Partners, LLC (Boston, MA)
    …is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client Experience team. ... accounting, treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face of HarbourVest to clients… more
    Upward (07/29/25)
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  • Jordan Park Group (New York, NY)
    …as accountants, attorneys, lenders and insurance advisors Creating and maintaining client and partner data in Salesforce and other systems Monitoring and ... mission is to enhance lives and legacies. Senior Analyst, Client Service New York, New York Your...needs. Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees 401k… more
    Upward (07/26/25)
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  • columbiabank (Poulsbo, WA)
    …for better. About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's ... Breakthrough Client Service Standards. With guidance from the...and referring basic bank products to the appropriate business partner . Provides an extraordinary client experience during… more
    Upward (07/28/25)
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  • Morgan Stanley (El Segundo, CA)
    POSITION SUMMARY: Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an ... client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial...in developing a business plan and delivering against a client service model Support the team's marketing… more
    Upward (07/11/25)
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  • Northern Trust (Chicago, IL)
    …and Custody services through creative ideas and problem solving. Ensures overall client satisfaction by facilitating efforts of service team, coordinating ... issues usually acquired through work experience. Skills in negotiation, leadership, sales, and client servicing are necessary to service the client more
    Upward (07/17/25)
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  • Cherry Bekaert (Miami, FL)
    …who will help grow and lead our $18m South Florida tax practice and be a service partner to their own client base. Relocation assistance may be provided ... Today, we have an opportunity for an experienced tax partner looking to make an impact in our South...lead the local partners and associates to deliver quality client service , drive operational results, coach and… more
    Upward (07/27/25)
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  • Gentle Care Veterinary Hospital (Hayward, CA)
    Description Position at Gentle Care Veterinary Hospital Veterinary Office Client Service Representative Salary: $18 to $20 per hour Are you a compassionate ... animals? Gentle Care Veterinary Hospital is searching for a Client Service Representative (CSR) who can efficiently...majority of the day Benefits: Medical, Dental, and Vision insurance options available starting on the first of the… more
    Upward (07/12/25)
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  • CAIS (New York, NY)
    …notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade ... Bachelor's degree in economics, finance, or a related discipline 5+ years of client service , project management, or fund operations experience at a fund… more
    Upward (07/17/25)
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  • Cognizant Technology Solutions (Charlotte, NC)
    CIO Advisory, Partner Consulting Technology Consulting COGNIZANT CONSULTING Within Cognizant is Cognizant Consulting, a global consulting organization delivering ... Consulting team is a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such as Forrester and… more
    Upward (07/25/25)
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  • Marsh & McLennan Companies, Inc. (Chattanooga, TN)
    …days per week. A day in the life. As a Business Insurance Sr. Client Manager you will: Partner effectively with the Producer by anticipating their sales ... insurance , employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...200 offices across North America, we combine the personalized service model of a local consultant with the global… more
    Upward (07/07/25)
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  • Restaurant Associates (New York, NY)
    …training sessions, guiding operators on best practices for maintaining and strengthening client relationships, and delivering exceptional service in line with ... required in a multi-branded food service management or retail-food service organization Demonstrated success with multiple client interfaces at all… more
    Upward (07/16/25)
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  • Citigroup, Inc. (New York, NY)
    …Own and lead initiatives to consistently deliver a leading product and service proposition. Partner with Securities Services Sales organization to complete ... a global financial institution? Then bring your skills in client engagement, analysis and process management to Citi's ...organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services… more
    Upward (07/29/25)
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  • KForce (Woodbury, NY)
    Responsibilities Kforce has a client that is seeking to hire an Audit Partner in Woodbury, New York (NY).Summary:This is a unique opportunity for the Audit ... Partner to join a very progressive firm and become...in the future. We offer comprehensive benefits including medical/dental/vision insurance , HSA, FSA, 401(k), and life, disability & ADD… more
    Upward (07/19/25)
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  • Cherry Bekaert (Chicago, IL)
    …compliance, planning, and consulting services to our clients, we're currently seeking a Tax Partner to be a growth engine for our Chicago Tax practice. Previous ... service line, regional, market, or industry leadership experience is...backed and public companies. We're looking for a results-driven partner who will contribute to expanding the practice by… more
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  • BAYADA Home Health Care (Paulsboro, NJ)
    …Bachelor's degree required; however, candidates with an associate's degree and strong client service experience will also be considered Prior knowledge ... providing the highest quality care to our clients The Client Services Manager will: Provide superior customer service...metrics (admissions, % Medicare, referrals rejected by reason, etc.) Client Services Managers will partner with Clinical… more
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  • Hall Booth Smith, PC (Paramus, NJ)
    The Paramus, New Jersey office of Hall Booth Smith, PC (HBS) is seeking a partner - level Attorney to join its growing Labor & Employment practice group. The ideal ... (plus benefits). About Hall Booth Smith Established in 1989, HBS is a full- service law firm headquartered in Atlanta, Georgia. Experienced across a wide range of… more
    Upward (07/18/25)
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