Client Services Manager Jobs in Dayton
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Search Results - Client Services Manager Jobs in Dayton
AmpleDayton
take a serious approach to our craft without taking ourselves seriously
Primary responsibilities of this role include
• Serve as the primary client services owner for our flagship account, taking ownership of day-to-day relationship management...
Jambalaya GroupDayton
Job Description
Job Description
A well-established private wealth management practice is seeking an experienced Client Service Specialist (Advisor Assistant) to serve as a strategic operational partner to Financial Advisors. This person...
Pathfinder OncologyDayton
vision, we are reshaping the cancer care paradigm to ensure every patient receives not only advanced treatment, but also the best possible chance at an exceptional outcome.
Client Services Manager Position Summary
The CSM is the patient's main point...
Harrison Wealth Management Group, Ltd.Dayton
Responsibilities
Workflow & Task Management
• Oversee all operational workflows
• Ensure client service tasks are properly assigned
• Track completion of tasks within CRM
• Follow up on outstanding action items
Team Coordination
• Coordinate activities across...
MeeDerbyDayton
Director of Client Services, IT Staffing
Cincinnati, OH (Remote/Hybrid Client-Facing)
We’re seeking a Director of Client Services to help expand and elevate sales across two established, high-impact client relationships while also generating new...
Stephens+Dayton
Running your brand/portfolios like a business, including:
• Tracking and reporting sales vs. goals
• Collaborating with Director of Client Services on annual forecasting and monthly forecast updates
• Proactive management of agency cash flow...
The Path Set Before YouDayton
commercial, service, leadership, operational or professional setting
Relevant Experience
Experience in any of the following areas may be useful:
Sales
Business development
Client service
Customer service
Relationship management
Professional services...
Jambalaya GroupDayton
information and operate within all applicable practice and regulatory requirements
Requirements
• At least five years of wealth‐management, financial‐advisory, private‐banking, or comparable client‐service experience
• Demonstrated success supporting...
Staff BoomDaytonmindmatch.ai
business processing
o Claims support workflows
o Client service operations
o Agency management systems
• Serve as a liaison between business users and technical teams.
Change Management & Training
• Lead implementation readiness activities.
• Develop...
HarnhamDayton
into clear, compelling narratives for stakeholders
• Partnering with client services, planning, activation, and technology teams to support decision-making
• Managing multiple projects and deliverables simultaneously
• Supporting client-facing...
AQIDaytonmindmatch.ai
Responsibilities
• Provide personalized financial planning and investment advice to clients
• Utilize AQI to enhance client service offerings while offloading back-office and administrative tasks
• Collaborate with AQI’s experienced team to develop and implement...
Backbone Planning PartnersDayton
retirement planning, and overall financial strategy. Team members collaborate closely with clients to help them build, protect, and transition wealth across various stages of their business and personal lives.
Role Description The Wealth Management Assistant...
EPIC Insurance Brokers & ConsultantsDaytonmindmatch.ai
the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
We provide...
Wesley DaytonDayton
required to meet the client's Health and Human Services’ needs. Concentration on case management.
Position Description
• Working with offsite support, coordinate and provide care that is safe, timely, effective, efficient, equitable, and client...
MCCDayton
management skills are critical.
• Basic computer skills including understanding of PLC programming.
• Must be versed in working with various tools required for electro/mechanical servicing of labeling and packaging equipment.
• Ability to interface well...
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