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Luminate Bank

Denver, Colorado

3Sixty Legacy Financial Group Logo
3Sixty Legacy Financial Group

Cincinnati, Ohio

NEW! NEW!
Stepp & Rothwell, Inc. Logo
Stepp & Rothwell, Inc.

Overland Park, Kansas

SDC CPAs, LLC Logo
SDC CPAs, LLC

Aurora, Illinois

Edw C Levy Company

Dearborn, Michigan

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Financial Advisor

California

Watchfire

Danville, Illinois

Earth Equity Advisors Logo
Earth Equity Advisors

Asheville, North Carolina

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CAPTRUST

Leawood, Kansas

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Client Services Manager
The Client Services Manager plays a pivotal role in ensuring the satisfaction and retention of our clients. This position is responsible for overseeing client interactions, managing accounts, and driving the success of our services within the financial sector. The ideal candidate will possess strong project management skills and a deep understanding of customer relationship management to effectively support our clients' needs. *Duties* - Manage and nurture client relationships to ensure high levels of satisfaction and retention. - Oversee account management activities, including onboarding new clients and providing ongoing support. - Analyze client feedback and service usage to identify opportunities for improvement and growth. - - Develop and implement project management strategies to


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