Client Services Manager — Boutique Wealth Planning
$45k - $65kNational Financial Partners
Retirement Investment Advisors, Inc. in Oklahoma City is seeking a experienced Client Services Manager to join our boutique wealth management team. You will coordinate client appointments, manage calendars for the advisor, and handle client inquiries with a professional, friendly demeanor. The role emphasizes high-quality service, meticulous data handling, and the ability to work independently in a small office. Competitive salary ($45,000–$65,000) plus benefits is offered based on experience. #J-18808-Ljbffr National Financial Partners
$82k - $111k
Overview The Client Services Manager services as the point of contact for clients and is focused on providing the highest level of service to our... ...and execution of the FWA program by working with health plan operations managers. Coordinates and manages joint meetings...SuggestedWork at officeImmediate startRemote work- Shape a client-facing operations team where your leadership directly... ...You’ll run a high-visibility service function supporting complex custody... ...at scale.As a Client Service Manager III within Securities Services... ...and implement strategic plans to enhance service center operations...Suggested
- ...light a fire within you. Project Manager, NiCE Actimise Role Summary The... ...PM) in NICE Actimise Professional Services is accountable for end‑to‑end delivery of client implementations, from Sales handover... ...maintain the integrated project plan, covering all XSE lifecycle...Suggested
$106.5k - $195.1k
...Overview EY is a global professional services firm with a dedicated Financial... ...and business structures. Support clients in wealth transfer, succession planning, and governance strategies. Navigate... ...individuals and families. Manage and deliver processes, solutions,...SuggestedWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours$120k - $135k
...often (in days) to receive an alert: Client Relationship Manager Requisition ID: 48442 Business Unit:... ...Fitch Learning is a leader in financial services training. With unrivaled breadth and... ...Investing in Your Future:Retirement planning and tuition reimbursement programs that...SuggestedTemporary workApprenticeshipWork at officeImmediate start3 days per week- ...Client Services Coordinator Are you driven by a passion for delivering empathetic client experiences... ..., we specialize in elder law, estate planning, business law, real estate, and more.... ...Serve as the first point of contact by managing a high volume of inbound calls,...Daily paidWork at officeMonday to FridayFlexible hoursAfternoon shift
- ...the planet we all share. The Wealth Relationship Manager works closely with the... ...Relationship Officer and the service teams to build meaningful relationships... ...with high value clients. Professionalism client focus... ...the fundamentals of wealth planning will be key as the Wealth...Local area
$151k - $204.2k
...: Aug 3, 2026 The Amazon Web Services (ProServe) team is seeking a... ...skilled and versatile Engagement Manager (EM) to join our team and... ...AWS-based solutions for our clients. You will bridge business requirements... ...successfully execute project plans, proactively identify and...Local areaFlexible hours£48.05k per year
...exclusively with a well-established professional services firm to recruit a Business Relationship Manager . This is a key, client-facing role focused on managing and developing... ..., on time, and within agreed budgets Plan, prepare, review, and present financial accounts...Permanent employmentFull timeContract work$100k - $130k
...Client Relationship Manager Position to fill: Client Relationship Manager Industry: IT Services Location: Jersey City, NJ, USA Salary range... ...accounts through account planning, proactive client communications... ...working knowledge of wealth management, banking and...Permanent employmentFull time- ...to shape the future of Asset Servicing Operations? Join us as a Vice... ...driving innovation, elevating client experiences, and leading a... ...exceptional service delivery.Manage operational governance for controls... ....Oversee team capacity planning and workflow management, ensuring...
$151.4k - $311k
Position Summary Deloitte Services LP is seeking high-performing... ..., strong relationship management skills and a proven track record... ...focus on one or two specific clients and have responsibility for business... ...to the client, and the planning and penetration of all areas...- ...THE ORGANIZATION Hartis is a full-service, independent brand transformation... ...world. SUMMARY The Brand Engagement Manager is responsible for managing daily client interactions and supporting the... ...contributes to strategic account planning, monitors account performance, and...Temporary workSummer workWork at officeRemote workFlexible hours
- ## Sr. Manager, Strategic Customer SuccessApplylocations: US Off-Site: US Off-Sitetime type: Full timeposted on: Posted Yesterdayjob requisition... ...reviews, compensation conversations, and career development planning* Build a team culture grounded in technical rigor, customer...H1bRemote work
$166.4k - $249k
...that matter. We’re hiring an engagement manager (EM) to lead and coordinate delivery of agentic... ...you will own or support a large account plan, manage day-to-day execution for... ...to manage applicants’ needs, provide our services, and comply with applicable laws. Any information...Full timeContract workWork experience placement- ## Senior Customer Relations Manager -WholesaleApplylocations: Chouteau... ...strong trustworthy client relationships, and leading customer... ...role ensures exceptional service delivery, assists with developing... ..., including strategic planning, providing technical expertise...Contract workWork at officeWeekend workAfternoon shift
$100k
...yours. Job Summary The PubSec Client Director is responsible for... ...IT and business executives, managing a robust sales pipeline, and... ...business. Produce detailed account plans for customers in your... ...portfolio of products, solutions, services, and capabilities across various...Temporary workWork experience placementWork at officeFlexible hours$140k - $165k
...worldwide. Our work supports clients across the full product... ...pillars - Medical Strategy & Planning, Evidence Generation Strategy... ...the role As an Engagement Manager, you will lead the delivery... ...to veteran status, uniformed service member status, race, color, religion...Full timeLocal areaWorldwide$73.5k - $212.28k
...Not Applicable Specialism IFS - Clients & Markets Management Level Manager Job Description & Summary... ...are met and providing exceptional service. Within our Internal Firm Services... ...loyalty with clients - Leading teams in planning, budgeting, and executing projects to...Full timeH1b$105.38k - $215.38k
...Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues?... ..., you will provide state and local property tax planning, consulting, and compliance services to multiple clients within various industries. You will work directly...Work at officeLocal area- ...professionals, including wealth advisors, brokers, and... ...in the financial services industry. Built... ...opportunities across investment management, alternatives, wealth... ..., and deepen client relationships. Role... ...investment and financial planning solutions, and...Full time
$86k - $96k
...highlight your experience with financial management, budgeting, and account oversight,... ...comprehensive approach to teaching, research and service encompass the many and varied ways in... .... Eligibility and Employer Sponsored Plans can be found within each of the links offered...Full timePart timeWork at officeMonday to Friday- ...Sciences and Education****Office of Financial Services****Budget and Fiscal Director**This... ...in the areas of budgeting, account management, procurement, and general financial/administrative... ...budgets in coordination with Budget & Planning and Accounting Services; establishes and...Contract workSummer workWork at officeFlexible hours
- ...PURPOSE: Supervise the delivery of services provided by Client Care Coordinators (Social Workers) to... ...implemented on each family’s service plan, leading to permanent housing, and... ..., service plan development, and case management # Child and adolescent development...Permanent employmentTemporary workImmediate start
- As a CRM Data Product Manager, you will take a hands-on, product-oriented... ..., assist with release planning, and track delivery milestonesHelp... ...channels (APIs/data services, SQL endpoints, dashboards, notebooks... ...domains (deal lifecycle, client coverage, pipeline/execution,...
$80k - $125k
Wealth Management Consultant Saybrus Partners is a nationwide insurance distribution... ...professionals to address clients’ needs with insurance and... ..., estate, and business planning, as well as protection for life... ...of success in financial services sales (wholesale or retail)...Local area$65k - $80.2k
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning. This role requires a Bachelor's degree and relevant financial... ...investment management and insurance services while working with affluent clients to achieve their financial goals. The compensation...- U.S. Bank is seeking a Wealth Management Advisor (WMA) to lead investment planning and insurance products for high-net-worth clients. You will deliver tailored portfolios, advise on strategy, and collaborate with AMG or Bancorp Investment platforms to meet client goals....
- ## Wealth Management Advisor - Spokane, WAApplyremote type: Hybrid Flexlocations... ...book of high-net-worth clients. You will:* Partner with... ...investment solutions and financial planning* Exceptional people skills -... ..., Sales, TIAA Products/Services Acumen, Wealth Due Diligence...Flexible hours
$65k - $80.2k
...Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products... ...with the team to assist clients and families by gaining a... ...investment management and insurance services based upon a client’s unique...Temporary workWork experience placementLocal area
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