Client Success Manager - Insurance & Financial Services
Josh Nazar - State Farm Agent
Josh Nazar - State Farm Agent in Houston, Texas, is seeking a vibrant individual who excels at providing exceptional customer experiences. This role involves engaging with the public to promote State Farm's insurance and financial service products, making a positive impact in the community. The ideal candidate should possess exceptional communication skills, a customer-centric mindset, and a collaborative spirit. Join us to become an integral part of a trusted brand with opportunities for growth and development. #J-18808-Ljbffr Josh Nazar - State Farm Agent
- EisnerAmper is looking for a Manager - Cloud Accounting Client Success in Houston, Texas. You will manage client interactions for our SAAS product Sage... ...client relationships and promote additional products while ensuring excellent client service. #J-18808-Ljbffr EisnerAmperSuggested
- EisnerAmper LLP is seeking a Manager - Cloud Accounting Client Success in Houston, Texas. The role focuses on ensuring client satisfaction with the Sage Intacct software, managing client relationships, and overseeing the resolution of issues related to the software application...Suggested
- Invesco in Houston is seeking a Client Relationship Manager to deliver high-quality service across client lifecycles in the Retirement, Insurance, and Subadvisory channel. Success requires understanding Invesco's capabilities to effectively resolve client issues and ensure...Suggested
- ## Client Manager, Commercial Risk - Insurance Advisory Solutions, SW RegionApplyremote type: Hybridlocations: Houston... ...Directors Risk Management, Client Service Specialists and others in the... ...surplus lines, review leases, and financial statements related to the client’s...SuggestedContract work
- PNC Financial Services Group, Inc. is seeking an Account Manager for Financial Wellness Solutions in Houston, TX. This in-office role is vital for maintaining client relationships and driving engagement in financial wellness programs. The ideal candidate has experience...SuggestedWork at office
- An insurance agency in Houston, TX is seeking an Account Manager to enhance client relationships and drive business growth. The successful candidate will actively engage in sales conversations, conduct policy reviews, and address customer issues. Ideal applicants should...Full timeFlexible hours
- ...Reinsurance Ltd. is seeking a Relationship Manager in Houston, TX, responsible for building and maintaining strong client relationships. This role requires FINRA Series... ...6 licensing and 1-3 years of experience in financial services. As a Relationship Manager, you will work...
$67k - $159.92k
A leading advisory firm based in Texas seeks an experienced Manager for its outsourced client accounting practice. This position involves overseeing financial operations and client service delivery in a cloud-based environment. Ideal candidates will hold a Bachelor’s Degree...- ...you’ll shape the future of client service for high-net-worth families... ...evolution, and data‑driven management. This individual will lead... ...talent strategy, recruiting, succession planning, and development,... ...service functions, equivalent financial services management...Local area
- ...paperwork—it’s peace of mind. We’re seeking a Client Services Coordinator who brings empathy,... ...with a background in real estate, financial services, or other client-facing industries... ...through important decisions, and managing multiple client relationships, we’d love...Full time
$78.8k - $145.13k
..., education, and services, MedInsight is making... ...cost and care management. Position... ...and liaison for clients, supporting them... ...production. Client Success Managers ensure client... ...employees' health, financial security, and... ...eligibility criteria Life Insurance & AD&D - 100% of...Full timeTemporary workWork experience placementRemote workFlexible hours- Description Rouse Services is an industry‑leading B2B... ...insights that power asset management, disposition, and... ...deployment decisions. Our clients range from small... ...The Opportunity Client success is at the core of our... ...vision, and basic life insurances. Employees are able to...Full timeWork at officeImmediate startRemote workWorldwide
- ...union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-... ...each family's needs ◾Build and manage your own client portfolio with guidance... ...◾Represent the values of Service Over Sales, putting clients’ well...Full time
- The Client Success Manager is responsible for day-to-day client ownership, service continuity, proactive communication, and relationship stewardship across an assigned portfolio of accounts. This role ensures clients experience Aries as one company with clear ownership...Worldwide
- ...leading tech solutions firm in Houston is seeking a Customer Success Manager to drive client satisfaction and relationship management. The ideal... ...will have experience in account management and software services, alongside advanced English proficiency. This role offers...Remote job
$16 - $18 per hour
...Job Description Job Description Client Success Manager Houston, Texas Impact Directors LLC Full-Time Position Pay: $16.00 –... ...the company’s conference, consulting, branding, and digital service operations. The Client Success Manager will coordinate with...Hourly payFull time- Symmetry Financial Group in Houston, TX is looking for motivated individuals with a sales background to join their dynamic team. As part... ...the need for cold calling, allowing you to focus on meeting with clients and generating income. The role offers significant earning...Full timePart time
- ...A financial services firm in Houston is seeking a Seasonal Accountant to support its Business Advisory Department by providing day-to-day accounting services for clients. The role involves maintaining financial records in QuickBooks Online, performing reconciliations,...Full timeSeasonal work
- Livingston International is seeking a Client Service Manager responsible for managing client satisfaction and acting as the key business contact for customs brokerage services. The position requires three years of related experience and offers a fully remote work environment...Remote job
$64k - $98.4k
...Supply Chain team as an Account Manager. A successful employee in this role will be able to work with RRD’s clients across various industries.... ...driving force for optimized service delivery, customer value/... ..., paid time off, disability insurance, 401(k) with match, life insurance...Work experience placementShift work- A logistics company is looking for an experienced Account Manager to join their Supply Chain team in Houston. The successful candidate will be the primary contact for clients, enhancing relationships and developing solutions tailored to customer needs. Candidates must...
$55k - $119.6k
## Account Manager - Financial Wellness Solutions - Large Corporate... ...to the company’s success. As an Account... ...comprehensive suite of services designed to support the... ...for deepening existing client relationships, driving... ...spouse/child life insurance; short and long-term...Full timeContract workTemporary workPart timeWork experience placementWork at office- ...Jenkins, LLC seeks a Tax Director for its Tax Department in Houston, TX. This role requires leadership in client service, expertise in tax codes, and the ability to manage relationships effectively. The ideal candidate will have a strong tax background with at least 9 years...
- Overview The Operations Service Manager is responsible for leading and overseeing... ...at least 10 years of title insurance experience, strong... ...Handle escalated issues from clients, agents, lenders, and internal... ...What We Offer AmTrust Financial Services offers a competitive...Work at officeFlexible hours
$120k - $160k
...Experience Weaver is a full-service national accounting,... ...in numbers, our success is truly based on... ...and motivated Audit Manager to join our Banking and Insurance practice within the Financial Services group. In this... ...closely with Partners on client service, project...Full timeFlexible hours- ...Investments in Houston is seeking a Relationship Manager to foster client relationships and enhance client engagement. You... ...portfolio of high-value clients, providing personalized service and support to ensure their financial needs are met. The ideal candidate will have 1-3...
- ComplyAuto is seeking a motivated Client Success Manager to cultivate and maintain client relationships while driving business enhancement and fulfilling compliance requirements. The role is remote, open to candidates in the Continental US (excluding California, Hawaii...Remote job
- Empyrean Benefit Solutions is looking for a Client Service Manager based in Houston, Texas. The successful candidate will manage client relationships and ensure satisfaction, while overseeing all aspects of benefits administration delivery. A strong project management...
- ...Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax... ...career advancement, alongside generous benefits such as health insurance, a 401(k), and a sustainable work-life balance. #J-18808-...Flexible hours
- Private Client Services Tax Manager/Senior Manager Full-time Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston‑based CPA firm of forward... ...closely with the client’s advisors, such as attorneys and financial managers. Assist with compliance and advisory needs for...Full timeWork at officeLocal area
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