Account Services Manager: Client Ops & Process Leader
Ultimus Fund Solutions
Ultimus Fund Solutions seeks a Manager, Account Services to lead the Transfer Agent Operations Team, partnering with clients, brokers, and internal stakeholders to ensure accurate, timely processing and service excellence. The role focuses on developing team members, refining workflows, ensuring regulatory compliance (SEC, IRS, FINRA/NICSA), and driving process improvements while maintaining strong client relationships and accountability. #J-18808-Ljbffr Ultimus Fund Solutions
- ...Great. Working for a leader in the insurance... ...specialized technology and service excellence to manage risk and create... ...experience.Your Role: Senior Account ManagerWe seek a... ...track record in client retention, strategic... ...understand complex processes and adopt new technologies...SuggestedFull timePart timeSeasonal work
- ...Florence, KY is seeking a Personal Lines Account Manager to support insurance advisors in... ...personal lines, ensuring high-quality service and compliance with agency procedures.... ...will assist with cross-selling, maintain client relationships, and provide responsive service...Suggested
- Navy Federal Credit Union is seeking a Branch Manager for multiple Midwest City and Oklahoma City locations. You will lead a branch team to deliver a full range of Navy Federal products and services, manage cash operations, recruit and train staff, and drive local marketing...SuggestedWork at officeLocal area
- Tractor Supply Company in Cincinnati, OH is seeking a Team Leader to support the Store Manager and Assistant Manager in achieving daily operational,... ...task management, and adherence to store policies with a strong focus on customer service. #J-18808-Ljbffr Tractor SupplySuggested
$65k - $80k
...wholly-owned division of Benjamin Steel Co.JOB TITLE: Account ManagerSUPERVISED BY: Sales/Marketing Manager/Director of Branch OperationsCALLING AREA:The... ...SUMMARY:Sells full product line of steel and processing services to businesses ranging from fabricators, OEMs, machine...SuggestedWork at office$70k - $86k
...Responsible for the management of their Team Leaders and the project managers... .... Help manage client relationships for the team's client accounts. Consistently meet... ...market research data and services. Actively monitor... ...to existing processes and proposing new process...Full time- ...Cincinnati, OH is seeking an Institutional Account Administrator II to provide dedicated support for a complex custody client base. You will act as the primary... ...for clients and partners, verify daily processing, and ensure service levels meet regulatory and internal standards...
- ...Nederland B.V. is seeking an experienced Accounts Receivable Manager to lead a three-person team and... ...timely payments, and strong customer service within a hybrid work setting in Cincinnati... ...leadership abilities to improve processes and cash flow. #J-18808-Ljbffr Lee Hecht...Contract work
$10 per hour
Infosys is seeking an Associate Manager - Client Services for its Resources vertical... ...within the assigned account scope and, along with the Client... ...closely with the Solutions Leader to build customized... ...capability gaps, modernize processes and practices, and boost productivity...Full timeTemporary work- Pinnacle Partners, Inc. is seeking an Accounts Payable Manager to lead end-to-end AP operations and... ...team, participate hands-on in daily processing, and drive process improvements that... ...and operations to ensure exceptional service to stakeholders. #J-18808-Ljbffr Pinnacle...
- ...(RCA) professionals, and RCA Managers to, depending on their function... ...from inadequate internal processes, systems or human errors. Identifies... ...laws, regulations, financial services, and regulatory trends that... ...understanding of the Client Service Center's operations,...Temporary workWork experience placementWork at officeLocal area3 days per week
$300 per month
Client Accounting Services Manager (Cincinnati - FT or PT) Are you an accounting professional with a positive attitude who is seeking stimulation and... ...as: Oversight and completion of the month-end close process Financial statement preparation and analysis Coordination...Full timeTemporary workPart timeHome officeNight shift$300k
...accurate responses to Sales Managers, Territory Managers, Account Executives/Managers and... ...ensure consistent customer service and satisfaction. Resolve... ...Ensure best practices for both process and technology across the... ...for check-ins with your leaders Engage in formal US Foods...Minimum wageTemporary workWork experience placementLocal areaWeekend work$180k - $220k
...Advisory Director Client Relationship Executive... ...prospecting. This leader serves as a client... ...gets done through accountable delivery models... ...ROI across shared services, finance, IT, HR,... ...executive relationship management, this leader... ...activities and sales process. Direct...Work at office$37.07k - $48.07k
...s Create Your Possible What is the Process to get Started? Step 1 – Online Application... ..., floorcovering facility or delivery service terminal. At Sherwin-Williams, part... ...range listed for this role takes into account the wide range of factors considered in making...Hourly payFull timeContract workFor contractorsLocal areaMonday to Friday- ...Description The Director of Client Services leads Bartlett Wealth Management’s Client Services team,... ...effectiveness, and process improvement while... ...documented to support accountability and measurable results.... ...Strategic, confident leader who turns vision into action...Work at officeFlexible hours
- Chris Hauser Insurance in Cincinnati, OH is hiring a full-time Commercial Lines Account Manager to build client relationships, market accounts to carriers, and ensure exceptional service. The role includes servicing requests, responding to client questions, and identifying...Full time
$24.04 - $28.85 per hour
Oxford Corp is seeking an Account Manager in Cincinnati to maintain high-end technical consulting services. The role involves identifying and visiting clients, selling services, and ensuring customer satisfaction. Successful candidates will have a Bachelor’s degree in...Hourly pay- ...USA, Inc. is seeking an Experience Associate Manager to lead and coach teams in our Experience Stores, elevating service and sales through expert knowledge and curated... ...customer experiences, and implement new tools and processes to solve customer needs efficiently. #J-18808...
- ...BDC in the Midwest. Compensation is negotiable, with Dan Mercurio, General Manager, leading the team. Candidates should be detail oriented and process driven, delivering exceptional customer service and ensuring smooth dealership operations. #J-18808-Ljbffr DealerRefresh
- ...Director,Component Repair Services Location: Cincinnati,... ...strategic customer accounts, including engine component... ...in cross-functional processes to deliver long-term... ...'ll do: Core Program Management Tasks (75%) Monitor and... ...and customer leaders Collaborate closely with...Contract workTemporary workWork at officeWorldwideFlexible hours
- Baxters North America is seeking an Account Payable Manager to lead the AP function, ensure timely payments, and maintain accurate financial records... ...controls and improving efficiency across the AP process. The ideal candidate has 5-8 years in accounts payable with...
- Rumpke of Ohio, Inc. is seeking an Accounts Payable Manager responsible for overseeing the organization's Accounts Payable function. The role involves managing a team, ensuring accurate processing of vendor invoices, and improving workflows for efficiency. The ideal candidate...
- ...looking for a motivated Customer Service Coordinator to provide travel... ...and ensure a positive client experience. This role focuses... ...communication throughout the planning process. This is a great... ...Strong organization and time‑management abilities Self‑motivated and...Full timePart timeRemote workFlexible hours
$66k - $125k
...position The Team-Based Client Services Manager (CSM) is part of the Client... ...service team environment and is accountable for plan level record... ...against policies, guidelines or processes. They coordinate and... ...application Ability to be a leader in a team environment,...Full timeWork at office$122.5k - $423.78k
...SectorNot ApplicableSpecialismIFS - Clients & MarketsManagement... ...Relationship Executive - Cyber Managed Services, you will play a pivotal... ...strategies, and mentoring future leaders, all while upholding PwC's... ...throughout the sales process- Leveraging market research,...Full timeH1b$100k - $110k
...an independent wealth management firm with an endless passion... ...the lives of our clients. We continually seek... ...Roundtable and UniFi processes that go far beyond the... ...investment management services to over 90,000 households... ..., manages complex account and service requests,...Full timeTemporary workWork experience placementWork at officeFlexible hoursNight shift- IntroductionAt Gallagher, we help clients face risk with... ...an experienced Client Service Executive to join our... ...a leadership role in managing a high-value book of... ...overseeing the renewal process. Secure existing... ...optionsTax-advantaged accounts (HSA, FSA)Educational...Full timeLive outWork at officeLocal areaFlexible hours
- ...patients. We are looking for a Neuroscience Account Manager who wants to join an innovative and... ...through differentiated products and services. Primary Responsibilities: Execute... ...reporting using approved systems and processes. Maintain full compliance with all laws...Full timeWork experience placementLocal areaMonday to FridayNight shift
$16.5 per hour
...role: As a Customer Service Coordinator for TQL, you will... ...related to your aligned account(s) Document and manage all tasks in our internal... ...with billing and payment processing as needed What you need... ...employees. TQL is an industry-leader in the logistics industry...H1bWork at office
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