Client Services Manager
AG Foundry - Recruiting & Staffing
A well-established, fee-based fiduciary financial advisory firm serving high-net-worth individuals, business owners, and retirement plan sponsors. Our client provides comprehensive wealth management, retirement plan consulting, and financial planning services, and are experiencing steady growth. We're seeking a highly organized, client-focused operations leader to oversee their Client Services team and serve as the operational bridge between advisors, operations, and clients. This role owns client onboarding, advisor support, compliance coordination, investment operations support, retirement plan service delivery, and team leadership building scalable systems that let advisors and staff perform at their best. Responsibilities: Client Experience: Own the client journey from onboarding through ongoing service; serve as a key point of contact; ensure requests are handled accurately and promptly. Operations Leadership: Manage and coach the Client Services team; build and document workflows and SOPs; track service metrics and capacity to maintain consistent service levels. Wealth Management Support: Support advisors with account maintenance, money movement, trade processing, portfolio rebalancing, RMDs, and financial planning prep using standard industry CRM and planning tools. Retirement Plan Operations: Coordinate plan onboarding, provider/recordkeeper proposals, fee and investment benchmarking, fiduciary documentation, and annual service calendars to keep plans audit-ready. Compliance & Risk: Ensure documentation and processes meet firm and regulatory standards; partner with compliance on ongoing requirements. Advisor Support: Prepare advisors for client and prospect meetings; assist with proposals and presentation materials. Leadership: Coach and develop the team; foster accountability and a solutions-oriented culture; drive continuous improvement in systems and workflows. Qualifications: Required Bachelor's degree or equivalent experience. FINRA Series 7, 63, and/or 65. 5+ years in wealth management, retirement plan consulting, or financial services operations. Experience with client onboarding, account opening, and CRM systems. Strong project management, organization, and communication skills. #J-18808-Ljbffr
- ...BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Wynnewood, PA assistive care office. Are you looking for a rewarding career opportunity with a growing healthcare organization? At BAYADA, we believe our clients and their families deserve...SuggestedWork at officeLocal areaImmediate start
BAYADA Home Health Care
Ardmore, PA4 days ago $74.2k - $250.4k
Client Service Manager, Large Pharma The Client Service Manager plays an important role in supporting IQVIA’s largest pharmaceutical clients by ensuring strong operational execution, commercial coordination, business development support, and relationship management across...SuggestedFull timeContract workPart timeApprenticeshipImmediate startWorldwide- Alera Group, Inc. in Berwyn, PA seeks a Senior Manager, Client Service to lead Commercial Lines client service teams, foster trusted relationships, and provide proactive guidance in a evolving risk landscape. This hybrid role supports collaboration with producers, claims...SuggestedRemote work
- ## Client Relationship LeaderApplylocations: King of Prussia, PAtime type: Full timeposted... ...88CLA is a top 10 national professional services firm where **our purpose is to** ***... ...in the community.* Work closely with the Managing Principal and Outsourcing Client Service...SuggestedWork experience placementInterim roleLocal areaFlexible hours
CliftonLarsonAllen Wealth Advisors, LLC
King of Prussia, PA1 day ago $17.25 per hour
...preferred Job Number 26084883 Job Category Rooms & Guest Services Operations Location 762 Lancaster Ave, Wayne, Pennsylvania... ...Part Time Located Remotely? N Position Type Non-Management Pay Range: $17.25-$17.25 per hour POSITION SUMMARY Our...SuggestedHourly payPart timeWork experience placementLocal areaRemote workWeekend workDay shiftAfternoon shiftMarriott
Wayne, PA4 days ago- ...Job Title: Engagement Manager Job Type: Contract Duration: 12 Months Location... .../week POSITION SUMMARY: The Client Transition Consultant leads client transition... ...successful adoption of data assets and services. KEY RESPONSIBILITIES: Client...Contract work3 days per week
eTeam
Wayne, PA1 day ago - BAYADA Home Health Care is seeking a motivated Client Services Manager for our Wynnewood, PA office. This role is integral in overseeing client services, managing scheduling, and ensuring exceptional customer experiences. The ideal candidate will focus on relationship building...Work at office
- ...drafting and distributing media pitches Maintain media relationships, manage logistics, and help prepare subject matter experts for... ...communications, media, marketing, or a related field; financial services industry experience a plus Familiarity with media relations concepts...Work at office
Hartford Funds
Wayne, PA5 days ago - Barry’s is seeking a Client Specialist to provide superior hospitality at our Ardmore studios. You’ll handle front desk duties, Fuel Bar orders, and facility upkeep while guiding clients through class selections and memberships. The role requires strong communication,...Full timePart time
$30 - $40 per hour
...nonprofit organization is seeking a Stewardship and Engagement Director to lead donor communications, implement engagement strategies, and manage events. This position offers flexible hybrid arrangements and the opportunity to influence long-term giving in the community....Hourly payFlexible hours- ...Client Services Scheduling ManagerVisiting Angels is a private, non-medical home care agency seeking a dynamic, efficient, and friendly individual to join our team as Client Services Scheduling Manager in Jenkintown! Visiting Angels is part of Yen Care Group- a prominent...Work at officeFlexible hoursWeekend workAfternoon shift
Visiting Angels of Jenkintown, Horsham & Chadds Ford, PA
Jenkintown, PA4 days ago - ...Jefferson at Home by BAYADA has an opening for a Client Service Manager in our Horsham, PA Home Health Office . This position is Monday-Friday 8:30am-5pm in office. If you are looking for an exciting career opportunity in a growing industry, a Client Service Manager could...Weekly payWork at officeLocal areaMonday to Friday
BAYADA Home Health Care
Horsham, PA1 day ago $55k - $70k
Engagement & Communications Manager Full time position to begin ASAP Perelman Jewish Day School seeks a dynamic, organized and mission-driven team player to join our community as the Engagement & Communications Manager . The Engagement & Communications Manager supports...Full timeLocal areaImmediate startShift workNight shiftWeekend workAfternoon shift$24 - $25 per hour
...calls, utilizing company policies to solve client issues, and escalating challenges to the managerial... ...of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues. - Help manage client expectations to avoid any disconnects...Contract workTemporary workWork at officeImmediate startTEKsystems
King of Prussia, PA3 days ago$16.93 - $21.63 per hour
...Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client... ...expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs. Health Savings...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursBanfield
King of Prussia, PA9 hours ago$25 - $32 per hour
...Client Service Coordinator CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for... ...account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira). Manage and resolve routine...Hourly payCliftonLarsonAllen
King of Prussia, PA6 days ago- Kforce, Inc. in King of Prussia, PA is seeking a Sr Account Executive to deliver creative, cost-effective solutions for our clients and to develop lasting in-person relationships within technology, finance, and accounting sectors. This role requires 5-8 years of sales-related...Work at office
- ...Metergy has brought turnkey solutions to clients for over 45 years. Metergy supplies,... ...commodities and administrative charges for the services provided. The business model allows for... .... Position Summary The Client Success Manager role develops strong, positive, business...Work experience placementSummer holidayImmediate startRemote workFlexible hours
Metergy Solutions
King of Prussia, PA5 days ago $16.75 - $17 per hour
A retail company is seeking an Assistant Store Manager in King of Prussia, PA, to oversee guest services and support store operations. Responsibilities include managing staff, controlling expenses, and maintaining inventory. The position requires prior retail experience...Hourly pay- Kforce, Inc in King of Prussia, PA is seeking a Principal Client Executive in Finance & Accounting with extensive sales experience. This role focuses on delivering strategic, cost-effective solutions and cultivating in-person client relationships. You will conduct client...Work at office
$30 - $40 per hour
...volunteers, and nonprofits to the causes they care about most, creating lasting impact through grants, programs, and scholarships. Managing more than 50 charitable funds — including Donor Advised Funds, Field of Interest Funds, nonprofit Agency Funds, and fiscal...Hourly payFull timeTemporary workPart timeWork experience placementCasual workCurrently hiringWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- A higher education institution in Pennsylvania is seeking a Manager of Alumni and Donor Relations to advance alumni engagement and oversee donor stewardship. The role involves developing strategies aligned with institutional priorities, planning alumni events, and managing...Weekend workAfternoon shift
- Wohlsen Construction Company, located in Devon, Pennsylvania, is seeking a Project Manager. The role requires managing relationships with clients while ensuring the success of assigned projects. Responsibilities include overseeing resource allocation, ensuring quality...
$24 - $25 per hour
Bilingual Client Services Coordinator (English/Spanish) Location: King of Prussia, PA - Corporate Office (4 days onsite, 1 day remote) Schedule... ...sponsors, assisting with servicing and administrative needs. Manage client expectations regarding processes, timelines, and...Contract workTemporary workWork at officeRemote workMonday to Friday$24 - $25 per hour
...and calls, utilizing company policies to solve client issues, and escalating challenges to the... ...consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues. Help manage client expectations to avoid any disconnects...Contract workTemporary workWork at officeImmediate start- 365 Health Services is looking for an energetic, motivated, competitive leader that thrives in a team environment. The healthcare... ...company that is looking for their next leaders. The Client Services Manager position is ideal for any competitive individual who is looking...Work experience placementWork at officeLocal areaImmediate startMonday to FridayShift workWeekend work
$55k - $70k
...The National Association of Independent Schools seeks an Engagement & Communications Manager in Ardmore, PA. This role involves supporting advancement and communication efforts, overseeing major events, and enhancing community engagement. The ideal candidate will have...National Association of Independent Schools
Ardmore, PA5 days ago- BNY Mellon in Berwyn, PA is seeking a Specialist for Client Service Management II in the Money Manager Data Team. The ideal candidate will coordinate Third Party Money Managers' configuration on the Managed Accounts Solutions platform, maintain data integrity, and manage...
$48.36k - $74.03k
...Are you our new colleague? We're looking for a Client Development Manager. how you will contribute You'll be a key player in driving growth and building lasting partnerships. If you're passionate about connecting talent with opportunity and...Hourly payWork experience placementLocal areaFlexible hoursRandstad
Wayne, PA2 days ago- ...Broadens complex relationships with existing clients. Identifies opportunities and strategies related to recordkeeping and client services. Supports strategy planning for a book of... ...client needs. Uses strong relationship management skills and knowledge of client needs to...Full timeWork experience placement
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