Client Success Team Lead - Financial Services
LPL Financial
LPL Financial in Tempe, AZ is seeking a Service Manager to lead a team of about 15 service professionals within our Client Success group, coaching for real-time performance and delivering exceptional client service. You will use frontline metrics to guide development, handle escalations, and partner with HR and leadership to address coaching needs and drive continuous improvement. The role emphasizes collaboration, integrity, and a client-centric approach as we support advisors in serving their #J-18808-Ljbffr LPL Financial
- JPMorganChase in Tempe seeks a Client Success Officer within the Commercial & Investment Bank to own end-to-end client relationships, partnering across banking, treasury, implementation, service, and KYC to deliver an enhanced client experience. You will use data and practical...Suggested
- Fairygodboss is looking for a Client Service Manager - NextGen to lead a team in Tempe, Arizona. In this role, you will drive client satisfaction by solving challenges and providing mentorship to your team. Your responsibilities will include overseeing client escalations...Suggested
- Vensure Employer Solutions seeks a Client Success professional to manage a portfolio of clients, drive satisfaction, and ensure successful... ...implementation lifecycle management. You will collaborate across teams to resolve issues, monitor health metrics, and support...Suggested
- ...volume of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors... ...Branch Support team is seeking a Team Leader to lead approximately 20 associates... ...leadership experience or successful completion of Leadership...SuggestedTemporary workWork at officeHome officeFlexible hours
- ...Join a financial services firm where your contributions are valued... .... With over 9 million clients and 20,000 financial... ...Leadership Lead the end-to-end performance... ...and development for a team of up to 15 associates... ...performance management, succession planning, and career development...SuggestedTemporary workFlexible hours
- Kinective is seeking a Senior Manager, Client Success to lead a multi-tier CS team and own the execution of the client success motion across all client sizes. You will drive renewals, health, and value realization while collaborating with Product, Marketing, and Support...
- ...applicants. Join a financial services firm where your contributions... ...With over 9 million clients and 20,000 financial... .... This role leads external agencies and... ...with cross-functional teams, including MarTech, analytics... .... Proven ability to successfully manage large budgets...Temporary workWork at officeHome officeFlexible hours3 days per week
$104.65k - $174.48k
Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold... ...happens, we all win - clients, LPL, and most... ...direct employees’ successful completion of supervisory... ...Responsibilities Service Management - Will... ...Anticipate the needs of LPL Financial and the Client...Work from home- Rovicare in Tempe, Arizona, is seeking a Customer Implementation Manager to lead client onboarding and engagement. The ideal candidate will oversee the onboarding process, ensuring successful platform adoption and strong customer relationships. This role requires 5-10 years...
- ...of applicants. Join a financial services firm where your contributions... .... With over 9 million clients and 20,000 financial... ..., the rating. Team Overview The Team Leader... ...Governance Assurance, leads a team responsible for... ...organizational depth through succession planning and...Temporary workWork at officeHome officeFlexible hours3 days per week
- Vensure Employer Solutions is seeking an Isolved Client Implementation Manager to oversee client implementations and drive the team's development and productivity. You will mentor the Client Implementation Team, handle first‑level escalations, ensure quality and timely...
- Vensure Employer Solutions in Chandler, AZ, is seeking a Payroll Manager to lead a team of payroll specialists delivering high-quality client support. You will manage daily operations, ensure accuracy in payroll processing, and partner with client relations to promote product...
- ...Wells Fargo, we're more than a financial services leader - we’re a global... ...role:Wells Fargo is seeking a Lead Underwriter within the Cards... ...repayment ability of affluent clients by reviewing credit bureau... ...disciplines as critical to the success of our customers and company...Full timeWork experience placementWork at officeRelocation package
- ...seeking a Tax Director or Manager to join our Tax practice. You will consult with clients on business processes such as succession and tax planning, lead tax engagements, and develop team members to build inspired careers. You will foster client relationships, handle complex...
- Arizona State University seeks a senior leader to advance undergraduate student success strategy across the university. You will drive data-informed improvements, coordinate advising models, and scale interventions with a focus on inclusive excellence and timely persistence...Work at office
- ...to the volume of applicants. Join a financial services firm where your contributions are valued... ...come first. With over 9 million clients and 20,000 financial advisors across the... ...rating. This position is responsible for leading a team of Complex Product Field Supervision...Temporary workWork at officeHome officeFlexible hours
- ...experienced staff who focus on client communication. We are always... ...clients with exceptional service. Are you ready to Join Our Block... ...geared specifically to the successful onboarding and integration of... ...experienced Telecommunications Field Team Lead in our Tempe, Arizona Office....Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaLong distanceMonday to FridayNight shift
$49k - $77k
...Paychex PEO implementations in Tempe, AZ. You will coordinate onboarding and software/hardware system deployment to deliver a cohesive client experience. The role requires 2+ years in client onboarding, strong communication, and experience in sales, scoping, and...- ...Manager to deliver industry-focused audit and other assurance services to middle-market clients. You will work with firm leadership to serve clients and... ...advisor, provide insights on internal controls, and lead engagements to ensure quality and timely delivery while maintaining...
- ...Store Manager and Leadership Team to develop sales, recruit... .... To perform this job successfully, an individual must be able... ...Sales Generation and Guest Service Greet Guests with... ...relationships to develop a client based business Lead by example with a high level...Hourly payFull timeWork at officeLocal areaAll shiftsFlexible hoursShift workDay shiftAfternoon shift
$125k - $175k
Overview As a Lead CAS Estimator at Linesight, you will lead highly... ...diverse, and passionate teams nurturing a strong social dynamic... ...both with our teams and our clients. The Opportunity Provide... ...encouragement to your employees to successfully achieve deliverables Have...For contractors- ...looking for an experienced Audit Manager to lead and manage multiple audit engagements... ...responsible for ensuring high-quality service, building client relationships, and mentoring associates... ...metro area may be necessary. Join our team to contribute to outstanding client...Local area
- ...Description Job Description Lead Orbital Welder – Stainless... ...safety, and process discipline Team Development & Leadership •... ...safety requirements Success in This Role Success will be... ...experience, and alignment with our clients' needs. All qualified applicants...Monday to Friday
- SJS Investment Services is seeking a Senior Advisor in Paradise Valley, AZ, to serve as the primary relationship manager for clients and deliver comprehensive financial planning and investment guidance. You will guide complex planning decisions, foster revenue growth, and...
- LPL Financial is seeking an AVP Product Management to bridge vision and... ...growth opportunities. You’ll lead initiatives from concept to delivery... ...product strategy, measuring success, and aligning with business... ..., collaboration, and a client-focused mindset in a #J-18808...
$71.65k - $94.05k
...Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to... ...of the world’s leading financial centers - New York,... ...) provide professional services through an alternative... ...Tilly's Talent Attraction team, to submit candidates...Local areaWorldwide- ...Dreher (WP+D) is seeking a full-time Audit Manager to lead audit and review engagements across diverse industries. The role focuses on building client relationships, mentoring staff, and delivering high-quality service in a collaborative, people-first environment. Based...Full timeLocal area
$50k - $200k
...experienced door to door managers, or team leaders. The job consists or hiring a... ...sales technologies such as CRM’s Successfully engage with clients and provide necessary support for success... ...help your team's sales and customer service processes Demonstrate learned...- ...dedicated Loan Management Supervisor to oversee loan processes and ensure exceptional customer service. You will lead a team while maintaining compliance and managing client relations. The ideal candidate will have management experience, strong communication skills, and...
- ...and project management skills to provide exceptional onboarding experiences for clients implementing HCM products. With a focus on building long-term trust and collaboration, your success will be defined by how well you understand and support client needs. This role is...
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