Client Service Manager, Wealth Advisory
Mercer-Advisors
Mercer Advisors in Raleigh, NC seeks a Manager, Client Service to lead and develop the Client Service team while ensuring efficient servicing of the client base. The role emphasizes collaboration with the Director, Client Service to drive productivity and client satisfaction. Responsibilities include staff management, HR coordination, and cross‑functional process improvements. A Bachelor’s degree and 2+ years in finance with client exposure are required; notary is a plus. #J-18808-Ljbffr Mercer-Advisors
- ...in United States, North Carolina is seeking a Wealth Management Associate to partner with advisors, deliver client service to high-net-worth clients, and help them reach financial goals. The role involves leading advisory teams operationally, managing a book of assigned...Suggested
$160k - $296k
NTT DATA, Inc. is seeking a Senior Director, Insurance Claims Advisory to lead global insurance business consulting. In this role, you... ...of commercial acumen, and a deep understanding of claims management. The position is remote, offering a competitive salary ranging...SuggestedRemote work$95k - $110k
Finance & Accounting Advisory - Consultant Our consultants work as part of a team with... ...CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including... ...with commitment to quality client service. CFGI is dedicated to offering our employees...SuggestedWork at officeRemote work- CFGI is a premier finance and accounting advisory firm. The Consultant role involves partnering with CFGI professionals, Big 4 auditors, and client management on diverse engagements—from due diligence to regulatory reporting. You will own projects end-to-end and interact...SuggestedRemote jobWork at officeFlexible hours
- ...focused on carving out business units/subsidiaries Integration with client’s internal staff as a subject matter expert on operational... ...2.5-5 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance Minimum of 2...Suggested
- Responsibilities Partnering with Wealth Management Advisors on client relationships Supporting high-net worth clients in achieving financial goals Managing assigned book of clients Implementing financial plan recommendations Building meaningful and long-lasting relationships...Work experience placement
$125k - $250k
...together.We are seeking a Customer Success Manager to join our team. You will serve as a... ....Lead customer adoption by empowering clients to become self-sufficient in building,... ...program management, account management or advisory services.Experience implementing, configuring,...Work experience placementLocal areaFlexible hours- ...BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Raleigh Assistive Care State Programs Office located in Charlotte, NC! If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be...Weekly payWork at officeLocal areaImmediate startMonday to Friday
- ...challenge with grit, embracing a results-driven mindset to ensure our clients achieve their goals. Our mission is to deliver unparalleled cloud advisory, engineering, financial management, and security services while continuously learning and innovating to stay ahead of...
- ...partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals manages the responsibilities for a book of assigned...
$150k - $281.3k
...Translate account priorities and client signals into coordinated... ...Associate Director Customer Success Manager is a senior advisor who... ...engineering, alliances and managed services. The role creates one account... ...next. This is a technology advisory and account-outcomes...Full timeSummer holidayLocal areaFlexible hours- ...Counterweight Private Wealth is a fee-only fiduciary... ...planning, and wealth management for high-net-worth individuals... ...of Raleigh, NC, with clients throughout the US. As... ...-end, personalized advisory experience to... ...advisor to launch a new service tier, and therefore serve...Full timeRemote work
- ...As a team member of Chazin & Company – a premier provider of virtual outsourced accounting services for nonprofit organizations – the Client Accounting Advisory (CAA) Manager will develop a new service offering. The CAA Manager will motivate, teach, and direct a team providing...Full timeWork at officeRemote work
$70k - $80k
...their authority, and unlock opportunities that change the trajectory of their careers and organizations. Position Overview The Client Services Manager ensures that every client engagement is executed with clarity, excellence, and measurable impact. This individual will...Full timeFreelanceLocal area- Chazin & Company is seeking a CAA Manager to develop a new service offering for nonprofit clients. You will lead a team providing high-level advisory and accounting services, ensuring consistent, high-value deliverables and strong client outcomes. You will mentor staff,...
- ...top 10 national professional services firm where our purpose is to... ...every day, for our clients, our people, and our communities... ...communities through industry-focused wealth advisory, digital, audit, tax,... ...Controller, Financial Reporting Manager, Internal Audit Manager, etc...Hourly payFull timeWork experience placementInterim roleFlexible hours
- Spectrum Business seeks a Principal Client Partner to manage and grow a portfolio of enterprise and upper mid-market clients, driving revenue... ...You will own the client relationship, align managed and advisory services to client priorities, and lead cross-functional teams...
- BAYADA Home Health Care is seeking a Client Services Manager for our Raleigh Assistive Care State Programs Office in Charlotte, NC. The role focuses on coordinating client services, managing scheduling, and building strong relationships with clients and referral sources...Weekly payWork at office
- Public Sector Program Manager / Customer Success Manager (ft. Bragg... ...solutions for government clients. This role is based in or near... ...either through prior military service or business engagement. You... ...federal standards. Technical Advisory & Integration: Guide customers...Contract workFlexible hours
- ...Description About the Role & Hiring Manager I joined Zenity because it's tackling a new and complex security challenge that enterprises... ...implementation plan to drive success. 2. Technical Advisory & Security Guidance Serve as the trusted technical advisor...Remote workWorldwideShift work
- A financial services firm in Chapel Hill, NC is seeking a Client Services Manager to ensure high-quality service for high-net-worth clients. The candidate should possess over 5 years of experience in an operations role within the finance, education, or healthcare sectors...Work at office
- ...StoryAvison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by enhancing collaboration across our organization.At Avison...Ongoing contractFull timeContract workTemporary workImmediate startFlexible hours
$150.1k - $227k
...Salesforce.The Customer Success Manager, Senior Manager is a... ...Florida)Financial Services (FINS) - Works with banking, insurance, wealth management, and other... ...when and how to engage clients based on calculated ROI... ...on” AI support.Trusted Advisory and Executive InfluenceAdvanced...Full timeWork at officeRemote workFlexible hours3 days per week- Job DutiesProvides delivery management services to financial services clientsInteracts with client senior leadership and major stakeholders to establish strategic plans and objectives for programs or projectsEstablish, monitor, control and support service delivery; ensuring...
$115.92k
...becoming a professional wealth advisor to drive... ...leader in the financial services industry, New York Life... ...customer relationship management (CRM) and communication... ...New York Life’s Wealth Advisory Practice Model¹... ...expertise in helping clients build and manage wealth...Contract work$123.84k - $234.77k
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Tilly) provide professional services through an alternative practice structure... ...- Tekion / DMS Implementation (Manager) to join our growing Digital...Local area$122.5k - $423.78k
Industry/SectorNot ApplicableSpecialismIFS - Clients & MarketsManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships...Full timeH1b- ...Financial Future as Our Next Cash & Investment Manager!As the Cash & Investment Manager of Wake... ...with the County’s external investment advisory firm, as necessary.In this role you will... ...efficient and effective customer service.The Basics (Required Education and Experience...Temporary workWork experience placementWork at officeLocal areaFlexible hours
$171.2k - $273k
...future of Salesforce.Salesforce is seeking a Customer Success Manager, Director to service as a Strategic Value Partner for Salesforce’s most complex... ...in Sales/Service Cloud beta programs or customer advisory boards.Deep understanding of AI-powered selling and Agentforce...Full time$180k - $190k
...decisions, across every business area.As a Client Partner, you will partner with senior... ...value-driven approach to sales & client management, you will identify and cultivate new opportunities... ...team members to deliver exceptional service to your clients and secure upsellsMeet...Full timeWork at officeRemote workFlexible hoursShift work
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