Client Service Manager Jobs
By Itzen Bishop Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC At Upland, CA, United States
•Set up and maintain client management system.
•Effective and efficient time management
•Strong organization and computer skills
•2+ years of similar experience
•Work with home office to ensure accurate account setup and resolve issues.
•Maintain files and records in accordance with records retention policy.
Client Service Manager Ii
By Gallagher At Walnut Creek, CA, United States
Guide your team members in addressing a client’s risk management needs through consultative conversations.
Secure existing business and drive the sale of additional services and lines of coverage.
Nurture relationships with your buyer in the client organization as well as with the day-to-day client representatives.
Mentor Client Service team members through continuous learning, transparent feedback and strong talent development.
Conduct periodic audits to ensure your compliance to standards and service level.
Maintain accurate client and policy data and documents within your Gallagher systems.
Regional Service Operations Manager
By Quincy Compressor LLC At , Sacramento, Ca
Implement an effective installed base management process to safeguard the data quality in BPCS and Salesforce.com.
Ensure proper ServicePlan management through standard tools and in alignment with the strategy set by the Central Team in Bay Minette.
Provide leadership and supervision of Service Managers in the region.
Manage and develop regional service team into a modern, professional and cost efficient business unit with customer focus.
Manage the recruitment process and strategic placement of roles within the operational organization.
Maintain documentation/certification records relevant to this training.