Client Services Manager Job Description
Client services manager
provides on-going assistance to business unit management in building compliance into the Banks’ retail and lending processes, products and systems.
Client Services Manager Duties & Responsibilities
To write an effective client services manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client services manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Consistently prepares policy change requests, and submits requests to carriers
Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients
Maintain and enforce Standard Operating Procedures, Protocols and Policies
Ensure RAs have access to effective training and up-to-date procedures
Report claims directly to insurance carriers, and follow up until closed
Enter all client data in AMS and prepare Binders, Invoices, Master Certificates and Affidavits (if applicable)
Manage the team that is responsible for working with Studios, Network and other content providers to ensure the acquisition of content to meet our customer needs
Provide monthly forecasts for operational throughput capacity planning, analysis and revenue forecasts
Provide the customer regular status, such as missing asset reports, pitch schedule and delivery schedule to the customer
Build relationships with third-party content providers and customers
Client Services Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services Manager
List any licenses or certifications required by the position: ITIL, PMP, SPHR, PHR, PMI, GPHR, PM, CISSP, CPA, PCF
Education for Client Services Manager
Typically a job would require a certain level of education.
Employers hiring for the client services manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Management, Marketing, Advertising, MBA, Business/Administration, Finance, Communications, Computer Science
Skills for Client Services Manager
Desired skills for client services manager include:
Excel
Word
FIS systems the industries in which FIS competes for business
Procedures
Documentation and systems
Operational processes
Policy
Requirements and meets compliance standards
Retail product philosophy
Retail products and services
Desired experience for client services manager includes:
College Degree (or equivalent), preferably in life sciences
Experienced handling a variety of clients, plus project managing a large workload over a number of different accounts
An understanding of the pharmaceutical industry and the drug development process required
Expertise with desktop publishing software preferred
Hands-on knowledge of Datavision and Access databases a plus
Presents clearly and confidently to the highest level of customer
Client Services Manager Examples
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Client Services Manager Job Description
Job Description Example
Our company is looking to fill the role of client services manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services manager
- Ensure all corporate action tasks, reports and documents are completed accurately and in a timely manner
- Independently plan and execute shareholder meeting including but not limited to resources planning, pre briefing, logistics arrangement
- Identify clients' needs and requirement pro-actively and work out tailored made solutions and/or services to clients
- Provide professional advice to clients in response of clients' enquiries
- Monitor billing progress and follow up with clients on overdue payment
- Liaise with both internal and external parties includes clients, banks, suppliers and internal departments on schedule, documentations, follow up actions of ad hoc corporate actions to ensure both client's instruction and regulatory requirement are fulfilled
- Assist VP/ Senior Manager in identifying resources plan for shareholder meeting season
- Ensure all works and documents provided by subordinates are accurately, adhered to guideline and standards and submitted within deadline
- Manage and assist in the sales process (RFP and proposal development, presentation)
- Organizing, managing and coordinating all the daily functions within the department at both locations
Qualifications for client services manager
- Plans for resourcing depending of the needs of the existing accounts
- Experience in management of programmatic digital video ad delivery, optimization and/or yield management working with, in, and speaking to tech implementation and tagging integrations
- 10+ years working with Studios, Networks and Broadcasters
- Bachelor degree in law, corporate government, accounting, finance, business management or other related discipline
- Minimum 4 years related experience with 2 years supervisory experience
- Knowledge in Companies Ordinance, Hong Kong Listing Rules and other statutory compliances and regulations
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Client Services Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client services manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client services manager
- Responsible for creating and improving best business practices and service delivery metrics for RAs to ensure the delivered services meet expectations
- Responsible for making sure RAs are aware of and follow the company policies
- Responsible for developing talents and motivating staff
- Cultivates and maintains working relationships with the client facing professionals and ensures
- Responsible for overall project planning for key clients, inclusive of ensuring all relevant internal and external parties are aware of ongoing projects and are held responsible for meeting their respective deliverables
- Represents client service interest and/or managed projects such as restructures, conversions to new systems, manager departure, and new business onboarding and process change management
- Work collaboratively with departments to identify marketing materials and messages to meet goals
- Develop content and gather assets as needed
- Help drive market growth of new and existing adult clinical patient services
- Onboard new customers to ensure a smooth implementation of K12/Aventa services post sale
Qualifications for client services manager
- Working knowledge of the Hong Kong security market structure
- Experience in dealing with listing matters and corporate governance
- Deep understanding of eDiscovery and litigation support industry
- Strong organizational and project management skills, ability to effectively juggle competing demands, prioritize appropriately, and oversee multiple tasks simultaneously
- High degree of confidence and energy underscored with strong leadership
- Minimum of five (5) or more years' experience in management position(s) with law firms, corporate legal departments and/or electronic discovery service providers
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Client Services Manager Job Description
Job Description Example
Our company is hiring for a client services manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services manager
- Engaged during Priority 1 issues to help define and communicate the issue and coordination till closure
- Closely work with BAMs to understand business requirement and deliver them
- Working autonomously, maintaining an understanding of the client’s requirements and ensuring all requests are responded to efficiently and accurately
- Confidently calling candidates and working alongside clients building key stakeholder relationships with people at all levels – successfully making 20calls every month to clients
- Ensuring that all reported issues are accurately logged, investigated, resolved and followed up with the client on Salesforce and all CRM Systems
- Managing the clients escalations and ensuring you are providing best customer services at all times
- In-house Learning Management System expert, providing coaching, reporting and troubleshooting activities
- Experience working in a consumer research background and have a strong understanding of consumer research
- Competently managing a portfolio of clients currently in your current role, continually developing and growing strong relationships
- Strong interest and passion for client management, sport and brands
Qualifications for client services manager
- Strong organizational and project management skills, the ability to effectively juggle competing demands, prioritize appropriately, and oversee multiple tasks simultaneously
- 5 to 8 years of experience managing employees (client services and trust administration teams in a financial institutions preferred)
- Securities Operations knowledge
- Personal trust and estate knowledge
- Banking compliance and regulations (KYC, AML) knowledge
- Ability to manage and prioritize work of a large group of Relationship Administrators in different teams
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Client Services Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client services manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client services manager
- Ensures the team is preforming formal Account Reviews, minimally on an annual basis, if not more frequently to continually assess the performance delivery of NWP products and services
- Assists with ensuring customer expectations are aligned correctly to match NWP capabilities
- Acts as a single point of contact for escalations either for his/her own direct reports or corporate level contacts, closely monitoring sensitive points of risk or client dissatisfaction
- Able to facilitate problem escalation and resolution at the Portfolio level
- Maintain professionalism, diplomacy, sensitivity, and tact to portray the company in a positive manner
- Work with clients to establish operational and performance goals
- Manage the ticketing life cycle process for all assigned clients and act as point of contact for the client regarding their event
- Consult with client regarding the ticket process to ensure efficiency for the event
- Responsible for project management of tasks in the system, include client and any support staff needed
- Create shopping carts, inventory, and campsite builds based on client specifications, including look and feel of product
Qualifications for client services manager
- Ability to manage staff in multiple locations
- 10% travel expected (Mostly domestic but it may include India)
- Works in concert with training dept
- Minimum 3 years experience working at a media agency or publisher managing a brand’s digital advertising strategy and buying activities
- Fluency in French would be preferred but is not a prerequisite
- Demonstrate organizational, planning, and execution skills
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Client Services Manager Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client services manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services manager
- General client management throughout the event
- Consult with clients on logistics of event, including amount of gear needed, including back up
- Communicate technical specifications to client and conduct tests with client system prior to event
- Act as the middle man between client and Logistics for any shipping issues
- Train and delegate tasks to support staff such as, price increases, inventory builds, protocol updates and any housekeeping tasks
- Prepare for and conduct regular, recurring (weekly, biweekly, monthly, quarterly, ) client conference calls and meetings to manage expectations and drive completion of delivery activities and effectively resolve issues
- Search, hire and onboard New Graduates from Top Universities in the Philippines
- Manage training program to develop new graduates in becoming treasury consultants within 6-months
- Gather the required information from subject matter experts and transforms this into training materials bearing the target audience in mind
- Act as a subject matter expert for the training team and provide input for training materials, demos and exercises
Qualifications for client services manager
- Private Banking experience would be beneficial
- Tertiary qualifications in a business related discipline would be beneficial
- A passion for delivering on the customer experience
- The ability to work effectively in teams and leverage available resources
- This job had no physical requirements
- Bachelor’s degree or equivalent work experience (minimum of 4 yrs