div class="job__description body">About Koddi. We are committed to driving innovation and growth in the commerce media space.
As part of that commitment, we’ve launched Koddi Academy, a learning platform designed to provide expert knowledge, competitive insights, and practical strategies for thriving in this fast-growing industry.
Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
p>As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
Meals on Wheels North Central Texas is a community-based organization focused on helping homebound elderly and disabled persons remain independent and healthy in their homes by providing nourishing meals, a friendly visit, and a safety check. Oversee the day-to-day activities of team members and clients, resolving issues and complaints from clients, and when necessary, meeting with clients personally to resolve any problems and establish a long-lasting relationship .
Fort Worth, TX30+ days ago
While this role owns client delivery and execution, it operates within a more defined scope and complexity than an Account Director role and is designed for someone ready to grow into broader ownership. About Koddi We are a global technology company with software and services that help top digital marketplaces effectively monetize their first-party audiences through industry-leading commerce media technology and strategy.
p>The Client Services Associate/Asset Management role includes receiving, sorting, and then classifying hardware assets, Receiving and inspecting incoming hardware assets, shipping and receiving products, Sort and classifying hardware based on predefined categories, Maintaining accurate records of all hardware assets, Ensuring proper storage and handling of hardware assets and supplies to support the onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
p>_____. Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
p>From apartments in New York to hospitals and stadiums in Dallas, libraries at prestigious universities to creating modern retail experiences, our teams contribute architectural glass and building products to projects that shape the way people live, work, heal, learn, and play. - Benefits that benefit you – industry competitive benefits at the lowest cost to the employee.
Addison, Texas24 days ago
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Brokerage Operations, Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
We connect highly qualified school-based professionals including Speech-Language Pathologists, School Psychologists, Occupational Therapists, Physical Therapists, Special Education Teachers, BCBAs, School Nurses, and other related service providers with school districts and educational organizations that rely on their expertise to help students succeed. This role partners closely with client service managers, recruiters, credentialing teams, and school district contacts to ensure accurate, timely, and high-quality submissions that meet district and client requirements.
Addison, Texas24 days ago
MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
p style="text-align:inherit"/>Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
li>Partnering with other SPS teams, such as Conversion, Client Services, Technology, etc. to provide a seamless world class experience for our corporate clients and their employees. The Senior Client Service Administrator role is responsible for creating and implementing a world class client experience for our Equity Compensation corporate clients.
p>Externally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines:
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
p>Externally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines:
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
By engaging community members to exchange their personal data and opinions for valuable rewards, Dynata is the largest provider of first party consumer insights to leading Market Research agencies, consulting firms and corporate brands. Manage team workload and assignment flow to PMs, helping to find additional support when needed, offering available time when they have it, and helping to identify coverage as needed.
With platforms such as Infosys Topaz and Infosys Cobalt, along with industry accelerators and partner ecosystems, Infosys enables capital markets clients to achieve faster innovation, scalable transformation, and measurable business outcomes. Good working knowledge of current capital markets transformation themes such as AI/GenAI adoption, cloud modernization, straight-through processing, data/platform modernization, digital operations, and regulatory/risk transformation.
The Client Services Representative analyzes customer inquiries to determine the best course of action for one-call resolution while managing team and individual productivity goals and maintaining the highest level of customer service. Perform basic financial analysis to determine amounts required for refunds, credits and lost savings requests; Prepare summarized reports required for approval of financial adjustments.
p>Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
Will also consider three years of progressive experience in the specialty in lieu of every year of education 11+ years of experience, with strong sales/relationship management/account management experience within the BPM industry Preferred Qualifications: 10+ years of experience in the Telecom industry, with good exposure and understanding of the B2B business space 5 + years of strong sales/relationship management/account management experience either in Telco or BPM industry Experience of selling BPM services and solutions to Telecom clients Strong understanding of the outsourcing industry Business case creation Financial ratios and analysis Presentation skills Ability to learn and appreciate business processes of Infosys and the client organization * Analytical ability Who We Are Infosys BPM Limited, a wholly owned subsidiary of Infosys Limited (NYSE: INFY), provides end-to-end transformative business process management (BPM) services for its clients across the globe. Key Responsibilities: Work towards enhancing market share by performing market development and competitive analysis for the segment in the account portfolio Work towards opening diverse service lines in the account Prepare proposals and SOWs in the portfolio Provide business led view on items of contract negotiations Identify and pursue opportunities with different departments / buyers within client organization to expand the Infosys footprint Work towards maintaining healthy client relationships Basic Qualifications: Bachelor's degree or foreign equivalent required from an accredited institution.
p>The Program Manager is responsible for organizing and leading a cross-functional team, consisting of Customer Service, Scheduling, Material Planning, Purchasing, Logistics and Manufacturing, to meet Client's expectations on deliveries, as well as resolving logistical and operational issues in timely manners. Run production meetings with cross-functional team, consisting of Customer Service, Scheduling, Material Planning, Purchasing, Logistics and Manufacturing.
p>Digital Workplace Client Services (DWCS) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work- also providing technology support and enabling the technology for Citi events, desktop upgrades, and the end-user hardware lifecycle. The DWCS Project Management Portfolio Lead is a senior position responsible for managing and guiding a team that ensures efficient and effective delivery of all of DWCS's key strategic initiatives (Projects & Programs) in coordination with multiple Technology Teams across Citi.
Grand Prairie, TX30+ days ago
p>New System Implementation & Optimization: Lead the support, maintenance, and optimization efforts for key new systems, including Salesforce Service Cloud, Salesforce Commerce Cloud, Vonage, and new Order Management System (OMS) platforms. The successful candidate will oversee both our existing legacy environment and a growing portfolio of complex, cloud-based platforms, including Salesforce Service Cloud, Commerce Cloud, Vonage, and new Order Management System (OMS) platforms.
Dallas, Texas30+ days ago
div class="content">Join a National Top Workplace
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation.
Who we are As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands.
p>As a VP of Client Services on the Neighborly Customer Solutions team, a typical day for you will include: Serve as the executive relationship owner for Brand Presidents, franchise owners, and key stakeholders, driving client satisfaction, retention, and long-term partnership success.
Experience: 10+ years of progressive leadership experience in client services, customer experience, customer success, service delivery, contact center operations, or related operational functions.
Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Ability to ensure customer satisfaction with the management of your client services members and their accounts which includes having awareness of client requests, projects and issues, and driving to resolution.
Westlake, Texas4 days ago
Brokerage Operations, Client Service OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
If you are a resident of the European Economic Area, Switzerland or the United Kingdom, you can read about our data practices and your related privacy rights here. This person leads a portfolio of enterprise customers by translating strategy into measurable outcomes, shaping multi-quarter transformation roadmaps across data, cloud, and AI, and coaching account teams to consistently deliver (and prove) business impact.
Richardson, TX30+ days ago
The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve.
li>Mathematics Ability: Strong math skills including ability to balance accounts; add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; locate common mathematical errors. The Commercial Client Service Professional (CSP) is the day-to-day liaison between our commercial banking clients and Prosperity Bank providing technical and operational support for our Treasury Services solutions suite and bank accounts.
p>"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
p>The Client Services Assistant will play a key part in executing ASD's mission: strengthening communities through affordable, service-enriched housing for individuals and families impacted by HIV/AIDS. ASD provides affordable housing and supportive services to individuals living with HIV/AIDS and other medically vulnerable populations.
p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Flower Mound, Texas30+ days ago
div class="account_description">JCR is a people-driven organization operating in the legal services space, with a mission to bring clarity, efficiency, and respect to complex situations. By simplifying processes and treating individuals with dignity, our team works to create better outcomes—and a more human approach to challenging work.
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You will be a key architect of the advisor service experience - diagnosing pain points, designing scalable processes, triaging complex data and platform issues, and ensuring advisors can get maximum value from their advisor technology platform. We are looking for an experienced Service Lead to join our advisor technology platform team and serve as the primary liaison between financial advisors and our internal operations, data, sales, and implementation teams.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
p>The Account Executive, Client Services, REVELXP is responsible for ensuring the highest level of service success for all turnkey events residing under the Premium Experiences division, including growing, managing and maintaining client relationships, managing expenses, and maintaining accurate and organized client information. Leads the confirmation, coordination, and on-site execution of ancillary events throughout CFP weekend, ensuring the delivery of exceptional, best-in-class, unreasonable hospitality experiences for clients attending ancillary events.
Fort Worth, Texas30+ days ago
li>Operational Support for Head of Client Services (25%)- Implement EOS with Client Services including the facilitation of weekly L10s, Quarterly Pulses, and Annual Planning; handle all appropriate follow up that stems from this work.
- Operationalize Strategic Vision (30%)
- Convert Client Services strategic vision into operational reality by implementing a plan with actionable steps, a timeline, and recommended outcomes.
Recognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. The Client Service Consultant II is responsible for delivering end-to-end client service and account management for complex National Account customers across the U.S. This role supports the full client lifecycle-including implementation, ongoing service, and client engagement-ensuring high-quality delivery of group benefit products including HS&SA, Voluntary, Life, Dental, Vision, and Disability.
p>As a Client Services Representative, you will serve as a primary point of contact for clients, assisting with inquiries, providing service support, and helping ensure a smooth and seamless experience. This role is ideal for individuals who enjoy working with people, providing exceptional support, and helping create positive customer experiences.
p>PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio.
Tactical Leadership:Harness the operational capabilities of the organization to drive programs and processes while driving budgetary discipline; lead contract management; establish asset management capabilities within teams; provide monthly support to team through forecast and client invoicing process; act as liaison between division teams and back-office functions (TA, Finance, IS&T, etc.). The Director, Client Services is responsible for leading relationships with our strategic clients, developing joint business plans, partnering with retail teams to create determine white space opportunities, and driving new sales opportunities, specifically in the Private Brand space.
The PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.