Client Services Director jobs in Manchester, NH

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Registered Client Service Associate
  • Ameriprise Financial Services, LLC.
  • Goffstown, NH FULL_TIME
  • Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
  • 18 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Derry, NH OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 10 Days Ago

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Executive Director of Camping Services
  • Roman Catholic Bishop of Manchester
  • Manchester, NH FULL_TIME
  • Executive Director of Camping ServicesFLSA: ExemptClass: Full time Secretariat: Catholic Schools Office and CampsPosted on Career PageDiocese of ManchesterDescriptionINTRODUCTION:The Bishop of Manches...
  • 13 Days Ago

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Food Services Director
  • Avesta Systems
  • Manchester, NH FULL_TIME
  • Director of Culinary Services Responsible for the day-to-day operations of the dietary department; cooking, serving, and interacting with community members. Focus on hospitality and customer service t...
  • 16 Days Ago

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Food Services Director
  • The Courville at Manchester
  • Manchester, NH FULL_TIME
  • The Courville at Manchester is seeking a Food Services Director to join our management team. TCM is a 65-bed senior living community focused on personalized care and customer service. Our dining progr...
  • 18 Days Ago

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Social Services Director
  • Langdon Place of Keene
  • Keene, NH FULL_TIME
  • Genesis is the nation's leading provider of healthcare services from short-term to long-term care and a wide variety of living options and professional clinical services. We are changing how care is d...
  • 19 Days Ago

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0 Client Services Director jobs found in Manchester, NH area

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Customer Service Advisor, part time x 2 (Epping)
  • GreenAcres Group
  • Epping, NH
  • **Customer Service Advisor, part time x 2 (Epping)** **Salary:** 21K to 22K pro-rata subject to experience **Hours per w...
  • 4/22/2024 12:00:00 AM

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Director of Perioperative and Surgical Services
  • Lahey Hospital and Medical Center
  • Burlington, MA
  • When you join the growing BILH team, you're not just taking a job, youre making a difference in peoples lives. Job Type:...
  • 4/22/2024 12:00:00 AM

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Resident Service Specialist
  • UDR
  • Danvers, MA
  • Resident Service Specialist - Every day is an opportunity for you to ensure the Resident Service team provides exception...
  • 4/22/2024 12:00:00 AM

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Director of Audit Services
  • Anstiss & Co., P.C.
  • Chelmsford, MA
  • Job Description Job Description Anstiss & Co., P.C. is looking for an experienced Director of Audit Services to join our...
  • 4/21/2024 12:00:00 AM

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Branch Customer Service Coordinator - Tewksbury, MA
  • TTI TTI, Inc.
  • Tewksbury, MA
  • ** Branch Customer Service Coordinator - Tewksbury, MA** **Job Category****:** Customer Service **Requisition Number****...
  • 4/21/2024 12:00:00 AM

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Patient Safety Attendant
  • Portsmouth Regional Hospital
  • Portsmouth, NH
  • Description Healthcare Corporation of America (HCA) is a community of 94,000 Registered Nurses and 38,000 active physici...
  • 4/21/2024 12:00:00 AM

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Lead Patient Access Representative
  • Beth Israel Lahey Health
  • Newburyport, MA
  • When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives. Job Typ...
  • 4/20/2024 12:00:00 AM

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Director of Client Services
  • Griffin Resources
  • Wakefield, MA
  • The Role Griffin Resources is recruiting on behalf of an Accounting Firm located in Boston, MA. The Client Accounting an...
  • 4/19/2024 12:00:00 AM

Manchester is a city in the southern part of the U.S. state of New Hampshire. It is the most populous city in northern New England, an area comprising the states of Maine, New Hampshire, and Vermont. As of the 2010 census the city had a population of 109,565, up slightly to 111,196 in a 2017 estimate. The combined Manchester-Nashua Metropolitan Area had a 2010 population of 400,721. Manchester is, along with Nashua, one of two seats of Hillsborough County, the state's most populous. Manchester lies near the northern end of the Northeast megalopolis and straddles the banks of the Merrimack Rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$187,573 to $277,121
Manchester, New Hampshire area prices
were up 1.4% from a year ago

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