Top 159 client manager Jobs in pittsburgh, pa

Client Relationship Support Specialist (5+ yrs exp)
The Speakman Financial Group —Pittsburgh, PA
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Computer skills
- Disability insurance
- Health insurance
Quick Apply
Client Service Associate
Confluence Financial Partners —Canonsburg, PA
- From $55,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Hybrid Client Operations Supervisor - Pittsburgh, PA
Verisma —Pittsburgh, PA
- $23 - $25 an hour
- Full-time
- HIPAA
- Mid-level
- High school diploma or GED
Account Manager
SingleSource Property Solutions —Canonsburg, PA
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
6d
Client Intake Specialist
FBT Gibbons LLP —Pittsburgh, PA
- $28.50 - $42.00 an hour
- Full-time
- Remote
- Microsoft Outlook
- Research
- Mid-level
- Profit sharing
- Paid parental leave
Client Success Manager (Client Management III) - REMOTE
Net Health —Pittsburgh, PA
- $70,288 - $87,860 a year
- Remote
- 3 years
- Bachelor's degree
- Senior level
- Health insurance
Quick Apply
8d
Customer Service Assistance (CAP) Case Manager
Holy Family Institute —Swissvale, PA
- $17.30 - $18.26 an hour
- Monday to Friday
- Mid-level
- Office
- Windows
Quick Apply
Customer Service Representative
Ensinger —Washington, PA
- Full-time
- Background check
- Office
- Organizational skills
Quick Apply
Vice President, Client Processing Manager
BNY —Pittsburgh, PA
- Full-time
- 7 years
- CPA
- Office
1h
Customer Service Associate
Invictum, Inc. —McKeesport, PA
- $975 - $1,275 a week
- Full-time
- Background check
- Organizational skills
- In-person
Quick Apply
1d
Blended Case Manager
Merakey —Monaca, PA
- $22.67 an hour
- On call
- 18 years or older
- Mid-level
- High school diploma or GED
- Mileage reimbursement
- Health insurance
Quick Apply
SMB Customer Service & Sales Assistant
Wireless Zone —Pittsburgh, PA
- From $19 an hour
- Part-time
- Analysis skills
- In-person
- 1 year
- Health insurance
- Dental insurance
Quick Apply
14d
Customer Relationship Coordinator
Microbac —Warrendale, PA
- Full-time
- Computer literacy
- Pass drug screening
- Laboratory experience
- Wellness program
- Paid holidays
Quick Apply
Supports Coordinator - Case Manager Social Services - Pittsburgh, PA
Care Lync —Pittsburgh, PA
- $48,000 - $55,000 a year
- Full-time
- Spanish
- CPR Certification
- Up to 50% travel
- Health insurance
- Dental insurance
Quick Apply
5d
Client Experience Relationship Manager (MS)
ACA Group —Pittsburgh, PA
- $90,000 - $130,000 a year
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Gym membership
Planning and Customer Service Coordinator
Spang & Company —Pittsburgh, PA
- Office
- Bachelor's degree
- Travel
- 401(k) matching
Quick Apply
Client Intake Manager
FBT Gibbons LLP —Pittsburgh, PA
- Full-time
- Remote
- Microsoft Outlook
- 3 years
- Bachelor's degree
- Profit sharing
- Paid parental leave
8d
Dealer Success Manager
Capital One —Pittsburgh, PA
- Email
- Up to 50% travel
- Dealership
- High school diploma or GED
- Health insurance
5d
Client Manager, Lease Administration
US AMR-Jones Lang LaSalle Americas, Inc. —Pittsburgh, PA
- $70,000 - $75,000 a year
- Online Application
- Remote
- Background check
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Customer Service Specialist
Opulo, Inc —Pittsburgh, PA
- $16 - $21 an hour
- Part-time
- Office
- US work authorization
- Entry level
- Retirement plan
Quick Apply

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Client Relationship Support Specialist (5+ yrs exp)

The Speakman Financial Group
Pittsburgh, PA

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Series 6
Bachelor's degree
Securities Industry Essentials
FINRA License
Series 63

Full Job Description

Job Role: Client Relationship Support Specialist - Financial Services

The Speakman Financial Group is looking for an energized team player with financial industry experience who wants to be part of creating raving fans of our clients. Our family-oriented financial services firm is currently comprised of a dedicated staff supporting three financial advisors. This is the perfect position for a talented professional willing to acquire a deep understanding of our business model, products and services. Your vital role on the team will include educating and supporting our clients to build and deepen their engagement and relationship with us. We are all working toward a 100% Client Satisfaction priority goal.

We strive to provide our clients with quality customer care experience while making our office the best place to work. To learn more about our organization, please follow this link: http://www.speakmanfinancial.com/our-team

Your Package Includes:

Competitive compensation, bonus potential
Retirement Contributions, 401(k) matching
Health, Dental, Disability and Life Insurance
Paid Time Off
Remote Work Flexibility

Job Responsibilities Include:

Liaison with existing clients and colleagues relative to the service and solutions required
Onboarding new clients; educating them in support of the solutions and services recommended
With your team, ensure all customer inquiries and service requests are addressed and resolved in a timely manner
Communicate clients’ needs, objectives and feedback to the advisors/team
Communicate and collaborate with colleagues to maintain optimum efficiency, and to ensure policies, procedures and reporting are compliant with FINRA, SEC and our Broker Dealer, LPL Financial

Knowledge/Skill Set:

Demonstrates professional étiquette in client relations, written and verbal communications;
Effective, clear communication skills both verbal and written; presents numerical data effectively;
Computers, i.e., software programs including Office Suite, CRM and proprietary web-based tools;
Balances team and individual responsibilities and ability to multi task;
Contributes to building a positive team spirit through commitments to goals and objectives;
Troubleshooting/problem solving;
Attention to detail;
Willing to engage, and grow / learn / understand
Financial industry terminology and concepts
Regular and predictable attendance and business casual appearance is an essential function and expectation of the job

Please note this job description is not designed to contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without prior notice.

Experience and Education

Position typically requires a university / college degree, with 5+ years of industry-relevant experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Certification and Licensing

Required: SIE, FINRA Series 6 & 63
If you are not currently licensed, you will be required to successfully obtain these licenses within your first 6 months on the job.

Any employment agency, person or entity that submits a résumé into this career site or to a hiring manager does so with the understanding that the applicant's résumé will become the property of The Speakman Financial Group. The Speakman Financial Group will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan

Work Location: Hybrid remote in Pittsburgh, PA 15276

Quick Apply

Refine Your Search

client manager jobs in pittsburgh, pa

Client Relationship Support Specialist (5+ yrs exp)

Client Service Associate

Hybrid Client Operations Supervisor - Pittsburgh, PA

Account Manager

Client Intake Specialist

Client Success Manager (Client Management III) - REMOTE

Customer Service Assistance (CAP) Case Manager

Customer Service Representative

Vice President, Client Processing Manager

Customer Service Associate

Blended Case Manager

SMB Customer Service & Sales Assistant

Customer Relationship Coordinator

Supports Coordinator - Case Manager Social Services - Pittsburgh, PA

Client Experience Relationship Manager (MS)

Planning and Customer Service Coordinator

Client Intake Manager

Dealer Success Manager

Client Manager, Lease Administration

Customer Service Specialist

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