11 client success manager jobs found

Project Manager Stanley Consultants is an award-winning and industry-leading global consulting engineering firm, with an unmatched commitment to culture, values, and ethics. We are dedicated to client experience and solve the most complex challenges to create a sustainable, connected, and enriched world for all. As the world changes, Stanley strategically evolves with it, integrating the latest technology, innovation, and resiliency practices. With over a century of experience serving the energy, federal government, transportation, and water sectors, we have helped improve lives and shape the infrastructure systems that connect us. As an employee-owned organization with a People First approach, we stand apart from other engineering consulting and services firms. At Stanley, your voice counts, your growth matters, and your success is our success. Stanley Consultants offers flexible work options, competitive pay and great benefits, a strong sense of community, and the chance to...

Business Development Manager About InDebted : InDebted provides future-thinking organisations with products and solutions to support overdue consumers through debt. Backed by technology with a human touch, we use machine learning and AI to personalise the collections journey and champion positive customer experiences all so we can change the world of consumer debt for good. Founded in Australia, today we're a team of over 300 people living and working around the world. We're rapidly expanding throughout North America, the United Kingdom, Europe, Latin America and the Middle East. Were a $50m revenue (and growing) organisation, having recently completed our Series C funding round, backed by leading investors such as Airtree. Now is an exciting time to join the team as we continue to make the experience of debt resolution smoother, and more human. About the RoleThe Business Development Manager is a critical driver of InDebted's growth across the Australian market. This senior...

What You'll Do: As an ESOP Client Service Manager 2 on our Employee Stock Ownership Plan (ESOP) Administration team, you’ll establish and maintain effective relationships with ESOP clients to ensure growth, profitability, and retention in retirement services by providing high quality, efficient and prompt service, to meet customer expectations. You will partner with retirement plan service representatives and client advisors to enhance relationships between customer and company while independently managing and coordinating all aspects of a multi-process service offering for a designated group of clients.      Here are some examples of the kinds of things you'll do: Perform accurate recordkeeping of client reporting and processing owning the complete process, analyzing client source data, interpreting individual custom plan documents, preparing employee status and plan level trust/financial reports, process complex allocation transactions, and produce final client and...

What You'll Do: As a Claim Analyst 3 on our individual disability team, your day will be anything but routine. This is a small team with a collaborative environment, every single day offers new challenges and the ability to use your excellent analytical, communication and customer service skills to assist with our client’s disability claims - all during a time in which they may be facing major changes in life.   Here are few examples of the kinds of things you'll do:   Review, analyze, manage, and make appropriate and accurate decisions on Life and/or Disability claims in accordance to policy and state/federal law and regulations. Mentor, counsel, and provide feedback and assistance to others. Analyze, investigate, and adjudicate disability claims after determining information needed and acquiring all appropriate information. Analyze medical, vocational, and financial information to make effective and timely claim decisions. This includes having an in-depth...

What You'll Do: We are looking for a Senior Portfolio Associate to join our team !  This role is responsible for providing comprehensive operational support to the Corporate Private Placements and Infrastructure Debt teams, including trading support , portfolio credit reporting tracking, client portfolio servicing, RFP responses and client reporting, portfolio valuation, and ensuring timely execution of internal workflows.   Key responsibilities:   Monitor portfolio holdings for financial reporting and covenant compliance tracking   Ensure timely execution of internal trading workflows and coordinate with operational/accounting teams   Support coordination with client requests and ad hoc portfolio monitoring and reporting   Support inquiries from marketing, RFP, product, distribution, clients, and client reporting   Develop knowledge of financial markets, current events, laws and regulations, tax and accounting...

What You'll Do: We’re looking for a Sr Product Consult to join our retirement product Investment team.  In this role you’ll lead strategic initiatives and high-visibility investment projects to successful completion. Manage and strengthen internal and third-party relationships that support Principal Financial Group’s investment products and services. Drive development and implementation of new investment offerings while providing training, clear communications, and support to sales teams, financial professionals, retirement plan clients, participants, and other stakeholders. Key Responsibilities: Manage third-party, and internal, relationships to deliver product efficiency for managed accounts. Oversee workflows to ensure quality and timeliness. Serve as primary liaison and escalation point between vendors and internal business partners. Track and analyze vendor performance, providing leadership with insights and recommendations for improvement. Drive...

Availa Bank Description: EEO Employer Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more. UNIVERSAL BANKER I (BANK TELLER) POSITION SUMMARY This position is responsible for assisting with a customer’s financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. This is not a remote position SCHEDULE: Full-time role 8:00 a.m. to 5:00 p.m. Monday through Friday Additional or different hours may be necessary as business needs warrant Requirements: UNIVERSAL BANKER I (BANK TELLER) ESSENTIAL DUTIES AND ACCOUNTABILITIES Provide...

What You'll Do: We’re looking for an Analyst, Investment Solutions to join our team! In this role, you'll be responsible for providing operational investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer (OCIO) solutions to clients.   Responsibilities Include:   Implement Asset Allocation Changes: Execute ad-hoc allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication. Calculate and Review Returns: Compute plan rates of return for client reports and perform initial accuracy checks before distribution. Manage OCIO Revenue: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues. Client Onboarding & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final...

What You'll Do: Are you looking to grow your career in investment operations? If so, join Principal as an Associate, Investment Operations!   As an Associate, Investment Operations on our team, you'll perform procedures, analysis and report preparation to support the full lifecycle of investment operations in a global infrastructure. You'll be responsible for account administration, account reconciliation, reporting, transaction management and/or trade support activities as well as support global investment initiatives through participation in projects, process reviews and/or system enhancements. Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information, execute routine transactions and resolve problems. Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation,...

What You'll Do: The Principal Financial Group is seeking a CFO - PAS & Indvidual Solutions! We're looking for someone who wants to join a high-impact senior finance team driving profitable growth across Workplace Savings & Retirement Solutions (WSRS). As the lead financial officer for Individual Solutions and Principal Advised Services (PAS), you'll shape strategy, guide financial management, and play a key role in retirement offerings across Principal Financial Group including DC, DB, NQ, ESOP, Trust & Custody, and investments. What You'll Do: Lead pricing, financial reporting, forecasting, and analysis for domestic and international retirement products. Act as a strategic advisor on financial risk, investment needs, product strategy, pricing, and design. Ensure full compliance with relevant regulations across markets. Mentor and develop a high-performing finance team while championing organizational learning and change leadership. Provide...

What You'll Do: We’re looking for a Summer 2026 Intern to join our Client Experience (CX)team within Asset Management. This summer internship within CX will allow you to see all aspects of the client journey and participate in enhancing it.   Principal Asset Management is a premier global asset management firm with over $580 Billion in assets under management. Principal Asset Management is the perfect opportunity to gain real world experience in the asset management industry.   We operate globally and therefore, you will be a part of our global client experience department that is responsible for supporting sales in gaining new assets, onboarding new clients, and servicing current clients. Each intern opportunity will differ based on the needs of the business area.   Generally, interns will be exposed to or be responsible for: Owning a portion of a client due diligence questionnaires (DDQs) or requests for proposals (RFPs). Client metric reporting and trend...