Manager, Client Service Job Description
Manager, client service
provides support for basic telecommunications configuration and system functions of both legacy PBX and Voice over IP systems.
Manager, Client Service Duties & Responsibilities
To write an effective manager, client service job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, client service job description templates that you can modify and use.
Sample responsibilities for this position include:
Leads the daily activities of one client service team made up of Technical Support Specialist
Ensures adequate coverage and controls work flow in order to successfully meet or exceed client expectations and achieve regional goals
Responsible for managing staffing levels by establishing and organizing work schedules to assure that the region is able to provide World Class Service to our clients
Meets all call handling guidelines based on region expectations, including Service Levels, Handle Time, Productivity, Aux%
Regularly provides accurate, specific and timely performance feedback, effectively executes formal and informal recognition of associates (successes, exceptional efforts ), initiates actions to promote positive morale and ADP as an employer of choice
Performs necessary disciplinary and personnel actions and maintains all documented records
Provides a high level of product and leadership support to associates, clients and the sales organization
Handles client issue escalations from CSRs and other areas when they cannot be resolved at lower levels
Follows-up with clients on positive and negative feedback
Makes decisions regarding service recovery and expedites when necessary
Manager, Client Service Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager, Client Service
List any licenses or certifications required by the position: ITIL, FPC, CPP, CISSP, PMP, SITA, CISM, CPM, PCP, HAZWOPER
Education for Manager, Client Service
Typically a job would require a certain level of education.
Employers hiring for the manager, client service job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Management, Business, MBA, Education, Finance, Engineering, Economics, Business/Administration, Technical, Associates
Skills for Manager, Client Service
Desired skills for manager, client service include:
Various operating systems
Pertinent ADP HR
Payroll and Benefits policies and procedures
Research techniques and methodologies
Statistics and multivariate analysis
Voice
Data and IP business solutions
IT/Application support
First Data’s systems platforms
Telecommunications industry
Desired experience for manager, client service includes:
The ability to work cooperatively with others, to be a part of a team and working together
Prepares and maintains various statistical reports from client relationship management system (Clarify), CMS, AS400, IEX
Proactively monitors and analyzes performance statistics and initiates actions to insure regional goals for service delivery are achieved
Initiates proactive resolution of associate, tool or service delivery issues surfaced by statistical reports
Effectively communicates with team, developing a climate in which information is shared openly
Clearly defines expectations
Manager, Client Service Examples
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Manager, Client Service Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of manager, client service. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, client service
- Cooperate with IT and Servicing teams to develop ongoing ad hoc solutions to ensure accurate and efficient delivery of assets and information to customers
- Work with the team to collect, process, and analyze the data needed to complete the client’s financial plan
- Contact clients who have agreed to financial planning and request necessary information and forms
- Gather, organize and enter client data into our Financial Planning Tool Suite
- Follow-up with the clients if additional information is required
- Perform case analysis and prepare preliminary recommendations and initial product solutions for advisors’ review
- Review analysis with the advisors and make changes or run additional scenarios as needed
- Create a presentable financial plan to be delivered to the client
- Track financial planning data to be reported to the Moser, Kearns and Associates team
- Performance management responsibilities such as objective setting, periodic reviews, staff development, compensation, vacation scheduling
Qualifications for manager, client service
- Billing negotiations with client
- Attention to detail is paramount – these are cash management and recordkeeping businesses
- Strong knowledge of recordkeeping/administration/accounting/reconciliation would be beneficial
- Ability to simultaneously handle multiple priorities within tight deadlines
- Self-motivated, able to work independently on teams
- 5-7 years' experience in a commercial services account or maintenance-related customer-facing Telecommunications role
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Manager, Client Service Job Description
Job Description Example
Our company is looking for a manager, client service. 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 manager, client service
- Provide and/or co-ordinate appropriate representation for Business Operations at Client meetings and due diligence visits
- Manage a team of Analysts who serve as the primary support contacts for all Aladdin tools, analytics and workflows of users across the Aladdin client base
- Oversee day-to-day resolution of client inquiries, ensuring accurate and timely responses and acting as a point of escalation for clients and internal client relationship management teams
- Take ownership and responsibility for clients’ satisfaction in partnership with other client facing teams across the Aladdin Business
- Serve as a point of escalation across the team for specific product areas within Aladdin where you have the expertise
- Apply product and client expertise to manage and lead strategic and tactical projects for the Client Services team and the broader Aladdin Business
- Maintain client engagement by leading and contributing to client projects
- Help lead and engage in broader cross-client initiatives
- Contribute to the overall strategy and execution of the Aladdin Business Analyst Program, and help shape the program as it grows
- Support recruiting, staffing, Analyst onboarding and career planning
Qualifications for manager, client service
- 4+ years of similar experience with an emphasis on professional customer service
- A notary certification is a plus
- Promote the use of job aids and training material to assist in control accountabilities
- Knowledge of Bank regulatory risk and compliance policies, processes and requirements
- Knowledge of Retail Banking systems, applications, processes and procedures
- Familiarity with Private Banking and Private Investment Counsel businesses would be an asset
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Manager, Client Service Job Description
Job Description Example
Our company is growing rapidly and is hiring for a manager, client service. 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 manager, client service
- Managing documents for meeting preparation and follow-up
- Tracking financial planning data to be reported to the Moser, Kearns and Associates team
- Answering questions and providing readily available information to clients, if requested and as allowable
- Participating in investment committee activities and other internal projects as needed
- Attending and promoting company-sponsored events and community activities
- Provide accurate, timely and efficient responses to client inquiries
- Coach, train, develop and inspire 5-10 Leads and 50-100+ Client Experience Associates to be their best selves and deliver outstanding service in every single client interaction
- Hire and onboard new team members to meet our business goals
- Role model our culture of client love, setting the example for all associates to follow
- Use data to drive improvement in key business metrics including client response time, client satisfaction, agent productivity, and overall contact rate
Qualifications for manager, client service
- An undergraduate degree from a four-year college or university or equivalent
- Advanced degree, such as a J.D., MBA, or and/or additional industry-specific professional designation, such as CPA, CTFA or CFP, strongly preferred
- You must have Series 7 and Minnesota Securities licensing
- Undergraduate degree or higher, preferably in Financial Planning, Finance, Economics, or Accounting
- FINRA Series 7 and 66 licenses, plus State life, accident, and health insurance licenses, or the ability to obtain them within 90 days of hire
- Proficiency in Microsoft Office with a strong understanding of Microsoft Excel
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Manager, Client Service Job Description
Job Description Example
Our growing company is looking to fill the role of manager, client service. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, client service
- Address client requests for new services/capabilities or perspective on regulatory impact
- Lead the solution delivery for client requests/complex issues and manage internal stakeholders
- Develop and maintain an in-depth understanding of the products and services offered for the Tortoise family of entities
- Works independently, maintains relationships with new and existing clients, both institutional and private wealth accounts
- Promotes the investment product by coordinating and/or conducting client calls, onsite meetings and discussions covering investment strategy, account performance, new products and market developments
- Covers all levels of institutional clients, has the ability to communicate with the largest and/or most complex relationships
- Implement the Tortoise client service protocol for other entities in the Tortoise family
- Maintain the contact management system, including new account set-up and changes to existing accounts
- Develop and execute proactive, creative, and ongoing contact initiatives intended to identify and satisfy client needs
- Open new client accounts, obtain required information, verify accuracy, and enter data in to the system
Qualifications for manager, client service
- Operationalexperience in a Transfer Agency role is preferred, but fund accounting, fundadministration or banking experience will be considered
- Previousexperience with people management (though this will be an individual contributorrole) and change management skills desirable
- Trackrecord of building and maintaining strong client relationships
- TransferAgency Industry and Regulatory knowledge strongly preferred
- Abilityto review and resolve complex issues in a timely manner
- Direct Reports -Client Service Officer
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Manager, Client Service Job Description
Job Description Example
Our company is looking for a manager, client service. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, client service
- Oversight for less experienced CSMs gathering all required information needed to set up FTP directories and coordinates client file/arrival and delivery
- Primary duties involve researching and responding to client questions relating to their business operations and content of products, providing training on functionality for internal and external clients, and creating, updating, and maintaining product and process documentation
- Ensuring end to end new and existing services provided to our client are functioning as expected, meeting contracted service levels and quality standards
- Work with DCSs to cultivate and expand existing business relationships through frequent communication and regular client visits
- Assist in matching qualified Consultants' skill sets with client engagement needs
- Take responsibility for the maintenance and retention of Consultants assigned to specific clients
- Prepare and enter paperwork necessary to track projects/engagements in company system
- Assist client team in ensuring timely receipt of signed business contracts and engagement paperwork
- Assist DCSs in scheduling Consultant Evaluation meetings
- Serve as an escalation point for all Customer related Service issues
Qualifications for manager, client service
- Fluency in English and Chinese are must
- Develop strong working relationships with Clients and members within the internal organization which inspires confidence and trust as a Best Practice advisor
- Able to swiftly and appropriately identify solutions to address different business and client issues that may come up
- Engages with Clients and continually search for ways to increase customer satisfaction during all stages of the project life-cycle
- Demonstrates a solid understanding of the business and Client needs to be able to identify opportunities for project and process improvements and take responsibility to lead quality improvements
- Successfully manages overall timeline and budget to ensure quality execution within set budgets margin expectations