2,758 Client Management jobs in the United States

4 days ago Be among the first 25 applicants The entry level Client Management Consultant (CMC) position is a vital part of Sentient Jet. As the key to Client satisfaction, this department is critical to the continued success of the Sentient brand and company as a whole. The CMC is Sentient’s voice to the client, and provides the connection between the client and operations. Successful CMC’s are passionate about service and are customer centric. They look to provide premier customer service by responding promptly to client requests, and possessing a keen intuition that allows them to anticipate the client’s needs and exceed expectations. Keys to being successful include excellent communication skills, the ability to multi-task, being team and solution oriented with a positive approach. CMC’s are constantly looking for ways to enhance the client’s experience with Sentient. Schedule: Must be flexible to work nights, weekends and holidays as schedule covers a 24 x 7 operation. Overnight shift duties will be trained and scheduled only if completely necessary. Location: Quincy, MA A day in the life… Ensure seamless, world class client service experiences over the phone and through various communication tools responding to client requests and anticipating unstated needs. Consistently and accurately execute on detailed work processes. Actively listen and provide solutions to client issues. Obtain flight itinerary and other pertinent trip information from clients regarding upcoming or current flights and accurately enter that information into the automated application. Provide direct guidance and assistance to clients regarding Sentient products, services and requests. Take ownership of potential problems, offering creative solutions through completion. Prompt and concise communication with clients, the internal Command Center, support teams, vendors and Senior Management. Ability to utilize multiple communication channels. Perform additional duties and projects as requested. Skills And Attributes Excellent communication skills across internal and external customers to obtain and communicate accurate information and make sound decisions. Must by confident, self-motivated, detailed oriented, organized and possess the ability to multi-task. Ability to handle confidential information is critical. Proficiency with computers is mandatory (MS Word, Excel, Outlook, etc.). Requires schedule flexibility, this Client Management role is a shift position including weekend and holiday requirements. Embraces change, thinks creatively and has a willingness to learn. Works successfully both as a team and independently. Ability to provide high quality customer service. Ability to withstand significant pressures driven by volume, pace and challenging interactions. Prior Experience Bachelor’s degree preferred, equivalent training, or minimum of 2 years of related Customer Service or Call Center experience preferred. Hospitality, aviation or travel industry experience or knowledge helpful. Successful CMC’s have the opportunity to grow into additional roles: Sr. CMC Lead CMC CMC Manager The CMC position offers the successful CMC the future opportunity for growth within the department as well as other opportunities within the company in various departments. This job description is a guideline for hiring, promotion and an overview of responsibilities for existing employees. It is not meant to be all-inclusive and management reserves the right to change duties and responsibilities at any time. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Strategy/Planning and Information Technology Industries Aviation and Aerospace Component Manufacturing Referrals increase your chances of interviewing at Sentient Jet by 2x Get notified about new Client Consultant jobs in Quincy, MA . Join our SimCorp Consultant Community - File your resume Commercial Financial Services | Senior Consultant - Insurance Boston Technology Consulting Consultant - 2026 Senior Consultant - Life Sciences Advisory, Health Segment - Campus 2025 Managing Consultant, Business Development-Retail and Drug & Grocery-R-250969 Client Relationship Manager - Life Sciences -Boston, MA We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

We are seeking a dynamic leader to join the Data Center & Mega Project leadership team. In this new organization, you will be responsible for leading cross-functional value streams to deliver complex solutions to Data Center and Industrial customers. You will drive an integrated, seamless customer experience across Aftermarket, Operations, Engineering, Business Operations and support functions to enable growth through flawless execution. You will be responsible for building your direct team from the ground up and will partner with business and functional leaders in developing the most effective operating rhythms.

The ideal candidate will have strong leadership abilities, a passion for customer interaction, excellent communication skills, and a proven track record in leading large scale, cross-functional teams or programs.

• Lead dedicated Client leadership team to ensure proper planning and execution of complete line of business by identifying risks and issues, and implementing effective mitigation strategies.
• Collaborate with business and functional executive leadership and stakeholders to define project goals, objectives, and success criteria.
• Provide strategic guidance and support to cross-functional data center teams, fostering a culture of accountability, transparency, and continuous improvement.
• Oversee the execution of multiple projects, ensuring on time delivery, within scope, and within budget.
• Host program performance reviews with internal and external stakeholders to ensure successful execution of long-term agreements and achievement of financial targets.
• Drive change management initiatives to support organizational transformation and growth.
• Drive continuous improvement initiatives to enhance processes, workflows, and overall business performance.
• Partner with sales in developing strong, lasting customer relationships and identify new opportunities and partnerships to expand share of wallet with existing customers.
• Build and maintain strong relationships with key stakeholders, including customers, vendors, and industry partners.

• Bachelor's degree
• 7+ years' experience in direct or indirect leadership roles in operations, sales, aftermarket, strategy, or general management
• Ability to travel up to 40%

• Master's degree or other advanced degree
• Demonstrated technical aptitude and/or learning agility
• Passion for serving customers. Ability to listen to customer needs and quickly act to solve their problems, provide quality solutions, and go above and beyond to exceed their expectations
• Strong ability to lead and develop diverse, cross-functional project teams to achieve high levels of performance in a dynamic, changing environment.
• Proven ability to lead large programs, executing with speed and exhibiting a bias for action
• Proven ability to manage teams without formal authority through influence and relationships
• Ability to communicate effectively in written and verbal format across a wide audience
• Ability to quickly identify new and innovative ways to work faster and simpler.
• Ability to think outside the box, innovate, take risks, and implement progressive, sustainable solutions

Carrier is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. Carrier provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.

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2 days ago Be among the first 25 applicants

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• Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
• Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
• Prepares and provides documentation and materials required for client calls and visits
• May participate in investment reviews and annual reviews
• Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
• Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture
• Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
• Performs other duties and special projects as required, including firm-wide initiatives

CAPTRUST is seeking a full-time Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships. The candidate uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. Responsibilities include:

• Building relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
• Servicing existing client relationships with high-quality communication and follow-up
• Preparing documentation and materials for client interactions
• Participating in investment and annual reviews
• Onboarding new clients through various documentation and reports
• Collaborating to resolve issues and ensure client satisfaction
• Maintaining client records in compliance with policies
• Performing additional duties and projects as needed

Minimum Qualifications:

• Completion of a four-year college degree or equivalent work experience
• Minimum 5 years of experience in a Client Service role within brokerage, investment advisory, or financial services

Desired Skills:

• Proficiency in Microsoft Office Suite and PDF editing tools
• Ability to navigate spreadsheets and financial concepts
• Excellent math, communication, and organizational skills
• Ability to handle changing priorities and work independently or in teams
• High professionalism and attention to detail

Our colleagues tend to stay long-term due to our great culture, opportunities for growth, and supportive environment. Benefits include employee ownership, success sharing, comprehensive health coverage, and a 401(k) plan with employer match.

5005 LBJ Freeway #1313, Dallas, TX 75244. This is not a remote position.

We prioritize hiring those committed to service, community involvement, and continuous improvement. Key characteristics include relationship-building, clear communication, urgency, integrity, and an other-centered mindset.

We are committed to diversity and inclusion, providing equal employment opportunities without regard to protected statuses.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job functions: Administrative, Finance, Consulting
• Industries: Investment Management, Financial Services, Investment Banking

CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems.

Primary responsibilities may include the following, amongst others:

• Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
• Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
• Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
• Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
• Assist CMCs with various client onboarding and recurring tasks
• Partners with associates from various offices firm-wide
• Greet office guests in a professional, friendly, and hospitable manner
• Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives
• Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
• Open and distribute mail as needed

Minimum Qualifications:

• Completion of a four-year degree from an accredited university or 0-2 years of relevant work experience
• Investment industry experience a plus

Desired Qualifications/Skills:

• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player
• Energized by change and ability to think "outside the box" regarding process improvement
• Flexibility to handle changing priorities, pressure, and short deadlines
• Self-motivated; ability to work well independently and with others
• A high standard of professionalism
• Notable attention to detail
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

3100 Village Pt. #200, Chesterton, IN 46304

Due to the nature of the role, this is not a remote or work from home position. #LI-onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate