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Client Services Manager Jobs in Minnetonka

1 - 10 of 10
1 - 10 of 10
Search Results - Client Services Manager Jobs in Minnetonka
Salt Point Capital Partners-Minnetonka
Primary Purpose: The Client Service Administrator delivers client support to the advisors and provides resources and guidance to help clients achieve their financial goals. This role will be an essential partner to the operational function...
mindmatch.ai -
Minnetonka
Overview: WHO are we looking for? An energetic Wealth Planning Relationship Manager who will deliver high-level customer service to clients of the firm. The Relationship Management Planning Associate will join an established wealth management...
icims.com -
AdvisorNet Financial-Minnetonka
Primary Purpose: The Case Manager will support the day-to-day operations including but not limited to, new business and underwriting processing, licensing and contracting, and commissions. This role serves as a point -of contact for our clients...
mindmatch.ai -
UnitedHealth Group-Minnetonka
judgmentExperience leading teams (directly or indirectly)Ability to work in a team environment with a client service focusPreferred Qualifications: Experience with mergers and acquisitionsExpert proficiency in PeopleSoft and Oracle HCM applicationsExpert in 401(k)...
Robert Half-Minnetonka
We are seeking a Tax Manager to join our team located in Minnetonka, Minnesota. This role involves processing and reviewing tax returns, maintaining client relationships, and providing consultation on tax-related issues. The position also requires...
roberthalf.com -
Ultimate Staffing-Plymouth (MN), 4 mi from Minnetonka
and service quality. Requirements:  •  1-3 years of project coordination and client service experience  •  Experience with invoicing, managing work orders, and dispatching technicians to the site  •  Experience communicating with vendors and customers.  •  Experience...
mindmatch.ai -
UnitedHealth Group-Eden Prairie, 4 mi from Minnetonka
while ensuring successful delivery on end-to-end performance requirements for revenue cycle management clients with annual collections less than $10 Billion and 1-19 facilities. Success depends on driving efficiency, effective partnership, influence...
Meet-Minneapolis, 11 mi from Minnetonka
Summary: I am excited to be partnered with my client, a global, privately-held Medical Communications agency, on their search for a detail-oriented + enthusiastic Client Services Director to join their top-tier Client Services team. Since being...
mindmatch.ai -
Boulay-Eden Prairie, 4 mi from Minnetonka
by Senior Wealth Managers and Partners Begin to lead client relationship development and management, including regular client contact and communications Manage client services, including financial planning processes, investment implementation strategies...
resume-library.com -
Mindlance-Minneapolis, 11 mi from Minnetonka
OVERVIEW: Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business...
resume-library.com -

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