Client Manager Job at 360 Resourcing Solutions (Exeter)

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , San Francisco

Salary:

67000.00 - 80000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Manager

Client Service is paramount to this client; therefore, they are seeking Client M...

Location

United Kingdom , Edinburgh/Glasgow

Salary:

Not provided

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

ACII or equivalent preferred but not essential
Track record of client management within the commercial insurance broking arena
Experience of working with larger commercial or corporate client portfolios
Excellent presentation, communication, and negotiation skills
Acturis experience would be helpful
Comprehensive knowledge of commercial insurance covers including property, EL, PL, motor, PI, cyber, etc.

Job Responsibility

Working with an established portfolio of key clients
Offering a tailored insurance and risk management service to commercial insurance clients
Liase with broking support teams, claims team, risk managers and all associated parties to provide a bespoke approach to their insurance requirements
Maintain and add to existing revenue stream from an existing portfolio of clients
Exceed client expectations by proving a first-class, all-round broking service

What we offer

Competitive salary
25 days of annual leave plus bank holidays
Agile working arrangements
Life insurance
Income protection
Pension plan
Private medical insurance
Realistic opportunities for career development
Support for obtaining CII and ACII qualifications

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , Stamford

Salary:

60000.00 - 75000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Associate Manager, Client Success

The Associate Manager, leads and supports the Client Success team to deliver exc...

Location

Poland , Krakow

Salary:

11100.00 - 13800.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

2-5+ years of experience working in a managerial capacity in a support, sales/retention, or Customer Service role
1-3 years minimum experience working in the payment processing and/or software solutions industries
At least 1 year background/experience in portfolio management or processing/software leadership role where you were instrumental in developing processes and department protocols
2-3 years of experience and proficiency with Google Suite, Learning Management Systems such as Lessonly, and related software
Ability to translate your skills to other employees through training and mentoring
Must have excellent verbal and written communication skills to appropriately manage both internal and external partner relationships
Strong retention, marketing, leadership and interpersonal skills
Excellent verbal and written communication skills with strong marketing, sales, retention, or VIP portfolio management background
Thorough understanding of client success processes and department protocols within SpotOn ecosystem and potentially within a specific specialty success group like Integrations, Pricing, or Retention/Cancellations
Ability to moderate both small and large groups

Job Responsibility

Supervise and oversee client escalations to reduce wait time and offer all viable alternatives to clients to obtain BUY-IN
Balance day-to-day operations within the Client Success department while ensuring merchant concerns/escalations are given priority and addressed swiftly
Coaching on how to effectively manage high-level/complex merchant concerns using EQ
Respond to Team Leads or CSS/CSMs issues and/or high-level escalations requiring intervention promptly with all documentation, communication, reports uploaded to SFDC
Analysis of attrition for Client Success portfolios quarterly and yearly and churn and At Risk data
Maintain accurate records and document all service activities and discussions regarding department processes, personnel, or client escalations
Collaborate across all departments to address/resolve client needs and delegate as appropriate with proper oversight to ensure these items are completed
Become proficient / have extensive knowledge of all processes and guidelines for Client Success guidelines, practices, and protocols including product software and hardware offerings
Coordinate, collaborate and facilitate with all SpotOn departments to ensure merchant requests/concerns are handled timely and appropriately
Ensure team meets KPIs consistently and works collaboratively with department management to address disciplinary issues or prohibitive behavior who will work with HR on any formal actions required

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

Client Delivery Manager

The Client Delivery Manager is part of the Corporate Banking team responsible fo...

Location

Israel , Tel Aviv

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-3 years of Corporate Banking / front office client experience is mandatory
Demonstrate strong knowledge of the Israeli Banking industry, products, including an understanding of different industry types of clients
Proven experience in client portfolio management across various teams, managing smooth execution and implementing data management best practices
Excellent communication and collaboration skills, with the ability to interact effectively with internal and external clients and stakeholders
Written and verbal English and Hebrew communication as native
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Service all clients’ needs, with a special know how of Citi’s value proposition and local capabilities
Support senior Relationship Managers with client acquisition and build strong client relationship
Work with various functions in the Bank to offer clients solutions to help capture new business opportunities and manage smooth implementation processes in a timely manner
Identify client gaps and ensure Citi is best positioned to provide workable solutions for clients’ needs
Focus on issue resolution with respect to performance gaps with existing businesses as well as act as a central point of contact and acting as trusted advisor
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance in order to ensure appropriate governance and control infrastructure

What we offer

Generous holiday allowance starting at 22 days
Private medical insurance packages
Employee Assistance Program

Fulltime

Insurance Client Manager (Commercial Insurance)

The role is within their mid-large commercial risk team and provides risk soluti...

Location

United Kingdom , Berkshire

Salary:

60000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

ACII or equivalent
Proven experience in the insurance industry
Experience in client relationship management and the core lines of commercial risks
Experience managing large, corporate insurance risks is desirable
Commercial understanding of business
Prior experience with sales, fee setting, negotiation and influencing
Effective communicator and presenter
Client focused with a consultative approach and commitment to excellence in the provision of client service

Job Responsibility

Manage the service provided to clients
Ensure the highest level of service to each assigned client
Identify and introduce products and services to meet client’s needs
Understand and communicate each client’s business issues and needs
Build client relationships with key decision-makers
Grow the revenue and profitability of your client portfolio
Work in accordance with the business framework and compliance with their policies

What we offer

Excellent wellbeing and work/life balance
Two “Global Wellbeing Days” each year
Continuous learning culture

Fulltime

Client Technology Solutions Manager

We are seeking a Client Technology Solutions Manager with a strong background in...

Location

Australia , Sydney

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrated experience in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle Office areas
Ability to drive holistic operational processes and cross product technical solutions across product areas
Demonstrated client-facing experience with a concentration on technical relationship management and technical program delivery with proven success
Proven Project management skills focused on technical solutions delivery
Operate with a product and solutions mindset
Excellent stakeholder management skills, with the ability to build and maintain strong relationships with senior-level stakeholders, both internally and externally
Must possess highly professional presence
Excellent communication and relationship-building skills
Must possess ability to lead working sessions and senior client presentations
Ability to drive consensus and manage differing points of view with composure

Job Responsibility

Client Facing Solutions: Engage directly with clients in the financial services industry to understand their needs and develop tailored solutions
Problem Solving & Solution Delivery: Identify client pain points, propose innovative technology-oriented solutions, and overs their implementation to ensure delivery of high-quality results
Change Management: Lead change initiatives for clients, ensuring seamless transitions and the adoption of new technologies and processes
Program Management: Drive program success from initiation through execution, ensuring that goals, timelines and deliverables are met
Business Re-Engineering: Partner with cross-functional teams to analyze existing processes, identify inefficiencies, and design technology-driven enhancements
Stakeholder Management: Build and maintain strong relationships with senior-level stakeholders, including C-Suite executives, to align solutions with business strategies and goals
Technology Focus: Stay up to date with industry technology trends and integrate relevant innovations into client solutions and internal process
End-to-End Delivery: Define, design, and deliver end-to-end solutions that are scalable, sustainable, and meet both business and technical requirements

Fulltime

Client Services Manager

Reporting to the Director of Global Services, the role of Client Services Manage...

Location

Australia , Perth

Salary:

Not provided

Wenco (a Hitachi Construction Machinery...

Expiration Date

Until further notice

Requirements

5+ years’ experience with fleet management products on hardware and software applications
Ability to handle remote site installations, upgrades, and software support
8+ years’ technical supervisory experience of people and resources
Ability to do standard and custom system configurations for client’s sites within the Wenco product suite
Ability to develop a scope of work for all non-standard features (custom development) on existing and new client sites
Computer Technology background (Including exposure to Linux, Cisco, Database Administration, Business Systems Analysis, Microsoft Exchange, etc.)
Must be eligible to work in Australia
Bachelor's degree in Engineering, IT, Business, or relevant discipline

Job Responsibility

Drive operational excellence in the technical aspects of work performed to support clients
Manage installations, upgrades, and integrations, including autonomous haulage systems and Open Autonomy deployments
Lead and manage the regional Services team (and subcontractors as required)
Serve as the primary point of contact with clients
Plan resource allocation at least 3 months in advance
Develop project plans and schedule project goals, milestones, and deliverables
Travel to client sites globally as required
Take operational decisions and action/delegate a mutually acceptable plan to secure client satisfaction
Identify and communicate personnel, training, resourcing, technical, and client-related needs or issues
Conduct remote support and upgrade procedures

Fulltime

Client Manager

360 Resourcing Solutions

Location:
United Kingdom , Exeter

Category:
Real Estate

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
May 15, 2026

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