Senior Client Service Manager I supervising a team for client reporting at TIAA Global Capabilities. Ensuring accuracy in reports and managing team performance in Pune, India.
About the role
- Client Solutions Specialist within CIBC's Business Banking team ensuring seamless cash management services and client transitions. Engaging and supporting clients through project implementations and maintaining operational support.
Responsibilities
- Perform after sales service support to Business Banking customers
- Coordinate new and existing client transitions and implementations
- Provide clients with required documentation and agreements
- Ensure timely delivery of cash management solutions
- Update knowledge of internal and external developments
Requirements
- Developed knowledge of CIBC cash management products and services offerings
- Strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint
- Ability to quickly learn proprietary software applications supporting cash management sales process
- Engage with clients to find the right solutions
- Strong relationship-building skills
- Experience in managing project transitions
- Understanding of client servicing in banking
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- Other special perks
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Services Manager II at TIAA enhancing client satisfaction and operational efficiency in retirement benefits. Collaborating with partners to implement business plans and managing administrative tasks.
Client Services Manager enhancing client satisfaction and operational excellence for retirement benefits. Managing client relationships and administrative activities with institutional clients.
Regional Director overseeing HRP and ERP service delivery across UK, Africa, and Middle East for TydeCo. Leading teams to ensure client satisfaction and operational excellence in a strategic role.
Client Service Administrator providing critical support to retirement and private wealth clients. Performing clerical and administrative tasks to assist with client account retention and service excellence.
Client Services Consultant at WorkNest providing onboarding and training support for HR software clients. Working in a hybrid, collaborative environment based in Glasgow.
Manager Client Services at Pulse Advertising overseeing social media strategies and client relationships. Collaborating with internal teams to deliver impactful campaigns and report performance metrics.
Client Service Manager managing relationships and growing accounts for AND Digital, a tech company focused on closing the digital skills gap.
Client Service Associate supporting Account Management team within Business Insurance sector. Ensures client needs are met through effective communication and organizational skills in hybrid work environment.
Client Service Manager overseeing 401(k) compliance and nurturing client relationships. Managing compliance testing and ensuring seamless service delivery with a focus on financial wellness.