Client Services Director - Home Care jobs in Connecticut

Client Services Director - Home Care directs staff providing non-clinical services to clients. Establishes and maintains policies and procedures for client services like intake, coordination of care, discharge and billing. Being a Client Services Director - Home Care ensures service quality goals are met. Requires a bachelor's degree. Additionally, Client Services Director - Home Care typically reports to top management. The Client Services Director - Home Care typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Client Services Director - Home Care typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Director of Private Client Services
  • GYL Financial Synergies
  • Westport, CT FULL_TIME
  • Summary/objective 

    The Director of Private Client Services oversees the private client services team and provides administrative support to one or more Financial Advisors or Partners of the firm. Responsibilities include opening new accounts, creating households in the CRM, cashiering, ACH transfers, assisting clients, researching client problems, maintaining account records, and preparing client communication. Additional duties include scheduling client meetings, maintaining outlook calendars, and assisting with travel schedules. 

    An essential function of the role will be to provide leadership to the Client Service team. 

     

    Essential Functions 

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

    Performs all aspects of the Senior Client Associate role plus: 

    • Leads and manages Client Service team in Westport, CT location. 
    • Clearly communicates performance expectations to members of their team. 
    • Controls work distribution between Client Associates.  
    • Coordinates and approves PTO and other leave within their department and ensures sufficient coverage is in place. 
    • Provides continuous feedback and coaching to team members regularly.  
    • Responsible for staff development, leadership coaching and associate engagement.  
    • Responsible for new hire training.   
    • Educates all Client Service team members when there are changes in processes.   
    • Participates in completion of year-end reviews for members of their team. 
    • Assists clients. 
    • Researches client issues. 
    • Prepares and processes client documentation. 
    • Opens new client accounts and creates households. 
    • Maintains client records. 
    • Executes cashiering, money movement, and ACH requests. 
    • Meets with clients and assists with paperwork. 
    • Oversees and meets with Client Service team to review new private client initiatives. 
    • Prepares client communication. 
    • Answers incoming client calls. 
    • Oversees general office management. 
    • Oversees the ordering of office supplies. 
    • Ensures Client Service team maintains look and tidiness of office space. 
    • Participates in new initiatives and projects. 

     

    Competencies 

    • Communication Proficiency. 
    • Teamwork. 
    • Technical Capacity. 

     

    Supervisory Responsibility  

    This position has supervisory responsibilities. 

     

    Work Environment  

    This job operates in a professional office setting. This position uses common office apparatus such as computers, phones, photocopiers, filing cabinets and fax machines. 

     

    Physical Demands 

    The physical demands described here represent those that are required by an employee to successfully perform the essential job functions.  

    This job requires the employee to regularly talk and hear. Additionally, the employee is often required to stand; walk; use wrists, hands, and fingers to type, handle or feel; and reach with hands and arms. From time to time, light lifting may be required for routine office tasks such as client mailings, refilling copiers, etc.  

     

    Position Type/ Expected Hours of Work 

    This is a full-time position where the employee is expected to be in the office Monday through Friday from 8:30a.m. to 5:00p.m. 

     

    Travel 

    Travel is not predicted for this job. 

     

    Community and Volunteer Activities  
    The GYL team routinely supports a number of charitable organizations and activities. It is strongly encouraged that the Director of Private Client Services is willing to occasionally, as their schedule permits, participate in activities with other team members.  

     

    Additional Eligibility Qualifications 

    • 10-15 years of operational experience within the financial services industry. 
    • Bachelor’s degree required. 
    • Must have strong organizational and prioritization skills. 
    • Ability to work independently to research and resolve client issues. 
    • Must have an understanding of appropriate paperwork and procedures necessary to process transactions. 
    • Client services oriented. 
    • Strong attention to detail. 
    • Must be computer literate and proficient with Windows, Word, and Excel. 
    • Fidelity or Schwab experience would be preferred. 
    • Ability to multi-task. 
    • Work both independently and within a team. 
    • Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.  

     

    Required Education and Experience 

    • Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. 
    • Licenses: Required- Series 63/65 or 66. 
    • Work Experience: Preferred – Worked with or in an RIA and has experience with Fidelity and its systems. 
    • Years of Experience: Required – 10 to 15 years of experience. 

     

    Other Duties 

    Please note this job description is not a comprehensive listing of day-to-day activities, responsibilities, or tasks that are required of the employee for this job. Day-to-day tasks, responsibilities, and activities may change at any time with or without notice.  

  • 10 Days Ago

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Client Service Coordinator
  • Athena Care at Home
  • Farmington, CT FULL_TIME
  • We are hiring a Client Service Coordinator to join our dynamic care team at Athena Home Health & Hospice in Farmington, Connecticut. Working with our team and residents will give you purpose in your p...
  • 20 Days Ago

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Female Client NEEDING care in Manchester!
  • Always Best Care Senior Services - Central Connecticut
  • Manchester, CT PART_TIME
  • Always Best Care is looking for an experienced caregiver to assist with a female client in Manchester. This case's hours will be specifically every Tuesday and Thursday. The care provided will include...
  • 4 Days Ago

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Caregiver for Southington client
  • Home Helpers Home Care of Farmington Valley
  • Southington, CT PART_TIME
  • Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Training & de...
  • 4 Days Ago

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Caregiver for New Britain Client
  • Home Helpers Home Care of Farmington Valley
  • New Britain, CT PART_TIME
  • We are looking for a caregiver to work with a client in New Britain with a choice for more hours. Monday , Wednesday and Friday 8am-12pm we have a open client , with more work available if desired. Ar...
  • 1 Month Ago

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PCA Personal Care Assistant
  • All In Home Care Services
  • Norwich, CT FULL_TIME,PART_TIME
  • ***ASAP. This is for New London. Schedule is Monday -Sunday for 8 hours a day. Our private home care agency requires caring and compassionate companions/Caregivers to work for patients in their home p...
  • Just Posted

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Client Service Director
  • Kennedy Jenks
  • Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous i...
  • 3/28/2024 12:00:00 AM

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Managing Director/Director Client Services
  • CFO's Domain
  • Los Angeles, CA
  • Title: Managing Director / Director of Client Services Company: CFO’s Domain Location: Los Angeles Compensation Structur...
  • 3/28/2024 12:00:00 AM

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Managing Director/Director Client Services
  • CFO's Domain
  • Title: Managing Director / Director of Client Services Company: CFO’s Domain Location: San Francisco Compensation Struct...
  • 3/28/2024 12:00:00 AM

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Director of Client Services
  • StevenDouglas
  • Fairfield, CT
  • The Private Wealth Management Group at StevenDouglas is representing a leading multibillion dollar RIA, seeking to add a...
  • 3/27/2024 12:00:00 AM

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Director of Client Services
  • Griffin Resources
  • Boston, MA
  • The Role Griffin Resources is recruiting on behalf of an Accounting Firm located in Boston, MA. The Client Services Dire...
  • 3/25/2024 12:00:00 AM

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Client Services Director
  • The Burns Phillips Law Firm, PLLC
  • Conroe, TX
  • ISO A NEW TEAM MEMBER! We have a job opening for a CLIENT SERVICES DIRECTOR FOR OUR FAMILY-FOCUSED ESTATE PLANNING PRACT...
  • 3/25/2024 12:00:00 AM

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Director of Client Services
  • Hamlyn Williams
  • Our client, a financial technology investment firm is looking to add a Director of Client Services to join their team in...
  • 3/24/2024 12:00:00 AM

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Director of Client Services
  • Bleakley Financial Group
  • Fairfield, NJ
  • Director of Client Services Location: Fairfield, NJ About Us: We are a leading Independent Registered Investment Advisor...
  • 3/24/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director - Home Care jobs
$78,041 to $96,147

Client Services Director - Home Care in Fremont, NE
Initiate and manage medication administration and/or nursing delegated specialized services to clients.
November 02, 2019
Review, create and keep updated the medication administration and specialized services records for clients receiving those services.
October 10, 2019
Attend reoccurring administrative meetings.
August 22, 2019