Client Services Director jobs in Rock Springs, WY

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

E
Wealth Client Account Services Associate: SLC or Houston
  • Enterprise Services
  • Salt Lake, UT FULL_TIME
  • Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

    With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

    We are currently seeking a Client Account Service Associate (CASA) to join our team. This position can be located in Salt Lake City, UT or Houston, TX and is part of the Enterprise Wealth Management division. CASA team members manage the execution of client service activities for multiple Wealth Advisors. This position enhances the client experience by providing exceptional service, supporting business functions, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. If you are dependable, eager to learn, and enjoy a work environment that is different every day, we’d like to hear from you.


    Responsibilities:

    • Support Wealth Advisors in all sales support and administrative functions as needed including, but not limited to, new client onboarding, account opening, account maintenance, processing cash flows, engagement with our third-party vendors, pipeline reporting, and assisting with client/prospect presentations.
    • Field client inquiries and resolve service transactions through research, contacting third-party vendors, and partnering with team members.
    • Provide reports, research, and other information to Wealth Advisors and clients, as requested.
    • Schedule appointments, maintain calendars, and coordinate with other staff and individuals outside the firm, as appropriate.
    • Manage outgoing mailings, electronic filing, answering the phone, submitting expenses, calendar management, and other items as needed.
    • Support marketing and business development efforts and obtain approvals for Wealth Advisor communications and advertisements.
    • Research information needed for client meetings. Prepare documents, notes, reports, and presentation materials, as required.
    • Organize and assist in the maintenance of complete client account and trade-related records for the Wealth Advisor and certain required files for the branch office.
    • Identify situations that need to be escalated to the Wealth Advisor or Branch Manager, including suspicious client activity or behavior.
    • Take ownership of all advisor office tasks allowing the advisor to grow their business.
    • Special projects as assigned.

    Requirements:

    • College Degree preferred, or equivalent work experience.
    • 2 - 4 years of investment/financial service experience preferred.
    • Knowledge of financial services industry and products.
    • Strong client service skills, attention to detail, and excellent follow through.
    • Detailed oriented and be able to work well under pressure and meet deadlines.
    • Efficiently problem solve, be pro-active, demonstrate initiative and multi-task.
    • Ability to create relationships with clients and resolve client account issues.
    • Strong oral and written communication skills.
    • Time management and organizational skills.
    • Proficient in office software applications.
  • 9 Days Ago

E
Wealth Client Account Services Associate: SLC
  • Enterprise Services
  • Salt Lake, UT FULL_TIME
  • Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions ...
  • 1 Month Ago

P
Client Services Representative - UT
  • Prcl World
  • Salt Lake, UT FULL_TIME
  • Client Services Representative - ShipNetwork Who We Are: ShipNetwork, is an e-commerce parcel carrier with a great company culture. Our unique approach allows small, medium, and even large ecommerce s...
  • Just Posted

S
Financial Client Services Representative
  • Strategic Planning Group
  • Bountiful, UT FULL_TIME
  • Strategic Planning Group - Job Opportunity in Investment Management Location: Bountiful, Utah Company Overview:Strategic Planning Group, a well-established investment management firm, specializes in t...
  • 5 Days Ago

A
Senior Client Services
  • A2C Consulting
  • Salt Lake, UT FULL_TIME
  • Job DetailsYOUR IMPACTThe Senior Service Desk team provides the highest level of technical support to the top executives of the firm globally operating 24/7 and 365 days a year.The team works in a hig...
  • 6 Days Ago

U
Director of Clinical Services
  • Universal Health Services, Inc.
  • Salt Lake, UT FULL_TIME
  • Responsibilities Salt Lake Behavioral Health is seeking a passionate and talented Director of Clinical Services for our facility. We understand that not all wounds are visible. Depression, anxiety, tr...
  • 10 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Client Services Director jobs found in Rock Springs, WY area

M
FT Customer Solutions Representative (Work From Home)>
  • Master Lock
  • Rock Springs, WY
  • [Call Center / Remote] - Anywhere in U.S. / $17.79 per hour / Medical, dental & vision / 401K / PTO / Equipment provided...
  • 3/28/2024 12:00:00 AM

Q
FT Customer Support Specialist - Work From Home>
  • Quartzy
  • Rock Springs, WY
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $50K per year / Medical, Dental and Vision / PTO / Internet Stipe...
  • 3/28/2024 12:00:00 AM

S
FT Inbound Phone Support Agent - Work From Home>
  • Signpost
  • Rock Springs, WY
  • [Call Center / Fully Remote] - Anywhere in U.S. / $17+ per hour / Health, dental, and vision / 401k / PTO / Equipment pr...
  • 3/28/2024 12:00:00 AM

8
Customer Service Specialist - Work From Home>
  • 86 Repairs
  • Rock Springs, WY
  • [Customer Support / Fully Remote] - Anywhere in U.S. / $55K per year / Health, Dental, & Vison / 401k matching / PTO / E...
  • 3/28/2024 12:00:00 AM

M
FT Enrollment Services Rep - Work From Home>
  • Molina Healthcare Services
  • Rock Springs, WY
  • [Call Center / Customer Service / Remote] - Anywhere in the U.S. / Up to $26.42 per hour / Competitive benefits - As an ...
  • 3/28/2024 12:00:00 AM

A
Customer Service Agent - Work From Home>
  • American Logistics
  • Rock Springs, WY
  • [Call Center / Fully Remote] - Anywhere in U.S. / Both PT & FT Available / Medical, Dental, Vision / PTO / 401K - As a C...
  • 3/27/2024 12:00:00 AM

Y
PT Customer Support - Work From Home>
  • Yiftee
  • Rock Springs, WY
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Competitive pay - As a Customer Support Rep you'll: Support ticke...
  • 3/27/2024 12:00:00 AM

B
Customer Support Specialist - Work From Home>
  • Brandwatch
  • Rock Springs, WY
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive Pay - As a Customer Support Specialist you'll: Provide outs...
  • 3/27/2024 12:00:00 AM

Rock Springs is a city in Sweetwater County, Wyoming, United States. The population was 23,036 at the 2010 census, making it the 5th most populated city in the state of Wyoming, and the most populous city in Sweetwater County. Rock Springs is the principal city of the Rock Springs micropolitan statistical area, which has a population of 37,975. Rock Springs is known as the Home of 56 Nationalities because of the influx of immigrants from all over the world who came to work in the coal mines that supplied the fuel to power the steam engines of the Union Pacific Railroad. The city's rich cultu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$170,627 to $252,075
Rock Springs, Wyoming area prices
were up 2.3% from a year ago

Client Services Director in Elyria, OH
This position is accountable for overall client delivery outcomes as well as management of the team in terms of productivity, human resourcing, process improvements & training, and implementing new Bobsled Marketing programs.
December 06, 2019
Client Services Director in Johnstown, PA
We help clients to develop a coherent plan and work with them to identify and develop compelling news stories and features.
February 18, 2020
Client Services Director in Flagstaff, AZ
You'll learn all these processes and how they can be customized for specific client situations.
January 07, 2020