Client Partner

• Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
• Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
• Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
• Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
• Manages strategies and controls to address policy, technology, environmental, and operational gaps
• Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience
• Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement

Portfolio Manager driving change initiatives for Client Experience at Bank of America

Portfolio Manager – Client Experience, Insights

Portfolio Manager leading strategic initiatives to enhance client experience across business segments at Bank of America. Managing projects and collaborating with leadership for improved engagement metrics.

• Lead Client Care Operations North America wide.
• Standardize service processes.
• Coach Client Care leaders.
• Develop training programs.
• Monitor KPIs and customer feedback.
• Lead workforce planning.
• Partner with Operations.
• Drive continuous improvement.
• Present performance insights to leadership.

Manager leading client care operations at Gateway Services in North America

Manager, Client Care Operations

Manager leading client care operations at Gateway Services in North America. Standardizing processes and enhancing customer service across care centers with a focus on operational excellence.

• Leading associates, educating, and resolving complex day to day operational issues for our Custody clients.
• Coordinate and supervise Transaction Service Representatives (TSR) for Westlake Custody.
• Responsible for direct TSR management, reporting, overtime needs, scheduling and providing daily coaching around transaction processing, productivity and quality.
• Tasked with leading a team addressing high volume ops activity, specialized processing projects and supporting our overall process in standard goals for the broader CE Organization.

Operations Manager leading associates for Fidelity's Custody clients

Operations Manager, Client Experience

Operations Manager leading associates and resolving operational issues for Fidelity's Custody clients. Overseeing Transaction Service Representatives and providing guidance in a fast-paced environment.

• Manage a portfolio of labor funds, unions, and multi-employer health plans.
• Serve as the primary point of contact and trusted advisor for customer stakeholders.
• Lead business reviews focused on engagement, outcomes, ROI, and long-term value.
• Build relationships with fund administrators, consultants, trustees, and labor leadership.
• Partner cross-functionally to solve customer challenges and drive successful outcomes.
• Identify retention risks, growth opportunities, and strategies to strengthen partnerships.

Customer Success Manager managing public sector client relationships at Virta Health

Client Success Manager, Labor & Multi Employer Funds

Customer Success Manager managing public sector client relationships for Virta Health. Focusing on engagement and outcomes for labor funds, unions, and multi-employer health plans.

• Manage a portfolio of public-sector customers and serve as their primary strategic partner.
• Lead business reviews focused on engagement, outcomes, customer value, and long-term success.
• Build strong relationships with benefits leaders, HR teams, consultants, and executive stakeholders.
• Partner cross-functionally to advocate for customer needs and deliver an exceptional customer experience.
• Identify customer risks, expansion opportunities, and strategic initiatives that strengthen partnerships.
• Share customer feedback internally to improve products, processes, and overall customer experience.

Client Success Manager handling public-sector customer portfolios at Virta Health

Client Success Manager, Public Sector

Client Success Manager responsible for managing public-sector customer relationships to drive health outcomes. Virta Health aims to reverse metabolic disease leveraging innovative technology and personalized care.

Client Partner jobs in Rhode Island

See all jobs on JobTailor

Portfolio Manager – Client Experience, Insights

Manager, Client Care Operations

Operations Manager, Client Experience

Client Success Manager, Labor & Multi Employer Funds

Client Success Manager, Public Sector