Senior Client Services & Finance Manager

Level Group Ltd.; Nashville (TN); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health Insurance (Dental & Vision)

401k plan

Life Insurance

Hybrid work after 90 days

PTO & holidays

Job summary

Level Group Ltd. in Nashville, TN seeks a Client Services Account Manager to serve as the primary contact for clients, handling financial, administrative, and business management needs with accuracy and discretion.

You will lead and develop the client service team, manage workloads, oversee deliverables, and provide training and performance feedback to ensure excellence in client support and operations. The role combines client service, financial oversight, and compliant processes across

Responsibilities

• Lead client communications with teams, vendors, and partners, providing accurate and timely responses.
• Support clients with ad hoc needs including projects, reports, and documentation.
• Deliver key financial and business updates such as tour results, cash flow projections, tax outcomes, and regulatory deadlines.
• Coordinate with legal, insurance, and service providers to protect client interests and maintain compliance.
• Maintain holistic awareness of client business activities to ensure integrated financial planning and clear cross-departmental communication.
• Oversee annual processes such as healthcare enrollment and related business management requirements.
• Collaborate with senior leadership to align client strategies, financial planning, and departmental priorities with overall business objectives.

Job description

Level Group Ltd. in Nashville, TN seeks a Client Services Account Manager to serve as the primary contact for clients, handling financial, administrative, and business management needs with accuracy and discretion.

You will lead and develop the client service team, manage workloads, oversee deliverables, and provide training and performance feedback to ensure excellence in client support and operations. The role combines client service, financial oversight, and compliant processes across