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Associate Client Services Manager Jobs in Missouri

SS&C

Associate Client Relations Specialist

Kansas City, MO · Hybrid

$39K - $48K/yr

More than 23,000 financial services and healthcare organizations, from the world's largest ... Our teams design, implement, and operate solutions that help clients manage data, automate ...

Vizient

Client Services Partner

Cape Girardeau, MO · On-site

$51K - $87K/yr

Manage portfolio priorities based on client needs, risk, and service expectations to ensure consistent execution and follow-through. * Partner with Sales and Inside Sales to support client retention ...

Vizient

Client Services Partner

Cape Girardeau, MO · On-site

$51K - $87K/yr

Manage portfolio priorities based on client needs, risk, and service expectations to ensure consistent execution and follow-through. * Partner with Sales and Inside Sales to support client retention ...

Vizient, Inc.

Client Services Partner

Cape Girardeau, MO · On-site

$51K - $87K/yr

Manage portfolio priorities based on client needs, risk, and service expectations to ensure consistent execution and follow-through. Partner with Sales and Inside Sales to support client retention ...

Krilogy

Wealth Services Manager

Creve Coeur, MO · On-site

Job Summary: The Wealth Services Manager is a full-time position that provides high-level ... of client meetings, file and calendar maintenance. * Collaborate with Associate Advisors on the ...

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Associate Client Services Manager information

What does an associate client services manager do?

An Associate Client Services Manager supports the management of client relationships and ensures client satisfaction with company products or services. They assist with onboarding new clients, address client inquiries, and help resolve issues efficiently. This role often involves collaborating with internal teams to deliver solutions, monitoring account performance, and preparing reports. The position serves as a key contact point for clients, helping to build and maintain strong business relationships.

What are the key skills and qualifications needed to thrive as an associate client services manager?

To thrive as an Associate Client Services Manager, you need strong organizational skills, client relationship management experience, and a relevant bachelor's degree, often in business or communications. Familiarity with CRM platforms like Salesforce, project management tools, and proficiency in Microsoft Office are typically required. Excellent communication, problem-solving abilities, and a customer-focused mindset help you excel in building trust and resolving client concerns. These skills are essential for ensuring client satisfaction, fostering long-term partnerships, and supporting business growth.

What are some common challenges faced by associate client services managers, and how can they be effectively addressed?

Associate Client Services Managers often navigate challenges such as managing multiple client accounts simultaneously, balancing competing priorities, and ensuring effective communication between clients and internal teams. To address these challenges, it's important to develop strong organizational skills, maintain clear and proactive communication, and leverage project management tools to track progress and deadlines. Regular check-ins with clients and collaboration with cross-functional teams can also help anticipate issues and deliver consistent, high-quality service.

What is the difference between Associate Client Services Manager vs Client Services Manager?

AspectAssociate Client Services ManagerClient Services Manager
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, experience often required
Work EnvironmentSupportive, entry to mid-level client support teamsLeadership role overseeing client service teams
Employer & Industry UsageFinancial services, consulting, tech firmsFinancial institutions, consulting firms, tech companies
Common Search & ComparisonYesYes

The Associate Client Services Manager typically supports client service operations under supervision, focusing on client interactions and support tasks. The Client Services Manager holds a more senior role, overseeing teams, managing client relationships, and ensuring service quality. The two roles differ mainly in responsibility level and scope, with the Associate role being more entry-level and the Manager role being more strategic and leadership-oriented.

What is the average salary for an associate client services manager?

The average salary for an associate client services manager typically ranges from $50,000 to $70,000 annually, depending on experience, industry, and company size. Entry-level positions may start lower, while experienced managers with certifications and strong client management skills can earn higher salaries.

What cities in Missouri are hiring for Associate Client Services Manager jobs?

Cities in Missouri with the most Associate Client Services Manager job openings:

Associate Client Services Manager jobs near you

Client Advisory Services (CAS) Manager

Saint Louis, MO • On-site

Workforce Solutions, LLC
See more jobs at Workforce Solutions, LLCexternal

Full-time

Re-posted 25 days ago

Key responsibilities

  • Oversee and manage the Client Advisory Services division, including staff oversight, workflow management, and performance.

  • Partner with firm leadership on strategic initiatives, growth opportunities, and division KPIs.

  • Oversee client deliverables such as bookkeeping, financial reporting, payroll processing, and controller-level support.

Job description

Workforce Solutions partners directly with leading small to mid-sized CPA firms across the United States to connect them with top talent in the public accounting industry. We are currently working with a growing CPA firm in St. Louis, Missouri that is looking to add a Client Advisory Services (CAS) Manager to their team in an onsite leadership role.
What's the role?
The CAS Manager is a senior leadership position responsible for overseeing and growing the firm's Client Advisory Services division. This role plays a critical part in driving operational excellence, managing client relationships, and delivering high-quality outsourced accounting services. This includes:
  • Leading and managing the CAS division, including staff oversight, workflow management, and overall performance
  • Partnering with firm leadership on strategic initiatives, growth opportunities, and division KPIs
  • Recruiting, mentoring, and developing team members to build a high-performing practice
  • Designing and implementing standardized workflows, internal controls, and process improvements
  • Overseeing client deliverables including bookkeeping, financial reporting, payroll processing, and controller-level support
  • Serving as a senior point of contact for complex client needs and escalations
  • Collaborating cross-functionally with financial and advisory teams to support broader client engagements
  • Driving adoption of new technology, tools, and scalable systems across the CAS function

What experience and skills do I need to be successful?
  • 10+ years of public accounting experience within CAS, outsourced accounting, or a related area
  • Active CPA license (or ability to obtain reciprocity if needed)
  • Proven experience leading teams and managing a department or service line
  • Strong background in process improvement, workflow standardization, and operational efficiency
  • Advanced proficiency in QuickBooks Online and QuickBooks Desktop
  • Excellent communication and client relationship management skills
  • Strong analytical, problem-solving, and organizational abilities

Preferred:
  • Experience with Sage Intacct and/or Microsoft Dynamics 365
  • Familiarity with cloud-based accounting and practice management tools
  • Experience leveraging AI tools (Copilot, Claude, etc.) to improve workflows and efficiency

Great Perks and Benefits:
Some major perks this firm offers include the opportunity to shape and grow a key service line, a collaborative team culture, and strong investment in innovation and technology.
  • Competitive compensation based on experience
  • Comprehensive benefits package
  • Ongoing professional development and continuing education support
  • Access to modern accounting technology and AI tools
  • High-impact leadership role with visibility to firm leadership
  • Strong opportunity for long-term career growth and advancement

What will my schedule look like?
This role follows a typical public accounting schedule with increased demand during peak periods and a more balanced workload outside of busy times. The firm values efficiency, teamwork, and sustainable workloads to support long-term success.
So how can I be considered for these opportunities?
The first step is applying with your resume. Qualified candidates will then complete a phone screen, followed by an interview with the firm.
What else are you hiring for?
See all our openings on our website or reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.

Apply