Client Manager
Austin, TX · On-site
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...
Client Manager
Austin, TX · On-site
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...
Client Manager
Austin, TX · On-site
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...
Client Manager
Austin, TX · On-site
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...
Client Manager
Irving, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client Manager
Irving, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client manager
Dallas, TX · On-site
Client Manager Full-Time | Field-Based | This position must be based in Texas, with a strong ... Excellent customer-facing skills at every level, from executives to custodians * Strong written and ...
Client manager
Dallas, TX · On-site
Client Manager Full-Time | Field-Based | This position must be based in Texas, with a strong ... Excellent customer-facing skills at every level, from executives to custodians * Strong written and ...
Client manager
Dallas, TX · On-site
Client Manager Full-Time | Field-Based | This position must be based in Texas, with a strong ... Excellent customer-facing skills at every level, from executives to custodians * Strong written and ...
Client manager
Dallas, TX · On-site
Client Manager Full-Time | Field-Based | This position must be based in Texas, with a strong ... Excellent customer-facing skills at every level, from executives to custodians * Strong written and ...
Client manager
Dallas, TX · On-site
As a Client Manager, you'll run a regional portfolio of clients and lead Energy Specialists ... Excellent customer-facing skills at every level, from executives to custodians * Effective ...
Client manager
Dallas, TX · On-site
As a Client Manager, you'll run a regional portfolio of clients and lead Energy Specialists ... Excellent customer-facing skills at every level, from executives to custodians * Effective ...
Client manager
Dallas, TX · On-site
Client manager Location: Dallas, TX Job Id: 471 # of Openings: 1 Client Manager Full-Time | Field ... Excellent customer-facing skills at every level, from executives to custodians * Effective ...
Client manager
Dallas, TX · On-site
Client manager Location: Dallas, TX Job Id: 471 # of Openings: 1 Client Manager Full-Time | Field ... Excellent customer-facing skills at every level, from executives to custodians * Effective ...
Client Manager
Houston, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
Houston, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
Houston, TX · On-site
$126K - $154K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
Houston, TX · On-site
$126K - $154K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
Houston, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
Houston, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
Irving, TX · On-site
$126K - $154K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client Manager
Irving, TX · On-site
$126K - $154K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client Manager Full-Time | Field-Based | This position must be based in Texas, with a strong ... Excellent customer-facing skills at every level, from executives to custodians * Strong written and ...
Client Manager Full-Time | Field-Based | This position must be based in Texas, with a strong ... Excellent customer-facing skills at every level, from executives to custodians * Strong written and ...
Client Manager
Austin, TX · On-site
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...
Client Manager
Austin, TX · On-site
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...
Client Manager
Waco, TX · On-site
$43K - $44K/yr
Overview Client Manager / Personal Care Services Location: Waco Pvt. Pay Office Position: Client Manager Remote/Virtual Position : No Coverage Area: Waco and surrounding areas Salary: $43,000.00 ...
Client Manager
Waco, TX · On-site
$43K - $44K/yr
Overview Client Manager / Personal Care Services Location: Waco Pvt. Pay Office Position: Client Manager Remote/Virtual Position : No Coverage Area: Waco and surrounding areas Salary: $43,000.00 ...
Client Manager
San Antonio, TX · On-site
Adolfson and Peterson Construction is currently hiring for a Client Manager / Business Development ... Engage best practices in development and use of CRM with the goal of improving business ...
Client Manager
San Antonio, TX · On-site
Adolfson and Peterson Construction is currently hiring for a Client Manager / Business Development ... Engage best practices in development and use of CRM with the goal of improving business ...
Client Manager
San Antonio, TX · On-site
Adolfson and Peterson Construction is currently hiring for a Client Manager / Business Development ... Engage best practices in development and use of CRM with the goal of improving business ...
Client Manager
San Antonio, TX · On-site
Adolfson and Peterson Construction is currently hiring for a Client Manager / Business Development ... Engage best practices in development and use of CRM with the goal of improving business ...
Client Manager
Houston, TX · On-site
$126K - $154K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
Houston, TX · On-site
$126K - $154K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
New
Client Manager
San Antonio, TX · On-site
Adolfson and Peterson Construction is currently hiring for a Client Manager / Business Development ... Engage best practices in development and use of CRM with the goal of improving business ...
Client Manager
San Antonio, TX · On-site
Adolfson and Peterson Construction is currently hiring for a Client Manager / Business Development ... Engage best practices in development and use of CRM with the goal of improving business ...
Client Manager
Irving, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client Manager
Irving, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client Manager
Irving, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client Manager
Irving, TX · On-site
Helping the customers and businesses we serve to make better and smarter financial decisions and ... managing the value of these relationships to the organization. Reviews and accepts new client ...
Client Customer Manager information
What does a client customer manager do?
A Client Customer Manager is responsible for maintaining and developing relationships with a company’s clients to ensure their needs are met and they remain satisfied with the services or products provided. Their duties typically include acting as the main point of contact for clients, resolving issues, coordinating with internal teams, and identifying opportunities to upsell or improve service. They play a crucial role in client retention and often work to build long-term partnerships that benefit both the client and the company.
What are the key skills and qualifications needed to thrive as a client customer manager?
To thrive as a Client Customer Manager, you need strong relationship management, sales acumen, and problem-solving skills, often supported by a degree in business or a related field. Familiarity with CRM software like Salesforce and proficiency in data analysis tools are typically required. Excellent communication, negotiation, and emotional intelligence help build trust and effectively address client needs. These skills are crucial for maintaining long-term client satisfaction, driving business growth, and ensuring successful client partnerships.
How does a client customer manager typically collaborate with other departments to ensure client satisfaction?
As a Client Customer Manager, you will frequently work cross-functionally with teams such as sales, product development, and customer support to address client needs and resolve issues efficiently. Regular meetings and open communication channels are common practices to keep everyone aligned on client objectives and project statuses. This collaboration not only ensures a seamless client experience but also provides you with valuable insights into different business areas, fostering both professional growth and a broader understanding of the company’s operations.
What is the difference between Client Customer Manager vs Customer Service Representative?
| Aspect | Client Customer Manager | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, sometimes certifications in customer relationship management | High school diploma or equivalent, on-the-job training |
| Work Environment | Office setting, client meetings, account management | Call centers, retail, online support |
| Employer & Industry | Businesses across industries, especially B2B sectors | Retail, telecom, hospitality, service industries |
| Search & Comparison Intent | Understanding account management roles, client relations | Customer support, issue resolution |
The main difference is that a Client Customer Manager focuses on maintaining and growing client accounts, often working directly with clients to ensure satisfaction and long-term relationships. In contrast, a Customer Service Representative primarily handles customer inquiries and resolves issues, typically in a support capacity. Both roles require strong communication skills, but the Client Customer Manager usually has more responsibilities related to account strategy and client retention.
Is a client customer manager a good job?
A client customer manager is a role focused on maintaining relationships with clients, ensuring their needs are met, and supporting business retention. It often requires strong communication, problem-solving skills, and familiarity with customer management tools. The job can offer stable employment and opportunities for advancement in customer service or account management fields.
What are the duties of a client customer manager?
A client customer manager is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring high levels of customer satisfaction. They often handle communication, resolve issues, coordinate services, and may use customer relationship management (CRM) tools to track interactions and account details.
What cities in Texas are hiring for Client Customer Manager jobs?
Cities in Texas with the most Client Customer Manager job openings:
Client Manager
Austin, TX • On-site
PathStone
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 15 days ago
Job description
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Austin, TX office.
Job Description: Support our Client Advisory team in all manners of client service, daily operations, and special projects, which can include preparing performance analysis, investment manager background work, and client presentation material. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.
Key Responsibilities:
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
#LI-Onsite
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Austin, TX office.
Job Description: Support our Client Advisory team in all manners of client service, daily operations, and special projects, which can include preparing performance analysis, investment manager background work, and client presentation material. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.
Key Responsibilities:
- Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients' needs. Communicate with clients directly via phone, zoom, and in-person meetings.
- Provide support to a Client Advisory team in the communication and implementation of client investment strategies.
- Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
- Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
- Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
- Act as a mentor and resource for Associates and Senior Associates on operational matters, such as recon, reporting, account opening/transfers, etc.
- Bachelor's degree in related field is required (Business, Finance, Accounting, Economics).
- 4 - 7+ years of experience in the financial management industry is required. CFP is preferred.
- Strong analytical, quantitative, problem-solving, and client service skills.
- Proactive, detail-oriented and understands time-sensitive issues.
- Strong verbal and written communication skills.
- Skill with PC and Microsoft Office suite, particularly Excel.
- Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
- Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
- Enjoys learning and growing and is motivated to take on new challenges.
- Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.
- Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
#LI-Onsite