What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
Client Service Advisor
Fairfield, IA · On-site
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
Client Service Advisor
Fairfield, IA · On-site
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
Client Service Advisor
Fairfield, IA · Hybrid
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
Client Service Advisor
Fairfield, IA · Hybrid
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
What We Are Looking For * 2+ years of financial services, wealth management, or related client service experience. * Series 7 license required. * Strong understanding of client service processes ...
Client Partner - Education
Des Moines, IA · On-site
$105/hr
Managing Director Location: Remote - Anywhere in the contiguous US Role Specifics: This position is ... Experience selling to K-12 districts strongly * Proven track record of: * Consistently attaining or ...
Client Partner - Education
Des Moines, IA · On-site
$105/hr
Managing Director Location: Remote - Anywhere in the contiguous US Role Specifics: This position is ... Experience selling to K-12 districts strongly * Proven track record of: * Consistently attaining or ...
Salon Manager
Davenport, IA · On-site
$15.48/hr
Client Experience * Leads by example in all interactions with clients, and supports stylists to ... Manages backbar expenses to plan * Performance Standards / Programs * Consistently meets ...
Salon Manager
Davenport, IA · On-site
$15.48/hr
Client Experience * Leads by example in all interactions with clients, and supports stylists to ... Manages backbar expenses to plan * Performance Standards / Programs * Consistently meets ...
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... In this role you will be working on an Advisor Team supporting all aspects of the client experience.
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... In this role you will be working on an Advisor Team supporting all aspects of the client experience.
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... In this role you will be working on an Advisor Team supporting all aspects of the client experience.
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... In this role you will be working on an Advisor Team supporting all aspects of the client experience.
Client Specialist
Des Moines, IA · On-site
Time management * Problem-solving * Sales and client engagement * Social media and marketing experience (preferred but not required) Apply today if you're passionate about travel, enjoy helping ...
New
Client Specialist
Des Moines, IA · On-site
Time management * Problem-solving * Sales and client engagement * Social media and marketing experience (preferred but not required) Apply today if you're passionate about travel, enjoy helping ...
New
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... In this role you will be working on an Advisor Team supporting all aspects of the client experience.
Client Service Associate (On-site)
Dubuque, IA · On-site
$45K - $60K/yr
We proudly provide unique financial plans and investment management services to over 80,000 ... In this role you will be working on an Advisor Team supporting all aspects of the client experience.
Licensed Studio Manager
Clive, IA · On-site
$45K - $55K/yr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Licensed Studio Manager
Clive, IA · On-site
$45K - $55K/yr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Client Service Associate (On-site)
Asbury, IA · On-site
$42K - $63K/yr
Maintains (CRM) database and client files (Filing, copies, data input) * Record incoming assets to ... Salesforce experience a plus WEG hires employees and makes decisions about their salary ...
Client Service Associate (On-site)
Asbury, IA · On-site
$42K - $63K/yr
Maintains (CRM) database and client files (Filing, copies, data input) * Record incoming assets to ... Salesforce experience a plus WEG hires employees and makes decisions about their salary ...
Cosmetologist Studio Manager (Waxing The City Ankeny)
Ankeny, IA · On-site
$45K - $50K/yr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Cosmetologist Studio Manager (Waxing The City Ankeny)
Ankeny, IA · On-site
$45K - $50K/yr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Licensed Assistant Manger 2 locations
Clive, IA · On-site
$18 - $25/hr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Licensed Assistant Manger 2 locations
Clive, IA · On-site
$18 - $25/hr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Licensed Assistant Manger 2 locations
Ankeny, IA · On-site
$18 - $25/hr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Licensed Assistant Manger 2 locations
Ankeny, IA · On-site
$18 - $25/hr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Esthetician or Cosmetologist Studio Manager- Cedar Rapids
Cedar Rapids, IA · On-site
$46K - $50K/yr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Esthetician or Cosmetologist Studio Manager- Cedar Rapids
Cedar Rapids, IA · On-site
$46K - $50K/yr
Client Acquisition, Client Experience, Client Retention * Inventory Management * Local Marketing, Community Engagement, Local Studio Social Media, and Public Relations * Staff Recruitment, Hiring ...
Client Manager, Premier Market - Minneapolis, MN
Des Moines, IA · On-site
$60K - $98K/yr
Minimum 3 years of experience in account management or sales; group insurance experience preferred ... the client * Ability to leverage all sales enablement technology, training, and tools with ...
Client Manager, Premier Market - Minneapolis, MN
Des Moines, IA · On-site
$60K - $98K/yr
Minimum 3 years of experience in account management or sales; group insurance experience preferred ... the client * Ability to leverage all sales enablement technology, training, and tools with ...
Retail Manager & Assistant Manager
Iowa City, IA · On-site
$25/hr
... sales, client experience and the business are highly valued. * General Management Duties: Oversee daily operations, including opening and closing procedures, inventory processing & management ...
Quick apply
Retail Manager & Assistant Manager
Iowa City, IA · On-site
$25/hr
... sales, client experience and the business are highly valued. * General Management Duties: Oversee daily operations, including opening and closing procedures, inventory processing & management ...
Client Experience Manager information
See Iowa salary details
$26.3K - $32.9K
19% of jobs
$36.2K is the 25th percentile. Wages below this are outliers.
$32.9K - $39.4K
12% of jobs
$39.4K - $46K
6% of jobs
The median wage is $50.7K / yr.
$46K - $52.6K
18% of jobs
$57.3K is the 75th percentile. Wages above this are outliers.
$52.6K - $59.2K
28% of jobs
$59.2K - $65.7K
6% of jobs
$65.7K - $72.3K
4% of jobs
$72.3K - $78.9K
3% of jobs
$78.9K - $85.5K
1% of jobs
$85.5K - $92K
1% of jobs
$92K - $98.6K
1% of jobs
$26.3K
$54.6K
$98.6K
How much do client experience manager jobs pay per year?
What is the difference between Client Experience Manager vs Customer Service Manager?
| Aspect | Client Experience Manager | Customer Service Manager |
|---|---|---|
| Primary Focus | Enhancing overall client experience and satisfaction | Managing customer support and service operations |
| Work Environment | Strategic roles, often cross-departmental | Operational, frontline customer support teams |
| Required Credentials | Relevant experience in customer relations, marketing, or sales | Customer service experience, leadership skills |
| Industry Usage | Used across industries focusing on client retention | Common in retail, hospitality, and service sectors |
The Client Experience Manager focuses on strategic initiatives to improve the overall client journey, while the Customer Service Manager oversees daily support operations. Both roles require customer relations skills but differ in scope and responsibilities.
How does a client experience manager typically collaborate with other departments to enhance customer satisfaction?
What are the key skills and qualifications needed to thrive as a client experience manager?
What does a client experience manager do?
A client experience manager develops processes for each step of the customer lifecycle. Their responsibilities are to build relationships with clients and seek feedback in order to improve the overall client experience on behalf of a company or brand. A client experience manager also oversees the client experience (CX) team, making sure that each team member is efficient and effective in the resolution of customer issues. The qualifications you need include a bachelor’s degree in a relevant field as well as experience.

Job description
WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience.
The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs.
What You'll Do:
Client Service & Relationship Management
- Deliver exceptional service by addressing client questions and providing timely solutions.
- Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.
- Serve as a trusted resource for clients, advisors, and internal team members.
- Communicate next steps clearly and proactively to ensure a seamless client experience.
Advisor & Planning Support
- Support financial advisors with client servicing, account maintenance, and planning-related activities.
- Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.
- Attend client meetings when requested, take detailed notes, and assist with follow-up action items.
- Run reports and provide data from portfolio management and financial planning platforms.
- Review client presentations and planning materials for quality and accuracy.
Operations & Workflow Management
- Track client workflows, outstanding requests, and deliverables to ensure timely completion.
- Utilize CRM systems, financial software, and technology platforms to maintain accurate client records.
- Prepare and submit client maintenance forms and documentation.
- Develop and maintain written procedures and systems that support team efficiency.
What We Are Looking For
- 2+ years of financial services, wealth management, or related client service experience.
- Series 7 license required.
- Strong understanding of client service processes, financial planning concepts, and operational workflows.
- Exceptional communication and relationship-building skills.
- Highly organized with the ability to manage multiple priorities and deadlines.
- Strong analytical, problem-solving, and critical-thinking abilities.
- Ability to work independently while collaborating effectively with a team.
Preferred Qualifications
- Experience supporting financial advisors in a wealth management environment.
- Familiarity with CRM platforms, portfolio management systems, and financial planning software.
- Experience handling escalated client issues and complex service requests.
Locations: Hybrid in Phoenix, AZ, Fairfield, IA, Des Moines, IA, or Des Plaines, IL
Why Join WealthPlanners?
At WealthPlanners, we are committed to helping clients pursue their financial goals through personalized advice and exceptional service. We foster a collaborative, professional environment where team members are empowered to grow, contribute innovative ideas, and make a meaningful impact on the lives of clients and advisors alike.
If you're passionate about client service, financial planning, and building lasting relationships, we encourage you to apply.