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Client Experience Manager Jobs in Clover, SC (NOW HIRING)

AssetMark, Inc.

Client Portfolio Manager

Charlotte, NC · On-site

$140K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Portfolio Manager (CPM) delivers an exceptional investment experience for AssetMark's Private Wealth clients through comprehensive portfolio reviews, personalized investment guidance, and ...

AssetMark

Client Portfolio Manager

Charlotte, NC · Hybrid

$140K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Portfolio Manager (CPM) delivers an exceptional investment experience for AssetMark's Private Wealth clients through comprehensive portfolio reviews, personalized investment guidance, and ...

JP Morgan Chase

Client Success Manager

Charlotte, NC · On-site

  • Medical

  • Retirement

You will play a crucial role in managing relationships, driving change, and enhancing the client experience. We value a culture of trust, transparency, and integrity, and we are committed to your ...

JPMorgan Chase & Co

Client Success Manager

Charlotte, NC · On-site

  • Medical

  • Retirement

You will play a crucial role in managing relationships, driving change, and enhancing the client experience. We value a culture of trust, transparency, and integrity, and we are committed to your ...

McAdams

Client Development Manager

Charlotte, NC · On-site

Position Overview As Client Development Manager, you will help lead business development in ... Client Experience * Conduct regular touchpoints with key clients and partners to understand future ...

McAdams

Client Development Manager

Charlotte, NC

Position Overview As Client Development Manager, you will help lead business development in ... Client Experience * Conduct regular touchpoints with key clients and partners to understand future ...

McAdams

Client Development Manager

Charlotte, NC

Position Overview As Client Development Manager, you will help lead business development in ... Client Experience * Conduct regular touchpoints with key clients and partners to understand future ...

ENFRA LLC

Client Services Partner

Charlotte, NC · On-site

Required Education, Experience, and Qualifications Minimum of 5+ years of experience in client services, account management, or business development in an Architecture, Engineering, or Construction ...

ENFRA LLC

Client Services Partner

Charlotte, NC · On-site

Qualifications Required Education, Experience, and Qualifications Minimum of 5+ years of experience in client services, account management, or business development an Architecture, Engineering, or ...

ENFRA LLC

Client Services Partner

Charlotte, NC · On-site

Qualifications Required Education, Experience, and Qualifications Minimum of 5+ years of experience in client services, account management, or business development an Architecture, Engineering, or ...

Protiviti

Digital Identity Manager

Charlotte, NC · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

JOB REQUISITION Digital Identity Manager LOCATION ATLANTA - PEACHTREE RD ADDITIONAL LOCATION(S ... client or enterprise environments, with a strong preference for direct Saviynt delivery experience.

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Showing results 21-40

All JobsClient Experience JobsClient Experience Manager JobsClient Experience Manager Jobs in Clover, SC

Client Experience Manager information

See Clover, SC salary details

$24K

$49.9K

$90.1K

How much do client experience manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client experience manager in Clover, SC is $49,874.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,000.00 and $52,800.00 per year, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as a client experience manager?

To thrive as a Client Experience Manager, you need a solid understanding of customer service principles, project management, and client relationship building, often supported by a degree in business or a related field. Familiarity with CRM software, customer feedback tools, and data analytics platforms is typically required. Exceptional communication, problem-solving, and leadership skills enable you to proactively address client needs and foster loyalty. These competencies drive customer satisfaction, retention, and the overall success of the organization.

How does a client experience manager typically collaborate with other departments to enhance customer satisfaction?

Client Experience Managers frequently partner with teams such as sales, product development, and customer support to identify pain points and streamline the client journey. They facilitate cross-functional meetings, gather and analyze client feedback, and work with internal stakeholders to implement improvements. This collaborative approach ensures that the client’s voice is represented in company decisions and that solutions are delivered efficiently, ultimately strengthening long-term client relationships.

What is the difference between Client Experience Manager vs Customer Service Manager?

AspectClient Experience ManagerCustomer Service Manager
Primary FocusEnhancing overall client experience and satisfactionManaging customer support and service operations
Work EnvironmentStrategic roles, often cross-departmentalOperational, frontline customer support teams
Required CredentialsRelevant experience in customer relations, marketing, or salesCustomer service experience, leadership skills
Industry UsageUsed across industries focusing on client retentionCommon 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.

More about Client Experience Manager jobs

What job categories do people searching Client Experience Manager jobs in Clover, SC look for?

The top searched job categories for Client Experience Manager jobs in Clover, SC are:

What cities near Clover, SC are hiring for Client Experience Manager jobs?

Cities near Clover, SC with the most Client Experience Manager job openings:

Client Experience Manager jobs near you
Infographic showing various Client Experience Manager job openings in Clover, SC as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 85% In-person, and 15% Remote job distribution, with an average salary of $49,874 per year, or $24 per hour.

Client Portfolio Manager

AssetMark, Inc.

Charlotte, NC • On-site

$140K - $155K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Job Description:
The Job/What You'll Do:
This is a unique opportunity to help build AssetMark's Private Wealth business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, and Private Wealth Consulting teams. This is a highly visible role where you'll help shape portfolio strategy, develop investment thought leadership, and influence the future of AssetMark's Private Wealth offering. If you're passionate about investing, enjoy building relationships, and want to make a meaningful impact from day one, we'd love to meet you.
The Client Portfolio Manager (CPM) delivers an exceptional investment experience for AssetMark's Private Wealth clients through comprehensive portfolio reviews, personalized investment guidance, and ongoing client engagement.
Working closely with Private Wealth Consultants, the Chief Investment Officer, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps ensure portfolios remain aligned with clients' evolving objectives, market conditions, and long-term financial goals.
The CPM also develops investment commentary, portfolio review content, and advisor-facing collateral that support AssetMark's investment strategies, portfolio enhancements, and new product launches.
This is a full-time position in our Charlotte, NC office with a hybrid work schedule.
Responsibilities:
Portfolio Oversight & Reviews:
  • Conduct comprehensive portfolio reviews, including portfolio positioning, retirement income, tax management services, cash management, and Wealth Planning recommendations
  • Maintain expertise across AssetMark's investment strategies, model portfolios, wealth management solutions, and portfolio enhancements
  • Communicate portfolio positioning, performance, market outlook, and investment guidance to advisors and clients

Investment Communications & Thought Leadership:
  • Develop market commentary, portfolio performance updates, trade rationales, portfolio review materials, and educational content
  • Partner with the CIO, Portfolio Management, and Research to translate investment views and portfolio changes into clear advisor and client communications
  • Develop investment collateral, presentations, advisor education, and client communications supporting new investment solutions

Private Wealth Leadership:
  • Partner with Private Wealth Consultants to ensure a seamless transition from portfolio implementation to ongoing investment relationship management
  • Collaborate with the CIO, Portfolio Management, Research, Wealth Planning, Product, and Marketing teams to deliver a coordinated Private Wealth offering
  • Identify opportunities to enhance the advisor and client experience through feedback on client needs, portfolio enhancements, and new investment capabilities

Knowledge, Skills & Abilities:
  • Strong understanding of portfolio construction, capital markets, and high-net-worth wealth management, including retirement income, tax-aware investing, and alternatives
  • Exceptional written, verbal, and presentation skills with the ability to communicate complex investment concepts in a clear, client-friendly manner
  • Executive presence with the ability to engage high-net-worth clients, advisors, and senior leadership
  • Strong analytical, organizational, and cross-functional collaboration skills

Education & Experience:
  • Bachelor's degree in Finance, Economics, Business, or related field required
  • CFA®, CAIA®, MBA, or similar professional designation preferred
  • 8+ years of experience in wealth management, investment consulting, portfolio management, private banking, or institutional asset management
  • Experience working directly with high-net-worth clients and financial advisors preferred

Compensation: The Base Salary range for this position is between $140,000-$155,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#LI-CR1
#LI-hybrid
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
  • Unyielding Integrity, doing what's right, always. Even when it's hard.
  • Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
  • Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.
  • Flex Time or Paid Time Off and Sick Time Off
  • 401K - 6% Employer Match
  • Medical, Dental, Vision - HDHP or PPO
  • HSA - Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

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