As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... In addition to relationship management, you will oversee the delivery of core accounting and ...
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... In addition to relationship management, you will oversee the delivery of core accounting and ...
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... In addition to relationship management, you will oversee the delivery of core accounting and ...
Quick apply
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... In addition to relationship management, you will oversee the delivery of core accounting and ...
Client Advisory Manager
Auburn, AL · On-site
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... In addition to relationship management, you will oversee the delivery of core accounting and ...
Client Advisory Manager
Auburn, AL · On-site
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... In addition to relationship management, you will oversee the delivery of core accounting and ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Relationship Manager Mid - Market
Birmingham, AL · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Client Relationship Manager Mid - Market
Birmingham, AL · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Client Relationship Manager Mid - Market
Mobile, AL · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Client Relationship Manager Mid - Market
Mobile, AL · On-site +1
Start your Voyage - Apply Now Mid-Market CRM Role The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that that the delivery of our service strategy exceeds ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Client Executive/Program Manager
Bessemer, AL · On-site
$68K - $92K/yr
Client Growth, Business Development, and Account Management Position Purpose The Client Executive is responsible for growing BLOX's client relationships and expanding market opportunities within an ...
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Client Executive/Program Manager
Bessemer, AL · On-site
$68K - $92K/yr
Client Growth, Business Development, and Account Management Position Purpose The Client Executive is responsible for growing BLOX's client relationships and expanding market opportunities within an ...
Management Consultants gain exposure to Fortune 500 companies in various industries and work side ... Quickly become familiar with client business challenges and technologies to understand the ...
Management Consultants gain exposure to Fortune 500 companies in various industries and work side ... Quickly become familiar with client business challenges and technologies to understand the ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Client Executive
Bessemer, AL · On-site
$68K - $92K/yr
The Client Executive will identify new business opportunities, deepen client partnerships, lead ... Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ...
Client Executive
Bessemer, AL · On-site
$68K - $92K/yr
The Client Executive will identify new business opportunities, deepen client partnerships, lead ... Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ...
Ability to balance delivery of results, problem solving, and client management. * Develop a high level of personal and professional credibility with all levels of the organization and external ...
Ability to balance delivery of results, problem solving, and client management. * Develop a high level of personal and professional credibility with all levels of the organization and external ...
Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 days of employment Certificates, Licenses, and Registrations * FINRA Series 6 or 7, 66 (63 and 65 in ...
Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 days of employment Certificates, Licenses, and Registrations * FINRA Series 6 or 7, 66 (63 and 65 in ...
Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 days of employment Certificates, Licenses, and Registrations * FINRA Series 6 or 7, 66 (63 and 65 in ...
Proficiency in Microsoft Office and CRM tools * Must comply with SAFE Act requirements within 30 days of employment Certificates, Licenses, and Registrations * FINRA Series 6 or 7, 66 (63 and 65 in ...
Guest Services Manager
Gulf Shores, AL · On-site
Duties and Responsibilities Client Relationship Management Serve as the primary contact for each property, ensuring contractual obligations are met while fostering open communication, addressing ...
Guest Services Manager
Gulf Shores, AL · On-site
Duties and Responsibilities Client Relationship Management Serve as the primary contact for each property, ensuring contractual obligations are met while fostering open communication, addressing ...
Client Executive
$68K - $92K/yr
Description The Client Executive is responsible for growing BLOX's client relationships and ... Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ...
Client Executive
$68K - $92K/yr
Description The Client Executive is responsible for growing BLOX's client relationships and ... Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ...
Client Management information
See Alabama salary details
$53.9K - $55.5K
8% of jobs
$55.5K - $57.1K
8% of jobs
$58.5K is the 25th percentile. Wages below this are outliers.
$57.1K - $58.6K
11% of jobs
$58.6K - $60.2K
8% of jobs
$60.2K - $61.8K
11% of jobs
The median wage is $62.9K / yr.
$61.8K - $63.3K
8% of jobs
$63.3K - $64.9K
11% of jobs
$64.9K - $66.5K
8% of jobs
$67.1K is the 75th percentile. Wages above this are outliers.
$66.5K - $68K
11% of jobs
$68K - $69.6K
8% of jobs
$69.6K - $71.2K
11% of jobs
$53.9K
$63.4K
$71.2K
How much do client management jobs pay per year?
What are the key skills and qualifications needed to thrive in Client Management, and why are they important?
What jobs in the US pay 300,000 a year?
What is the difference between Client Management vs Customer Service Representative?
| Aspect | Client Management | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, certifications in account management or sales | Customer service training, communication skills |
| Work Environment | Business settings, client meetings, account oversight | Call centers, retail, support desks |
| Employer & Industry | Consulting firms, financial services, B2B companies | Retail, telecom, hospitality |
| Search & Comparison Intent | Managing client relationships, account growth | Handling customer inquiries, issue resolution |
While both roles involve interaction with clients or customers, Client Management focuses on building long-term relationships and managing accounts, often in a B2B context. Customer Service Representatives primarily address immediate customer needs and resolve issues, typically in a retail or support environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
What is client management?
What is a client management role?
What are some common challenges faced in a client management role, and how can I effectively address them?
What is the job of a client manager?
What skills boost RM salary?

Full-time
Posted 20 days ago
Job description
At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis.
Our foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms.
This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve.
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As a Client Advisory Manager, you will be the cornerstone of our client-centric approach, dedicated to nurturing and expanding relationships with our existing client base. You will manage a portfolio of clients and serve as the primary point of contact, ensuring a high level of service and responsiveness. In addition to relationship management, you will oversee the delivery of core accounting and advisory services, ensuring financial statements, tax work, and related deliverables are completed accurately and on time. Your role will be centered on understanding evolving client needs, ensuring satisfaction, and proactively identifying opportunities for growth.
Your job responsibilities will include but not be limited to:
Account Management
- Manage large, named, key client accounts
- Manage all services provided to assigned clients including monthly financial statement delivery, tax returns and related deliverables.
- Monitor client engagements to ensure quality service delivery and client expectations are met.
Client Retention and Satisfaction
- Build and maintain strong relationships with existing clients, ensuring their satisfaction with our services.
- Act as the main point of contact for client inquiries, concerns, and feedback.
Client Growth
- Identify opportunities for upselling additional services to existing clients based on their evolving needs.
- Collaborate with the internal teams to introduce clients to new offerings and value-added services.
Cross-functional Collaboration
As a key member of the service delivery team, this role will work closely with internal teams, including financial operations, tax, and firm administration to ensure seamless client experiences.
Client Advocacy
Act as a client advocate within the firm, providing insights and feedback to improve client satisfaction and address any challenges.
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- Bachelor's degree in Business, Accounting, or related field
- Proven experience in client management, account management, or a related role
- Strong understanding of accounting and financial services
- Tax planning experience is strongly preferred
- Knowledge of or the ability to learn new accounting and tax systems
- Excellent communication and interpersonal skills
- Detail-oriented with a focus on client success
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We offer competitive compensation packages, health benefits, and a collaborative work environment.
Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.
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