As a senior leader, you will guide and develop a team of Client Management Coordinators, managing complex cases and partnering with stakeholders to prioritize onboarding. Your role is pivotal in ...
As a senior leader, you will guide and develop a team of Client Management Coordinators, managing complex cases and partnering with stakeholders to prioritize onboarding. Your role is pivotal in ...
As a senior leader, you will guide and develop a team of Client Management Coordinators, managing complex cases and partnering with stakeholders to prioritize onboarding. Your role is pivotal in ...
As a senior leader, you will guide and develop a team of Client Management Coordinators, managing complex cases and partnering with stakeholders to prioritize onboarding. Your role is pivotal in ...
Private Client Management Department: Paddock Club amp; Private Client Management Direct Supervisor: Sr. Director, Paddock Club amp; Private Client Management Status: Full-time Summary: The Senior ...
New
Private Client Management Department: Paddock Club amp; Private Client Management Direct Supervisor: Sr. Director, Paddock Club amp; Private Client Management Status: Full-time Summary: The Senior ...
New
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Private Client Manager II
Miami, FL ยท On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Private Client Manager II
Miami, FL ยท On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Private Client Manager II
Miami, FL ยท On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Private Client Manager II
Miami, FL ยท On-site
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Quick apply
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of ...
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Quick apply
Collaborates with call center management staff to execute programs to facilitate conversion, compliance, and adherence * Prepares agenda items and content for client meetings and quarterly reviews
Client Services Manager
Fort Lauderdale, FL ยท On-site
Data management includes, but is not limited to, updating client agreements, certificates, sending invoices, sending invoice reminders, and entering vessel, contact and company details. There is a ...
Client Services Manager
Fort Lauderdale, FL ยท On-site
Data management includes, but is not limited to, updating client agreements, certificates, sending invoices, sending invoice reminders, and entering vessel, contact and company details. There is a ...
National Client Executive
Tampa, FL ยท On-site
$101K - $135K/yr
Manages merger and divesture activities with clients to ensure smooth transitions. * Manages and negotiates complex performance guarantees. * Drives client conversations around potential downstream ...
National Client Executive
Tampa, FL ยท On-site
$101K - $135K/yr
Manages merger and divesture activities with clients to ensure smooth transitions. * Manages and negotiates complex performance guarantees. * Drives client conversations around potential downstream ...
National Client Executive
Fort Lauderdale, FL ยท On-site
$101K - $135K/yr
Manages merger and divesture activities with clients to ensure smooth transitions. * Manages and negotiates complex performance guarantees. * Drives client conversations around potential downstream ...
National Client Executive
Fort Lauderdale, FL ยท On-site
$101K - $135K/yr
Manages merger and divesture activities with clients to ensure smooth transitions. * Manages and negotiates complex performance guarantees. * Drives client conversations around potential downstream ...
Associate Strategic Client Executive
$72K - $98K/yr
The Associate SCE will manage an assigned book of business comprised of vertically aligned clients and will drive growth for Zelis by achieving annual revenue targets, ensuring client retention ...
Associate Strategic Client Executive
$72K - $98K/yr
The Associate SCE will manage an assigned book of business comprised of vertically aligned clients and will drive growth for Zelis by achieving annual revenue targets, ensuring client retention ...
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 ...
The ideal candidate will have at least 6 years of experience with direct client management responsibilities and the planning and drafting for clients with taxable estates, including the transfer of ...
The ideal candidate will have at least 6 years of experience with direct client management responsibilities and the planning and drafting for clients with taxable estates, including the transfer of ...
Client Management information
See Florida salary details
$44.5K - $45.8K
8% of jobs
$45.8K - $47K
8% of jobs
$48.2K is the 25th percentile. Wages below this are outliers.
$47K - $48.3K
11% of jobs
$48.3K - $49.6K
8% of jobs
$49.6K - $50.9K
11% of jobs
The median wage is $51.8K / yr.
$50.9K - $52.2K
8% of jobs
$52.2K - $53.5K
11% of jobs
$53.5K - $54.8K
8% of jobs
$55.3K is the 75th percentile. Wages above this are outliers.
$54.8K - $56.1K
11% of jobs
$56.1K - $57.4K
8% of jobs
$57.4K - $58.7K
11% of jobs
$44.5K
$52.3K
$58.7K
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 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 are some common challenges faced in a client management role, and how can I effectively address them?
Vice President, Client Management Coordination
Cantor Fitzgerald SecuritiesJacksonville, FL โข On-site
Full-time
Posted 4 days ago
Job description
- Extensive experience in client onboarding, lifecycle management, or operations within a regulated financial services environment.
- Proven track record in people management, including coaching and performance evaluation.
- In-depth knowledge of onboarding controls, CDD/KYC requirements, and regulatory expectations.
- Ability to effectively balance risk management with business facilitation and client service.
- Excellent communication skills, with a proven ability to engage and influence senior-level stakeholders.
- Strong organizational skills to manage multiple priorities and navigate complex matters.
- Player-coach mindset, demonstrating a hands-on leadership style and a commitment to accountability.
- Sound judgment and problem-solving abilities to handle intricate onboarding scenarios.
- Collaborative and pragmatic approach, focused on finding practical solutions.
- Commitment to continuous improvement and delivering high-quality client outcomes.
- Lead, mentor, and grow a team of Client Management Coordinators, setting performance goals and providing ongoing support.
- Actively manage intricate and sensitive onboarding cases, balancing a player-coach approach.
- Oversee end-to-end client onboarding, ensuring alignment with CDD/KYC standards and regulatory requirements.
- Review and assess onboarding files, risk assessments, and exceptions for quality and completeness.
- Serve as the primary escalation point for onboarding, documentation, and control-related issues.
- Partner with business stakeholders to prioritize onboarding requests based on strategic value and urgency.
- Provide clear guidance and updates on onboarding processes, timelines, and potential risks.
- Drive initiatives to enhance onboarding efficiency, transparency, and client satisfaction.
- Identify opportunities to standardize processes and strengthen onboarding controls.
- Develop and monitor management reports on onboarding performance, quality, and risk trends.