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Client Management Jobs in Texas (NOW HIRING)

Rsli

National Client Executive

Addison, TX · 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 ...

NTT DATA Services

Client Executive II

Dallas, TX · On-site +1

$144K - $244K/yr

Excel at Client Management, with the ability to grow and improve client/customer relationships, implement change, and leverage technology for competitive advantage * Understand our competitors, their ...

NTT DATA Services

Client Executive II

Dallas, TX · On-site +1

$144K - $244K/yr

Excel at Client Management, with the ability to grow and improve client/customer relationships, implement change, and leverage technology for competitive advantage * Understand our competitors, their ...

NTT DATA Services

Client Executive II

Dallas, TX · On-site

$144K - $244K/yr

Excel at Client Management, with the ability to grow and improve client/customer relationships, implement change, and leverage technology for competitive advantage * Understand our competitors, their ...

Bank of America

Private Client Advisor

Houston, TX · On-site

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

Bank of America

Private Client Advisor

Houston, TX · On-site

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...

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All JobsClient Management JobsClient Management Jobs in Texas

Client Management information

See Texas salary details

$55.4K

$65.2K

$73.1K

How much do client management jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client management in Texas is $65,215.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,600.00 and $69,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in client management, and why are they important?

To thrive in Client Management, you need strong relationship-building abilities, strategic thinking, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, data analysis tools, and project management systems is typically required. Exceptional communication, problem-solving, and negotiation skills help professionals stand out in this role. These skills ensure effective client retention, satisfaction, and business growth in a competitive marketplace.

What is the difference between Client Management vs Customer Service Representative?

AspectClient ManagementCustomer Service Representative
CredentialsRelevant experience, certifications in account management or salesCustomer service training, communication skills
Work EnvironmentBusiness settings, client meetings, account oversightCall centers, retail, support desks
Employer & IndustryConsulting firms, financial services, B2B companiesRetail, telecom, hospitality
Search & Comparison IntentManaging client relationships, account growthHandling 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?

Client management refers to the processes and strategies used by businesses or professionals to build, maintain, and grow relationships with their clients. This role involves understanding client needs, providing excellent service, addressing concerns, and ensuring client satisfaction to foster long-term partnerships. Effective client management can lead to increased loyalty, repeat business, and valuable referrals. It often includes activities like regular communication, account management, and problem-solving to meet both client and company goals.

What do client management do?

Client management involves building and maintaining relationships with clients to ensure their needs are met, addressing concerns, and providing ongoing support. Professionals in this role often coordinate communication, manage accounts, and use tools like CRM software to enhance client satisfaction and retention.

What are some common challenges faced in a client management role, and how can I effectively address them?

One of the most common challenges in client management is balancing multiple client expectations and priorities while ensuring clear communication and timely delivery. You may also encounter situations where clients have shifting needs or unforeseen issues arise. To address these challenges effectively, it's important to set transparent expectations early, maintain proactive communication, and collaborate closely with internal teams. Building strong relationships and demonstrating reliability helps foster trust, making it easier to navigate occasional setbacks or changes in project scope.
What are the most commonly searched types of Client Management jobs in Texas? The most popular types of Client Management jobs in Texas are:
What are popular job titles related to Client Management jobs in Texas? For Client Management jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Client Management jobs in Texas look for? The top searched job categories for Client Management jobs in Texas are:
What cities in Texas are hiring for Client Management jobs? Cities in Texas with the most Client Management job openings:
Client Management jobs near you
Infographic showing various Client Management job openings in Texas as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $65,215 per year, or $31.4 per hour.

Client Service Manager II (Custody) - Wealth Client Experience

Fidelity Investments

Westlake, TX • On-site

Full-time

Re-posted 2 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


The Role
The Client Service Manager II (CSM II) is the primary point of contact for a portfolio of Registered Investment Advisors (RIAs) within Fidelity's Preferred segment. In this role, you will service, educate, and resolve day-to-day operational needs while building strong, proactive relationships with your clients. You will manage a larger book of mid-market advisory firms (typically up to $1.5B in assets), requiring a solid understanding of each firm's structure and business needs. You will handle inbound call volumes, oversee email and NIGO workflows, and collaborate closely with operations teams and Client Service Representatives (CSRs) to ensure timely and accurate service.
As a CSM II, you are expected to take a more proactive approach in anticipating client needs, coordinating with internal partners, and advocating for clients on more complex service issues. Success in this role is driven by client satisfaction, operational efficiency, and your ability to strengthen long-term client partnerships while contributing to a collaborative team environment.
The Expertise and Skills You Bring
  • Bachelor's Degree preferred
  • 5+ years of operations and/or client service experience in financial services
  • Series 7 required
  • Working knowledge of brokerage and/or custody industry

Core Skills:
  • Strong interpersonal, verbal, and written communication skills
  • Ability to collaborate effectively in fast-paced, cross-functional teams
  • Analytical thinking with problem-solving capabilities
  • Demonstrated leadership potential
  • Intermediate to advanced Microsoft Office proficiency

Additional Strengths:
  • Ability to manage high-volume workflows across calls, emails, and NIGOs
  • Proactive client management and relationship-building skills
  • Strong organizational and time management abilities
  • Ability to identify training needs and support adoption of tools and technology
  • Curiosity and continuous improvement mindset

The Team
The team is fast-paced, highly collaborative, and focused on delivering exceptional client experiences while driving efficiency and continuous improvement. The Client Service Manager II is part of the Client Experience (CE) division within Fidelity Clearing & Custody Solutions (FCCS), which supports RIAs, asset managers, banks, and broker-dealers across custody and clearing platforms. Within CE Custody, firms are segmented into three tiers:
  • Core - smaller advisory firms
  • Preferred - mid-market firms (CSM II focus)
  • Premium - largest and most complex firms

As a CSM II, you will support approximately 20-25 firms within the Preferred segment. You will work closely with:
  • Operations teams managing transaction processing
  • Client Service Representatives (CSRs) assisting with NIGOs, emails, and phone coverage
  • Internal business partners to address client needs and resolve issues

The organization emphasizes development and internal mobility, with career progression opportunities into:
  • Client Service Manager III (Premium segment)
  • Central Control Team
  • Implementation & Transition Project Management
  • Leadership roles such as Operations Manager or Senior Director

How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.
NOTE: This role does not support sponsorship.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA
Category:
Client Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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