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Client Management Jobs (NOW HIRING)

CAPTRUST

Wealth Client Management Associate

West Chester, OH · On-site

$13.75 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs ...

Asset Management Company

Client Manager

Boston, MA · On-site

Contribute to client management team efforts outside of primary client management responsibilities (e.g. mentoring, recruiting, special projects, etc.) * Contribute to market and client intelligence ...

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How much do client management jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client management in the United States is $69,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $75,000.00 per year, depending on experience, location, and employer.

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 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 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 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.

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Client Management jobs near you
Infographic showing various Client Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $69,999 per year, or $33.7 per hour.

Senior Client Management Associate

CAPTRUST

Greenville, SC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, amongst others:
Responsibilities
  • Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions, and responding to ad hoc requests
  • Work closely with CMCs and/or Advisors to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents, printing, binding and mailing
  • Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
  • Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
  • Assist CMCs and/or Advisors in reviewing client activities and recurring tasks
  • Ability to process onboarding packages, money movements, trade flow requests, journal entries, and transfers of accounts
  • Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
  • Perform other duties and special projects as required, including firm-wide initiatives
  • Some additional responsibilities may include:
    • Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
    • Open and distribute mail as needed

Qualifications
Minimum Qualifications:
  • 3-5 years of Investment industry experience
  • High School Diploma or equivalent work experience

Desired Qualifications/Skills:
  • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Energized by change and ability to think "outside the box" regarding process improvement
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Self-motivated; ability to work well independently and with others
  • A high standard of professionalism
  • Notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skills

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
1116 S Main St | Greenville, SC 29601
Due to the nature of the role, this is not a remote or work from home position. #LI-onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to- understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.

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