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Client Manager Jobs in Boca Raton, FL (NOW HIRING)

eswcareers

Client Account Manager

Boca Raton, FL

As an ExamSoft Client Account Manager you'll work with awesome people at the top of their game who care about education, who are excited to help advance the educational experience, and who will ...

Alpine Legacy Group

Client Consultant

Pembroke Pines, FL · On-site

$76K - $88K/yr

The Role As a Client Consultant, you'll learn, grow, and earn -- all at once. Our training blends ... You'll manage your own local territory, build relationships with business owners and their teams ...

Alpine Legacy Group

Client Consultant

Pembroke Pines, FL · On-site

$76K - $88K/yr

The Role As a Client Consultant, you'll learn, grow, and earn -- all at once. Our training blends ... You'll manage your own local territory, build relationships with business owners and their teams ...

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Client Manager information

See Boca Raton, FL salary details

$31.2K

$62.5K

$101.2K

How much do client manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client manager in Boca Raton, FL is $62,540.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,600.00 and $73,800.00 per year, depending on experience, location, and employer.

What does a client manager do?

A Client Manager is responsible for maintaining and growing relationships with an organization’s clients. They serve as the main point of contact, ensuring clients' needs are met and addressing any issues or concerns. Their duties often include managing client accounts, communicating regularly with clients, coordinating with internal teams to deliver products or services, and identifying opportunities for upselling or cross-selling. The goal of a Client Manager is to foster client satisfaction and loyalty, ultimately contributing to the company’s growth.

What are some common challenges client managers face when handling multiple client accounts simultaneously?

Client Managers often juggle several client accounts at once, which can present challenges such as managing competing priorities, ensuring consistent communication, and meeting diverse expectations. Time management and organization skills are crucial, as is the ability to quickly adapt to different client needs and industry sectors. Building strong relationships with both clients and internal teams helps mitigate misunderstandings and ensures deadlines and deliverables are met. Regular check-ins, clear documentation, and proactive problem-solving are key strategies to successfully navigate these challenges.

What are the key skills and qualifications needed to thrive as a client manager, and why are they important?

To excel as a Client Manager, you need strong relationship-building, account management, and negotiation skills, typically supported by a degree in business or a related field. Familiarity with CRM software, project management tools, and data analysis systems is commonly required. Exceptional communication, problem-solving abilities, and emotional intelligence help you stand out when managing client expectations and fostering loyalty. These skills and qualities are crucial for maintaining client satisfaction, growing business accounts, and ensuring long-term partnerships.

What is the difference between Client Manager vs Account Executive?

AspectClient ManagerAccount Executive
Primary RoleMaintains client relationships, ensures client satisfaction, manages ongoing accountsGenerates new business, acquires new clients, presents products/services
Required SkillsCustomer service, communication, relationship managementSales, negotiation, presentation skills
Work EnvironmentLong-term client engagement, account management teamsSales pitches, client meetings, prospecting
Industry UsageCommon in consulting, marketing, techCommon in sales, advertising, tech

While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.

How do I become a client manager?

To become a client manager, typically one needs a bachelor's degree in business, marketing, or a related field, along with experience in customer service or sales. Strong communication, relationship management skills, and proficiency with CRM software are important. Gaining relevant certifications, such as Certified Client Management Professional (CCMP), can also enhance prospects.

Is a client manager a good job?

A client manager is a professional responsible for maintaining client relationships, ensuring customer satisfaction, and supporting business growth. The role often requires strong communication, problem-solving skills, and familiarity with customer management tools. It can offer stable employment and opportunities for advancement in various industries.

What is the role of a client manager?

A client manager is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring their satisfaction. They coordinate communication between clients and internal teams, often using CRM tools, and work to retain clients and identify opportunities for account growth.
More about Client Manager jobs

What are the most commonly searched types of Client jobs in Boca Raton, FL?

The most popular types of Client jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Client Manager jobs?

Cities near Boca Raton, FL with the most Client Manager job openings:

Client Manager jobs near you
Infographic showing various Client Manager job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $62,729 per year, or $30.2 per hour.

Client Success Manager

SmartX Advisory Solutions

West Palm Beach, FL • On-site, Remote

Full-time

Posted 9 days ago

Job description

Opportunity


SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a Client Success Manager to drive the day-to-day operational execution behind our client relationships across Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. This role is assigned to a dedicated book of accounts and sits at the operational center of the client experience — coordinating between the VP, Client Strategy & Success, the Onboarding team, and Client Support to keep processes, communications, and initiatives moving without friction.


The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become escalations. This role partners closely with the VP, Client Strategy & Success, absorbing the operational and coordination workload so the VP can stay focused on relationship strategy, executive engagement, and growth planning.


Position Requirements



  • Strong project and process management skills, with the ability to track multiple concurrent workstreams, deliverables, and deadlines across accounts.

  • Working knowledge of Managed Accounts, UMAs, TAMPs, and FinTech platform concepts sufficient to coordinate accurately across technical, onboarding, and support teams.

  • Comfort operating inside ticketing and workflow systems (e.g., Jira, Confluence) to log requests, track status, and maintain a clear audit trail of client activity.

  • Excellent written and verbal communication skills, with the ability to translate technical or operational detail into clear updates for clients and internal stakeholders alike.

  • Strong follow-through and attention to detail; able to hold open items accountable across teams without needing constant prompting.

  • Demonstrated ability to identify process gaps and design practical solutions, with a bias toward automation and AI-enabled tools to streamline account operations, reporting, and communications.

  • Comfort working across organizational lines — Onboarding, Client Support, Product, and Operations — without formal authority over those teams, relying on clarity, follow-up, and relationship-building to keep work moving.

  • A proactive, ''no dropped balls'' mindset — someone who notices gaps in process or communication and closes them before they affect the client.

  • Bachelor's degree.

  • 3–5+ years of experience in client success, account management, implementation, or operations roles, ideally within financial services or FinTech.


Responsibilities



  • Serve as the day-to-day operational point of contact for an assigned book of accounts, working in close coordination with the VP, Client Strategy & Success.

  • Bridge communication and hand-offs between the Onboarding team, Client Support, and the client — ensuring nothing falls into a gap between teams.

  • Track and manage open action items, initiatives, and commitments for each assigned account, following up until items are closed out.

  • Monitor the status of onboarding requests, support tickets, and pricing or contract items in flight, and provide the VP with a clear, current picture of account activity.

  • Prepare account status materials, agendas, and briefing notes to support the VP's client meetings and business reviews — allowing the VP to walk in focused on strategy rather than status-gathering.

  • Help coordinate scheduling and logistics for client meetings, business reviews, and cross-functional working sessions.

  • Maintain visibility into client requests and tickets logged by Client Support and Onboarding (e.g., Jira/CSRI, IPO, support queues), ensuring accurate documentation and follow-through to resolution.

  • Escalate emerging risks or delays to the VP, Client Strategy & Success proactively, with enough context to support a fast decision.

  • Identify recurring operational pain points across assigned accounts and propose or build automation and AI-enabled solutions to reduce manual work and improve response time.

  • Maintain up-to-date account documentation, activity logs, and health/status tracking for assigned accounts.

  • Support the VP in preparing for and following up on executive-level interactions — managing the operational thread so strategic conversations stay uninterrupted by administrative follow-up.

  • Partner with Product, Operations, and Client Support to drive resolution of client issues and communicate outcomes back to the client and the VP.

  • Identify recurring process gaps across accounts and recommend operational improvements to the Client Success team.


Reporting Relationship


The Client Success Manager works in close partnership with the VP, Client Strategy & Success, serving in a dedicated support capacity for assigned accounts. This role does not own account strategy or executive relationship management — those remain with the VP — but is accountable for the operational execution, coordination, and communication that make the strategy real day to day.


About SMArtX Advisory Solutions


Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.

Employment Type: FULL_TIME

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