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Client Manager Jobs in Deltona, FL (NOW HIRING)

CASE MANAGER

Paisley, FL · On-site

$17.75 - $23/hr

... Client Manager and placing agency officials. 5. Provides monthly progress notes and weekly student updates to the client manager and/or placing agency official according to the Discrete Case Plan and ...

CASE MANAGER

Paisley, FL · On-site

$17.75 - $23/hr

... Client Manager and placing agency officials. 5. Provides monthly progress notes and weekly student updates to the client manager and/or placing agency official according to the Discrete Case Plan and ...

Summary The Client Solutions Manager - Show Organizer Event Logistics is responsible for providing clients with a well-rounded planning and service experience. You will be the lead point of contact ...

Client Relationship Manager- On-site Winter Park, FL Are you a relationship-builder who thrives on turning warm leads into long-term partnerships? ZIO is seeking a proactive, detail-oriented Client ...

JOB REQUISITION Client Solutions Manager LOCATION FL ORLANDO Job Summary As a Client Solutions Manager , your responsibilities will include: * Business development: Develop and grow your own client ...

Summary The CRM owns the client relationship and drives revenue growth across a portfolio of new and existing accounts. This role is the primary AV and Event Technology opportunity owner ...

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Client Manager information

See Deltona, FL salary details

$28.4K

$57K

$92.2K

How much do client manager jobs pay per year?

As of Aug 26, 2026, the average yearly pay for client manager in Deltona, FL is $56,954.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $67,200.00 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.

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

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

Infographic showing various Client Manager job openings in Deltona, FL as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $56,954 per year, or $27.4 per hour.

Client Manager, Retirement Plans - The Baldwin Financial Services

Baldwin

Orlando, FL • Hybrid

Full-time

Retirement

Re-posted yesterday


Job description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.

PRIMARY RESPONSIBILITIES:

  • Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.

  • Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts

  • Conduct participant education meetings and seminars, including one-on-one consultations

  • Meticulously update CRM on a real time basis, and generate periodic departmental reports.

  • Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.

  • Offer additional support in facilitating RFP's from various vendors

  • Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.

  • Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings

  • Special projects as needed

PRIMARY RESPONSIBILITIES:

  • Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.

  • Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts

  • Conduct participant education meetings and seminars, including one-on-one consultations

  • Meticulously update CRM on a real time basis, and generate periodic departmental reports.

  • Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.

  • Offer additional support in facilitating RFP's from various vendors

  • Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.

  • Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings

  • Special projects as needed

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

  • Working knowledge of investment analytics (i.e. mutual funds, CIT's, subaccounts, etc.)

  • Polished written and oral communication skills

  • Familiarity with RPAG investment analysis software helpful but not required

  • Prior experience with CRM software (Redtail and Salesforce a plus)

  • A proven track record of excellent customer service

  • Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook

  • Extremely detail oriented, proactive, and reliable in all aspects

  • Working knowledge of facilitating virtual meetings via Microsoft Teams

EDUCATION AND EXPERIENCE REQUIREMENTS:

  • 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required

  • Bachelor's degree preferred

  • Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.

  • Holds Series 65 or 66 (or equivalent) andmaintainsall required registrations and continuing education.

OTHER REQUIREMENTS:

This role can by hybrid from Jacksonville, Tampa or Orlando, Florida

SPECIAL WORKING CONDITIONS:

Fast paced multi-tasking environment

IMPORTANT NOTICE:

This position description is intended to describe the level of workrequired ofthe person performing in the role and is not a contract.The essential responsibilities are outlined; other duties may be assigned as needsariseor asrequiredto support the organization.All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.