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Client Manager Jobs in Jenkintown, PA (NOW HIRING)

Pathstone

Client Manager

Conshohocken, PA · On-site

With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

Pathstone

Client Manager

Conshohocken, PA

With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

Gallagher

Client Manager

Mount Laurel, NJ · On-site

Overview As the Client Manager you will ensure delivery of exceptional service to Gallagher's clients by actively managing client accounts. You will work with our sales team to ensure client ...

Qualus

Client Manager

Doylestown, PA · On-site +1

The Client Manager is responsible for developing new business in their assigned territory. They will work closely with operations, marketing, and sales leadership to help implement a tactical ...

Qualus

Client Manager

Doylestown, PA · On-site +1

The Client Manager is responsible for developing new business in their assigned territory. They will work closely with operations, marketing, and sales leadership to help implement a tactical ...

Highmark Health

Client Manager - PA

Center Square, PA · On-site

$64 - $96/hr

Required 2 years of Account/Client Management experience or other relevant experience * Preferred None LICENSES or CERTIFICATIONS * Required State specific Producer License's for Life, Accident ...

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Client Manager information

See Jenkintown, PA salary details

$32.6K

$65.3K

$105.7K

How much do client manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client manager in Jenkintown, PA is $65,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $77,000.00 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 Jenkintown, PA?

The most popular types of Client jobs in Jenkintown, PA are:

What cities near Jenkintown, PA are hiring for Client Manager jobs?

Cities near Jenkintown, PA with the most Client Manager job openings:

Client Manager jobs near you

Client Manager

Pathstone

Conshohocken, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Key responsibilities

  • Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients' needs.

  • Provide support to a Client Advisory team in the communication and implementation of client investment strategies, ensuring coordination across the client service team.

  • Prepare client documentation such as letters of instruction, account applications, manager agreements, and fund subscription documents, and follow the process with the firm's Capital Markets Group.

Job description

CompanyDescription: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm's Conshohocken, PA office.
JobDescription: Support our Client Advisory team in all manners of client service, daily operations, and special projects, which can include coordinating client communications, overseeing operational and administrative workflows, and preparing performance analysis and client presentation material. Advisory positions are a career path lending to increased client engagements and complexity over time, while supporting Directors and Managing Directors across the firm.
Key Responsibilities:
  • Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients' needs. Communicate with clients directly via phone, zoom, and in-person meetings.
  • Provide support to a Client Advisory team in the communication and implementation of client investment strategies, while ensuring timely and effective coordination across the broader client service team to maintain alignment and a seamless client experience.
  • Prepare client documentation: draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm's Capital Markets Group.
  • Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
  • Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
  • Act as a mentor and resource for Associates and Senior Associates on operational matters, such as recon, reporting, account opening/transfers, etc.

Qualifications:
  • Bachelor's degree in related field is required (Business, Finance, Accounting, Economics).
  • 4 - 7+ years of experience in the financial management industry is required. CFP is preferred.
  • Strong analytical, quantitative, problem-solving, and client service skills.
  • Proactive, detail-oriented and understands time-sensitive issues.
  • Strong verbal and written communication skills.
  • Skill with PC and Microsoft Office suite, particularly Excel.
  • Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
  • Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
  • Enjoys learning and growing and is motivated to take on new challenges.
  • Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.
  • Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
Pathstone is proud to be an equal opportunity employer.
As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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