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Client Manager Jobs in Springboro, OH (NOW HIRING)

You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

Client Assistant

Miamisburg, OH · On-site

$22.16 - $29.29/hr

You'llbe at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

You'll be at the heart of the client experience--coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...

New

Project Manager

Blue Ash, OH · On-site

$125K - $145K/yr

Balance client and BSI needs/interests; manage expectations. * Coordinate project meetings as ... necessary; ensure proper documentation and communication to clients and BSI employees. * Facilitate ...

Project Manager

Blue Ash, OH · On-site

$125K - $145K/yr

Balance client and BSI needs/interests; manage expectations. * Coordinate project meetings as ... necessary; ensure proper documentation and communication to clients and BSI employees. * Facilitate ...

JOB SUMMARY The Project Manager manages all aspects of client projects throughout their entire lifecycle while ensuring the timely delivery of quality service within budgeted constraints. PRINCIPAL ...

Assurance Manager

West Chester, OH

$105.20K - $126.90K/yr

Manage client relationships by serving as a main point of contact for the client and proactively address client needs while advocating for firm services (including cross-selling). * Create and ...

Assurance Manager

West Chester, OH

$105.20K - $126.90K/yr

Manage client relationships by serving as a main point of contact for the client and proactively address client needs while advocating for firm services (including cross-selling). * Create and ...

Responsible tor the development, management and execution of conferences, client events and hospitality and/or roadshow activities. Join us At UBS, we know that it's our people, with their diverse ...

Client Developer Requisition Number: 2026-1178-04 . Are you a Client Developer seeking a ... Collaborate with Marketing and Project Management teams on proposals, RFQs, and promotional efforts.

Client Developer Requisition Number: 2026-1178-04 Are you a Client Developer seeking a challenging ... Collaborate with Marketing and Project Management teams on proposals, RFQs, and promotional efforts.

Responsible tor the development, management and execution of conferences, client events and hospitality and/or roadshow activities. Join us At UBS, we know that it's our people, with their diverse ...

Lawns at all times. • Able to respond properly to the client and follow up to make sure their needs have been completed to their satisfaction. • Keeps the Owner/Manager aware of all client ...

Overview Working under minimal supervision of the Manager of Customer Experience, referring only exceptional problems and issues for management review or approval, the Client Engagement Specialist ...

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Showing results 1-20

Client Manager information

See Springboro, OH salary details

$29.1K

$58.3K

$94.3K

How much do client manager jobs pay per year?

As of May 28, 2026, the average yearly pay for client manager in Springboro, OH is $58,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $68,800.00 per year, depending on experience, location, and employer.

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 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 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 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.

What cities near Springboro, OH are hiring for Client Manager jobs? Cities near Springboro, OH with the most Client Manager job openings:
Infographic showing various Client Manager job openings in Springboro, OH as of May 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, 1% Temporary, and 6% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $58,284 per year, or $28 per hour.
Client Assistant

$22.16 - $29.29/hr

Other

Posted 12 days ago


Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz


Job description

About the Role:
As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
  • Answers all incoming phone calls and handles as appropriate.
  • May schedule client appointments and/or conference room for appointments.
  • Understand and ensure business adherence with firm and financial industry regulatory policies.
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
  • May manage FA and Team's social media presence (website, LinkedIn,X, etc.).
  • Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed.
  • May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
  • May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary.
  • Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 2+ years of relevant work experience.
  • Focus on excellent client service.
  • Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
  • Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information.
  • Detail oriented with an emphasis on accuracy.
  • Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
  • Good analytical and critical problem-solving skills.
  • Bachelor's degree preferred; not required.
Compensation and Benefits:
  • $22.16-$29.29 hourly rate
  • Bonus potential up to 8.5% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.