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Client Service Manager Jobs in Washington (NOW HIRING)

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Banfield

Client Service Coordinator

Waldorf, MD · On-site

$17.25 - $22.50/hr

Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

Banfield

Client Service Coordinator

Quantico, VA · On-site

$19.50 - $25.25/hr

Client Service Coordinator A career at Banfield means you'll find yourself working in the pet ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Banfield Pet Hospital

Client Service Coordinator

Herndon, VA · On-site

$18.50 - $24.25/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

Banfield Pet Hospital

Client Service Coordinator

Waldorf, MD · On-site

$17.50 - $22.75/hr

Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

Banfield

Client Service Coordinator

Herndon, VA · On-site

$18.50 - $24.25/hr

Client Service CoordinatorSUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

NFP

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Banfield

Client Service Coordinator

Silver Spring, MD · On-site

$18.50 - $24.25/hr

CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks from the ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

Banfield

Client Service Coordinator

Gaithersburg, MD · On-site

$19.75 - $25.75/hr

Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

Banfield

Client Service Coordinator

Leesburg, VA · On-site

$18.25 - $23.75/hr

Manage the finances by maintaining accurate balances and utilizing proper opening and closing ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

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All JobsClient Service JobsClient Service Manager JobsClient Service Manager Jobs in Washington

Client Service Manager information

See Washington salary details

$27.7K

$65.7K

$114.4K

How much do client service manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client service manager in Washington is $65,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,400.00 and $79,300.00 per year, depending on experience, location, and employer.

What is a client service manager?

Client Service Managers are professionals responsible for maintaining strong relationships with clients and ensuring their needs are met by the company’s products or services. They serve as the primary point of contact between clients and the organization, handling client inquiries, resolving issues, and coordinating with internal teams to deliver solutions. Their main goal is to ensure client satisfaction, retention, and loyalty. Client Service Managers often analyze feedback, monitor service quality, and help identify opportunities for growth within their accounts.

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

To thrive as a Client Service Manager, you need strong customer service expertise, problem-solving abilities, and a bachelor's degree in business or a related field. Familiarity with CRM software, project management tools, and sometimes industry-specific certifications are typically required. Excellent communication, leadership, and conflict-resolution skills help build lasting client relationships and guide teams effectively. These skills ensure high client satisfaction, efficient service delivery, and long-term business growth.

How does a client service manager typically collaborate with other departments to ensure client satisfaction?

Client Service Managers work closely with sales, product, and operations teams to address client needs and resolve issues efficiently. They often act as a communication bridge, relaying client feedback and coordinating solutions or improvements. Regular meetings and updates with internal teams help ensure that all client requirements are met and expectations are managed effectively. This cross-functional collaboration is key to delivering a seamless client experience and maintaining long-term relationships.

What is the difference between Client Service Manager vs Customer Support Manager?

AspectClient Service ManagerCustomer Support Manager
CredentialsRelevant experience in client relations, possibly certifications in customer service or account managementExperience in customer support, technical knowledge may be beneficial
Work EnvironmentTypically in client-facing roles, managing key accounts, and building long-term relationshipsOften in call centers or support teams, handling inquiries and troubleshooting
Employer & IndustryFinancial services, consulting, B2B companiesRetail, tech, telecommunications, service industries

While both roles focus on customer interactions, a Client Service Manager primarily manages ongoing client relationships and strategic accounts, whereas a Customer Support Manager handles day-to-day support inquiries and technical issues. The roles overlap in customer communication but differ in scope and focus.

What are the most commonly searched types of Client Service jobs in Washington?

The most popular types of Client Service jobs in Washington are:

What are popular job titles related to Client Service Manager jobs in Washington?

For Client Service Manager jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Client Service Manager jobs in Washington look for?

The top searched job categories for Client Service Manager jobs in Washington are:

What cities in Washington are hiring for Client Service Manager jobs?

Cities in Washington with the most Client Service Manager job openings:

Client Service Manager jobs near you
Infographic showing various Client Service Manager job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $65,689 per year, or $31.6 per hour.

Associate, Client Service

NFP Corp

Annapolis, MD • On-site

$14.25 - $19.75/hr

Full-time

Retirement, PTO

Re-posted 17 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work

Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary

Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development

Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities

Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms

Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $50,000 -$78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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