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Client Services Director Jobs in Rochester, NY (NOW HIRING)

Client Service Associate Client Service Associates provide exceptional service to our clients and ... directed by local management Administrative Support: * Answering inbound phone calls or making ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...

The Program Director provides clinical supervision and oversight of all programs' services and ... Ensure clinical staff conduct periodic audit of client services and documentation. * Oversee case ...

The Program Director provides clinical supervision and oversight of all programs' services and ... Ensure clinical staff conduct periodic audit of client services and documentation. * Oversee case ...

The Program Director provides clinical supervision and oversight of all programs' services and ... Ensure clinical staff conduct periodic audit of client services and documentation. * Oversee case ...

Showing results 41-60

Client Services Director information

See Rochester, NY salary details

$38K

$89.7K

$160.8K

How much do client services director jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client services director in Rochester, NY is $89,735.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $108,000.00 per year, depending on experience, location, and employer.

What does a client services director do?

A Client Services Director oversees the relationship between an organization and its clients, ensuring client satisfaction and the successful delivery of services. They manage client accounts, lead client service teams, and develop strategies to meet client needs while supporting business goals. Their responsibilities often include building strong client relationships, addressing concerns, and identifying opportunities for growth. Additionally, they work closely with other departments to ensure consistent and high-quality service delivery.

What are some common challenges faced by a client services director and how can they be addressed?

A Client Services Director often encounters challenges such as managing multiple high-priority client accounts simultaneously and ensuring consistent delivery of high-quality service. Balancing client expectations with internal resource limitations can be demanding, requiring strong communication and negotiation skills. Building and leading a cohesive team is essential, as is fostering collaboration between sales, operations, and project management teams. Proactively addressing issues, setting clear processes, and maintaining open lines of communication with clients and staff are key strategies for overcoming these challenges.

What are the key skills and qualifications needed to thrive as a client services director?

To thrive as a Client Services Director, you need expertise in account management, strategic planning, and a proven track record in client relationship development, usually supported by a bachelor’s degree in business or a related field. Familiarity with CRM systems, analytics platforms, and project management tools is typically required. Outstanding communication, leadership, and problem-solving skills help you build trust with clients and lead teams effectively. These capabilities are crucial for driving client satisfaction, retaining key accounts, and achieving business growth.

How much does a Client Services Director make in the US?

A Client Services Director in the US typically earns between $90,000 and $180,000 annually, with the median salary around $130,000. Compensation varies based on industry, company size, experience, and location, and may include bonuses and benefits.

What is a client services director?

A client services director is a senior professional responsible for managing client relationships, ensuring customer satisfaction, and overseeing service delivery within an organization. They often lead teams, develop strategies to improve client retention, and coordinate with sales and operations to meet client needs and business goals.

What is the difference between Client Services Director vs Account Manager?

AspectClient Services DirectorAccount Manager
CredentialsBachelor's degree, experience in client management, leadership skillsBachelor's degree, experience in client relations, communication skills
Work EnvironmentStrategic planning, team leadership, high-level client interactionsDay-to-day client communication, project coordination, relationship management
Employer & Industry UsageMarketing, advertising, consulting firmsAdvertising agencies, tech companies, service providers

The main difference is that a Client Services Director oversees overall client relationships and strategic initiatives, while an Account Manager handles daily client interactions and project execution. The Director role is more strategic and leadership-focused, whereas the Account Manager is more involved in operational client management.

More about Client Services Director jobs
What are the most commonly searched types of Client Services jobs in Rochester, NY? The most popular types of Client Services jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Client Services Director jobs? Cities near Rochester, NY with the most Client Services Director job openings:
Infographic showing various Client Services Director job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $89,735 per year, or $43.1 per hour.

$35K/yr

Part-time

Re-posted yesterday


Job description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

  • Executing money movement transactions at the request of the client and/or FA/PWA

  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)

  • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA

  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

  • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)

  • Assist FAs/PWAs/teams in delivering against their business plan and client service model

  • Remaining current on all policies, procedures and new platforms

  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)

  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process

  • Assisting with general in-office support functions such as copying, filing and scanning documentation

  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Industry experience is a plus

  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

  • Detail orientated with superior organizational skills and ability to prioritize

  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

  • Exceptional writing, interpersonal and client service skills

  • Strong time management skills

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Adaptable and ability to multi-task

  • Goal oriented, self-motivated and results driven

Reports to:

  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.