Client Advisory Manager
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
Auburn, AL · On-site
Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...
The Client Services position assists the Financial Advisor with various administrative tasks and ... Maintain databases and create reports using the Client Relationship Management platform
The Client Services position assists the Financial Advisor with various administrative tasks and ... Maintain databases and create reports using the Client Relationship Management platform
Birmingham, AL · On-site
The Client Services position assists the Financial Advisor with various administrative tasks and ... Maintain databases and create reports using the Client Relationship Management platform
Birmingham, AL · On-site
The Client Services position assists the Financial Advisor with various administrative tasks and ... Maintain databases and create reports using the Client Relationship Management platform
Birmingham, AL · On-site
$16.75 - $22/hr
Client Services Coordinator Birmingham, AL Direct Hire Position Summary We are seeking a Client ... Ability to manage multiple priorities in a fast-paced environment. * Strong problem-solving and ...
Birmingham, AL · On-site
$16.75 - $22/hr
Client Services Coordinator Birmingham, AL Direct Hire Position Summary We are seeking a Client ... Ability to manage multiple priorities in a fast-paced environment. * Strong problem-solving and ...
Birmingham, AL · On-site
$16.75 - $22/hr
Client Services Coordinator Birmingham, AL Direct Hire Position Summary We are seeking a Client ... Ability to manage multiple priorities in a fast-paced environment. * Strong problem-solving and ...
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Birmingham, AL · On-site
$16.75 - $22/hr
Client Services Coordinator Birmingham, AL Direct Hire Position Summary We are seeking a Client ... Ability to manage multiple priorities in a fast-paced environment. * Strong problem-solving and ...
This position requires someone who can balance strategic client relationship management with hands ... Manage billable consulting services and technical implementations for healthcare clients, ensuring ...
This position requires someone who can balance strategic client relationship management with hands ... Manage billable consulting services and technical implementations for healthcare clients, ensuring ...
This position requires someone who can balance strategic client relationship management with hands ... Manage billable consulting services and technical implementations for healthcare clients, ensuring ...
This position requires someone who can balance strategic client relationship management with hands ... Manage billable consulting services and technical implementations for healthcare clients, ensuring ...
Mobile, AL · On-site
$16 - $21.50/hr
About the job Client Services Representative Overview We are hiring a Customer Relations Specialist ... This position is fully remote and well suited for individuals who enjoy helping others, managing ...
Mobile, AL · On-site
$16 - $21.50/hr
About the job Client Services Representative Overview We are hiring a Customer Relations Specialist ... This position is fully remote and well suited for individuals who enjoy helping others, managing ...
Birmingham, AL · On-site
$16 - $21/hr
Client Services Summary: Under the direct supervision of the Resident Service Coordinator, the ... Property Manager and maintenance staff in identifying areas needing preventive maintenance ...
Birmingham, AL · On-site
$16 - $21/hr
Client Services Summary: Under the direct supervision of the Resident Service Coordinator, the ... Property Manager and maintenance staff in identifying areas needing preventive maintenance ...
Birmingham, AL · On-site
$16 - $21/hr
Client Services Summary: Under the direct supervision of the Resident Service Coordinator, the ... Property Manager and maintenance staff in identifying areas needing preventive maintenance ...
Birmingham, AL · On-site
$16 - $21/hr
Client Services Summary: Under the direct supervision of the Resident Service Coordinator, the ... Property Manager and maintenance staff in identifying areas needing preventive maintenance ...
$16 - $21/hr
Client Services Summary: Under the direct supervision of the Resident Service Coordinator, the ... Property Manager and maintenance staff in identifying areas needing preventive maintenance ...
$16 - $21/hr
Client Services Summary: Under the direct supervision of the Resident Service Coordinator, the ... Property Manager and maintenance staff in identifying areas needing preventive maintenance ...
$25 - $29/hr
Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more ...
$25 - $29/hr
Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more ...
The Manager of Counseling Services will provide directions to staff and will assist students and parents in understanding and meeting graduation requirements, course selection and scheduling, post ...
The Manager of Counseling Services will provide directions to staff and will assist students and parents in understanding and meeting graduation requirements, course selection and scheduling, post ...
The Manager of Counseling Services will provide directions to staff and will assist students and parents in understanding and meeting graduation requirements, course selection and scheduling, post ...
The Manager of Counseling Services will provide directions to staff and will assist students and parents in understanding and meeting graduation requirements, course selection and scheduling, post ...
Decatur, AL · On-site
$15 - $20.50/hr
Client Services Representative The SouthState story is one of steady growth, deep community roots ... All other tasks, responsibilities or duties, as directed by management * It is the responsibility ...
Decatur, AL · On-site
$15 - $20.50/hr
Client Services Representative The SouthState story is one of steady growth, deep community roots ... All other tasks, responsibilities or duties, as directed by management * It is the responsibility ...
Envolve Client Services Group owns and professionally manages apartment communities located throughout the southeastern United States. We are a company whose success is measured by our residents ...
Envolve Client Services Group owns and professionally manages apartment communities located throughout the southeastern United States. We are a company whose success is measured by our residents ...
Decatur, AL · On-site
$15 - $20.50/hr
The Client Services Representative performs daily tasks that could consist of the following duties ... All other tasks, responsibilities or duties, as directed by management * It is the responsibility ...
Decatur, AL · On-site
$15 - $20.50/hr
The Client Services Representative performs daily tasks that could consist of the following duties ... All other tasks, responsibilities or duties, as directed by management * It is the responsibility ...
Montgomery, AL · On-site
$15.75 - $21.50/hr
The Client Services Representative will provide high-quality customer service that meets or exceeds ... Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and ...
Montgomery, AL · On-site
$15.75 - $21.50/hr
The Client Services Representative will provide high-quality customer service that meets or exceeds ... Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and ...
Montgomery, AL · On-site
$13.25 - $18/hr
The Client Services Representative will provide high quality customer service that meets or exceeds ... Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and ...
Montgomery, AL · On-site
$13.25 - $18/hr
The Client Services Representative will provide high quality customer service that meets or exceeds ... Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and ...
$31.7K - $39.3K
14% of jobs
$45.3K is the 25th percentile. Wages below this are outliers.
$39.3K - $47K
15% of jobs
$47K - $54.6K
15% of jobs
The median wage is $57.9K / yr.
$54.6K - $62.2K
17% of jobs
$62.2K - $69.8K
14% of jobs
$71.5K is the 75th percentile. Wages above this are outliers.
$69.8K - $77.5K
9% of jobs
$77.5K - $85.1K
6% of jobs
$85.1K - $92.7K
5% of jobs
$92.7K - $100.3K
2% of jobs
$100.3K - $107.9K
2% of jobs
$107.9K - $115.6K
2% of jobs
$31.7K
$63.7K
$115.6K
| Aspect | Client Services Manager | Account Executive |
|---|---|---|
| Primary Role | Oversees client relationships, ensures satisfaction, manages service delivery | Generates new business, manages client accounts, closes sales |
| Required Skills | Customer service, communication, project management | Sales, negotiation, relationship building |
| Work Environment | Client-facing, service-oriented, team collaboration | Sales-focused, client meetings, prospecting |
| Common Certifications | Customer service certifications, CRM training | Sales certifications, CRM training |
The main difference is that a Client Services Manager focuses on maintaining and enhancing existing client relationships and ensuring service quality, while an Account Executive primarily works on acquiring new clients and closing sales. Both roles require strong communication skills and familiarity with CRM tools, but their core objectives differ—service retention versus new business development.
A client services manager ensures that a customer is satisfied with the products and services they receive from the company. As a client services manager, you are an employee of the business, but you and your department act as representatives for the customer. You are the supervisor of a larger customer service staff, so you also have job duties pertaining to employee training and ensuring that the department meets all company procedures and policies. Qualifications for a career as a client services manager include experience in customer service and excellent management skills.

Full-time
Re-posted 4 days ago
At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis.
Our foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms.
This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve.
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As a Client Advisory Manager, you will be the cornerstone of our client-centric approach, dedicated to nurturing and expanding relationships with our existing client base. You will manage a portfolio of clients and serve as the primary point of contact, ensuring a high level of service and responsiveness. In addition to relationship management, you will oversee the delivery of core accounting and advisory services, ensuring financial statements, tax work, and related deliverables are completed accurately and on time. Your role will be centered on understanding evolving client needs, ensuring satisfaction, and proactively identifying opportunities for growth.
Your job responsibilities will include but not be limited to:
Account Management
Client Retention and Satisfaction
Client Growth
Cross-functional Collaboration
As a key member of the service delivery team, this role will work closely with internal teams, including financial operations, tax, and firm administration to ensure seamless client experiences.
Client Advocacy
Act as a client advocate within the firm, providing insights and feedback to improve client satisfaction and address any challenges.
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We offer competitive compensation packages, health benefits, and a collaborative work environment.
Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.
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