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Client Services Manager Jobs in Florida (NOW HIRING)

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TRAKAmerica is a national outsourcing provider managing over $18 billion in assets for its clients. We are seeking an experienced Director of Client Services to lead key client relationships ...

Prior experience managing client service teams * Ability to organize, manage and prioritize work of the client service team * Excellent communicator * Proficiency in Microsoft Office solutions.

$40 - $43 Grow your career as a Client Services Associate with an innovative global bank in ... Capable of working independently within established procedures and make decisions without manager ...

... Manager database system to appropriately track prospect and client status. The Client Services Coordinator follows up with the Attorney after each client meeting or initial consultation, documenting ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...

KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client ... Custodian Relationship Management Act as the primary point of contact for our main custodians ...

Client Services Coordinator

Sarasota, FL · On-site

$17.50 - $23.50/hr

Within the Real Estate practice, the Client Services Coordinator serves as a trusted point of ... Manage matter administration and information flow by maintaining matter records, facilitating ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...

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Client Services Manager information

See Florida salary details

$26.2K

$52.6K

$95.3K

How much do client services manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for client services manager in Florida is $52,556.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $62,000.00 per year, depending on experience, location, and employer.

What is a client services manager?

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.

What does a client services manager do?

A Client Services Manager is responsible for overseeing and improving the experience of clients within a company. They act as the main point of contact for clients, ensuring their needs are met and issues are resolved promptly. Their duties often include managing client accounts, coordinating with internal teams, developing relationships, and working to increase client satisfaction and retention. They may also analyze client feedback to improve services and help grow the business.

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

To thrive as a Client Services Manager, you need strong client relationship management, problem-solving abilities, and a background in business or a related field. Familiarity with customer relationship management (CRM) software, project management tools, and occasionally relevant certifications like PMP or ITIL are valuable. Exceptional communication, leadership, and conflict resolution skills set outstanding professionals apart in this role. These competencies are essential to ensure client satisfaction, strengthen long-term partnerships, and drive business growth.

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

Client Services Managers often encounter challenges such as balancing multiple client needs, managing expectations, and ensuring consistent communication between clients and internal teams. To address these challenges, it's important to develop strong organizational skills, set clear boundaries and expectations from the outset, and maintain proactive communication. Regular status meetings and transparent reporting can help build trust with clients and foster effective collaboration with your team.

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

AspectClient Services ManagerAccount Executive
Primary RoleOversees client relationships, ensures satisfaction, manages service deliveryGenerates new business, manages client accounts, closes sales
Required SkillsCustomer service, communication, project managementSales, negotiation, relationship building
Work EnvironmentClient-facing, service-oriented, team collaborationSales-focused, client meetings, prospecting
Common CertificationsCustomer service certifications, CRM trainingSales 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.

What are the most commonly searched types of Client Services jobs in Florida?

The most popular types of Client Services jobs in Florida are:

What are popular job titles related to Client Services Manager jobs in Florida?

For Client Services Manager jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Client Services Manager jobs in Florida look for?

The top searched job categories for Client Services Manager jobs in Florida are:

What cities in Florida are hiring for Client Services Manager jobs?

Cities in Florida with the most Client Services Manager job openings:

Infographic showing various Client Services Manager job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $52,556 per year, or $25.3 per hour.

Client Services Associate

Equity Trust Company

Fort Myers, FL • On-site

Other

This job post has expired 3 days ago. Applications are no longer accepted.


Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.
JOB OVERVIEW
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
RESPONSIBILITIES & DUTIES
• Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
• Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
• Participation in Client Service chats
• Take the lead on owning follow-up verbal calls initiated through the CS chat groups
• As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
• Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
• Follow processes and procedures to ensure communication with clients and third parties is efficient and current
• Special projects assigned as needed
• Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
• Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
• Perform other duties as assigned
QUALIFICATIONS
• 1-3 years of experience in a service-oriented or sales assistant role
• Experience in Accounting, Finance, or Administration is preferred
• Bachelor's degree in Finance or related field preferred, not required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
• Proficient in Microsoft Office Suite
CORE VALUES
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spell EPIC - because that's what we strive to be for our clients and stakeholders every day.
Excellence - Our standard
Passion - In everything we do
Integrity - Without compromise
Collaboration - Stronger together
We are looking for team members who embody these values in their daily work and interactions.
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.