Client Services Associate
Fort Myers, FL · On-site
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 ...
Fort Myers, FL · On-site
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 ...
Fort Myers, FL · On-site
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 ...
Fernandina Beach, FL · On-site
$160K - $210K/yr
Client Service Management experience with local municipalities and water districts in the North Florida region * Extensive experience building proposals with project pursuit teams and managing ...
Quick apply
Fernandina Beach, FL · On-site
$160K - $210K/yr
Client Service Management experience with local municipalities and water districts in the North Florida region * Extensive experience building proposals with project pursuit teams and managing ...
$160K - $210K/yr
Client Service Management experience with local municipalities and water districts in the North Florida region * Extensive experience building proposals with project pursuit teams and managing ...
Quick apply
$160K - $210K/yr
Client Service Management experience with local municipalities and water districts in the North Florida region * Extensive experience building proposals with project pursuit teams and managing ...
Client Service Management experience with local municipalities and water districts in the North Florida region * Extensive experience building proposals with project pursuit teams and managing ...
Quick apply
Client Service Management experience with local municipalities and water districts in the North Florida region * Extensive experience building proposals with project pursuit teams and managing ...
As Director, Client Services, you will lead strategic client relationships and oversee the delivery ... Client Relationship Management * Build and maintain senior-level client relationships, acting as a ...
As Director, Client Services, you will lead strategic client relationships and oversee the delivery ... Client Relationship Management * Build and maintain senior-level client relationships, acting as a ...
Be Seen First
Bonita Springs, FL · On-site
$75K - $85K/yr
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 ...
Quick apply
Be Seen First
Bonita Springs, FL · On-site
$75K - $85K/yr
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.
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.
Tampa, FL · Hybrid
$100K/yr
Client Services Manager Location: Tampa, 33607 - WFH Flexible Onsite required M, W, F and/or as-needed to collect IDs, conduct drug screenings, etc. Schedule: M-F, 7:30 AM to 4:00 PM work hours are ...
Quick apply
Tampa, FL · Hybrid
$100K/yr
Client Services Manager Location: Tampa, 33607 - WFH Flexible Onsite required M, W, F and/or as-needed to collect IDs, conduct drug screenings, etc. Schedule: M-F, 7:30 AM to 4:00 PM work hours are ...
Lake Mary, FL · Hybrid
$72K - $141K/yr
Develops innovative new products and services based on client input and profitability goals. * Negotiates, communicates and monitors special claim handling instructions for risk management accounts ...
Lake Mary, FL · Hybrid
$72K - $141K/yr
Develops innovative new products and services based on client input and profitability goals. * Negotiates, communicates and monitors special claim handling instructions for risk management accounts ...
Client Services Assistant Manager Department Name: Processing Operations FLSA Status: Exempt COMPANY DESCRIPTION The Tax Collector's Office, led by Abbey Ajayi, is a vital institution in Broward ...
Quick apply
Client Services Assistant Manager Department Name: Processing Operations FLSA Status: Exempt COMPANY DESCRIPTION The Tax Collector's Office, led by Abbey Ajayi, is a vital institution in Broward ...
$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 ...
$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 ...
Naples, FL · On-site
$22/hr
... 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 ...
Naples, FL · On-site
$22/hr
... 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 ...
Orlando, FL · On-site
$22 - $25/hr
We are looking for a critical thinker and proactive Client Service Associate that shares our ... Routinely interact with personnel such as clients, family members, and care managers to facilitate ...
Quick apply
Orlando, FL · On-site
$22 - $25/hr
We are looking for a critical thinker and proactive Client Service Associate that shares our ... Routinely interact with personnel such as clients, family members, and care managers to facilitate ...
Naples, FL · On-site
$22/hr
Is responsible for maintaining the firm's Client Relationship Manager database system to appropriately track prospect and client status. The Client Services Coordinator follows up with the Attorney ...
Quick apply
Naples, FL · On-site
$22/hr
Is responsible for maintaining the firm's Client Relationship Manager database system to appropriately track prospect and client status. The Client Services Coordinator follows up with the Attorney ...
Orlando, FL · On-site
$22 - $25/hr
We are looking for a critical thinker and proactive Client Service Associate that shares our ... Routinely interact with personnel such as clients, family members, and care managers to facilitate ...
Orlando, FL · On-site
$22 - $25/hr
We are looking for a critical thinker and proactive Client Service Associate that shares our ... Routinely interact with personnel such as clients, family members, and care managers to facilitate ...
The reward of serving your community while building a stable career in public service The Client Services Assistant Manager , in partnership with the Client Services Manager, provides direction and ...
Quick apply
The reward of serving your community while building a stable career in public service The Client Services Assistant Manager , in partnership with the Client Services Manager, provides direction and ...
Miami Beach, FL · On-site
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 ...
Miami Beach, FL · On-site
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 ...
Miami, FL · On-site
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 ...
Miami, FL · On-site
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 ...
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 ...
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 ...
Miami Beach, FL · On-site
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 ...
Miami Beach, FL · On-site
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 ...
$26.2K - $32.4K
14% of jobs
$37.4K is the 25th percentile. Wages below this are outliers.
$32.4K - $38.7K
15% of jobs
$38.7K - $45K
15% of jobs
The median wage is $47.8K / yr.
$45K - $51.3K
17% of jobs
$51.3K - $57.6K
14% of jobs
$59K is the 75th percentile. Wages above this are outliers.
$57.6K - $63.9K
9% of jobs
$63.9K - $70.1K
6% of jobs
$70.1K - $76.4K
5% of jobs
$76.4K - $82.7K
2% of jobs
$82.7K - $89K
2% of jobs
$89K - $95.3K
2% of jobs
$26.2K
$52.6K
$95.3K
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.
| 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.
The most popular types of Client Services jobs in Florida are:
For Client Services Manager jobs in Florida, the most frequently searched job titles are:
The top searched job categories for Client Services Manager jobs in Florida are:
Cities in Florida with the most Client Services Manager job openings:

Other
This job post has expired 3 days ago. Applications are no longer accepted.
*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.
Sourced by ZipRecruiter
Finance and insurance
201 - 500 Employees
Westlake, OH, US
1974