Manager, Client Services
Des Moines, IA · On-site
Who You Are * 5+ years of experience in financial services, retirement services, operations, client services, onboarding, data management, or a related field. * 1+ years of Leadership experience ...
Des Moines, IA · On-site
Who You Are * 5+ years of experience in financial services, retirement services, operations, client services, onboarding, data management, or a related field. * 1+ years of Leadership experience ...
Des Moines, IA · On-site
Who You Are * 5+ years of experience in financial services, retirement services, operations, client services, onboarding, data management, or a related field. * 1+ years of Leadership experience ...
West Des Moines, IA · On-site
$100K - $130K/yr
Client Accounting Services Manager We are a local full service CPA with two locations in the West Des Moines area and have been in business for over 50 years. We are here to help make our clients ...
Quick apply
West Des Moines, IA · On-site
$100K - $130K/yr
Client Accounting Services Manager We are a local full service CPA with two locations in the West Des Moines area and have been in business for over 50 years. We are here to help make our clients ...
... management for these plan accounts and financial advisors ensuring a successful service experience ... The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always ...
... management for these plan accounts and financial advisors ensuring a successful service experience ... The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always ...
Asbury, IA · On-site
$16 - $21.25/hr
Client Services Specialist The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and ...
New
Asbury, IA · On-site
$16 - $21.25/hr
Client Services Specialist The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and ...
New
Cedar Rapids, IA · On-site
$15.75 - $21.25/hr
Additionally, a Client Services Representative may handle special projects or additional tasks as assigned by management. Primary Responsibilities: * Handle appropriate calls as one-call resolutions ...
Cedar Rapids, IA · On-site
$15.75 - $21.25/hr
Additionally, a Client Services Representative may handle special projects or additional tasks as assigned by management. Primary Responsibilities: * Handle appropriate calls as one-call resolutions ...
Dubuque, IA · Hybrid
$16 - $21.25/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Dubuque, IA · Hybrid
$16 - $21.25/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Council Bluffs, IA · On-site
$18.50 - $23.25/hr
Description The Client Services Coordinator is responsible for coordinating available resources ... Monitor medication management practices of persons served and provide related employee training.
Council Bluffs, IA · On-site
$18.50 - $23.25/hr
Description The Client Services Coordinator is responsible for coordinating available resources ... Monitor medication management practices of persons served and provide related employee training.
Council Bluffs, IA · On-site
$18.50 - $23.25/hr
Description The Client Services Coordinator is responsible for coordinating available resources ... Monitor medication management practices of persons served and provide related employee training.
Council Bluffs, IA · On-site
$18.50 - $23.25/hr
Description The Client Services Coordinator is responsible for coordinating available resources ... Monitor medication management practices of persons served and provide related employee training.
Cedar Rapids, IA · Hybrid
$15.75 - $21.25/hr
Additionally, a Client Services Representative may handle special projects or additional tasks as assigned by management. Primary Responsibilities: * Handle appropriate calls as one-call resolutions ...
Cedar Rapids, IA · Hybrid
$15.75 - $21.25/hr
Additionally, a Client Services Representative may handle special projects or additional tasks as assigned by management. Primary Responsibilities: * Handle appropriate calls as one-call resolutions ...
Dubuque, IA · Hybrid
$16 - $21.25/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Dubuque, IA · Hybrid
$16 - $21.25/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Dubuque, IA · On-site
$16 - $21.25/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Dubuque, IA · On-site
$16 - $21.25/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Dubuque, IA · On-site
$25.95 - $33.15/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Dubuque, IA · On-site
$25.95 - $33.15/hr
The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service ...
Council Bluffs, IA · On-site
About the job Client Services Advisor Hopes Global Getaways is a remote travel planning company ... Ability to manage multiple tasks independently in a remote setting * Comfortable using email ...
Council Bluffs, IA · On-site
About the job Client Services Advisor Hopes Global Getaways is a remote travel planning company ... Ability to manage multiple tasks independently in a remote setting * Comfortable using email ...
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
Sioux Center, IA · On-site
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
Sioux Center, IA · On-site
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
Des Moines, IA · On-site
$15.50 - $21.25/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 ...
Des Moines, IA · On-site
$15.50 - $21.25/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 ...
Sioux Center, IA · On-site
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
Sioux Center, IA · On-site
$15.25 - $20.75/hr
In this Client Services Representative role, you'll build long-term client partnerships, provide ... Ability to manage competing demands independently while maintaining attention to detail.
Council Bluffs, IA · On-site
$16.75 - $22/hr
The Client Services Coordinator is responsible for coordinating available resources, processes, and ... Monitor medication management practices of persons served and provide related employee training.
Council Bluffs, IA · On-site
$16.75 - $22/hr
The Client Services Coordinator is responsible for coordinating available resources, processes, and ... Monitor medication management practices of persons served and provide related employee training.
West Des Moines, IA · On-site
$15.75 - $21.50/hr
Our client is seeking a dynamic and personable Client Services Representative to serve as the ... Partner with Management and the Technical Services Administrator to complete training and deepen ...
West Des Moines, IA · On-site
$15.75 - $21.50/hr
Our client is seeking a dynamic and personable Client Services Representative to serve as the ... Partner with Management and the Technical Services Administrator to complete training and deepen ...
$32.9K - $40.8K
14% of jobs
$47K is the 25th percentile. Wages below this are outliers.
$40.8K - $48.7K
15% of jobs
$48.7K - $56.6K
15% of jobs
The median wage is $60K / yr.
$56.6K - $64.5K
17% of jobs
$64.5K - $72.4K
14% of jobs
$74.1K is the 75th percentile. Wages above this are outliers.
$72.4K - $80.3K
9% of jobs
$80.3K - $88.2K
6% of jobs
$88.2K - $96.1K
5% of jobs
$96.1K - $104K
2% of jobs
$104K - $111.9K
2% of jobs
$111.9K - $119.8K
2% of jobs
$32.9K
$66.1K
$119.8K
| 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
Posted 8 days ago
As a Manager in our Non-qualified Retirement business, you will lead and develop Transfer Coordinators. They lead the onboarding and transition of nonqualified deferred compensation plans. This role oversees the transfer, conversion, validation, and onboarding of client data and assets from prior recordkeepers, ensuring a seamless client experience and timely implementation of new business.
This position combines people leadership, operational oversight, process improvement, and data-driven decision-making to enhance onboarding efficiency, improve service quality, and reduce implementation timelines. The ideal candidate is a strategic and analytical leader who excels at developing high-performing teams, inspiring change, and leveraging technology, automation, and AI-enabled solutions to optimize workflows and improve business outcomes.
Key ResponsibilitiesOperating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
The following locations are examples of market-specific salary ranges across different geographies.Â
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, Charlotte, NC, and Raleigh, NC). You’ll work with your leader to figure out which option may align best based on several factors.
Work Authorization/SponsorshipAt this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of EthicsFor Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience PrincipalAt Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.
LinkedIn Remote Hashtag
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Austin, TX, US