The Role Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. The primary responsibility of this role is supporting ...
The Role Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. The primary responsibility of this role is supporting ...
Minimum of 7+ years of experience in client experience (CX), legal operations, or professional services management. Experience within an AmLaw 100 firm or a corporate legal department is highly ...
Minimum of 7+ years of experience in client experience (CX), legal operations, or professional services management. Experience within an AmLaw 100 firm or a corporate legal department is highly ...
Team Leader, Client Services Note: Fidelity will not provide immigration sponsorship for this ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
Team Leader, Client Services Note: Fidelity will not provide immigration sponsorship for this ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
Team Leader, Client Services Note: Fidelity will not provide immigration sponsorship for this ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
Team Leader, Client Services Note: Fidelity will not provide immigration sponsorship for this ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
Client Services Director
Sandy, UT · On-site
Manages a team of employee benefits service staff including Account Executives, Account Managers, and Operational staff. * Guides team on work quality, client-facing standards, and internal ...
Client Services Director
Sandy, UT · On-site
Manages a team of employee benefits service staff including Account Executives, Account Managers, and Operational staff. * Guides team on work quality, client-facing standards, and internal ...
Client Services Director
Sandy, UT · On-site
Manages a team of employee benefits service staff including Account Executives, Account Managers, and Operational staff. * Guides team on work quality, client-facing standards, and internal ...
Client Services Director
Sandy, UT · On-site
Manages a team of employee benefits service staff including Account Executives, Account Managers, and Operational staff. * Guides team on work quality, client-facing standards, and internal ...
Client Services Associate KP LLC is more than just a company. We have stood the test of time for ... Job entry into KP Information Management System * Accurately prepares prebills and billing ...
Client Services Associate KP LLC is more than just a company. We have stood the test of time for ... Job entry into KP Information Management System * Accurately prepares prebills and billing ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... Passion for client services and exceeding client expectations * Experience working for or with ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... Passion for client services and exceeding client expectations * Experience working for or with ...
Client Services- Analyst
Salt Lake City, UT · On-site +1
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... Passion for client services and exceeding client expectations * Experience working for or with ...
Client Services- Analyst
Salt Lake City, UT · On-site +1
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... Passion for client services and exceeding client expectations * Experience working for or with ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services ... Job entry into KP Information Management System * Accurately prepares prebills and billing ...
Client Services Associate (Bilingual)
Riverton, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services ... Job entry into KP Information Management System * Accurately prepares prebills and billing ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... Passion for client services and exceeding client expectations * Experience working for or with ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... Passion for client services and exceeding client expectations * Experience working for or with ...
Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services ... Job entry into KP Information Management System * Accurately prepares prebills and billing ...
Client Services Associate (Bilingual)
Herriman, UT · On-site
$22 - $24/hr
The Client Service Associate is responsible for the overall support to the Client Services ... Job entry into KP Information Management System * Accurately prepares prebills and billing ...
Client Services Representative
Provo, UT · On-site
$14/hr
Client Services Representative At Rocky Mountain Reserve our Client Services Team is the backbone ... Management Training * Opportunity for Growth * Great Office Culture and Environment REQUIRED ...
Client Services Representative
Provo, UT · On-site
$14/hr
Client Services Representative At Rocky Mountain Reserve our Client Services Team is the backbone ... Management Training * Opportunity for Growth * Great Office Culture and Environment REQUIRED ...
Client Services Representative
Provo, UT · On-site
$14/hr
At Rocky Mountain Reserve our Client Services Team is the backbone of our company! You would play ... Management Training * Opportunity for Growth * Great Office Culture and Environment REQUIRED ...
Client Services Representative
Provo, UT · On-site
$14/hr
At Rocky Mountain Reserve our Client Services Team is the backbone of our company! You would play ... Management Training * Opportunity for Growth * Great Office Culture and Environment REQUIRED ...
Client Services Agent
Provo, UT · On-site
$14.75 - $19.75/hr
Process related paperwork and manage electronic communication * Accurate data entry using several ... Prior experience in customer service and/or client relations * Ability to handle fluctuating ...
Client Services Agent
Provo, UT · On-site
$14.75 - $19.75/hr
Process related paperwork and manage electronic communication * Accurate data entry using several ... Prior experience in customer service and/or client relations * Ability to handle fluctuating ...
Investor Relations - Associate
Salt Lake City, UT · On-site
$70K - $85K/yr
Passion for client services and exceeding client expectations * Experience working for or with wealth management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Investor Relations - Associate
Salt Lake City, UT · On-site
$70K - $85K/yr
Passion for client services and exceeding client expectations * Experience working for or with wealth management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Client Service- Associate
Salt Lake City, UT · On-site
$70K - $85K/yr
Passion for client services and exceeding client expectations * Experience working for or with wealth management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Client Service- Associate
Salt Lake City, UT · On-site
$70K - $85K/yr
Passion for client services and exceeding client expectations * Experience working for or with wealth management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Investor Relations - Associate
Salt Lake City, UT · On-site +1
$70K - $85K/yr
Passion for client services and exceeding client expectations * Experience working for or with wealth management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Investor Relations - Associate
Salt Lake City, UT · On-site +1
$70K - $85K/yr
Passion for client services and exceeding client expectations * Experience working for or with wealth management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Service Professional- Client Services Center
South Jordan, UT · On-site
$14.25 - $18.25/hr
We're seeking someone to join our team as a Service Professional in the Client Service Center in Wealth Management Operations to service clients in areas of service ranging from general customer ...
Service Professional- Client Services Center
South Jordan, UT · On-site
$14.25 - $18.25/hr
We're seeking someone to join our team as a Service Professional in the Client Service Center in Wealth Management Operations to service clients in areas of service ranging from general customer ...
Public Services Manager
Salt Lake City, UT · On-site
$70 - $80/hr
Lead client communications both written and verbal, ensuring clarity, professionalism, and ... management services. With employees across multiple offices in the Midwest, Southwest, Rocky ...
Public Services Manager
Salt Lake City, UT · On-site
$70 - $80/hr
Lead client communications both written and verbal, ensuring clarity, professionalism, and ... management services. With employees across multiple offices in the Midwest, Southwest, Rocky ...
Client Services Manager information
See Utah salary details
$31.9K - $39.5K
14% of jobs
$45.5K is the 25th percentile. Wages below this are outliers.
$39.5K - $47.2K
15% of jobs
$47.2K - $54.8K
15% of jobs
The median wage is $58.2K / yr.
$54.8K - $62.5K
17% of jobs
$62.5K - $70.1K
14% of jobs
$71.8K is the 75th percentile. Wages above this are outliers.
$70.1K - $77.8K
9% of jobs
$77.8K - $85.5K
6% of jobs
$85.5K - $93.1K
5% of jobs
$93.1K - $100.8K
2% of jobs
$100.8K - $108.4K
2% of jobs
$108.4K - $116.1K
2% of jobs
$31.9K
$64K
$116.1K
How much do client services manager jobs pay per year?
What is the difference between Client Services Manager vs Account Executive?
| 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.
What does a client services manager do?
What are some common challenges faced by client services managers, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a client services manager, and why are they important?
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.

Full-time
Posted 17 days ago
Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Client Service Manager
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform-through inbound support tickets, our self-help library, and other educational materials.
Alongside this work, you will consult with our developers to solve problems and communicate customer feedback to our product team. This role will also provide opportunities to help support other initiatives that our client service team undertakes.
The Expertise and Skills You Bring
- Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is beneficial.
- Our team members possess excellent verbal and written communication skills, an ability to keep multiple projects organized and moving forward, and a willingness to dive in and learn new things.
- We look for people who are empathetic, tech-savvy, and interested in working with startups from seed to mid-stage.
- Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product is helpful.
The Team
Our customer success team is known among our competitors for providing great service and an easy onboarding process. We collaborate frequently with product and development teams and stay in close touch with our sales team as they bring in new clients. While we have "branches" of support, implementation, and customer success, we are a small team and our collaborative, helpful attitudes are essential ingredients in our success.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Client Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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