Client Service Manager (Financial Technology / Wealth Management) Position Overview A rapidly growing financial technology firm is seeking a Client Delivery Team Lead to oversee a team responsible ...
Client Service Manager (Financial Technology / Wealth Management) Position Overview A rapidly growing financial technology firm is seeking a Client Delivery Team Lead to oversee a team responsible ...
Senior Client Service Manager, Client Experience
Salt Lake City, UT · On-site
$147K - $198K/yr
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 ...
Senior Client Service Manager, Client Experience
Salt Lake City, UT · On-site
$147K - $198K/yr
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 ...
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 ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent ... Previous Management or Leadership Experience in financial services is a plus * Series 7, 63, 9/10 ...
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 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 ...
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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)
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 Service Manager
Salt Lake City, UT · On-site
$66K - $125K/yr
The Team As a member of a dynamic Client Services Management organization, the work you do every ... single day will have a direct impact to both our Client Services Mission and our Client Services ...
Client Service Manager
Salt Lake City, UT · On-site
$66K - $125K/yr
The Team As a member of a dynamic Client Services Management organization, the work you do every ... single day will have a direct impact to both our Client Services Mission and our Client Services ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of ... Perform other duties as needed and directed by Manager or Team Lead Qualifications : * High School ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of ... Perform other duties as needed and directed by Manager or Team Lead Qualifications : * High School ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of ... Perform other duties as needed and directed by Manager or Team Lead Qualifications : * High School ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of ... Perform other duties as needed and directed by Manager or Team Lead Qualifications : * High School ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
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
$19 - $20/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 ...
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Client Services Agent
Provo, UT · On-site
$19 - $20/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
$15 - $20/hr
The Client Services Agent demonstrates competence in the policies, procedures and processes ... Promote and exercise information management through case ownership and prioritization by providing ...
Client Services Agent
$15 - $20/hr
The Client Services Agent demonstrates competence in the policies, procedures and processes ... Promote and exercise information management through case ownership and prioritization by providing ...
Client Services Agent
$38K - $52K/yr
The Client Services Agent demonstrates competence in the policies, procedures and processes ... Promote and exercise information management through case ownership and prioritization by providing ...
Client Services Agent
$38K - $52K/yr
The Client Services Agent demonstrates competence in the policies, procedures and processes ... Promote and exercise information management through case ownership and prioritization by providing ...
Develop community partnerships in response to trending client needs and for staffs' professional ... Case Management, Crisis Services, Social Services or lived experience with diverse populations ...
Quick apply
Develop community partnerships in response to trending client needs and for staffs' professional ... Case Management, Crisis Services, Social Services or lived experience with diverse populations ...
Client Services Agent
Salt Lake City, UT · On-site
$18.30 - $25.46/hr
The Client Services Agent demonstrates competence in the policies, procedures and processes ... Promote and exercise information management through case ownership and prioritization by providing ...
Client Services Agent
Salt Lake City, UT · On-site
$18.30 - $25.46/hr
The Client Services Agent demonstrates competence in the policies, procedures and processes ... Promote and exercise information management through case ownership and prioritization by providing ...
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 highest paying job in customer service?
What are the salary expectations for customer service managers?
What is the role of a client service manager?
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?
Is a client service manager a good career?
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.

Other
Posted 3 days ago
Job description
Client Service Manager (Financial Technology / Wealth Management)
Position Overview
A rapidly growing financial technology firm is seeking a Client Delivery Team Lead to oversee a team responsible for client reporting, data management, and financial platform support. This role combines people leadership, client relationship management, financial data analysis, and technology, making it ideal for someone who enjoys solving complex client challenges while developing high-performing teams.
This individual will lead a team of client-facing analysts, oversee daily operations, manage escalations, and partner with senior leadership to continuously improve processes and client experience.
Key Responsibilities
Team Leadership
- Lead, mentor, and develop a team of client-facing analysts.
- Manage workloads, priorities, and project execution.
- Conduct coaching, performance management, and career development.
- Escalate and resolve complex client issues.
Client Delivery & Reporting
- Analyze portfolio performance and financial reporting data.
- Review account reconciliations and resolve reporting discrepancies.
- Support client onboarding, implementation, training, and ongoing relationship management.
- Serve as a trusted point of contact for key client relationships.
Financial Data & Technology
- Configure financial reporting platforms and client accounts.
- Manage financial data feeds and system maintenance.
- Create customized client reporting solutions.
- Partner with technology vendors on system enhancements and issue resolution.
Process Improvement
- Develop operational procedures and internal controls.
- Improve reporting workflows and data quality.
- Participate in technology initiatives and platform enhancements.
- Support special projects and business growth initiatives.
Qualifications
- Bachelor's degree
- Experience with wealth management platforms (Addepar, Black Diamond, Orion, APX, Axys, etc.)
- 6–10 years of experience within financial services, wealth management, fintech, or investment operations.
- Prior people management experience required.
- Experience managing client relationships.
- Experience with portfolio reporting or performance reporting.
- Strong analytical and technology skills.
- Advanced Excel skills; SQL, Python, Power BI or similar tools are a plus.
- Excellent communication and leadership abilities.
About Atlas Search
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2015