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 ...
New
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 ...
New
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 ...
New
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Salt Lake City, UT · On-site
$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 ...
Salt Lake City, UT · On-site
$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 ...
$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 ...
$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 ...
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 ...
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 ...
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 ...
$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 ...
$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 ...
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 ...
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 ...
$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 ...
$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 ...
$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
| 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.

Other
Posted yesterday
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
Client Delivery & Reporting
Financial Data & Technology
Process Improvement
Qualifications
Sourced by ZipRecruiter
Recruiting and staffing services
51 - 200 Employees
New York, NY, US
2015