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Client Services Manager Jobs in Georgetown, DE (NOW HIRING)

Citizens

Private Client Relationship Manager

Lewes, DE · On-site

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the ...

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Client Services Manager information

See Georgetown, DE salary details

$32.3K

$65K

$117.8K

How much do client services manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client services manager in Georgetown, DE is $64,952.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $76,700.00 per year, depending on experience, location, and employer.

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.

What does a client services manager do?

A Client Services Manager is responsible for overseeing and improving the experience of clients within a company. They act as the main point of contact for clients, ensuring their needs are met and issues are resolved promptly. Their duties often include managing client accounts, coordinating with internal teams, developing relationships, and working to increase client satisfaction and retention. They may also analyze client feedback to improve services and help grow the business.

What are the key skills and qualifications needed to thrive as a client services manager, and why are they important?

To thrive as a Client Services Manager, you need strong client relationship management, problem-solving abilities, and a background in business or a related field. Familiarity with customer relationship management (CRM) software, project management tools, and occasionally relevant certifications like PMP or ITIL are valuable. Exceptional communication, leadership, and conflict resolution skills set outstanding professionals apart in this role. These competencies are essential to ensure client satisfaction, strengthen long-term partnerships, and drive business growth.

What are some common challenges faced by client services managers, and how can they be addressed?

Client Services Managers often encounter challenges such as balancing multiple client needs, managing expectations, and ensuring consistent communication between clients and internal teams. To address these challenges, it's important to develop strong organizational skills, set clear boundaries and expectations from the outset, and maintain proactive communication. Regular status meetings and transparent reporting can help build trust with clients and foster effective collaboration with your team.

What is the difference between Client Services Manager vs Account Executive?

AspectClient Services ManagerAccount Executive
Primary RoleOversees client relationships, ensures satisfaction, manages service deliveryGenerates new business, manages client accounts, closes sales
Required SkillsCustomer service, communication, project managementSales, negotiation, relationship building
Work EnvironmentClient-facing, service-oriented, team collaborationSales-focused, client meetings, prospecting
Common CertificationsCustomer service certifications, CRM trainingSales 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.

More about Client Services Manager jobs

What are the most commonly searched types of Client Services jobs in Georgetown, DE?

The most popular types of Client Services jobs in Georgetown, DE are:

What job categories do people searching Client Services Manager jobs in Georgetown, DE look for?

The top searched job categories for Client Services Manager jobs in Georgetown, DE are:

What cities near Georgetown, DE are hiring for Client Services Manager jobs?

Cities near Georgetown, DE with the most Client Services Manager job openings:

Client Services Manager jobs near you

Client Relationship Manager, Client Services - Retirement

Ascensus

Dover, DE • On-site

$90 - $150/hr

Other

Posted 5 days ago

Key responsibilities

  • Manage relationships with existing big and elite advisor plan clients and their financial advisors to ensure a successful service experience and plan retention.

  • Provide consultative advice, support, and issue resolution to clients and financial professionals to promote plan retention and prevent escalated service issues.

  • Develop and maintain strong relationships with clients, financial professionals, and internal departments, including reviewing accounts, identifying retention strategies, and coordinating communication and solutions.

Ascensus rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

47th of 154 rated financial services

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.

Section 2: Job Functions, Essential Duties and Responsibilities
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
  • Consistently demonstrate a superior level of proactive client focus and team work.
  • Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
  • Develop strong working relationships with daily client contacts.
  • Provide ownership for the resolution of issues escalated by clients and financial professionals.
  • Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
  • Review existing book of business to identify plan retention and create strategy for non-elite advisors.
  • Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
  • Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
  • Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
  • Lead and/or participate in projects that create additional value for existing relationships.
  • Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
  • Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
  • Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Supervision
  • N/A
Section 3: Experience, Skills, Knowledge Requirements
  • Bachelor's degree in business or related fields, or equivalent work experience
  • Minimum of 7 years’ experience in retirement services industry or related field is preferred
  • Minimum of 5 years’ prior experience with direct client/client equivalent relationships within a financial services administrative environment
  • Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
  • Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
  • Excellent analytical and problem solving skills
  • Ability to work with a high level of independence
  • Must be detail oriented and be able to produce high quality work within tight time constraints
  • Ability to make sound business judgments while effectively balancing client needs and organizational considerations
  • Excellent written and oral communication skills, including group presentation experience.
  • Proficiency with Microsoft Office products including Excel, Word and PowerPoint
  • Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
  • Demonstrated project management skills
  • Ability to travel as required
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