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Client Services Manager Jobs in Hailey, ID (NOW HIRING)

Vodia Ventures

Client Service Associate

Sun Valley, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Sorren, Inc.

Tax Senior Manager

Ketchum, ID · On-site

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Assurance Senior Manager

Ketchum, ID · On-site

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Tax Manager

Ketchum, ID · On-site

$107K - $140K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Tax Manager

Ketchum, ID · On-site

$107K - $140K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Tax Manager

Ketchum, ID · On-site

$107K - $150K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Assurance Manager

Ketchum, ID · On-site

$110K - $143K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Tax Director

Ketchum, ID · On-site

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Assurance Senior/Supervisor

Ketchum, ID · On-site

$76K - $110K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Assurance Director

Ketchum, ID · On-site

... management capabilities, with the judgment to resolve complex technical and client service challenges, and the foresight to mitigate engagement and firm-level risk Proven contributor to firm-wide ...

Sorren, Inc.

Tax Senior/Supervisor

Ketchum, ID · On-site

$76K - $110K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Sorren, Inc.

Senior Tax Associate

Ketchum, ID · On-site

$78K - $97K/yr

... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...

Wylander

General Manager

Hailey, ID · On-site

Wylander is recruiting a General Manager for a full-service disaster restoration company located in ... Ensure proactive communication throughout project lifecycles, protecting client trust and brand ...

Wylander

General Manager

Hailey, ID · On-site

Wylander is recruiting a General Manager for a full-service disaster restoration company located in ... Ensure proactive communication throughout project lifecycles, protecting client trust and brand ...

Wylander

General Manager

Hailey, ID · On-site

$100K/yr

Wylander is recruiting a General Manager for a full-service disaster restoration company located in ... Ensure proactive communication throughout project lifecycles, protecting client trust and brand ...

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All JobsClient Services JobsClient Services Manager JobsClient Services Manager Jobs in Hailey, ID

Client Services Manager information

See Hailey, ID salary details

$38.4K

$77.1K

$139.8K

How much do client services manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client services manager in Hailey, ID is $77,137.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,800.00 and $91,000.00 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 cities near Hailey, ID are hiring for Client Services Manager jobs?

Cities near Hailey, ID with the most Client Services Manager job openings:

Client Services Manager jobs near you

Client Service Associate

Sun Valley, ID • On-site

Vodia Ventures
See more jobs at Vodia Venturesexternal

$70K - $90K/yr

Other

Re-posted 16 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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