... the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service ... Managed account platforms. * General office practices, procedures, and methods. * Investment ...
... the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service ... Managed account platforms. * General office practices, procedures, and methods. * Investment ...
Registered Client Service Associate
$77K - $95K/yr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Registered Client Service Associate
$77K - $95K/yr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Registered Client Service Associate
Novi, MI · On-site
$77K - $95K/yr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Quick apply
Registered Client Service Associate
Novi, MI · On-site
$77K - $95K/yr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Registered Client Service Associate
Novi, MI · On-site
$77K - $95K/yr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Registered Client Service Associate
Novi, MI · On-site
$77K - $95K/yr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Registered Client Service Associate
Novi, MI · On-site
$77 - $95/hr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Registered Client Service Associate
Novi, MI · On-site
$77 - $95/hr
... services * Familiarity with AssetMark and Advicent is a strong plus * Comfortable with CRM systems ... love is the client relationship, not the prospecting grind. You're detail-oriented, calm when ...
Client Services Travel Coordinator | Remote
Detroit, MI · Remote
$40K - $70K/yr
Client Service Travel Coordinator | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
Client Services Travel Coordinator | Remote
Detroit, MI · Remote
$40K - $70K/yr
Client Service Travel Coordinator | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
Client Services Travel Coordinator | Remote
Detroit, MI · On-site +1
$40K - $70K/yr
Client Service Travel Coordinator | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
Client Services Travel Coordinator | Remote
Detroit, MI · On-site +1
$40K - $70K/yr
Client Service Travel Coordinator | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
Client Services Administration * Deliver superior client service * Serve as a liaison between ... Manage and prioritize tasks and workflows * Serve as a liaison between advisors and the broader ...
Client Services Administration * Deliver superior client service * Serve as a liaison between ... Manage and prioritize tasks and workflows * Serve as a liaison between advisors and the broader ...
... asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI. The primary responsibilities include servicing clients, marketing ...
... asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI. The primary responsibilities include servicing clients, marketing ...
Sr. Fleet Client Services Specialist
Detroit, MI · On-site
$52 - $78/hr
Fleet Client Services Specialist IILocation: Detroit, MIJob Id: R202680602# of Openings: 1 Cox ... Managing the follow up maintenance transactions lifecycle from origination until the customer unit ...
Sr. Fleet Client Services Specialist
Detroit, MI · On-site
$52 - $78/hr
Fleet Client Services Specialist IILocation: Detroit, MIJob Id: R202680602# of Openings: 1 Cox ... Managing the follow up maintenance transactions lifecycle from origination until the customer unit ...
... asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI. The primary responsibilities include servicing clients, marketing ...
Quick apply
... asset management services. The firm is seeking a Client Service Associate to join our Private Client Division in Wyandotte, MI. The primary responsibilities include servicing clients, marketing ...
Overview Client Services/Business Development is a role accountable for building relationships and ... Ability to multitask and manage time effectively by adapting quickly to changing priorities.
Overview Client Services/Business Development is a role accountable for building relationships and ... Ability to multitask and manage time effectively by adapting quickly to changing priorities.
The Environmental Services Manager plans, organizes, develops and directs the overall operation of ... residents, client and other personnel and the public Ability to work all shifts as needed ...
Quick apply
The Environmental Services Manager plans, organizes, develops and directs the overall operation of ... residents, client and other personnel and the public Ability to work all shifts as needed ...
Client Services/Business Development - Florida
Detroit, MI · On-site
$100 - $170/hr
Overview Client Services/Business Development is a role accountable for building relationships and ... Ability to multitask and manage time effectively by adapting quickly to changing priorities.
Client Services/Business Development - Florida
Detroit, MI · On-site
$100 - $170/hr
Overview Client Services/Business Development is a role accountable for building relationships and ... Ability to multitask and manage time effectively by adapting quickly to changing priorities.
Online | Client Services Travel Representative | Entry Level
Detroit, MI · Remote
$50K - $70K/yr
Client Services Travel Representative | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
Online | Client Services Travel Representative | Entry Level
Detroit, MI · Remote
$50K - $70K/yr
Client Services Travel Representative | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
SJSEMI_Patient Service Rep_R01372
Ann Arbor, MI · On-site
$17 - $21.75/hr
... Client Services Manager with special projects. * Perform administrative duties as needed. * Assist with reference lab reporting. * Demonstrate accountability by communicating with colleagues on other ...
SJSEMI_Patient Service Rep_R01372
Ann Arbor, MI · On-site
$17 - $21.75/hr
... Client Services Manager with special projects. * Perform administrative duties as needed. * Assist with reference lab reporting. * Demonstrate accountability by communicating with colleagues on other ...
Online | Client Services Travel Representative | Entry Level
Detroit, MI · On-site +1
$50K - $70K/yr
Client Services Travel Representative | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
Online | Client Services Travel Representative | Entry Level
Detroit, MI · On-site +1
$50K - $70K/yr
Client Services Travel Representative | Work From Home About Us: We are a trusted travel planning ... Manage travel reservations and ensure accuracy of booking details Provide timely, professional ...
International Tax Services - Manager
Detroit, MI · On-site
$99K - $266K/yr
Industry/Sector Not Applicable Specialism International Tax Services Management Level Manager ... client expectations. You will take ownership of projects, confirming their successful planning ...
International Tax Services - Manager
Detroit, MI · On-site
$99K - $266K/yr
Industry/Sector Not Applicable Specialism International Tax Services Management Level Manager ... client expectations. You will take ownership of projects, confirming their successful planning ...
International Tax Services - Manager
Detroit, MI · On-site
$99 - $266/hr
Industry/Sector Not Applicable Specialism International Tax Services Management Level Manager ... Coaching team members to leverage their strengths and improve performance in delivering client ...
International Tax Services - Manager
Detroit, MI · On-site
$99 - $266/hr
Industry/Sector Not Applicable Specialism International Tax Services Management Level Manager ... Coaching team members to leverage their strengths and improve performance in delivering client ...
Financial Services Manager - Automotive
Fenton, MI · On-site
$80K - $105K/yr
This role is ideal for an experienced Financial Services Manager who is comfortable with used ... Offer protection products based on client's needs * Apply for loans with auto finance companies on ...
Quick apply
Financial Services Manager - Automotive
Fenton, MI · On-site
$80K - $105K/yr
This role is ideal for an experienced Financial Services Manager who is comfortable with used ... Offer protection products based on client's needs * Apply for loans with auto finance companies on ...
Client Services Manager information
See Novi, MI salary details
$32.8K - $40.7K
14% of jobs
$46.9K is the 25th percentile. Wages below this are outliers.
$40.7K - $48.6K
15% of jobs
$48.6K - $56.5K
15% of jobs
The median wage is $60K / yr.
$56.5K - $64.4K
17% of jobs
$64.4K - $72.3K
14% of jobs
$74K is the 75th percentile. Wages above this are outliers.
$72.3K - $80.2K
9% of jobs
$80.2K - $88.1K
6% of jobs
$88.1K - $96K
5% of jobs
$96K - $103.8K
2% of jobs
$103.8K - $111.7K
2% of jobs
$111.7K - $119.6K
2% of jobs
$32.8K
$66K
$119.6K
How much do client services manager jobs pay per year?
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?
What are the key skills and qualifications needed to thrive as a client services manager, and why are they important?
What are some common challenges faced by client services managers, and how can they be addressed?
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 are the most commonly searched types of Client Services jobs in Novi, MI?
The most popular types of Client Services jobs in Novi, MI are:
What job categories do people searching Client Services Manager jobs in Novi, MI look for?
The top searched job categories for Client Services Manager jobs in Novi, MI are:
What cities near Novi, MI are hiring for Client Services Manager jobs?
Cities near Novi, MI with the most Client Services Manager job openings:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 14 days ago
Job description
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
- Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
- Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
- Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
- Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
- Reviews, assesses and responds to all corporate action items and client account alerts.
- Prepares financial reports, spreadsheets and other materials for client meetings.
- Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Skills:
- Company's working structure, policies, mission, and strategies.
- Managed account platforms.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
- Trading terminology.
- Client Relationship Management (CRM) software, or similar contact management software.
- Goal planning software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Education/Previous Experience
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7 required.
- Series 63, 65 and/or 66 as required by state.
Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AC1
About Raymond James & Associates The Woodlands, TX
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
The Woodlands, TX, US
Year founded
1966