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Client Services Manager Jobs in Raleigh, NC (NOW HIRING)

Kobie Marketing

Director, Client Services

Raleigh, NC · Remote

Client Relationship Management * Build and maintain senior-level client relationships, acting as a ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...

Kobie Marketing

Director, Client Services

Raleigh, NC · On-site +1

Client Relationship Management * Build and maintain senior-level client relationships, acting as a ... Identify opportunities for organic growth across services, technology, and analytics. * Co-create ...

HB Travels

Client Services / Travel

Cary, NC · Remote

About the job Client Services / Travel Are you passionate about travel and enjoy helping others ... Work remotely while guiding clients, managing bookings, and delivering exceptional service. What ...

Airtron

Home Services Manager

Raleigh, NC · On-site

Home Services Manager, dotted line to SVP, Home Services FLSA Class: Exempt Title: Home Services Sales Manager Job Code: Sales Manager Date: January 2026 Job Summary: The position of Home Services ...

Airtron LLC

Home Services Manager

Raleigh, NC

Home Services Manager, dotted line to SVP, Home Services FLSA Class: Exempt Title: Home Services Sales Manager Job Code: Sales Manager Date: January 2026 Job Summary: The position of Home Services ...

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All JobsClient Services Manager JobsClient Services Manager Jobs in Raleigh, NC

Client Services Manager information

See Raleigh, NC salary details

$34K

$68.4K

$123.9K

How much do client services manager jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client services manager in Raleigh, NC is $68,366.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $80,700.00 per year, depending on experience, location, and employer.

What is the role of a client services manager?

A client services manager oversees client relationships, ensuring customer satisfaction and retention. They coordinate communication between clients and internal teams, address issues, and often use CRM tools to manage accounts and track service delivery. Strong communication, problem-solving skills, and industry knowledge are essential for this role.

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.

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 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 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 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.

More about Client Services Manager jobs
What are the most commonly searched types of Client Services jobs in Raleigh, NC? The most popular types of Client Services jobs in Raleigh, NC are:
What are popular job titles related to Client Services Manager jobs in Raleigh, NC? For Client Services Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Services Manager jobs in Raleigh, NC look for? The top searched job categories for Client Services Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Services Manager jobs? Cities near Raleigh, NC with the most Client Services Manager job openings:
Client Services Manager jobs near you
Infographic showing various Client Services Manager job openings in Raleigh, NC as of June 2026, with employment types broken down into 58% Full Time, 33% Part Time, 1% Temporary, and 8% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $68,366 per year, or $32.9 per hour.

Client Services Associate

Pathfinder Wealth Consulting

Cary, NC • On-site

Full-time

Posted 19 days ago

Job description

Salary:

Client Services Associate

Pathfinder Wealth Consulting is a growing, independent wealth management firm dedicated to comprehensive financial planning and asset management. We have offices in Wilmington, NC and Cary, NC.

We are looking for an independent, naturally detail-obsessed, and personable Client Services Associate to join our Cary team. You will work closely with our Client Services Manager and another CSA to facilitate the day-to-day operational life cycle of our clients.

Our culture is defined as 'casually professional.' We are deeply committed to our fiduciary duty and the high standards of wealth management, but we maintain an approachable environment where a sense of humor is just as important as technical expertise. We pride ourselves on a high-touch, detail-oriented client experience, and treat clients like family.

Principal Responsibilities

  • Transaction Management: Own the end-to-hand processing of deposits, withdrawals, ACATs, and rollovers.
  • Onboarding & Maintenance: Execute the digital onboarding lifecycle by ensuring all client data is accurately entered into Digital Onboarding and managing execution of documentation via DocuSign.
  • Insurance & Annuity Operations: Process applications and service requests for life insurance, as well as fixed and variable annuities across various carriers.
  • CRM Integrity: Serve as a power user of our CRM software, maintaining pristine data entry.
  • Proactive Problem Solving: Monitor account alerts and resolve inquiries in a timely manner.
  • Compliance Oversight: Adhere to firm policies, compliance standards, and documented workflows.
  • Team Support: Provide backup office coverage and support to ensure the Cary office runs seamlessly.

Experience & Education

  • Experience: 2+ years in financial services and insurance products is required.
  • Education: Bachelors degree is preferred.
  • Operational: Familiarity with managed accounts, trade settlements, and banking transactions.
  • Certifications:Notary Public and/or additional securities registrations are a significant plus.

Who You Are

  • Detail: You dont just find needles in haystacks; you ensure the haystack is organized. You align with the measure twice, cut once mindset.
  • Independent: You are a "self-starter" who thrives when working independently, but knows how to play well with the team. You are a well-known problem solver.
  • Direct: We believe "clear is kind." We value team members who prefer straightforward, honest communication as this allows us to maintain our high standards of client service, and we treat this as a two-way street.
  • Personality: A sense of humor is not just appreciatedits a prerequisite for our team. You have a polished, patient, and professional demeanor but bring a welcoming spirit to the office.


If this sounds like you, please apply today! We cant wait to meet you.