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Client Services Manager Jobs in Waterloo, IA (NOW HIRING)

In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention. * Manage and ...

In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention. * Manage and ...

In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention. * Manage and ...

In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention. * Manage and ...

In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention. * Manage and ...

Client Servicing Teller

Cedar Falls, IA · On-site

$15.10 - $16.10/hr

... management services.Assist clients with digital and e Banking products including telebanking, online banking and mobile banking productsProcess wiresCommunicate effectively with colleagues in all ...

Client Servicing Teller

Waterloo, IA · On-site

$15.10 - $16.10/hr

... management services.Assist clients with digital and e Banking products including telebanking, online banking and mobile banking productsProcess wiresCommunicate effectively with colleagues in all ...

Client Servicing Teller

Waterloo, IA · On-site

$15.10 - $16.10/hr

Client Servicing Teller: Tier I Title: Client Servicing Teller Department: Consumer Reports to ... cash management services. * Assist clients with digital and e Banking products including ...

Client Servicing Teller

Waterloo, IA

$15.25 - $20/hr

Client Servicing Teller: Tier I Title: Client Servicing Teller Department: Consumer Reports to ... cash management services. * Assist clients with digital and e Banking products including ...

Manage endorsements, claims inquiries, audits, and other service requests with precision and care ... Maintain comprehensive and accurate client records in AMS360, documenting all servicing activities ...

Custodial Records Associate 2

Waterloo, IA · On-site

$20 - $20.91/hr

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory ...

Custodial Records Associate 2

Waterloo, IA · On-site

$20 - $20.91/hr

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory ...

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Client Services Manager information

See Waterloo, IA salary details

$34.5K

$69.3K

$125.7K

How much do client services manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client services manager in Waterloo, IA is $69,348.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $81,800.00 per year, depending on experience, location, and employer.

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.

What job categories do people searching Client Services Manager jobs in Waterloo, IA look for? The top searched job categories for Client Services Manager jobs in Waterloo, IA are:
What cities near Waterloo, IA are hiring for Client Services Manager jobs? Cities near Waterloo, IA with the most Client Services Manager job openings:
Infographic showing various Client Services Manager job openings in Waterloo, IA as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $69,348 per year, or $33.3 per hour.

Client Service Analyst III

Jack Henry and Associates

Cedar Falls, IA • On-site

Other

Posted 3 days ago

New


Job description

Client Services Analyst

At Jack Henry, we're more than a technology company, we're a force for good in financial services. We're redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we'd love to meet you.

The Client Services Analyst will join the Financial Performance Solutions (FPS) group that consists of 16 dedicated financial professionals. Our unit delivers software solutions and consulting to banks and credit unions focused on the areas of:

  • Asset / Liability Management, Budgeting and Financial Reporting
  • Customer, organizational and product profitability
  • Current Expected Credit Loss (CECL) compliance

The ideal candidate has an in-depth understanding of finances in banking, is comfortable with servers and technical operations sites; they are a self-starter and are able to work independently.

This is a remote position and candidates must live within approximately a 70-mile radius of our office locations in Louisville, KY; Charlotte, NC; Birmingham, AL; Lenexa, KS; Cedar Falls, IA; Allen, TX; Springfield, MO; or Monett, MO.

Up to 10% travel may be required to attend on-site meetings or trainings.

What you'll be responsible for:

  • Provides telephone consultation and support services to CXO level customers. Consults customers in analyzing and interpreting data to increase accuracy of results, make informed decisions and determine optimal risk levels.
  • Provides customer consultation on complex banking concepts.
  • May perform and/or manage complex customer installations. Engages customer in consultative dialogue for the purpose of collecting and interpreting key customer financial data.
  • Completes projects, including but not limited to, risk analysis, financial model validations and core deposit studies.
  • Assists customers in interpretation of financial models.
  • Maintains customer databases with pertinent information for the purpose of identifying specific contacts. Logs all client activity related to support, financial analysis and report generation, etc.
  • Communicates customer feedback and requests for additional functionality to product development.
  • Encourages and solicits customer referrals. Acts as a subject matter expert to Sales.
  • Acts as primary resource for other Client Services Analysts and assists with complex customer problems or projects.
  • Acts as a resource for other product lines.
  • May assist less experienced peers.
  • May provide additional product/service-specific support in the following areas:
    • Assists in product development by testing new software releases. Documents all phases of system operations.
    • Conducts customer or internal training sessions, delivers Board or ALCO presentations, writes white papers and/or speaks at industry trade events.
    • Coordinates and provides monthly/quarterly updates to all service bureau and monthly administrative customers.
  • May perform other job duties as assigned.

What you'll need to have:

  • A minimum of 4 years of experience in a financial institution, management, financial analysis, accounting, audit, or treasury.
  • Must have asset liability management or financial reporting experience.

What would be nice for you to have:

  • Bachelor's degree in Accounting, Finance or Business Administration.
  • Ability to work on moderately complex and diverse projects and exercise good judgment in selecting methods and techniques for obtaining solutions.
  • Strong knowledge of key financial institution concepts such as financial planning, risk management, profitability and asset liability management.
  • Ability to perform moderately complex software installations and downloads.
  • Ability to interact and communicate with customers at the C- Suite level.
  • Ability to analyze and resolve customer issues while providing excellent customer service.
  • Ability to make sound policy recommendations to customer institutions.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this positing, we still encourage you to apply. We're eager to meet motivated people who align with Jack Henry's mission and can contribute to our company in a variety of ways.

Why Jack Henry?

At Jack Henry, we pride ourselves through our motto of, "Do the right thing, do whatever it takes, and have fun." We recognize the value of our associates and believe much of our company's strength and success depends on their well-being.

We demonstrate our commitment by offering outstanding benefit programs to ensure the physical, mental & financial well-being of our people is always met.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Rising to meet challenges and seeking opportunities is part of who we are as an organization. Our culture has helped us stay strong through challenging times and we credit our dedicated associates for our success. Visit our Corporate Responsibility site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job descriptions may be requested through the interview process at any time.