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

Trucordia

Client Manager

Waterloo, IA · On-site

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 ...

Trucordia

Client Manager

Waterloo, IA

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 ...

Trucordia

Client Manager

Waterloo, IA

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 ...

BankIowa

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 ...

BankIowa

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 ...

BankIowa

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 ...

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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 Sep 2, 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 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 Waterloo, IA?

The most popular types of Client Services jobs in Waterloo, IA are:

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:

Client Services Manager jobs near you
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 Manager

Waverly Advisors, LLC

Waverly, IA

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. Wearen'tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting on our guiding principle, 'Serve.' It is the reason we go to work every day. 

In this role,you'llbe challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hopeyou'llgrow as a person and leader in your field and transform those around you as well. 

We are looking to add a Client Service Manager to our team. The Client Service Manager is responsible for overseeing client service support across assigned regions, ensuring consistent service standards, operational continuity, and strong day-to-day execution. This role serves as a resource to Client Service Associates and advisors by managing coverage, monitoring workload, resolving escalated service and custodial issues, and helping implement operational improvements across the firm. 

Responsibilities: 

  • Oversee day-to-day client service support across assigned regions, including managing Client Service Associate coverage, coordinating back-up assignments, and serving as an operational or interim resource when staffing gaps arise. 
  • Monitor regional workflow, task queues, dashboards, and team capacity to help maintain service levels, balanced workloads, and timely completion of operational responsibilities. 
  • Support and help resolve escalated service, custodial, and operational issues, including money movement review responsibilities, account restrictions, required minimum distribution monitoring, and other recurring deadlines. 
  • Partner with Operations, Portfolio Management, Advisors, Regional Directors, and other internal teams to implement process improvements, support new initiatives, and maintain consistent service standards across the firm. 
  • Provide communication, training, and subject matter support to Client Service Associates through regular meetings, onboarding assistance, operational updates, and guidance on major custodian-related issues. 
  • Serve as a liaison across client service and specialized support teams to ensure associates have access to the resources, expertise, and direction needed to deliver strong client service. 

Qualifications and Experience:  

  • 5+ years of experience in wealth management, investment operations, or client service within an RIA, broker-dealer, or custodian environment. 
  • Demonstrated experience supporting or leading client service or operations teams, including workflow oversight, escalation management, or informal leadership. 
  • Strong knowledge of custodial operations, account servicing, money movement, account restrictions, and client onboarding processes. 
  • Hands-on experience with systems such as Salesforce, Orion, and major custodial platforms. 
  • Ability to manage multiple priorities, coordinate coverage, and maintain service quality in a fast-paced environment. 
  • Strong problem-solving, communication, and training skills, with the ability to work effectively across advisors, operations, portfolio management, and service teams. 
  • High attention to detail, sound judgment, and a strong commitment to client service and operational accuracy. 
  • Experience with acquisitions, regional team support, or multi-office service environments is preferred. 

Travel: 

  • Minimal travel isrequired. 

Physical Requirements: 

  • Prolonged periods of sitting at a desk and working on a computer. 
  • Must be able to lift 15 pounds at times. 
  • Must be able to access and navigate each department at the organization's facilities. 

Benefits: 

  • Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing. 
  • 401(k) retirement plan with match and profit sharing to help you invest in your future. 
  • Twelve paid holidays each year. 
  • An extra vacation day during your birthday week-so you cancelebrateyou! 
  • Responsible Time Off Policygivingflexibility without annual PTO limits, while balancing team responsibilities and business needs. 
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. 
  • Compensationcommensuratewith experience. 

Legal: 

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. 

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