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Client Services Program Manager Jobs in Georgia (NOW HIRING)

Client Service Associate -- Sandy Springs We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.

The Client Services Manager functions as a key leader in successfully managing the Client Services team and assigned client relationships through effective project management coordination and ...

Client Services Associate We're looking for a Client Services Associate to join our team! In this ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...

Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...

Client Services Team Lead Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...

Overview We are seeking a skilled Program Manager to lead complex programs across our T-Mobile ... Ensure consistent client satisfaction and maintain strong client relationships Qualifications * 7+ ...

Experience in client-facing roles managing program delivery and stakeholder relationships * Proven ... Experience in a vendor or services based company Qualifications: * 7+ years of experience in ...

... services among different program activities to increase efficiency. -Monitors and approves all ... Manages all project funds according to established accounting policies and procedures. Quals-

... services among different program activities to increase efficiency. -Monitors and approves all ... Manages all project funds according to established accounting policies and procedures. Quals-

Client Services Associate Location: Remote/Hybrid - USA Reports to ... Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt ...

Showing results 21-40

Client Services Program Manager information

What is a client services program manager?

Client Services Program Managers are professionals responsible for overseeing and coordinating programs and projects that deliver services to clients. They act as the main point of contact between the client and the service provider, ensuring that client needs are understood and met efficiently. Their duties often include managing client relationships, developing service plans, tracking project progress, and leading cross-functional teams to deliver successful outcomes. Strong communication, organizational, and problem-solving skills are essential in this role. Client Services Program Managers play a critical part in maintaining customer satisfaction and driving business growth.

How does a client services program manager typically collaborate with other departments to ensure client satisfaction?

A Client Services Program Manager often serves as the central point of contact between clients and internal teams such as sales, product development, and customer support. They coordinate cross-functional meetings, relay client feedback to relevant departments, and oversee project timelines to ensure client expectations are met. Building strong working relationships across the organization is crucial, as it allows the Program Manager to address client needs proactively and resolve issues efficiently. This collaborative approach helps maintain high levels of client satisfaction and supports long-term business relationships.

What are the key skills and qualifications needed to thrive as a client services program manager, and why are they important?

To excel as a Client Services Program Manager, you typically need strong project management skills, a background in client relations or account management, and a relevant degree such as business administration. Familiarity with CRM platforms, project management tools like Asana or Trello, and sometimes PMP certification are valuable assets. Excellent communication, leadership, and problem-solving abilities help build trust and effectively manage both clients and internal teams. These skills are crucial to ensure client satisfaction, program success, and the smooth delivery of services in a dynamic environment.

What is the difference between Client Services Program Manager vs Client Success Manager?

AspectClient Services Program ManagerClient Success Manager
Primary FocusOverseeing client programs, ensuring service delivery, managing multiple projectsBuilding client relationships, ensuring client satisfaction, driving retention
ResponsibilitiesProgram coordination, process improvement, cross-team collaborationOnboarding, ongoing support, upselling opportunities
CredentialsProject management certifications often preferredCustomer relationship management experience, communication skills
Work EnvironmentCorporate, client-facing, project-drivenCustomer-centric, relationship-focused, often in SaaS or tech industries

While both roles focus on client engagement, the Client Services Program Manager manages client programs and project delivery, whereas the Client Success Manager emphasizes building strong relationships and ensuring client satisfaction to promote retention and growth.

How much do client services program managers make in the US?

In the US, client services program managers typically earn between $70,000 and $120,000 annually, depending on experience, industry, and location. Senior roles or those in large organizations may offer higher compensation, often including bonuses and benefits.

What cities in Georgia are hiring for Client Services Program Manager jobs?

Cities in Georgia with the most Client Services Program Manager job openings:

Client Services Associate

Atlanta, GA • On-site

Other

This job post has expired today. Applications are no longer accepted.


Job description

Client Service Associate — Sandy Springs


We are an independent, fee-only wealth management and financial planning firm seeking an experienced Client Service Associate (CSA) to join our growing team.


The CSA will be a key point of contact for clients and will work closely with our advisors and operations team to deliver an organized, responsive, high-touch client experience. We’re looking for someone who is proactive, detail-oriented, and excellent at following through.


Key Responsibilities


* Serve as a primary point of contact for day-to-day client service needs

* Manage client onboarding, account openings, maintenance, transfers, and other Schwab paperwork and workflows

* Track client requests and coordinate with advisors and operations through completion

* Maintain accurate client information in Wealthbox CRM

* Manage tasks, follow-ups, meeting preparation, and other administrative needs

* Anticipate advisor and client needs and help ensure nothing falls through the cracks

* Assist with special projects and firm initiatives as needed


What We’re Looking For


* 2+ years of client service experience in wealth management or financial services

* Prior experience working with Charles Schwab Advisor Services is required

* Experience with a CRM system; Wealthbox experience is a plus

* Highly organized with exceptional attention to detail and follow-through

* Strong written and verbal communication skills

* Comfortable managing multiple priorities and deadlines

* Proactive, professional, warm, and genuinely enjoys helping clients and teammates


Why Join Us


We’re a collaborative, growing RIA where you’ll have meaningful client relationships and a visible impact on the firm. This role offers broad exposure across the business and the opportunity to take on greater responsibility as the firm continues to grow.