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Client Services Jobs (NOW HIRING)

Cassini Systems

Client Services Manager

Manhattan, NY · On-site

Client Services Manager The Cassini Client Services Team are responsible for client onboarding and implementation, the technical aspects of pre-sales and proof of concept (POC) projects and assisting ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Team About TeamCivX TeamCivX is California's leader in election strategy and communications for public agencies. * We create and execute informational communication strategies for ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

Client Services Team About TeamCivX TeamCivX is California's leader in election strategy and communications for public agencies. * We create and execute informational communication strategies for ...

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$70.3K

$127.5K

How much do client services jobs pay per year?

As of Jun 7, 2026, the average yearly pay for client services in the United States is $70,329.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What is the difference between Client Services vs Customer Support?

AspectClient ServicesCustomer Support
CredentialsTypically requires communication, relationship management, and industry-specific knowledgeOften requires technical troubleshooting and product knowledge
Work EnvironmentClient-facing, often in professional or corporate settingsCall centers, help desks, or online support platforms
Employer & Industry UsageUsed across consulting, finance, and B2B servicesCommon in retail, tech, and consumer electronics
Search & Comparison IntentUnderstanding relationship management and account handlingResolving product issues and technical questions

While both roles involve assisting clients or customers, Client Services focuses on building long-term relationships and managing accounts, whereas Customer Support primarily addresses technical issues and immediate problem resolution. The roles often overlap but serve different customer interaction needs within various industries.

What are the key skills and qualifications needed to thrive as a Client Services professional, and why are they important?

To excel in Client Services, you need strong communication, problem-solving, and organizational skills, often supported by a background in business, marketing, or a related field. Familiarity with CRM software, ticketing systems, and office productivity tools is common in this role. Outstanding interpersonal skills, patience, and the ability to manage multiple tasks under pressure help professionals stand out. These competencies are crucial for building lasting client relationships, resolving issues quickly, and ensuring high client satisfaction.

What are client services?

Client services refer to the range of support, assistance, and solutions that a company provides to its clients to ensure their needs are met and their experience with the business is positive. This often includes handling inquiries, resolving issues, providing information about products or services, and building long-term relationships. Client services professionals act as the main point of contact between a company and its clients, aiming to deliver high-quality, personalized service to enhance client satisfaction and loyalty.

How does a Client Services professional typically collaborate with other departments to ensure client satisfaction?

Client Services professionals often work closely with teams such as sales, product development, and technical support to address client needs and deliver tailored solutions. Regular communication and cross-departmental meetings are common to ensure that client feedback is understood and acted upon efficiently. This collaborative approach not only helps in resolving client concerns promptly but also fosters ongoing relationships and trust with clients, making teamwork a vital part of the role.
More about Client Services jobs
What cities are hiring for Client Services jobs? Cities with the most Client Services job openings:
What are the most commonly searched types of Client Services jobs? The most popular types of Client Services jobs are:
What states have the most Client Services jobs? States with the most job openings for Client Services jobs include:
Client Services jobs near you
Infographic showing various Client Services job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 80% Full Time, 11% Part Time, and 6% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $70,329 per year, or $33.8 per hour.

Client Services Manager

Cassini Systems

Manhattan, NY • On-site

Full-time

Posted 12 days ago

Job description

Client Services Manager
The Cassini Client Services Team are responsible for client onboarding and implementation, the
technical aspects of pre-sales and proof of concept (POC) projects and assisting support and
relationship management teams with production client management.
This Client Services Manager role is full-time within the Client Services Team and is located in the Cassini New York office with occasional travel to the Cassini London office. Some travel to client sites may be required but is not expected. The primary function of this role is to provide excellent customer service and portray credibility and knowledge in front of clients to build trust and confidence in the Cassini offering.
The ideal candidate will have strong communication and organisational skills, as well as a
technical background with interest in data and the financial markets. They will be accustomed to
working in a fast-paced environment and have a pro-active approach to their role and responsibilities. In return, Cassini offers candidates the ability to gain an in-depth knowledge of a deep and complex sector that will create great career opportunities.
About Us
Step into the future with Cassini - Founded in 2014, we are the established, core utility provider of analytics and optimization tools built for the derivatives industry. From London to New York, Sydney to Singapore, hedge funds, asset managers, and banks worldwide rely on our solutions.
Our award-winning platform empowers clients to reduce margin, optimize collateral, and enhance their liquidity risk framework, delivering real-time, front-to-back analytics on the full cost of derivatives trading.
What sets us apart?
  • Recognised as 'Best Derivatives Tech Provider' and 'Analytics Leader'
  • Global impact with a rapidly expanding footprint
  • Analytics provider to the largest asset managers in the world
  • Enterprise-grade security (ISO 27001 & SOC-2)
  • Seamless integration with OMS, EMS, and collateral systems

At Cassini, our client focus drives everything we do. We're a collaborative, energetic team transforming how the financial world manages their liquidity risk. With challenging projects, continuous learning opportunities, and cutting-edge technology, we empower our employees to grow their skills and reach their full potential every day.
Role
The Client Services Team are experts in using the Cassini system and all its functionality. Within this team, the Client Services Manager is responsible for coordinating implementation projects with clients as well as being directly involved in configuring and integrating the Cassini software for a client.
Specific responsibilities include:
  • Project managing small, medium and large implementation projects, including creating and maintaining custom implementation plans and clearly organising the required implementation tasks.
  • Managing stakeholder reporting and communication for small, medium and large implementation projects, including task logs, RAID logs and trackers
  • Working alongside a Delivery Engineer to provide technical assistance to clients that are implementing the Cassini software.
  • Working with APIs, SFTP file drops and the Cassini User Interface to integrate the client's data into Cassini's data structure.
  • Using a range of data formats, such as json, xml or csv to receive client data and transform data into internal formats using an ETL layer.
  • Quickly understand and manipulate large and complex client datasets including debugging of error messages and identifying bad data formats.
  • Following data integration, ensuring that the client's required functionality is performing as expected with detailed testing and validation of expected usage.
  • Providing user training and documentation to the client's teams on specific features within the client's preferred workflow (i.e. using APIs, UI or reporting tools)
  • Liaising with Development and Product teams to highlight and prioritise new features or enhancements required for the client projects they are working on.
  • Prepare quarterly reporting metrics on production client interactions for the Relationship Management team and help identify opportunities for increasing usage of existing modules or upselling new modules.
  • Assist the Production Support team with production client queries with understanding of the client use cases and workflows.
  • Escalate any concerns with client sentiment or project delivery to the Head of Client Services
  • Identify potential improvements in processes within the team.

Requirements
The Client Services Manager role offers a diverse set of learning experiences and combines strong communication and organisational skills with the technical skills required for detailed data analysis. A successful candidate is expected to have the following skills:
  • Excellent organisational skills and ability to work on many workstreams in parallel
  • Excellent communication skills with both internal and external stakeholders
  • Strong project management skills including experience creating and tracking implementation plans or similar projects using project management tools
  • Good attention to detail
  • Experience working with and manipulating large, complex datasets
  • Proven ability to document data flows and client user documents for external consumption
  • Be comfortable working with data transmission layers such as APIs and SFTP
  • Experience working with automation tools such as SoapUI and Postman
  • An understanding of financial instruments, in particular Prime Brokerage business experience is preferable
  • Experience using project management tools such as Smartsheets, MS Project
  • Proficiency with MS Word / Excel / PowerPoint
  • Understanding of Python coding language

Hybrid Working Arrangement
The Company currently operates on a 2-3 flexible model, meaning two days are required to be in the office (Tuesday & Thursday) and the other 3 flexible. These days can be changed, and personnel can be expected to be asked to attend the office on any given weekday.

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