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Principal Client Service Manager Jobs (NOW HIRING)

Gallagher

Client Service Manager

Saint Louis, MO · On-site

As a Client Service Manager, you'll play a key role in delivering exceptional service to our clients. You'll manage a portfolio of accounts, build strong relationships, and ensure our clients feel ...

3Pillar

Principal Client Partner

... executives - building and managing genuine executive relationships over time, not just ... Actively position, propose, and sell 3Pillar's AI-native and agentic service offerings as a core ...

Infillion

Principal Client Partner

Phoenix, AZ · On-site +1

$280K - $300K/yr

Whether through white-glove managed service, self-service control, or API-based automation ... About the Role The Principal Client Partner role will be tasked with selling a suite of connected ...

InnSpace

Principal, Client Engagement

Seatac, WA · On-site

Employee Profit Share Program (non-traditional) Position Summary The Principal, Client Engagement ... Develop and implement a local risk management plan in collaboration with account executives ...

InnSpace

Principal, Client Engagement

Greenwich, CT · On-site

Employee Profit Share Program (non-traditional) Position Summary The Principal, Client Engagement ... Develop and implement a local risk management plan in collaboration with account executives ...

SpecialtyRx

Client Service Manager

Ridgefield Park, NJ · On-site

$55K - $70K/yr

SpecialtyRx is seeking Client Service Manager located in the surrounding areas of Nassau & Suffolk) The Client Service will be servicing and overseeing the relationship with our long term care ...

Gallagher

Client Service Manager

Rolling Meadows, IL

Overview At Gallagher, we're looking for an Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and solutions to our clients. You'll ...

Fidelity Investments

Client Service Manager

Covington, KY · On-site

$66K - $125K/yr

Fidelity will not provide immigration sponsorship for this position The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client ...

Fidelity Investments

Client Service Manager

Covington, KY · On-site

$66K - $125K/yr

Fidelity will not provide immigration sponsorship for this position The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client ...

Wealth Enhancement Group, LLC

WI · On-site

$65K - $85K/yr

Our Brookfield, WI office has an excellent opportunity to join us as a Client Service Manager. This individual will be focused on onboarding and servicing our clients. We're looking for someone with ...

Gallagher

Client Service Manager

Lake Mary, FL · On-site

As a Personal Lines Client Service Manager I, you'll play a key role in delivering high-quality service to our clients, ensuring their needs are met with care and precision. This is your chance to ...

Gallagher

Client Service Manager

Westborough, MA · On-site

$63K - $106K/yr

Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...

Gallagher

Client Service Manager

Rolling Meadows, IL · On-site

$61K - $102K/yr

Overview At Gallagher, we're looking for an Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and solutions to our clients. You'll ...

Gallagher

Client Service Manager

Tulsa, OK · On-site

Overview At Gallagher, we're looking for a Client Service Manager to join our Small Group Employee Benefits team. You'll manage a group of accounts, ensuring our clients feel supported and valued ...

RI Temps, Inc.

Client Service Manager

West Greenwich, RI · On-site

$20 - $22/hr

Account Manager - Client Services & Logistics Schedule: Monday-Friday, 8:00 AM-4:30 PM Job Type: Full-Time, On-Site Starting Pay: $20.00+ per hour, based on experience Join Our Team A well ...

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Principal Client Service Manager information

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$109.4K

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How much do principal client service manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for principal client service manager in the United States is $109,393.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $125,000.00 per year, depending on experience, location, and employer.

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For Principal Client Service Manager jobs, the most frequently searched job titles are:

Client Service Manager

Walnut Creek, CA

Heffernan Financial
See more jobs at Heffernan Financialexternal

$90K - $105K/yr

Full-time

Re-posted 5 days ago

Job description

Description
The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.

Key Responsibilities
  • Client Meeting Preparation & Follow-Up
  • Prepare and update client financial plans, portfolio reports, and presentation materials using firm software tools.
  • Review client files, recent activities, and relevant updates before meetings.
  • Attend specific client meetings and help with meeting notes, follow-ups, and documentation.
  • Draft post-meeting action plans and ensure follow-up items are completed promptly in coordination with the Client Service Manager.
  • Financial Planning & Analysis
  • Enter and update precise client information in financial planning software.
  • Conduct research and analysis on financial planning topics such as retirement income strategies, stock-based compensation, social security optimization, required minimum distributions, and charitable giving strategies, among other subjects.
  • Assist in modeling planning scenarios, Roth conversions, and tax-efficient withdrawal strategies.
  • Assist in creating client recommendations and written plan summaries for advisor review.
  • Investment & Portfolio Support
  • Assist in preparing investment review materials, rebalancing reports, and asset allocation summaries.
  • Help monitor portfolio allocations relative to investment policy targets.
  • Collaborate with the Wealth Manager on special investment research projects and portfolio analysis.
  • Client Experience & Operational Support
  • Maintain accurate and organized client information in CRM and planning software.
  • Work closely with the Client Service Manager to ensure a smooth client service experience.
  • Ensure adherence to documentation, recordkeeping, and reporting requirements.
  • Participate in special projects or process improvement initiatives as assigned

Skills, Knowledge and Expertise
Requirements:
  • Education – High School diploma or GED required. Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
  • CFP certification preferred, or willingness to pursue certification.
  • Series 7 and 65 (or 66) licenses preferred, or willingness to obtain within the first year of employment.
  • 0-2 years of experience in a financial planning or paraplanning capacity desired (internship experience welcome).
  • Strong analytical and problem-solving skills, with keen attention to detail.
  • Excellent communication skills required, both verbal and written.
  • Highly organized and able to manage competing priorities and deadlines.
  • Comfortable working with financial modeling, spreadsheets, and in a technology-driven environment.
  • Must establish and maintain effective relationships with colleagues, customers, and business partners.
  • Must have a proactive mindset, consistently looking for ways to improve internal processes and elevate the service experience for clients.
  • Proficient in MS Office – namely Outlook, Word, Excel, and PowerPoint.
  • Professional demeanor and behavior are required, as referenced in the Heffernan core values (Habits).

Why Choose Heffernan?
At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
 
Heffernan Habits: 
These are core values that represent our unique culture. 
  • Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
  • Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
  • Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. 
  • Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
  • Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.