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Sr Client Services Manager Jobs in Boca Raton, FL

NFP

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... Receive training and mentorship from Senior Client Service Associates and leadership * Provide ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... Receive training and mentorship from Senior Client Service Associates and leadership * Provide ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... Receive training and mentorship from Senior Client Service Associates and leadership * Provide ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... Receive training and mentorship from Senior Client Service Associates and leadership * Provide ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... Receive training and mentorship from Senior Client Service Associates and leadership * Provide ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... Receive training and mentorship from Senior Client Service Associates and leadership * Provide ...

Robert Half

Client Services Representative

Davie, FL · On-site

$15.25 - $20.75/hr

We are looking for a Client Services Representative to create a welcoming and attentive experience ... Ability to manage multiple tasks at once while staying organized in a fast-paced environment.

NationsBenefits

Account Manager

Plantation, FL · On-site +1

The Client Services Manager will serve as the primary point of contact for assigned health plan ... senior-level clients and internal stakeholders. • Ability to work both independently and ...

NationsBenefits, LLC

Account Manager

Plantation, FL · On-site +1

The Client Services Manager will serve as the primary point of contact for assigned health plan ... Excellent communication and presentation skills, capable of engaging with senior-level clients and ...

NVA

Client Services Representative

Hillsboro Beach, FL · On-site

$15.50 - $21/hr

Job Summary A Client Service Representative (CSR) will act as a liaison, provide product/services ... • Manage the financial needs of the hospital by maintaining accurate balances through a ...

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All JobsSr Client Services JobsSr Client Services Manager JobsSr Client Services Manager Jobs in Boca Raton, FL

Sr Client Services Manager information

See Boca Raton, FL salary details

$16.6K

$111.2K

$188.8K

How much do sr client services manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for sr client services manager in Boca Raton, FL is $111,150.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,400.00 and $142,300.00 per year, depending on experience, location, and employer.

What does a Sr Client Services Manager do?

A Sr Client Services Manager is responsible for overseeing and managing relationships with key clients, ensuring their needs are met and that they receive high-quality service. They act as the main point of contact between clients and the company, addressing any issues, coordinating projects, and identifying opportunities for growth or improvement. Additionally, they may supervise a team of client service representatives, develop strategies to enhance client satisfaction, and help drive business retention and expansion.

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

To thrive as a Sr Client Services Manager, you need a strong background in client relationship management, project coordination, and business development, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, project management tools, and data analytics platforms is typically required. Exceptional communication, problem-solving, and leadership skills help you build trust and guide teams effectively. These abilities are crucial for maintaining client satisfaction, ensuring project delivery, and driving business growth.

What are some typical challenges Sr Client Services Managers face when balancing client expectations with internal resources?

Sr Client Services Managers often navigate the challenge of aligning client expectations with the capabilities and timelines of internal teams. This can involve prioritizing projects, communicating transparently about what is feasible, and negotiating deadlines or deliverables when resources are limited. Building strong relationships internally and externally is key to addressing potential conflicts and ensuring both client satisfaction and team well-being. Proactive communication and problem-solving skills are essential for success in this role.

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

Senior Client Services Managers in the US typically earn between $80,000 and $130,000 annually, with the median salary around $100,000. Compensation varies based on experience, industry, location, and company size, and may include bonuses and benefits.

What is the role of a senior client services manager?

A senior client services manager oversees client accounts, ensuring customer satisfaction and retention by managing relationships, resolving issues, and coordinating with internal teams. They often lead strategic planning, monitor service delivery, and utilize CRM tools to meet client needs and business goals.

What are popular job titles related to Sr Client Services Manager jobs in Boca Raton, FL?

For Sr Client Services Manager jobs in Boca Raton, FL, the most frequently searched job titles are:

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Cities near Boca Raton, FL with the most Sr Client Services Manager job openings:

Sr Client Services Manager jobs near you
Infographic showing various Sr Client Services Manager job openings in Boca Raton, FL as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $111,150 per year, or $53.4 per hour.

Associate, Client Service

NFP

Boca Raton, FL • On-site

$13.75 - $19/hr

Other

Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work
Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes
Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development
Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities
Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms
Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $70,000 -$80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.

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