Insight Global
Insight Global

73 Insight Global Client Services Manager Jobs Hiring Near You

Azerion is a global digital entertainment and media platform, combining creative and technology to ... Analyze performance metrics and provide actionable insights to optimize campaign outcomes.

Azerion is a global digital entertainment and media platform, combining creative and technology to ... Analyze performance metrics and provide actionable insights to optimize campaign outcomes.

Solar Electrician

Chicago, IL · On-site

$30 - $39/hr

Description Insight Global's client is a rapidly expanding, full-service residential solar company with a strong nationwide presence. We are currently seeking Licensed Electricians to install ...

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Client Services Manager - Meals on Wheels Rockingham County, NH | Full-Time | Nonprofit Mission-Driven Role Help seniors remain independent in their homes while ensuring critical services run ...

Azerion is a global digital entertainment and media platform, combining creative and technology to ... Analyze performance metrics and provide actionable insights to optimize campaign outcomes.

We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service ...

Analyzes monthly results and draft monthly performance summary for a client, providing insight and ... global time zones. Cognitive/Mental Requirements: * Ability to work in a fast-paced environment ...

Insight Global is looking for a Financial Services Sales Executive for a client of Insight Global ... This is a hunter sales role within the Wealth Management / Financial Services industry. Working ...

CLIENT SERVICES MANAGER Salary: $70,000 - $85,000 Other Forms of Compensation: Up to 5% Bonus, Cell phone Stipend ESFM is the corporate facilities management (FM) division of Compass Group USA, a ...

Rather than taking day-to-day direction from Nike, the Technical Project Lead (TPL) operates Insight Global as a true managed service -- partnering with Nike on priorities and outcomes while owning ...

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Insight Global Jobs Information

What is it like to work at Insight Global?

Insight Global is a dynamic and fast-paced company that values innovation, teamwork, and community involvement, fostering a collaborative and entrepreneurial work environment.

The company's structure is designed to support employee growth and development, with opportunities for professional advancement and a flat organizational hierarchy that encourages open communication and idea-sharing. Insight Global's offices often feature modern amenities and flexible workspaces, promoting a comfortable and productive work environment.

Working at Insight Global may appeal to individuals who are passionate about technology, data, and business, and are looking for a challenging and rewarding career with opportunities for professional growth and development in a rapidly evolving industry.

What makes Insight Global an attractive place to work?

Insight Global is a leading professional services firm that specializes in workforce solutions, with a strong reputation for delivering high-quality services to clients across various industries. The company fosters a dynamic work environment that encourages collaboration, innovation, and professional growth, with opportunities for employees to develop their skills and expertise in a fast-paced and supportive setting. By joining Insight Global, individuals can contribute to the company's mission of connecting people and businesses, while also advancing their careers and making a meaningful impact in the industry.
Infographic showing various Client Services Manager job openings at Insight Global in the United States as of August 2026, with employment types broken down into 76% Full Time, 2% Temporary, and 22% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

$150K/yr

Full-time

Re-posted 20 days ago


Job description

Title: Client Services Manager 
Location: McLean,VA
Employment Type: Full Time
Compensation:
Pay Range:$150,000 Per Year
Description
Join our team in McLean, VA as a full-time leader in client services. 
This role involves managing service delivery, enhancing client experiences, and ensuring operational efficiency. 
Experience in wealth management and proficiency in generic CRM and financial platforms are essential.
Key Responsibilities
Oversee and manage service delivery for financial advisors and clients with a team.
Ensure compliance and maintain an audit-ready state of client services documentation.
Facilitate training and development of employees and interns on client services functions.
Identify and implement process improvements to maximize productivity.
Lead, mentor, and supervise a team, including conducting performance reviews.
Qualifications
Bachelor's degree in Business, Financial Planning, or a related field.
5-10 years of experience in the wealth management or financial planning sector.
Client-focused with strong communication and relationship-building skills.
Strong leadership and talent development capabilities.
Proficiency with generic office software and financial platforms.
Core Technologies
Microsoft Office Suite | Salesforce | Generic Financial Platforms
Contact Authorization:
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here https://www.mitchellmartin.com/privacy-policy  
Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks  
Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4  
EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement