Client Services Manager
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of - and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of - and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of - and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
San Antonio, TX ยท On-site
$60K - $80K/yr
The Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a ...
San Antonio, TX ยท On-site
$60K - $80K/yr
The Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a ...
$60K - $80K/yr
The Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a ...
$60K - $80K/yr
The Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a ...
Dallas, TX ยท Remote
$100K - $120K/yr
Client Services Manager โข Remote * Pay: $100,000-$120,000 + bonus * Schedule: Standard U.S. business hours * Own client outcomes end-to-end. Clear scope. Fast decisions. What you'll do * Lead day ...
Dallas, TX ยท Remote
$100K - $120K/yr
Client Services Manager โข Remote * Pay: $100,000-$120,000 + bonus * Schedule: Standard U.S. business hours * Own client outcomes end-to-end. Clear scope. Fast decisions. What you'll do * Lead day ...
Dallas, TX ยท Remote
$100K - $120K/yr
Client Services Manager Remote * Pay: $100,000-$120,000 + bonus * Schedule: Standard U.S. business hours * Own client outcomes end-to-end. Clear scope. Fast decisions. What you'll do * Lead day-to ...
Dallas, TX ยท Remote
$100K - $120K/yr
Client Services Manager Remote * Pay: $100,000-$120,000 + bonus * Schedule: Standard U.S. business hours * Own client outcomes end-to-end. Clear scope. Fast decisions. What you'll do * Lead day-to ...
Austin, TX ยท On-site
CLIENT SERVICES MANAGER WHO WE ARE: We're a fast-moving, collaborative team that keeps creative projects, digital campaigns, and client deliverables moving across multiple Sinclair markets. On the ...
Austin, TX ยท On-site
CLIENT SERVICES MANAGER WHO WE ARE: We're a fast-moving, collaborative team that keeps creative projects, digital campaigns, and client deliverables moving across multiple Sinclair markets. On the ...
Richmond, VA ยท On-site
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 ...
Richmond, VA ยท On-site
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 ...
Valhalla, NY ยท On-site
$75K - $90K/yr
Your Role in Our Journey Wine Enthusiast Media is seeking a highly organized, client-focused Client Services Manager to serve as the primary point of contact for advertising partners throughout the ...
Valhalla, NY ยท On-site
$75K - $90K/yr
Your Role in Our Journey Wine Enthusiast Media is seeking a highly organized, client-focused Client Services Manager to serve as the primary point of contact for advertising partners throughout the ...
Austin, TX ยท On-site
As a Client Services Manager (CSM) , you will bring your skills and experiences to balance growth leadership with oversight of quality, risk, and profitability. You will collaborate closely with our ...
Austin, TX ยท On-site
As a Client Services Manager (CSM) , you will bring your skills and experiences to balance growth leadership with oversight of quality, risk, and profitability. You will collaborate closely with our ...
Overview The Client Services Manager (CSM) is responsible for coordinating the cross-functional client team and is focused on achieving plans with clients, revenue retention, and client satisfaction ...
Overview The Client Services Manager (CSM) is responsible for coordinating the cross-functional client team and is focused on achieving plans with clients, revenue retention, and client satisfaction ...
Florida, NY ยท On-site
Client Engagement Operations Manager (CEOM) About the role: The CEOM primarily supports the Client Engagement organization by working with Client Services leadership and internal business partners to ...
Florida, NY ยท On-site
Client Engagement Operations Manager (CEOM) About the role: The CEOM primarily supports the Client Engagement organization by working with Client Services leadership and internal business partners to ...
Florida, NY ยท On-site
Client Engagement Operations Manager (CEOM) About the role: The CEOM primarily supports the Client Engagement organization by working with Client Services leadership and internal business partners to ...
Florida, NY ยท On-site
Client Engagement Operations Manager (CEOM) About the role: The CEOM primarily supports the Client Engagement organization by working with Client Services leadership and internal business partners to ...
Nashville, TN ยท On-site
The Client Service Manager ( CSM) position is to sit on-site with our client and oversee multiple sites or projects. The position is responsible for daily service delivery, employee management ...
Nashville, TN ยท On-site
The Client Service Manager ( CSM) position is to sit on-site with our client and oversee multiple sites or projects. The position is responsible for daily service delivery, employee management ...
New York, NY ยท On-site
As a Client Services Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. You will be responsible for ...
New York, NY ยท On-site
As a Client Services Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. You will be responsible for ...
Memphis, TN ยท On-site
Manage/Lead the Client Services Team through field visits, site visits, problem solving, and acting as a liaison to laboratory management and operations. * Train Client Service Representatives in ...
Memphis, TN ยท On-site
Manage/Lead the Client Services Team through field visits, site visits, problem solving, and acting as a liaison to laboratory management and operations. * Train Client Service Representatives in ...
Knoxville, TN ยท On-site
Manage/Lead the Client Services Team through field visits, site visits, problem solving, and acting as a liaison to laboratory management and operations. * Train Client Service Representatives in ...
Knoxville, TN ยท On-site
Manage/Lead the Client Services Team through field visits, site visits, problem solving, and acting as a liaison to laboratory management and operations. * Train Client Service Representatives in ...
San Ramon, CA ยท On-site
Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards. * Establish and manage team goals, track ...
Quick apply
San Ramon, CA ยท On-site
Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards. * Establish and manage team goals, track ...
New York, NY ยท On-site
$60K/yr
As a Client Services Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. You will be responsible for ...
New York, NY ยท On-site
$60K/yr
As a Client Services Manager at our focus group facility, your leadership role is multifaceted, encompassing the orchestration of smooth and efficient facility operations. You will be responsible for ...
Tucker, GA ยท On-site
$70K - $85K/yr
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 ...
Tucker, GA ยท On-site
$70K - $85K/yr
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 ...
Knoxville, TN ยท On-site
Manage/Lead the Client Services Team through field visits, site visits, problem solving, and acting as a liaison to laboratory management and operations. * Train Client Service Representatives in ...
Knoxville, TN ยท On-site
Manage/Lead the Client Services Team through field visits, site visits, problem solving, and acting as a liaison to laboratory management and operations. * Train Client Service Representatives in ...

$65K - $72K/yr
Full-time
Retirement, PTO
Posted 4 days ago
Help great clients feel taken care of - and help a growing financial planning practice run like clockwork.
Synergy Wealth Solutions is posting this opportunity on behalf of one of our top financial advisors in Overland Park, KS. This advisor leads a strong, growing financial planning practice and is looking for a detail-oriented Client Services Manager who can help keep clients well cared for and the office running smoothly. This role is ideal for someone who is organized, proactive, client-focused, and comfortable keeping a lot of moving pieces on track without letting the details slip. You will help manage daily operations, support client service needs, coordinate schedules and follow-ups, maintain accurate records, and help create a smooth experience for both clients and the advisory team. The position is intended to be full-time and in-office, with some flexibility for the right candidate.
We are not looking for someone who wants to simply "process paperwork." We are looking for someone who takes ownership, communicates clearly, treats clients well, and helps make the office better because they are in it.
Required
Genuine care for clients and a desire to do work that matters
Strong organization skills and the ability to keep priorities, follow-ups and deadlines moving
Proactive problem-solving style - willing to seek answers, ask good questions and own the next step
Comfort working within legal, privacy and compliance guidelines
Proficiency with Word, Excel and business software, plus confidence learning new systems and using a CRM to track tasks, milestones and outcomes
Preferred
Experience in financial planning, wealth management, insurance or another professional services environment
Excellent verbal and written communication skills
Meticulous attention to detail - the kind where small misses bother you before they bother anyone else
Ability to multitask, work independently and keep a positive, steady attitude when priorities shift
Interest in growing with the practice and committing to the role for at least two years
Serve as a primary point of contact for client questions, service items, scheduling and follow-up
Coordinate day-to-day practice operations so client work, meetings and internal tasks stay organized
Maintain accurate client records, databases and CRM activity
Track projects, service requests and business activity using Excel and other internal systems
Support implementation of new products, services and process improvements
Help ensure client data, documentation and service workflows follow compliance expectations
Why This Role Matters:
The right person in this seat makes clients feel confident, helps the advisor stay focused, and keeps the practice moving forward. Synergy is helping share this opportunity because we believe great advisors need great support around them. If you care about details, communicate well, take ownership and like making things better, we would like to talk.
The base salary range is $65,000 to $72,000 plus a discretionary annual performance bonus. The position comes with the following benefits:
Paid Holidays (10 days)
Paid Time Off (PTO)
Retirement savings program with firm matching $1 for $1 up to 3% of salary
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Chesterfield, MO, US
2017