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Client Services Manager
Robert Half San Francisco, CA
Apply
$94k-123k (estimate)
Per Diem 8 Months Ago
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Robert Half is Hiring a Client Services Manager Near San Francisco, CA

• Process new account paperwork• Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy and communication• Leading weekly team meetings• Heavy client interaction• Track and manage all aspects of asset movement• Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms• Maintain strong working relationship with financial planning team• Keep the practice up to date on all compliance activities• Manage onboarding process with new clients including communication• Coordinate activities with firms’ service team regarding specific tasks

Job Summary

JOB TYPE

Per Diem

SALARY

$94k-123k (estimate)

POST DATE

08/29/2023

EXPIRATION DATE

05/24/2024

WEBSITE

roberthalf.com

HEADQUARTERS

Menlo Park, CA

SIZE

>50,000

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The job skills required for Client Services Manager include Client Service, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Manager. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Manager positions, which can be used as a reference in future career path planning. As a Client Services Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Manager. You can explore the career advancement for a Client Services Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Manager job description and responsibilities

Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.

02/16/2022: Shreveport, LA

They also ensure unsatisfied clients are compensated with free services, products, or discounts.

02/28/2022: Tucson, AZ

Client service managers oversee the hiring, orienting, and training of staff for the department.

01/16/2022: Yakima, WA

Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.

01/18/2022: Colorado Springs, CO

They develop policies and regulations necessary for ensuring client satisfaction.

03/08/2022: Poughkeepsie, NY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Manager jobs

Should be excellent communicators capable of leading a team.

02/21/2022: Utica, NY

Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.

02/12/2022: York, PA

As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.

02/02/2022: Canton, OH

Mastermind creative ways to deliver an exceptional client experience.

02/15/2022: Portland, ME

Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.

02/25/2022: New Haven, CT

Step 3: View the best colleges and universities for Client Services Manager.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College