Client Services Manager Job Description

client services manager job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Client Services Manager Job Description

The client services manager is an individual or role who directly interacts with clients and leads a team that provides and supports services.

The individual’s job is to understand the client’s needs, ask the right questions, identify projects and then work to deliver them.

The client services manager is responsible for building and maintaining relationships with clients.

The manager also develops and implements processes, procedures, and agreements that outline client expectations, expectations regarding time, cost, and quality, and the provision of services.

Job Brief:

We’re looking for a Client Services Manager to join our team. The Client Services Manager will be responsible for overseeing the day-to-day operations of our client services department, ensuring that our clients receive the highest level of service possible. In this role, you will be working closely with our sales and account management teams to ensure that our clients’ needs are being met. If you are a motivated individual with a passion for providing excellent customer service, then we want to hear from you!

Client Services Manager Duties:

  • Provide guidance on current practices and procedures as well as new trends
  • Manage the coordination of all administrative services to ensure quality customer service
  • Develop and implement a client service plan that ensures business goals are met
  • Utilize available resources to maintain and improve client service
  • Ensure that clients are happy
  • Maintain current knowledge of latest trends in financial services and bookkeeping
  • Develop and implement strategies for enhancing customer satisfaction
  • Initiate, evaluate and implement staff development programs
  • Provide coaching, mentoring and direction to employees
  • Lyon College Accounting & Finance Certification
  • Bachelor’s Degree
  • Minimum of three years of experience in the financial services industry in a supervisory role
  • Strong understanding of accounting and finance principles
  • Understanding of the importance of client relations
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills

Client Services Manager Responsibilities:

  • Coordinate client services and supervise client-facing operations, including programming, scheduling, budget management, and accounting
  • Authorize projects, sign contracts, and oversee project estimates
  • Develop and maintain relationships with clients, subcontractors, and vendors
  • Ensure projects are executed in accordance with clients’ expectations
  • Maintain client files
  • Execute project billing and invoicing

Requirements And Skills:

  • Strong communication skills, both written and verbal
  • Experience working with insurance, financing, and banking entities
  • Proven successful relationships with clients
  • Excellent organization skills
  • Strong customer service skills
  • Excellent organizational skills, including juggling multiple projects and deadlines simultaneously

[Company Name] embraces diversity and is an Equal Opportunity Employer. We are committed to building a team that is inclusive of people of all races, religions, national origins, genders, , , gender expressions, and ages. We strongly encourage applications from veterans and individuals with diverse backgrounds.

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