538 Client Service Manager Jobs in Fort Worth, TX
Boutique Recruiting is Hiring a Client Service Manager Near Fort Worth, TX
Salary Range: $80,000 - $150,000 / year DOE
Client Service Manager Requirements
- 5 years experience as CSA
- Experience at an RIA or large firm
- Experience working with ultra-high-net-worth clients ($5 million )
- Series 65 or 66 or CFP certification is preferred
- Bachelor s degree required (relevant experience may be considered)
- Proficiency with RedTail, Schwab & Fidelity, Orien, Microsoft Suite, and RingCentral
- Exceptional interpersonal and communication skills
- Strong problem-solving and analytical abilities
- High level of attention to detail and organizational skills
- Ability to thrive in a fast-paced and dynamic environment
- Serve as the right hand to the owner, supporting his extensive book of business
- Handle client service requests, including moving money and onboarding new clients
- Prepare for and follow up on client meetings
- Manage client communications, ensuring timely and accurate responses
- Oversee meeting preparation and follow-up, ensuring all client interactions are smooth and professional
- Maintain detailed and accurate records, and ensure compliance with industry regulations
- Work onsite, setting an example for the team with a strong presence in the office
- Employee Health Benefits
- 401k with match
- Profit sharing
- PTO PSL Paid holidays
- Annual raises and reviews
- Family-oriented & great culture with vibrant, energetic personalities
- Brand new office space with gold simulator
- Fast-paced, modern entrepreneurial style atmosphere
- Fully Remote
Job Summary
Full Time
Business Services
$87k-113k (estimate)
09/08/2024
10/03/2024
boutiquerecruiting.com
SAN DIEGO, CA
25 - 50
2014
INNESA ZAVULUNOVA
<$5M
Business Services
Related Companies
The job skills required for Client Service Manager include Client Service, Problem Solving, Onboarding, Communication Skills, Building Relationships, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service 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 Service Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Manager positions, which can be used as a reference in future career path planning. As a Client Service 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 Service Manager. You can explore the career advancement for a Client Service Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Service 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 Service Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Manager job description and responsibilities
Client services managers supervise a team of customer service associates to ensure that they provide an exceptional client experience to their customers.
02/12/2022: Kingsport, TN
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.
01/27/2022: Knoxville, TN
Client service managers oversee the hiring, orienting, and training of staff for the department.
03/15/2022: Chicago, IL
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.
03/18/2022: Monterey, CA
An client service manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients.
01/19/2022: Pascagoula, MS
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 Service Manager jobs
The broader and deeper a person's qualifications, the better they are able to develop solutions to complex customer service-related problems.
03/17/2022: Trenton, NJ
Candidates should first apply for an entry-level job that requires customer service, such as working at a retail store or being employed at a call center.
01/21/2022: Washington, DC
Build a strong commitment and resolve to deliver exceptional customer service.
02/15/2022: Grand Forks, ND
Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
02/02/2022: Bangor, ME
Many times skills can be taught, but people must come to the table with certain traits, or no matter how skillful they are, they may still not be effective at delivering an amazing customer service experience.
01/28/2022: Fresno, CA
Step 3: View the best colleges and universities for Client Service Manager.
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