Client Service Manager

The Client Service Manager is pivotal in cultivating and maintaining Tier 3 client relationships while facilitating seamless delivery for Tier 2 accounts. This role requires adept management of communications, precise tracking of project deliverables, and the orchestration of an exemplary client experience from initial project kickoff to final delivery. The Manager collaborates closely with internal teams to clarify project briefs, ensuring clients remain informed and supported throughout every phase of engagement.Key ResponsibilitiesClient Strategy & Relationship ManagementOversee Tier 3 client accounts while supporting Tier 2 engagements under the guidance of Senior Managers.Serve as the primary contact for assigned clients, providing smooth day-to-day communications and proactive updates.Build strong client trust through responsiveness, organization, and a solutions-oriented approach, particularly during active project phases.Account Growth & Commercial DevelopmentIdentify opportunities for repeat business or additional services by understanding client needs and engagement history.Escalate growth opportunities to Senior Managers or Directors with context and relevant insights.Draft initial scopes and proposals for returning clients in collaboration with internal teams.Client Delivery GovernanceEnsure timely briefing, documentation, and tracking of deliverables.Conduct regular client check-ins during live projects to set clear expectations and share updates.Facilitate project debriefs and feedback loops to monitor satisfaction and alignment with delivery expectations.Cross-Functional CollaborationCollaborate with Project Managers to ensure clear communication of client briefs and adherence to project timelines.Proactively identify risks, delays, or client concerns and coordinate appropriate responses.Participate in project kickoff, midpoint, and wrap-up meetings as the Client Service representative.Team Leadership & Capability DevelopmentGuide Coordinators and junior team members on client interaction etiquette, documentation quality, and service mindset.Provide feedback to Senior Managers regarding process challenges and team development needs.Process & Tools OptimizationMaintain organized CRM records, project documentation, and communication logs consistently.Assist in the testing and rollout of new tools, templates, and workflows within the Client Service team.Document common client inquiries or challenges to support the development of Standard Operating Procedures (SOPs).Reporting, Feedback & Escalation ManagementKeep client satisfaction metrics and project feedback updated in HubSpot or other CRM platforms.Alert senior management to any significant issues affecting client relationships or project deliverables.

Join our dynamic team as a Client Service Manager, where you will play a pivotal role in overseeing daily operations, ensuring adherence to internal protocols, and enhancing team productivity in a thriving wealth management environment. This position entails meticulous transaction management, workflow oversight, and the promotion of a collaborative and accountable team ethos.Key Responsibilities:Facilitate the input and review of financial transactions using Wealthscape and Charles Schwab tools.Oversee daily operational tasks, including the preparation and validation of account opening documentation and ongoing account management.Demonstrate proficiency in establishing Taxable, Retirement, Trust, and Business accounts within Fidelity and Charles Schwab to assist in transaction evaluations.Act as a key liaison between Wealth Teams and custodians, proactively engaging with custodians to resolve issues and ensure precise processing of requests.Delegate responsibilities and support team members to ensure efficient workflow execution.Cultivate a culture of accountability, teamwork, and continuous enhancement within the department.Manage quarterly initiatives, maintain team performance tracking spreadsheets, and supervise the completion of daily tasks by team members.Qualifications:Education: Bachelor’s degree in Business Administration, Operations Management, or a related discipline.Experience: 5-7 years in financial business operations, preferably in a high-growth, fast-paced environment.Skills:Proficiency in Salesforce.Experience with Fidelity (Wealthscape) and Charles Schwab platforms.Strong analytical and problem-solving skills.Excellent project management abilities, with a track record of leading cross-functional teams.Exceptional communication and interpersonal skills to collaborate effectively across all organizational levels.Advanced proficiency in Excel.

Lyratech Group seeks a Director of Client Services based in New York, NY. This leadership role centers on guiding the client services team and shaping the client experience. The Director will play a key part in building lasting relationships and making sure clients feel supported throughout their journey. Role overview This position manages daily client service operations and sets the direction for how Lyratech Group interacts with its clients. The Director is expected to set high standards for client satisfaction and engagement, working closely with both clients and internal teams. Key responsibilities Oversee the day-to-day activities of the client services team Monitor and improve client satisfaction levels Develop strategies to deepen client engagement Build and maintain long-term client partnerships Lead, mentor, and support the client services staff What we look for Success in this role requires strong relationship-building skills, a focus on client needs, and the ability to lead a team dedicated to service excellence.

Client Service Manager Location: New York, NY or Philadelphia, PA Company Overview: WithCoverage is revolutionizing the insurance brokerage industry through AI-driven risk management solutions tailored for today's economy. We collaborate with numerous high-growth, industry-defining companies, such as GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clientele includes renowned consumer brands, leading hospitality firms, general contractors, advanced manufacturers, and next-gen defense contractors, all navigating complex risk landscapes and seeking a partner that can keep pace with their needs. By replacing outdated, fragmented brokerage systems with our proprietary technology, we have created a new category of elite risk advisors. Our in-house Agency Management System provides our team and AI agents complete transparency into policies, exposures, claims, billing, and commissions, enabling deep automation, informed decision-making, and an elevated standard of service. Founded by JD Ross (co-founder of Opendoor) and Max Brenner (formerly with Bain and Compound), we have successfully raised over $43 million from prominent investors including Sequoia, 8VC, Khosla Ventures, and Crystal Venture Partners. Our growth has exceeded 10x over the past year while maintaining positive cash flow, and we are just beginning to explore the vast opportunities ahead. Our ambition extends beyond merely improving brokerage services; we aim to redefine risk management across the economy. Why Join Us? Accelerated Growth: We’re expanding rapidly, offering you substantial opportunities to learn, lead, and influence your career trajectory as well as the future of the company. Impactful Work: We safeguard the world’s most innovative brands, including consumer icons, hospitality leaders, next-generation defense contractors, and American manufacturers. Industry Redefinition: The insurance sector is one of the largest and most stagnant markets. We’re rewriting the rulebook through proprietary technology, automation, and AI. Financial Incentives: We recruit top talent and invest in your development, which translates to competitive compensation, meaningful equity, and outstanding benefits. We firmly believe in promoting from within and provide a clear pathway for career advancement. About The Role: In this position, you will collaborate with Risk Advisors on an assigned portfolio, oversee daily service operations, and support a range of strategic client-facing initiatives.

Overview: The Client Service team at Guidepoint plays a crucial role in connecting our clients with industry experts to enhance their decision-making processes. We prioritize understanding each client's unique research requirements, ensuring they receive expert insights tailored to their specific topics, often within hours. Your Role: As a Project Manager on the Client Service team, you will manage key client accounts and lead a team of Associates, ensuring optimal matches between our clients and the right Advisors for their projects. This position is critical to Guidepoint's ongoing success. Work Environment: This is a hybrid position that allows for a blend of in-office and remote work.

Company: EvolutionIQ Location: New York, NY About EvolutionIQ EvolutionIQ builds technology to improve the insurance claims process. The company’s mission centers on helping claims teams handle cases more accurately, fairly, and efficiently, so people affected by injury or illness can maintain dignity and stability. EvolutionIQ continues to grow and has earned recognition as one of Inc.'s Best Workplaces for three years in a row, as well as Built In's Best Places to Work in 2025 and 2026. Role Overview The Deployment Manager - Client Services joins the Client Services team to lead the end-to-end delivery of EvolutionIQ’s platform for enterprise customers. This role manages complex implementations and serves as a trusted partner to both internal leaders and client executives. What You Will Do Oversee the full deployment process for enterprise clients, ensuring successful and timely delivery of the platform Coordinate across teams to manage complex SaaS/AI implementations Act as a key point of contact for client executives and internal leadership throughout the project lifecycle What We Look For Strong project management skills, especially with enterprise software deployments Experience managing client relationships in a SaaS or AI-focused environment Technical understanding of SaaS/AI platforms Ability to collaborate across departments and deliver results in a growing organization

Mariner Wealth Advisors is seeking a Client Service Manager to lead daily operations for a wealth management team in New York City. This role centers on transaction processing, workflow oversight, and fostering a collaborative team culture. A detail-oriented and proactive approach is essential for both client service and internal processes. What you will do Process and verify money movement transactions using Wealthscape and Charles Schwab platforms. Oversee daily operations, including preparing and reviewing documents for account opening and maintenance. Use expertise in opening Taxable, Retirement, Trust, and Business accounts on Fidelity and Charles Schwab to evaluate requests efficiently. Act as the primary contact between Wealth Teams and custodians, engaging daily with custodians to resolve issues and ensure accurate processing. Delegate tasks and support team members to maintain smooth workflows. Promote accountability, collaboration, and continuous improvement within the team. Manage quarterly projects, update internal tracking spreadsheets, and oversee completion of daily team tasks. Requirements Bachelor’s degree in Business Administration, Operations Management, or a related field. 5-7 years of experience in financial business operations, preferably in a growth-focused environment. Key skills Familiarity with Salesforce. Hands-on experience with Fidelity (Wealthscape) and Charles Schwab platforms. Strong analytical and problem-solving skills. Project management experience, including managing cross-functional teams. Excellent communication and interpersonal skills for effective collaboration. Proficiency in Excel.

Join SPS North America as a Client Service Supervisor, where you will lead our dedicated team in providing exceptional service to our clients. You will be responsible for managing client relationships, ensuring satisfaction, and overseeing the effectiveness of service delivery. Your leadership will inspire the team to achieve targets and enhance client experiences, making a tangible impact on our organization.

The Client Services Coordinator plays a pivotal role in enhancing client satisfaction by providing essential administrative support to the Client Services team. This entry-level position involves managing documentation, scheduling meetings, and executing internal follow-ups, all aimed at maintaining an organized and efficient client experience. The Coordinator is instrumental in ensuring that all operational processes across client accounts remain consistent and effective.Key ResponsibilitiesClient Strategy & Relationship ManagementDeliver daily support across Tier 1–3 accounts by managing communications and coordinating documentation and scheduling.Assist Managers and Senior Managers with timely tracking of project actions and client requests.Prepare project documents, call notes, and meeting agendas to ensure they are polished and client-ready.Account Growth & Commercial DevelopmentCompile historical scope and delivery data to assist client-facing team members during renewal or upsell discussions.Maintain reference documents and logs to facilitate tracking of engagement history and opportunity timelines.Engage in follow-up activities to cultivate ongoing client conversations post-delivery.Client Delivery GovernanceMonitor delivery milestones using CRM tools and project management boards (e.g., HubSpot, Monday.com), ensuring all updates are current and comprehensive.Document client feedback rounds and assist with logistics for content uploads or reviews.Help create client-facing presentations, recaps, or handover notes for internal purposes.Cross-Functional CollaborationCollaborate closely with Project Managers to ensure project schedules and updates are communicated clearly.Coordinate with the Business Development team on contact records and align notes across teams.Identify recurring questions or themes in delivery for discussion in team reviews.Team Leadership & Capability DevelopmentEngage in team meetings and contribute to internal knowledge-sharing sessions.Actively seek learning opportunities from senior team members to enhance skills in tools and workflows.Process & Tools OptimizationEnsure CRM and shared documentation are consistently up-to-date.Identify repetitive tasks that could be streamlined through process improvements or templating.Assist in testing new tools and updates to Standard Operating Procedures as they are implemented across the department.Reporting, Feedback & Escalation ManagementMaintain contact logs and activity trackers, supporting NPS/feedback survey initiatives.Notify team leads if a client requires follow-up or has not received essential updates.Compile inputs for team reporting dashboards and post-project summaries.

The Director of Client Services plays a pivotal role in nurturing and managing vital client relationships throughout the US. This position is essential for delivering outstanding service, facilitating strategic account growth, and fostering long-lasting client partnerships as we broaden our regional footprint.As a key member of the Client Services team, you will serve as a trusted advisor to the Chief Client Officer (CCO) and the regional leadership team. Additionally, you will mentor and guide Client Services Managers as we expand our team. The ideal candidate should excel at driving revenue growth through strategic upsell and cross-sell initiatives, refining internal processes, and closely collaborating with creative and production teams to ensure flawless project delivery.

About TripleLiftAt TripleLift, we are redefining the digital advertising landscape by delivering stunning creative solutions, partnering with high-quality publishers, harnessing actionable data, and employing intelligent targeting strategies. With over 1 trillion ad transactions every month, we empower publishers and platforms to maximize their revenue potential. Our innovative technology connects top brands with audiences across various formats, including online video, connected television, display, and native ads. Clients choose TripleLift for our cutting-edge solutions, premium ad formats, and a dedicated team of experts focused on enhancing their performance.As a proud member of the Vista Equity Partners portfolio, TripleLift is NMSDC certified and committed to promoting economic inclusion through diverse spending initiatives. To learn more about how we are transforming the programmatic ecosystem, visit triplelift.com.OverviewThe Account Manager, Publisher Client Services is pivotal in driving revenue growth and enhancing account success for a designated portfolio of supply partners. This role acts as the primary liaison for publishers, fostering trusted relationships while offering strategic insights and data-driven recommendations that unlock monetization opportunities and maximize long-term value.This position requires the ability to translate publisher goals into actionable strategies, ensuring seamless execution from onboarding through optimization and growth. Collaborating cross-functionally with Technical Operations, Product, and Supply teams, the Account Manager ensures smooth integrations, achieves performance objectives, and maintains marketplace quality. This role is ideal for someone who thrives in a dynamic, collaborative setting and seeks to make a direct impact on revenue and publisher satisfaction through excellent account management and operational excellence.

Role Overview Guidepoint seeks a Senior Account Manager - Client Service to join the Institutional Healthcare Client Service team in New York City. This hybrid role centers on strengthening relationships with established clients in the healthcare sector, including hedge funds, mutual funds, and private equity firms. The position focuses on promoting Guidepoint’s subscription-based research services, driving usage, and expanding partnerships within existing accounts. What You Will Do Manage a portfolio of long-standing client accounts, emphasizing retention and growth. Lead contract negotiations, pricing discussions, renewals, and other commercial matters. Drive upselling, cross-selling, and expansion of service packages within current accounts. Engage proactively with clients, both in-person and virtually, to strengthen executive relationships. Identify and onboard new users within client organizations. Collaborate with leadership to develop and execute strategic account growth and revenue plans. Monitor account usage trends and intervene to reduce client churn. Serve as the senior contact for escalations and high-level client discussions. Work closely with client service teams to ensure seamless delivery and strong client satisfaction. Qualifications 3-5 years of experience in account management, relationship management, or consultative sales. Demonstrated success managing renewals and negotiating contracts. Proven ability to drive upsell and cross-sell revenue. Experience managing mid-sized to large B2B client portfolios. Strong executive presence and skill in building relationships with C-level leaders. Comfortable leading in-person client meetings. Commercially focused, proactive, and highly accountable. Compensation Base salary ranges from $100,000 to $120,000 annually. This position is also eligible for an annual performance bonus. Location This is a hybrid position based in Guidepoint’s New York City office.

Job Title: Client Service Lead Position OverviewThe Client Service Lead is a dynamic, hybrid role that encompasses the daily coordination of facilities management, along with light technical support and administrative supervision of office operations. This key individual will act as the principal onsite contact for facilities requirements, while also facilitating front-office administration, vendor management, and client interactions.This position calls for a proactive, solution-focused professional who thrives in independent settings, is willing to engage in hands-on tasks, and serves as a trusted intermediary between occupants, vendors, and leadership. Key Responsibilities Facilities & Operations (Primary Focus)• Oversee daily facilities operations on-site, guaranteeing a safe, functional, and well-maintained workspace.• Provide guidance and support to other SPS team members present onsite.• Conduct hands-on troubleshooting and minor repairs (e.g., furniture adjustments, light fixture replacements, basic plumbing fixes, and minor carpentry tasks).• Perform regular walkthroughs to pinpoint maintenance issues, safety concerns, and areas for operational enhancement.• Manage vendor coordination for HVAC, electrical, plumbing, janitorial, pest control, and additional building services.• Submit, monitor, and ensure completion of work orders.• Maintain facilities logs, service documentation, and preventative maintenance schedules.• Assist with office relocations, reconfigurations, furniture installations, and space planning activities.• Support emergency response procedures and provide after-hours assistance as required. Administrative & Office Support• Act as the primary administrative contact for office operations and facilities inquiries.• Communicate effectively with internal stakeholders, building management, and external vendors.• Track invoices, service reports, and approvals associated with facilities services.• Aid in onboarding and offboarding processes from a facilities and access perspective.• Manage supply inventory related to facilities, janitorial, and office operations.• Assist in scheduling, reporting, and coordination for facilities-related projects. Client & Stakeholder Engagement• Deliver exceptional customer service to employees, visitors, and client representatives.• Appropriately escalate issues while ensuring timely resolutions.• Collaborate closely with operations leadership to align on priorities, service levels, and improvements.• Professionally represent the facilities function in client-facing situations.

Overview: At Guidepoint, our Client Service teams are committed to enhancing our relationships with both new and existing clients. We empower businesses to make informed decisions by showcasing how our diverse service offerings can benefit them. Our goal is to tailor our services to maximize the advantages of partnering with Guidepoint. We are currently looking for an accomplished Vice President of Account Management - Client Services to join our Institutional Client Service team. This individual will spearhead the promotion of our subscription-based research services across various business units within established clients, including hedge funds, mutual funds, and private equity firms, to drive usage and engagement. This is a hybrid role based in our New York City office.

Role overview The Vice President of Client Services at Eversana guides strategies for engaging clients and ensures service delivery meets high standards. This leader works to strengthen relationships with clients and maintain long-term partnerships. Managing a dedicated team, the Vice President focuses on providing consistent, high-quality experiences for clients. The role also emphasizes ongoing improvements in how services are delivered and how teams interact with clients. Key responsibilities Lead client engagement strategies and foster strong partnerships Oversee service delivery to ensure quality and consistency Manage and develop a team dedicated to client success Drive continuous improvement in client interactions and service processes Location This position is based in New York.

About OguryOgury is a leading global adtech company that provides innovative Personified Advertising solutions centered around privacy for brands, agencies, and publishers, focusing on targeting personas rather than individuals.Our ability to deliver relevant audiences at scale and quality publisher inventory is made possible by our exclusive data, meticulously gathered from millions of self-declared customer surveys, enhanced with billions of impactful data points, and refined through AI. This enables us to provide audience insights and performance metrics unavailable through any other adtech platforms.Founded in 2014, Ogury is an international organization comprising a diverse team of over 500 individuals across 19 countries.At Ogury, our collective vision fosters unity. We believe that it takes individuals from various backgrounds to come together and realize this vision. We celebrate diversity, cultivating a distinctive and winning culture where everyone feels safe, has access to equal opportunities, and is encouraged to bring their authentic selves to work every day.Together, we are transforming the adtech landscape with values that inspire excellence, standards that promote leadership, and an inclusive workplace where Ogurians feel engaged and valued.Working at OguryWe are committed to providing all our team members with an equitable voice throughout our company and community. We recognize that having engaged, respected Ogurians who feel proud to belong is essential to creating a safe work environment...

Join our dynamic team at Alpha Insight Inc. as a Client Service Associate. In this role, you will play a pivotal part in ensuring exceptional client experience through effective communication and problem-solving. Your responsibilities will include managing client inquiries, assisting with account management, and liaising with internal teams to provide seamless service.We are looking for proactive individuals who thrive in a fast-paced environment and are eager to contribute to client satisfaction and retention.

The City of New York seeks a Client Services Representative for its Brooklyn location. This role centers on public service, ensuring that each interaction upholds the city’s commitment to helpful and respectful support. Key responsibilities Interact with citizens face-to-face, over the phone, and through additional communication channels Answer questions and deliver clear, accurate information Maintain professionalism and courtesy in every exchange This position supports the city’s goal of providing reliable information and a positive experience for every member of the public.

About UsAddepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.The OpportunityThe Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.

Role overview The City of New York is hiring a Client Services Team Leader to manage its Client Services team in New York City. This role focuses on running daily service operations, coordinating client support, and upholding strong standards for efficiency and professionalism. Key responsibilities Supervise the delivery of client services, ensuring client needs receive prompt and thorough attention. Guide and support a team of client service professionals, set clear goals, and encourage teamwork. Foster a positive, results-oriented team culture with a focus on meeting and surpassing service objectives. Location This position is based in New York City.