Client Services Manager

Clayton Services is searching for a

Client Services Manager

to join a well-established financial services organization in San Antonio. The

Client Services Manager

will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a team of financial professionals.

Increase your chances of an interview by reading the following overview of this role before making an application.

Job Type:

Direct Hire
Pay Rate:

$60,000 - $80,000/year
Benefits:

Medical, 401(k) w/ match, PTO, and more.

Client Services Manager Responsibilities:
Serve as the primary point of contact for clients via phone, email, and in-person interactions
Answer incoming calls and direct inquiries appropriately
Process client account service requests, including distributions, beneficiary updates, address changes, account transfers, contribution modifications, and other account maintenance activities
Coordinate client communications and ensure requests are completed accurately and timely
Assist with appointment scheduling, calendar management, and meeting preparation
Maintain client records and documentation within company systems
Support payroll processing and general administrative office functions
Assist with office operations and ensure a professional client experience
Monitor advisor licensing and registration requirements
Support client events, marketing initiatives, and business development activities
Collaborate with advisors and support staff to ensure exceptional customer service
Other duties as assigned

Client Services Manager Skills and Abilities:
Strong customer service and relationship management skills
Excellent verbal and written communication abilities
Exceptional organizational and time management skills
Strong attention to detail and accuracy
Ability to manage multiple priorities in a fast-paced environment
Proficiency with Microsoft Office Suite and business software applications
Ability to maintain confidentiality and exercise sound judgment
Bilingual Spanish skills preferred

Client Services Manager Education and Experience:
3+ years of experience in client services, administrative support, office management, or operations
Experience within financial services, banking, insurance, accounting, wealth management, or other professional services environments preferred
Experience supporting multiple stakeholders and managing competing priorities
Experience handling confidential client information
High school diploma required; college degree preferred

Client Services Manager

- Immediate need. xsgimln Apply today!