Catering Services Manager - Frost Bank Center Aramark
SAN ANTONIO, TX5 days ago
Client Services Manager / Office Manager
Clayton Services
- San Antonio, TX
- 30+ days ago
- $60,000–$80,000 Per Year
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Skills
- Accountingunmatched
- Administrative Skillsunmatched
- Banking Servicesunmatched
- Business Developmentunmatched
- Calendar Managementunmatched
- Communication Skillsunmatched
- Customer Experienceunmatched
- Customer Relationsunmatched
- Customer Relationship Management (CRM)unmatched
- Customer Service Managementunmatched
- Customer Support/Serviceunmatched
- Detail Orientedunmatched
- Documentationunmatched
- Event Marketingunmatched
- Financial Servicesunmatched
- High School Diplomaunmatched
- Insuranceunmatched
- Licensingunmatched
- Multilingualunmatched
- Multitaskingunmatched
- Office Managementunmatched
- Payroll Administrationunmatched
- Presentation/Verbal Skillsunmatched
- Professional Servicesunmatched
- Record Keepingunmatched
- Spanish Languageunmatched
- Telephone Skillsunmatched
- Time Managementunmatched
- Wealth Managementunmatched
- Writing Skillsunmatched
Description
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.
Job Type: Direct Hire
Pay Rate: $60,000 - $80,000/year
Benefits: Medical, 401(k) w/ match, PTO, and more.
Client Services Manager Responsibilities:
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
- 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
- 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
Numbers & Facts
| Location | San Antonio, TX |
| Industry | Staffing/Employment Agencies |
| Salary | $60,000–$80,000 Per Year |
| Company Size | 100 to 499 employees |
| Year Founded | 1984 |
| Website | http://www.claytonpersonnel.com |
About Company
Clayton Servies is a Houston-based staffing and recruiting firm. For over 37 years, Clayton Services has been helping talented job seekers find great job opportunities with leading companies including multiple Fortune 1000 organizations. Apply today to make your job search easy!
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