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Client Services Manager / Office Manager

Clayton Services

San Antonio, TX

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JOB DETAILS
SALARY
$60,000–$80,000 Per Year
SKILLS
Accounting, Administrative Skills, Banking Services, Business Development, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Detail Oriented, Documentation, Event Marketing, Financial Services, High School Diploma, Insurance, Licensing, Multilingual, Multitasking, Office Management, Payroll Administration, Presentation/Verbal Skills, Professional Services, Record Keeping, Spanish Language, Telephone Skills, Time Management, Wealth Management, Writing Skills
LOCATION
San Antonio, TX
POSTED
19 days ago
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:
  • 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. Apply today!

About the Company

C

Clayton Services

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!

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1984
WEBSITE
http://www.claytonpersonnel.com

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