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Client Services Manager Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated 5 November 2025
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7 min read

A Client Services Manager, or Client Relations Manager ensures that clients receive the highest standard of service possible from their company. Their duties include communicating with clients regularly, gathering client feedback and encouraging further sales from the client.

Client Services Manager duties and responsibilities

A Client Services Manager is primarily responsible for client satisfaction and increasing sales. It’s their job to assist clients, resolve issues and implement changes that can strengthen the company’s relationship with its clients. Other duties and responsibilities of a Client Services Manager include:

  • Onboarding new clients and develop working relationships
  • Leading and developing a team of sales representatives or customer care specialists
  • Generating sales or service reports for clients and senior management
  • Coaching and supporting team members to help them meet company goals
  • Keeping documentation and records of client interactions for training purposes
  • Conducting customer service presentations and workshops
  • Developing surveys and obtaining client information
  • Offering advice to clients on products or services

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Client Services Manager Job Description Examples:

Example 1

Ability Plus have a brilliant opportunity to join a successful CSP firm in the North of the Island. Our client requires a Client Services Manager to manage a varied portfolio of trust and corporate structures holding a range of assets including real estate investments. You will work closely with the client accounting, compliance and statutory teams to ensure that all matters are addressed on a timely basis whilst also providing support and supervision to the Administration Team. To be successful in this role, you will hold a relevant CSP qualification i.e. STEP, ICSA.

This role is based on the Isle of Man, initial interviews will take place remotely but a move to the Island will be required by the successful candidate.

About the Isle of Man

The Isle of Man is a leading international business centre renowned for its innovation, professionalism, and long-standing policy of positive engagement with international initiatives and standards. The Isle of Man has its own democratically elected Parliament and judicial system. In addition, the Isle of Man has a stable and diverse economy, with advanced infrastructure, a financially rewarding business environment, and an enviable quality of life.

In the Isle of Man, residents enjoy low taxes; pay 0% Capital Gains Tax, 0% Inheritance Tax, and 0% Stamp Duty.

The successful candidate will be eligible for the Isle of Man National Insurance Holiday Scheme which allows newly employed, relocated, or returning residents to apply for a refund on their National Insurance contributions for their first year of living or returning to the Isle of Man, with refunds capped at £4,000.

Under the new scheme, an individual earning a £30,000 salary will take home £27,450 in their first year of living in the Island – £3,650 more than their UK counterparts. This represents a 15% increase compared with the UK as those earning the same salary would keep £23,800.

Job Types: Full-time, Permanent

Salary: £40,000.00-£50,000.00 per year

Additional pay:
  • Performance bonus
  • Yearly bonus
Benefits:
  • Company pension
  • Private medical insurance
Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Friday

Application deadline: ID: 15417

Example 2

Fantastic national financial advice firm who provide financial planning services to a vast longstanding UK spread client bank are recruiting for a Client Services Manager to look after the Client Services team of 8 across both Weybridge and Watford offices.

You will have a vital role ensuring the smooth day to day running of operations across both locations, working with peers and managers to ensure consistent approach to administration across the locations, ensuring all admin duties are carried out compliantly and best practice is adhered to at all times.

Ideal candidates will come from a wealth management background, within either senior administration or paraplanner and have a sound understanding of the financial planning process. You will be a proven leader, having managed or supervised a team be confident communicating at different levels. It is desired you will hold the Level 4 Diploma in Financial Planning, or be working towards this.

As part of the role you will split your time between your Weybridge and Watford team, being present in the office to support your teams. You will receive a salary of upto £45k + a strong benefits package.

Duties to include:

· Manage operational team and their workloads across 2 offices

· Effective work allocation enabling capacity to be identified and productivity maximised

· In the event work demand exceeds supply support the team on wealth admin

· Review operations processes, identify and implement process improvements and standardisation

· Ensure all the business processes are documented, reviewed regularly and are being adopted across all offices

· Ensure Admin record case notes and update records timely to enable accurate MI and reporting to Directors

· Continuously review the client experience/journey process to identify and implement improvements

· Performance management, talent identified, with development plans in place and under performance is managed appropriately

· Deal with all commission/fee queries in a prompt manner

Job Types: Full-time, Permanent

Salary: £40,000.00-£45,000.00 per year

Benefits:
  • Additional leave
  • Company events
  • Company pension
  • Sick pay
Schedule:
  • Monday to Friday

Experience:
  • Financial services: 3 years Location: One location

Example 3

Client Services Manager – Glasgow

Mall Solutions Europe are a leading Commercialisation consultancy and management company supplying our services to shopping centre owners and property managers throughout the UK and Europe. We are looking for an exceptional candidate to take on this exciting new role to deliver best in class commercialisation.

Commercialisation refers to all income streams that fall outside of standard in-line shop units in shopping malls such as short and long-term Mall Retail, Brand Promotions and Partnerships, Advertising and Vending along with other initiatives that enhance the customer experience whilst generating revenue for our client.

It is highly likely you have previously worked in a business development, sales or account management position and have a passion for prospecting and new business. The successful candidate should be able to develop a robust sales pipeline and bring out of the box thinking and innovative ideas to the table. The position will have 2 direct reports therefore some supervisory/management experience is preferred but not essential.

We would like to invite applications from candidates who possess:

· A minimum of 2 – 3 years business experience in a sale, business development or account management position - essential

· Experience in the shopping centre/retail industry – favourable but not essential

· Can demonstrate experience in prospecting leads along with strong business development and negotiation skills - essential

As we offer a support and mentoring programme candidates from all sectors that have these essential skills are welcomed along with those with previous commercialisation experience.

The key responsibilities of the role:
  • To implement the agreed mall retail strategy
  • Identifying and sourcing new mall retailers and keeping an active pipeline of mall retail operators, both locally and nationally.
  • To source and implement innovative, award winning mall retail
  • To develop a high level of understanding of the key national and local mall retail market trends and their impact on revenue
  • Building and managing existing mall retailer relationships and conforming to the compliance requirements
  • To manage the mall retail merchandising standards of kiosks on site
  • Managing commercialisation performance to meet or exceed set targets.
  • To project manage the process for the delivery of mall retail installations to ensure that installs are fully compliant from a H&S perspective.
  • Building and maintaining strong working relationships with the rest of the Centre Management and stakeholder teams.

Key competences required:

· Self-motivated

· Pro-active

· Confident

· Good communication and presentation skills

· Attention to detail

· Excellent sales and negotiation skills

· Teamwork and Collaboration

· Customer/Client relationship focus

· Intermediate to advanced Microsoft Office skills

Please apply with CV.

Job Types: Full-time, Permanent

Based in central Glasgow

Salary: £25,000.00-£30,000.00 per year

Job Types: Full-time, Permanent

Salary: £25,000.00-£30,000.00 per year

Additional pay:
  • Commission pay
  • Yearly bonus
Benefits:
  • Flexible schedule
  • Sick to Friday

Example 4

Vision Independent Financial Planning is a dynamic, established, financial advice network, founded and based in Cornwall.

Having been founded 13 years ago by just two advisers and their wives, we pride ourselves on having retained a real family feel, throughout all areas of our business, despite our rapid growth. We are looking for an experienced manager to run our busy Client Services department in our award-winning Head Office team. Having recently won an award for the Best Financial Advisers to Work For 2022 at the Professional Adviser Awards, we are extremely proud of the culture we have created.

We believe our people are our biggest strength; we treat our people with care and respect, openly encouraging collaboration. We genuinely believe finding the right person is as important as previous experience and qualifications, as full, hands on training will be provided. The ideal candidate will have excellent attention to detail and thrive whilst working in a busy office environment, with the ability to adapt to ever changing workload requirements.

The successful applicant will be based in our head office in Falmouth. The primary role of the Client Services Team Manager it to act as the figurehead of the Client Services Team, overseeing quality and completeness checking of all new business and review paperwork submitted by the wider IFA network. You will act as a role model, driving positive change and team centric behaviours.

Responsibilities & expectations

  • Manage and support the Client Services Team, including regular one to ones and twice yearly appraisals
  • Supervise the process of all business submissions from our network of Independent Financial Advisers (IFAs)
  • Ensure smooth handling of case paperwork, leading the team in carrying out quality and completeness checks
  • Manage workloads to ensure lead times are adhered to
  • Handle queries arising from IFA case submissions
  • Provide excellent service to all IFAs and the Vision management team
  • Oversee the training and development of new and less experienced members of the team
  • Ensure that all data in input accurately in accordance with data security legislation, including reporting of any data breaches, as outlined by company policy
  • Report weekly totals of completed work to the Network Support Manager
  • Select completed case work for secondary checking as per policy
  • Attend external training and events where necessary
  • Assist the Network Support Manager with any additional reporting checks as and when necessary

Key skills
  • Customer focused with great active listening skills
  • Previous team management experience
  • High level of attention to detail
  • Ability to work under time pressure to specific deadlines
  • Knowledge of and IFA network of Financial Services preferred
  • Excellent written and verbal communication skills

Benefits:
  • Excellent company pension scheme
  • Generous annual discretionary bonus scheme
  • 25 days holiday plus bank holidays, increasing with levels of service
  • Employee Assistance Programme
  • Long service awards
  • Access to Share Incentive Plans and Save As You Earn Schemes
  • Cycle to work scheme

Job Type: Full-time

Salary: From £26,000.00 per year

Schedule:
  • Monday to Friday

Ability to TR11 4SZ: reliably commute or plan to relocate before starting work (required)

Example 5

Client Services Manager – Broadstone, Poole

· Up to £55,000 + Depending on Experience

· 37.5 hours per week

Our client, A Medical & Dental accountancy practice, is looking to acquire an experienced accountant / client services manager to join their team in the Broadstone area of Poole. The successful candidate will lead the client services team and will be a main point of contact for client liaison. Due to the nature of the role, this vacancy will be suited to accountants with experience of dealing with GP / Medical accounts.

Main responsibilities of the role:

· Portfolio management

· Review of accounts production, corporation, and personal tax returns

· To be the point of contact for client liaison, providing business advice

Client liaison

· Meeting clients to discuss accounts.

· Where appropriate and jointly with India team, recommend financial actions by analysing accounting reports.

· Advise clients on areas of business improvement.

· Detect and prevent money laundering.

Account Management

· To ensure accurate and timely billing and receipt.

· Ensure India team is on schedule with invoice raising and client fee payment.

· Standardise and update client engagement letters.

Management

· Weekly update with SKS by Skype, monthly meetings as required/possible.

· Improve processes by developing or implementing best practices.

· Manage UK based accounting / admin staff as required.

· Maintain professional and technical knowledge by attending educational workshops- reviewing professional publications; establishing personal networks; participating in professional societies.

Business Development

· Business Development - assist SKS Business Development Director as required to acquire new clients.

· Meet prospective clients, discuss requirements, and create proposals

· Extend the value chain by introducing new services to existing clients at all touch points.

The successful candidate will have:

Due to the nature of the role, it is essential that all applicants have a minimum of 3-5 years of post-qualification experience within an accountancy firm. They will also have experience of leading a team and must be comfortable in a client facing role.

Our client is pleased to be able to offer the following benefits:

· Healthcare

· Discount scheme (High st, gyms, wellbeing)

· Pension Salary Sacrifice

· Cycle Scheme

If you feel you have the experience required for this Client Services Manager vacancy and are interested in finding out more information, then please contact Ollie at Hexis Recruitment on:

Phone: 02080 650066

Job Types: Full-time, Permanent

Salary: Up to £55,000.00 per year

Benefits:
  • Company events
  • Company pension
  • Cycle to work scheme
  • Private medical insurance
Schedule:
  • Monday to Friday

Ability to commute/relocate:
  • Broadstone, BH18 8AS: reliably commute or plan to relocate before starting work (required)

Experience:
  • Accounting: 4 years (required)
  • Client Facing: 2 years (required)

Licence/Certification:
  • ACCA / ACA or equivalent Location: One location

Example 6

Job Description – Client Services Manager

Employer:

Taylor Wealth Management Ltd

Job title:

Client Services Manager

Reports to:

Practice Director

Main location:

The Barn, Hampden Chase, Rignal Road, Little Hampden, HP16 9PT

Contract tenure:

Permanent

Remuneration:

£Competitive + Bonus + Pension + Private Health Cover

Role purpose:

Responsible for developing the Practice’s brand and marketing strategy with which to strengthen relationships with existing clients and attract prospective new enquiries.

Key duties and responsibilities:
  • Work with the Practice Director and Advisers to develop and implement the Practice’s marketing strategy and annual marketing plan that strengthens the relationship with existing clients and attracts prospective new clients;
  • Update and implement the current client servicing strategy;
  • Management of the internal CRM system to ensure all clients receive the agreed service levels;
  • Act as main point of contact for all clients on ‘non-advice’ queries;
  • Arrange and prepare all review meetings for advisers;
  • Deliver agreed marketing campaigns on an ongoing basis;
  • Manage the distribution of marketing material to clients and new prospects;
  • Support the Partner with the end-to-end management of client events;
  • Evaluate and measure the effectiveness all client events and produce relevant management information with which to inform future strategies;
  • Assist in planning and management of marketing budget;
  • Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
  • Maintain a good working relationship with colleagues, clients and third parties.

Specific authorities:

Key holder for Practice office, management of the marketing budget.

Special requirements:

Occasional travel to other SJP locations.

Person specification:

Knowledge and experience:
  • Previous experience in a marketing/support role, ideally in financial services or related sector;
  • Advanced knowledge of marketing, ideally holding a Marketing degree or equivalent;
  • Knowledge of digital marketing and implementing a marketing campaign;
  • Knowledge of relevant regulation and legislation (desirable);
  • Comfortable with/experienced in using electronic (client) data systems;

Skills and behaviours:
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
  • Good organisation skills;
  • Attention to detail;
  • Manages time effectively with the ability to multi-task;
  • Keeps calm when faced with conflicting demands and handles these effectively;
  • Demonstrates a positive attitude at all times;
  • Works well on own tasks as well as on shared goals as part of a team;
  • Open to change with a creative approach to problem solving.

This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the Practice are expected to be flexible in undertaking the duties and responsibilities attached to their role and may be asked to perform other duties which reasonably correspond to the general character of their role and their level of responsibility.

Job Type: Full-time

Salary: From £30,000.00 per year

Benefits:
  • Company pension
  • Private medical insurance
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus scheme

Ability to commute/relocate:
  • Great Missenden, HP16 9PT: reliably commute or plan to relocate before starting work Location: One location

Example 7

Ede & Ravenscroft is committed to delivering the traditional values which have built its reputation, holding all two royal warrants and crafting fine quality clothes. We supply ceremonial robes for all occasions, dress the judiciary (including providing handmade wigs) and ensure that graduates from all over the world look their best at graduation ceremonies and have high quality photographs to remember their day.

We are currently recruiting a high calibre full-time [36.25 hrs. per week] Client Services Manager based working from home with regular travel to clients / venues & head office. Immediate start is preferred.

Role Purpose:
  • Field role covering Designated List of Clients. Working with a list of designated clients
  • To keep Client Institution staff up to date with the range of Enet’s functionality and capability.
  • To provide training to Client Institution in the use of Enet.
  • To develop and maintain relationship between Ede & Ravenscroft and client staff responsible for graduation ceremoniesTo ensure clients use ENet to share key information to support excellent service delivery and two-way communication.
  • To update and maintain Customer Relationship Management (CRM) system

Main duties will include:
  • Communicate benefits of using E&R’s ceremony management system, eNe & delivering eNet training
  • Manage & maintaining day-to-day working of eNet with new & current clients as required
  • Conduct site visits prior to ceremonies and other events and advise both client and E&R Departments on the suitability of intended venues, advising on best use of space and other logistics
  • Understanding of needs/ongoing liaison with clients to deal with any queries & problems (face to face & remotely) & ensuring timely submission of Ceremony information from clients
  • Assist with the uploading of data
  • Providing system updates to clients and maintaining client reminders and scheduled emails / notifications
  • Obtain and feedback relevant client information to ensure CRM is kept up to date. Submit client report after every visit/contact, (before and after ceremonies) noting who within E&R should be informed, in order to assist in the dissemination of
  • information
  • Monitor all aspects of client satisfaction with E&R, ensuring all issues are addressed
  • Oversee E&R operations at ceremonies and other events ensuring that clients’ expectations are met and adapting where necessary to resolve issues on-site, ensuring successful operations
  • Ensure all clients are contacted before and after every ceremony, and the client comments reported back
  • Maintain an ongoing awareness of E&R’s products and services
  • Continuous testing of the system and reporting of errors and areas of improvement & collating client requests to be analysed by the Client Services Manager and IT department

To be considered for this position, you must have:
  • Role Related Expertise at selection – Qualifications, skills, knowledge and competencies
  • Customer focussed with the ability to communicate effectively
  • Excellent ability to identify risks and proactively anticipate problems, resolving them where necessary
  • Ability to self-motivate & enthusiastic about change
  • Good negotiation and persuasion skills
  • Experience of building effective relationships, influencing and negotiating – with internal as well as external contacts
  • Ability to approach clients in professional and credible manner
  • Experience of dealing with individuals at all levels of an organisation
  • Results orientated, demonstrating commercial thinking & approach
  • Good organisational skills
  • Prior experience of using and managing B2C or B2B web portals, customer databases, and CRM.
  • Excellent computer literacy with good working knowledge of systems and software packages & enthusiastic about automation & continuous improvement
  • Confident in explaining the benefits of using an in-house system, training up clients, uploading data & dealing with day to day systems enquiries, with support from the eNet Manager for more technical queries
  • Likely to be a graduate or have a similar qualification

Additionally, you must have excellent communication skills coupled with an organised and proactive approach. In return you will be offered a chance to join a successful business and supportive team with a competitive package.

We offer a diverse working environment where our colleagues are valued and respected within a strong and dynamic business. We are an Equal Opportunities employer.

To apply for this position, please send your CV with a covering letter ing ‘Client Services Manager’' in the subject line.

Job Types: Full-time, Permanent

Benefits:
  • Work from home
Schedule:
  • Monday to Friday

Experience:
  • Client Services: 1 year ID: Client Services Manager
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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What does a Client Services Manager do?

A Client Service Manager helps ensure clients get high-quality service while the company’s sales goals are supported. They work directly with customers or clients and they also supervise a team of Client Service Representatives. They work to create and implement client service strategies that will improve sales while maintaining client satisfaction. Client Services Managers may work in a range of industries, including insurance, healthcare and beyond.

Client Services Manager skills and qualifications

A Client Services Manager needs excellent communication and interpersonal skills along with practical reporting skills and proficiency in customer management software. A successful Client Services Manager will have various prerequisite skills and qualifications that typically include:

  • Proven ability to identify and reach sales and profitability targets
  • Ability to act on customer feedback and provide meaningful solutions
  • Ability to lead and develop a successful sales team
  • Working knowledge of relevant software, including spreadsheets and Salesforce
  • Ability to compile and present reports to management
  • Ability to identify and act upon new areas for growth and increase sales
  • Confidence and ability to deal with high-end clients and important collaborators

Client Services Manager experience requirements

Many employers prefer applicants who have prior experience. This may include working as a Client Services Associate or a Customer Service Representative so they understand the duties and responsibilities of the job. Some companies may also require candidates to have at least one year’s worth of experience in a managerial role.

Client Services Manager education and training requirements

The minimum education requirement for a Client Services Manager are usually General Certificates of Secondary Education (GCSEs) and higher education diplomas from colleges, though preference may be given to applicants who have a bachelor’s or master’s degree in accounting or business management. Many employers also require candidates to complete on-the-job training and obtain industry-recognised certifications such as the Institute of Customer Service (ICS) certification, the Institute of Leadership and Management (ILM) certificates in team leading and diplomas in management, National Vocational Qualifications (NVQs) and Scottish Vocational Qualifications (SVQs).

Client Services Manager salary expectations

According to Indeed Salaries, the average salary of a Client Services Manager in the UK, is £31,075 per year. This figure varies depending on several factors, including the company, geographical location and experience.

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