Client Services Manager Job Description: Top Duties and Qualifications

A Client Services Manager, or a Customer Services Manager, is responsible for maintaining professional relationships with clients to support company revenue and outreach. Their duties include contacting existing clients to discuss new products or services, renewing client contracts to guarantee company revenue and researching new leads to onboard clients.

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Client Services Manager duties and responsibilities

Client Services Managers must be excellent communicators capable of leading a team. They are responsible for externally-facing relationships with clients as well as internally-facing relationships with Client Services Representatives. Client Services Managers have the following job duties and responsibilities: 

  • Provide outstanding customer service to clients
  • Manage a staff of Client Services Representatives
  • Enlist support from the marketing team to reach new clients
  • Create and maintain a client communication platform
  • Promote cross-departmental communication

Client Services Manager Job Description Examples


Client Services Manager

Expanding in Dade, Broward and Palm Beach Counties! Several positions available!

We are expanding our footprint in the local South Florida area. Having already dominated Central Florida and many other markets within 49 US States, we are now seeking passionate, self-motivated, entrepreneurial spirits to join and grow with us! With endless growth potential and no glass ceilings, professional and financial success will be unlimited. Your success is our success!

About US

We are a 120-year-old company

Serve Thousands of Businesses, State & Local Governments and School Systems

Rated Best Places to Work – (Glassdoor)

A+ (Superior) Financial Strength Rating – [website] Best Company)

A1 for Financial Strength – (Moody's)

A+ “Strong” for Financial Strength – (Fitch)

Ward’s Top 50 – (Ward Group)

A+ Rating – (Better Business Bureau)

Benevolent and Charitable

Applicant Requirements

Result driven

Coachable, receptive and goal oriented

Focused with a drive for success

Self-motivated, entrepreneurial spirit

Honesty, integrity, positivity

Excellent time management

Organizational skills

Proficient computer literacy

Above average written and verbal communication

Relationship builder with a desire to help people

Clean background

Smart phone and computer

Valid driver’s license

Reliable transportation


Meeting with clients to determine needs

Offering superb customer service

Setting appointments with existing and future clients

Providing continuous excellent support

Offering services recommendations based on needs approach

Working within company systems accurate record keeping

What WE Provide

Extensive, detailed, comprehensive training

Superb management and administrative support

Unlimited earning potential

Opportunities to earn performance-based rewards of trips and bonuses

Prompt career path advancement

First year average of $45,000 to $55,000 or more

Full-time position with longevity and security 45

Please provide resume and be prepared to provide references

Job Type: Full-time

Salary: $45,000.00 to $55,000.00 /year

This Job Is Ideal for Someone Who Is:

  • People-oriented -- enjoys interacting with people and working on group projects

  • Achievement-oriented -- enjoys taking on challenges, even if they might fail

  • -- enjoys working with little Monday to Friday
  • ×

    Client Services Manager

    Our firm seeks a highly qualified, motivated and client centered individual to join a very successful small financial advisory firm in Maitland Florida. Our firm has been in operation since 2009 and is one of the most successful and fastest growing financial advisory firms in our market. We are looking for a special individual to join our small team. Loyalty and dedication are extremely important considering the nature of our work with our clients.

    This person should be able to demonstrate a successful track record at building and operating systems that are focused around client services as well as be entrepreneurial in spirit. This person should be able to problem solve with very little oversight and have the ability to be a quick learner and embrace technology.

    Compensation will be dependent on prior experience and expectations to learn existing systems and help continue develop new systems. Prior work experience in the financial advisory field is a plus but not required.

    Job Type: Full-time

    Salary: $35,000.00 to $45,000.00 /year


  • Microsoft Office: 3 years (Required)

  • Client Services: 3 years (Preferred)

  • Windows 10: 5 years (Required)


  • High school or equivalent (Required)

    Work authorization:

  • United States (Required)

    Additional Compensation:

  • Bonuses

    Work Location:

  • One location


  • Paid time off

    This Job Is:

  • A job for which military experienced candidates are encouraged to apply

  • Open to applicants who do not have a college diploma

  • A job for which people with disabilities are encouraged to apply


  • Monday to Friday

  • No weekends

    Benefit Conditions:

  • Only full-time employees Temporarily due to Covid-19
  • ×

    Client Services Manager

    Carter & Clark is one of the country’s largest, privately-held professional services firm, providing nation-wide land surveying, engineering and construction staking services since 1975. We are a fast-growing technology-driven company where you can do work that matters. If you are highly motivated and willing to work hard, we have opportunities for rapid advancement in both your knowledge and pay, including professional licensing and management career paths.

    We have an immediate opening for a Client Services Manager. This position is a direct liaison between our clients and company, The Client Services Manager performs a wide variety of duties that contribute to the successful operation of the Account Management Department. Responsibility include data entry, documentation control, order entry, and seamless facilitation of client-customer operational support

    Essential Functions

  • Manage incoming calls and email communication with clients to place work orders, confirm job status, answer questions, provide solutions, and ensure timely resolutions to issues

  • Open and maintain customer accounts by recording account information

  • Data entry of client orders, account, and contact information

  • Creation and management of job-related files and documents, including resolution of discrepancies

  • Electronic upload of survey deliverables to clients

  • Management and reporting of jobs not yet ready for completion or placed on hold

  • Manage outgoing and incoming mail and packages

  • Identify and assess clients’ needs to achieve satisfaction

  • Build sustainable relationships of trust through open and interactive communication

  • Assist with maintaining and posting information on company’s digital workspace

  • Provide administrative support as needed to management

  • Utilize our company mission, vision and core values to accomplish goals

    Essential Qualifications

  • 2+ years’ experience performing customer service or similar duties in related field

  • Associate degree in business, finance, customer service or similar area

  • Familiarity with customer service systems and practices

  • Strong data entry, typing, and computer skills including use of MS Office programs

  • Focus on accuracy and attention to detail

  • Desire and ability to work in a fast-paced, production environment

  • Willingness to work outside of normal business hours such as nights, holidays or weekends

    KEY Performance Indicators TO Measure JOB Performance

  • Order count (number of orders entered/processed)

  • Number of orders on hold

  • Number of orders on hold for “Field Not Ready”

  • Client NPS Score (measurement of customer satisfaction)

  • Clients’ utilization of Carter & Clark technology

    Compensation & Benefits

  • Salary commensurate with experience

  • Comprehensive benefits package and company perks

    Job Type: Full-time

    Salary: $35,000.00 to $45,000.00 /year


  • customer service skills: 2 years (Preferred)

    Work Location:

  • One location


  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off


  • Monday to Only full-time employees eligible
  • What does a Client Services Manager do?

    Client Services Managers typically work for corporations across a variety of industries, including healthcare, manufacturing, retail and marketing, to ensure a steady stream of clients for their company. They maintain expert knowledge of new products, services or campaigns within the company to provide clients with insightful information that persuades them to renew contracts and make purchases. Their job is to coordinate with the sales, marketing and customer service departments to advocate for client needs and provide valuable information about their buying habits. 

    They may also lead a team of client service professionals to help maximize their outreach to new and existing clients.

    Client Services Manager skills and qualifications

    The ideal Client Services Manager will have skills and qualifications focused on communication and relationship-building. Client Services Managers will also have strong management skills and be comfortable soliciting new clients. The following skills and qualifications are recommended for Client Services Managers: 

    • Strong verbal and written communication skills
    • Well-versed in sales strategies and prepared to recruit new clients 
    • Organization skills
    • Excellent management skills 
    • Prioritization and delegation skills
    • General computer knowledge

    Client Services Manager salary expectations

    A Client Services Manager makes an average of $62,792 per year. Salaries for Client Services Managers are dependent on geographical location, years of experience and education. 

    Client Services Manager education and training requirements

    Client Services Managers must have at least a high school diploma. Earning a bachelor’s degree in business administration, communications or business management is usually required as well. Many companies will provide on-site training for Customer Services Managers, but job seekers can also earn professional certificates to boost their applications. The specific professional certificate they should earn depends on the industry in which the hiring company operates. 

    Client Services Manager experience requirements

    There are several ways for Client Services Managers to gain relevant experience. Some Client Services Managers promote to the position from a position as a Customer Services Representative. Some receive higher education before joining the job force. To become a Client Services Manager, an applicant must have either a bachelor’s degree in a related field or at least 5 years of customer service experience.

    Job description samples for similar positions

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    Frequently asked questions about Client Services Managers


    What should you look for on a Client Services Manager resume?

    When reviewing resumes for a Client Services Manager position, there are a few key qualifications that highlight whether or not a candidate has the right background to assume the role. Look over their previous work experiences to determine whether or not they have experience working in sales or a related area. Past job positions as a Sales Representative, Customer Service Representative or Client Service Representative demonstrate that a candidate has experience working with sales tactics and interacting with customers. 

    Further, research the companies they worked for to determine which industries they have the most experience working in. If you operate an IT solutions firm and a candidate previously worked for a software company this implies that they have the right knowledge to help clients understand the IT solutions you offer.


    What are the daily duties of a Client Services Manager?

    On a typical day, a Client Services Manager starts by checking phone messages and emails from clients or employees. They participate in meetings with the sales, marketing or customer service teams to learn about recent client feedback and provide insights into new products or marketing campaigns going forward. They also meet with upper management to discuss contract renewals, new clients and potential leads to pursue. 

    Throughout the day, Client Service Managers have phone conversations with clients to discuss new offerings and help them better understand their purchases. They also cold call leads and provide a sales pitch to persuade potential clients to enlist their services. Client Services Managers also make themselves available to Client Service Representatives and other employees to answer questions and offer advice.


    What qualities make a good Client Services Manager?

    A good Client Services Manager is someone who uses their sales experience in combination with their leadership qualities to oversee client relations across a range of company employees. Client Services Managers also have a personable nature that enables them to engage in positive and effective communication with existing and potential clients. They should also have a dedication to their company and the products and services they offer. Their passion for the products and services they sell can help persuade potential clients to continue through the buying process.


    Who does a Client Services Manager report to?

    A Client Services Manager typically reports to a Client Services Executive or another member of the upper-management team. The Client Services Executive provides Client Services Managers with leads and important sales information for them to relay to members of their team and related departments.

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