Client Services Manager

Client Services Manager

Our client, an established organization in the financial services sector, is seeking a highly organized and relationship-driven Client Services Manager to strengthen client engagement and streamline daily business operations. This is an exciting opportunity to become a central contributor within a close-knit, collaborative team, where your ability to build relationships, anticipate needs, and keep business priorities moving forward will have a direct impact on the organization's success.

This Role Offers:

• Opportunity to make a visible impact within an established financial services organization.
• Close collaboration with experienced professionals across client-facing and internal business functions.
• Broad responsibilities spanning relationship management, business operations, and administrative coordination.
• A collaborative, team-oriented environment where initiative, accountability, and strong performance are valued.
• Opportunity to strengthen operational processes, contribute new ideas, and develop professionally.

Focus:

• Serve as a primary point of contact for client inquiries, delivering responsive service, consistent follow-through, and professional communication.
• Coordinate client meetings, conference calls, calendars, and timely distribution of relevant business information.
• Maintain organized client records, contact databases, communication lists, and account documentation to support efficient daily operations.
• Collaborate with internal stakeholders to coordinate client initiatives, support relationship development, and ensure smooth information sharing.
• Monitor business development activities, maintain pipeline information, and organize updates to support team priorities and follow-up.
• Assist with marketing materials, website updates, vendor coordination, and other administrative activities that support business operations.
• Support billing inquiries, account follow-ups, occasional interview scheduling, and process improvements that enhance overall efficiency.

Skill Set:

• Demonstrated ability to manage business relationships, streamline daily workflows, and provide dependable organizational support in a professional setting.
• Strong organizational skills, exceptional attention to detail, and the ability to balance competing priorities and deadlines.
• Excellent written and verbal communication skills, with a professional, relationship-focused approach to client interactions.
• Sound judgment, discretion, initiative, and reliability when managing sensitive information and confidential business matters.
• Proficiency with business productivity tools, including calendars, spreadsheets, presentation software, and contact management or CRM platforms.
• Ability to collaborate across teams, solve problems independently, and adapt to changing business needs in a fast-paced environment.
• Ability to work full-time onsite in New York City, five days per week. Experience in financial services or a related professional services setting is a plus.