Client Services Manager / Office Manager

Client Services Manager

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!