Client Services Manager

Client Services Manager

Our company is looking for a Client Services Manager. This person will be responsible for ensuring a positive and seamless experience for our clients throughout their interactions with the company. They will work closely with various departments to improve client satisfaction and drive engagement. This position is open to hybrid and/or remote work environments (Hybrid preferred), and is based out of Plano, TX.

Job Type: Full Time – Hybrid or Remote

Duties and Responsibilities:

• Develops and implements strategies to enhance the overall client experience.
• Acts as the primary point of contact for clients, addressing their inquiries and concerns promptly.
• Analyzes client feedback and data to identify trends and areas for improvement.
• Collaborates with cross-functional teams to create and refine client touchpoints.
• Creates and delivers training for staff on best practices for client interaction.
• Monitors and reports on client satisfaction metrics to guide strategic decisions.
• Monitors trends in client metrics and strategizes on how best to utilize this information with the individual clients to ensure maximization of business flow.
• Manages client onboarding processes to ensure a smooth transition.
• Facilitates regular client check-ins and feedback sessions.
• Stays updated on industry trends to proactively address client needs.
• Regular travel required.

Requirements:

• Bachelor's degree in Business Administration, Marketing, or a related field.
• Proven experience in client management or customer service roles.
• Experience in the financial services industry preferred with an emphasis on working with Banks, Credit Unions and Lenders.
• Strong analytical skills and experience with customer feedback tools.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team environment.
• Proficiency in Power BI software and MS Office Suite.
• Strong problem-solving skills and a proactive approach.

Benefits:

• Medical, Dental and Vision Insurance
• Paid Time Off
• Paid Holidays

Open to hybrid at our facility in Plano TX, or fully remote with the ability to travel to Plano, TX as needed. Must be able to do overnight travel to client sites as required.