Client Advisory Manager - Strategic Client Services
PathStone
Pathstone is seeking a Client Advisory professional for its Austin, TX office. The role involves supporting client service, daily operations, and special projects like performance analysis and client presentations. Candidates should have a Bachelor's degree and 4–7 years of experience in financial management. Skills in client service, communication, and advanced analytical abilities are critical. A competitive benefits package is offered, and no visa sponsorship is available for this position. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Advisory Manager - Strategic Client Services in Austin, TX vacancy
- ...Job Description Support our Client Advisory team in all client service, daily operations, and special projects such as performance analysis, investment manager background work, and client presentation material. This role supports the firm’s Austin, TX office. The Advisory...SuggestedWork at officeFlexible hours
PathStone
Austin, TX3 days ago - ...collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations. The Client Service Manager role is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This...SuggestedWork at office
Charles Schwab Careers
Austin, TX3 days ago $90.1k - $209.5k
...Job Description Oracle’s Strategic Customer Engineering organization... ..., acquire, and consume OCI services at scale. Our customers run... ...orchestration layer between Customer Management, Technical Demand, Capacity... ...S. based or U.S. customer or client-facing roles may be required...SuggestedTemporary workFlexible hoursOracle
Austin, TX2 days ago$60k
...Job Description Job Description Client Relationship Manager Austin, TX | Full-Time | In Office... ...providing hands-on exposure to client service,advisor operations, financial planning... ...planning, wealth management, and advisory services ~ Ambition to grow into a...SuggestedFull timeWork at officeSKYLINE WEALTH STRATEGIES, LLC
Austin, TX5 days ago$115k - $145k
...team has partnered with a top CPA and advisory services firm in the amazing and growing city of... ...Austin, TX. We are searching for a Audit Manager with experience in various business... ..., C-Corps, S-Corps) and high net worth clients. Caliber Recruiting Group partners with...SuggestedFlexible hours- ...Private Client Tax Manager Forvis Mazars' Private Client tax advisors provide sophisticated... ...compliance, consulting, and planning services to individuals, multi-generational families... ...Providing tax compliance and tax advisory services to individuals, partnerships,...Flexible hours
FORVIS Mazars US
Austin, TX2 days ago - ...Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. The Senior Client Service Manager, Stock Plan Services (SPS) role is responsible for creating and implementing a world class client experience for our...Full timeLocal area
- Century Fire Protection in Austin, Texas, is looking for an individual to manage customer accounts and ensure satisfaction through effective service coordination. The role entails establishing relationships, coordinating inspections, and preparing proposals while collaborating...
- ...Client Advisory Partner - Water/Wastewater Utilities Date: May 18, 2026 Location: Overland... ..., and Enterprise Evolution on Strategic account management, clarity on playbook and client zippering... ...break into new accounts and expand service offerings; develop a sales lead from...Full timeContract workPart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
Black & Veatch
Austin, TX1 day ago - ...Product Manager What You Do At AMD Changes Everything At AMD... ...As a Product Manager in the Client Strategy team you will drive... ...interviews, surveys, focus groups or advisory councils to understand needs... ..., or fee-based recruitment services. AMD and its subsidiaries are...
Advanced Micro Devices , Inc.
Austin, TX4 days ago - Your opportunity Schwab Stock Plan Services (SPS) provides a variety of solutions to large... ...a world class experience for our clients and to provide the opportunity for the employees... ...to partner with the SPS Relationship Management, Education, Trading, Product Management...Local areaFlexible hoursWeekend work
$133k - $198k
...- for our people, our clients, and our company. We... ...role as a Client Manager for Olsson's Power Delivery... ...sector. You'll be the strategic partner for key... ...success. Lead client service efforts, ensuring exceptional... ...and design, client advisory services, planning, field...Full timeFlexible hoursOlsson
Austin, TX1 day ago- C010 Cherry Bekaert Advisory LLC is looking for a Tax Manager in Austin, Texas. The role involves managing client tax compliance, leading teams, and solving complex tax issues for various industries. The ideal candidate should have a Bachelor’s degree in Accounting, be...
$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast... ...federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure...Full timeLocal areaRemote workFlexible hoursAprio
Austin, TX2 days ago- Charles Schwab in Austin, Texas, is looking for a Client Service Manager to manage complex corporate client relationships. This position requires expertise in equity compensation plans and excellent client interaction skills to ensure client satisfaction. The ideal candidate...
$141k - $290k
...Tax Senior Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating...Immediate startFlexible hoursWeaver
Austin, TX1 day ago$115k - $160k
...Senior Manager, Client Accounting Operations Join Aprio's Client Accounting Services team and you will help clients maximize their opportunities... ..., scalability, and advisory-focused service delivery... ...service, internal teams, and strategic initiatives. The Operations...Full timeLocal areaRemote workFlexible hoursAprio
Austin, TX8 days ago- ...A financial technology company in Austin is seeking a Service Management Analyst to enhance client relationships and ensure high-quality service delivery. In this role, you will manage escalations, support operations inquiries, and maintain service documentation. A Bachelor...
Apex Fintech Solutions
Austin, TX3 days ago - JobRx, Inc. is seeking a Digital Marketing Leader in Austin, Texas, to manage strategic enterprise client relationships. This role involves guiding complex digital media strategies, collaborating across teams, and ensuring measurable business impact through performance...
- ...innovations, and for making a difference to our clients and society. Our workplace embraces... .... Role and Responsibilities The Strategic Client Manager is responsible for generating new... ...the sale of high bandwidth IP transit services together with associated other value-added...Base plus commissionWork at officeLocal areaRemote workHome office
- ..., Quad's goal is to help our clients win every day. We use our data... ...We are looking for a Project Manager with at least two years of... ...educate the client on Quad's services - directly or through the Client... ..., relationship-building and strategic-thinking skills are stellar....Work at officeLocal area
Quad
Austin, TX4 days ago - ...Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations... ...important people decisions. We help clients build better workplaces, where people feel... ...lasting relationships. As a Client Service Manager , you’ll manage a portfolio of small...Full timeLive outWork at officeLocal areaFlexible hours
Gallagher Benefit Service
Austin, TX2 days ago $140k - $195k
...the Role: CrowdStrike is looking for a highly motivated Strategic Advisory Services Manager to help lead a team of consultants focused on helping CrowdStrike... ...initiatives. The team acts as a trusted advisor to our clients and serves as a source of expertise in areas related to...Remote jobFull timeWork experience placementWork at officeLocal area- ...and personal responsibility. The Sr. Client Experience Manager will serve as an advocate for LightEdge... ...team and their client base to build strategic plans, maintain client retention rate... ...of LightEdge processes and client services. Ideal candidates will have excellent...Contract work
- ...work. We’re looking for a warm, personable, and proactive Client Relations Manager to join our team. In this role, you’ll be the friendly face... ...into opportunities. Gather feedback to help us improve our services and ensure client satisfaction. Help identify new opportunities...Flexible hours
$92.32k - $115.4k
A leading fintech company in Austin is seeking an experienced Account Manager to enhance client experiences and provide solutions to complex inquiries. This role requires a strong customer orientation, excellent communication skills, and a minimum of 5 years in the industry...- ...-pronged mission: helping organizations manage and secure their Microsoft environments... ...Success Organization focuses on our most strategic customers. As a Strategic Customer Success... ...driving usage and adoption, supporting services, and reducing churn. This position is...Work at officeFlexible hoursShift work
- ...financial results for Visa's network clients, including both financial services and merchants. Drawing on our... ...consulting, data analytics, brand management, marketing, operational and macroeconomics... ...and Analytics solves the most strategic problems for our clients. The...Work at officeLocal area
Visa
Austin, TX18 hours ago - ...Client Service Manager At Gallagher, we're passionate about delivering exceptional service and building lasting relationships. As a Client Service Manager, you'll manage a portfolio of small group accounts, ensuring clients receive the best possible solutions and support...Live outWork at officeLocal areaFlexible hours
Arthur J. Gallagher & Co.
Austin, TX18 hours ago $80k - $95k
...Job Description Job Description Job Title: Commercial Lines Account Executive | Client Service Manager Salary: $80,000 - $95,000 plus comprehensive health benefits Location: Austin, TX Job Summary: As a Commercial Lines Account Executive or Client Relationship...Work experience placementWork at officeAPR
Austin, TX11 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advisory Manager - Strategic Client Services. Be the first to apply!
Related searches
- client services supervisor Austin, TX
- client relationship manager Austin, TX
- engagement manager Austin, TX
- senior client services manager Austin, TX
- member engagement manager Austin, TX
- client engagement manager Austin, TX
- client executive Austin, TX
- client services coordinator Austin, TX
- client service manager Austin, TX
- strategic engagement manager Austin, TX