Client Service Manager

Client Service Manager Location: Miami, FL Compensation: $100,000 to $120,000, depending on experience Schedule: Full-time Work Model: On-site A well-established international financial services organization is seeking a Client Service Manager to support the continued growth and modernization of its Miami operations. This role will be based in a state-of-the-art professional office environment and will play an important part in strengthening the client service framework, improving operational workflows, and supporting a consistent, high-quality client experience. This is an excellent opportunity for a service-oriented and operations-minded professional who enjoys building structure, improving processes, and working across departments. The Client Service Manager will help support a newly established service and case management function, with a focus on client inquiries, issue resolution, account transitions, reporting, CRM usage, workflow automation, and cross-functional coordination. The ideal candidate will bring experience in banking, financial services, customer service operations, case management, CRM systems, process improvement, and stakeholder communication. Responsibilities Support and oversee client service activities related to account transitions, integrations, and continued business growth Coordinate the intake, tracking, escalation, and resolution of client inquiries, service requests, and operational issues Serve as a central point of coordination between Business, Operations, Compliance, IT, and other internal departments Assist in building and managing a structured case management process within Salesforce Service Cloud Support workflows for intake, categorization, routing, escalation, tracking, reporting, and resolution Partner with IT and business stakeholders to support CRM implementation, optimization, and process improvement Support the implementation and refinement of workflow automation, AI-supported service tools, and chatbot capabilities Prepare and maintain reports related to case management activity, service trends, response times, operational performance, and client service metrics Identify opportunities to improve workflows, service standards, reporting, automation, and internal coordination Help build scalable client service processes that support long-term operational efficiency and service excellence Collaborate with internal teams to ensure client-facing issues are handled with professionalism, urgency, and accuracy Qualifications Bachelor’s degree in Business Administration, Finance, Information Systems, Communications, Operations Management, or a related field strongly preferred 6+ years of experience in banking operations, financial services, client service, customer experience, case management, project management, or a related operational role Experience in banking, financial services, or another regulated service environment preferred Experience with Salesforce Service Cloud, CRM platforms, workflow systems, or automation tools strongly preferred Experience supporting workflow automation, chatbot implementation, AI-supported service tools, or digital service initiatives preferred Experience supporting account transitions, operational integrations, client onboarding, account migrations, or service process improvement preferred Strong organizational, analytical, problem-solving, written communication, and verbal communication skills Ability to manage multiple priorities, deadlines, internal stakeholders, and service-related escalations Strong attention to detail, sound judgment, adaptability, and ability to work cross-functionally Benefits Competitive base salary, from $100,000 to $120,000, depending on experience Opportunity to help build and improve a client service function within an international financial services environment Exposure to CRM optimization, workflow automation, AI-supported service tools, and operational transformation Collaborative role with visibility across business, operations, compliance, and technology teams Professional on-site office environment in a state-of-the-art building in Miami, FL Opportunity to contribute to meaningful process improvement, service standards, and long-term operational scalability ttg Talent Solutions is an Equal Opportunity Employer and recruiting agency. We are committed to fostering an inclusive and diverse work environment and welcome applications from all qualified candidates regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. All offers of employment are contingent upon the successful completion of a background check and any additional screenings required by our client. We are dedicated to maintaining a professional, safe, and respectful workplace for all. #J-18808-Ljbffr ttg Talent Solutions, Inc.