CrawlJobs Logo

Senior Manager, Client Service Teams

United States, Palo Alto 147050.00 - 220800.00 USD / Year · Job Posted February 20, 2026
Apply Position
Job Link Share

Job Description

The Senior Client Service Manager will play a key role in advancing the firm’s commitment to client service excellence. In this newly created position, you’ll support the Client Service and Client Feedback programs while helping shape other firmwide initiatives that strengthen client relationships. This is an exciting newly created role within our Business Development team, offering the chance to shape and grow the position from the ground up. The individual in this role will have direct exposure to some of the firm’s fastest-growing companies and most established, long-standing clients. You’ll collaborate across Business Development, Legal Project Management, Professional Development, and other administrative teams to develop and deliver strategies that make a tangible impact on how the firm partners with its clients. This role reports to the Client Service Program Lead.

Job Responsibility

  • Lead and manage select clients, including development of client plans, setting engagement and revenue goals, and tracking progress across service lines
  • Act as a connector across internal teams and client stakeholders to ensure seamless delivery of the Firm's capabilities
  • Analyze market and client research to identify opportunities from emerging trends, challenges, and legal needs within the various growth sectors
  • Map key decision-makers and influencers within target client organizations and support relationship development strategies with internal client teams
  • Build and maintain a strong personal network of senior-level client contacts to advance the Firm's positioning and objectives
  • Monitor client satisfaction and ensure ongoing alignment between client needs and Firm offerings
  • Work closely with the Events team to identify, evaluate, and coordinate firm participation in relevant conferences, panels, sponsorships, and networking
  • Track and report on metrics, client engagement activities, and revenue performance against plan, providing insights and recommendations for improvement
  • Champion knowledge-sharing initiatives within the firm related to CSP clients and sector trends, supporting training, client debriefs, and internal updates
  • Contribute to special projects and strategic initiatives as directed by various leadership stakeholders
  • Utilize the firm’s Client Relationship Management platform, Salesforce, to provide and analyze key relationship insights to Client Service Teams
  • Supports the firm’s value reporting strategy in partnership with Finance, Innovation, and other administrative departments at the firm
  • Advises on improvements to team operational processes to increase efficiency and enhance internal client service

Requirements

  • 7+ years of experience in related field, preferably in a law firm or professional services environment
  • Bachelor’s degree required
  • Strong customer service ethic
  • Demonstrated ability to build strong working relationships across all levels of the organization and work effectively both independently and with others
  • Exemplary communication skills, both verbal and written
  • Extremely detail-oriented, with superior proofreading and fact-checking skills
  • Strong project management skills with the ability to manage multiple priorities/deadlines
  • Must be proficient in the use of MS Office, including PowerPoint, Word, and Excel
  • Aptitude for learning new software, systems, databases, and procedures quickly
  • Ability to work both independently and collaboratively in hybrid team environments
  • Self-motivated, positive attitude, and a deep curiosity about technology, life sciences, and the new energy economy
  • Ability to travel and attend key events and meetings on occasion

What we offer

  • Highly competitive salary and benefits package
  • Discretionary year-end merit bonus based on performance

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Manager, Client Service Teams

8 matching positions

Senior Client Service Manager

This role is responsible for managing the end-to-end delivery of multiple advert...
Location
Location
Australia , Sydney
Salary
Salary:
Not provided
blis.com Logo
Blis
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years’ experience in digital media, preferably within programmatic and/or mobile
  • Strong experience across advertising technology platforms (e.g. MOAT, IAS, DCM, ad servers, DSPs)
  • Proven ability to lead client relationships, driving strategy, communication, and outcomes
  • Excellent written and verbal communication skills
  • Strong understanding of client objectives and programmatic success metrics
  • Highly organised with strong time management skills and the ability to manage multiple priorities
  • Confident working both independently and collaboratively within a team
  • Advanced skills in Excel and PowerPoint
  • Strong analytical and problem-solving skills, with the ability to interpret data across multiple platforms
  • Technically proficient, with strong commercial acumen
Job Responsibility
Job Responsibility
  • Partner with clients to identify, develop, and implement solutions that meet their key objectives
  • Consult and educate clients on product capabilities, solutions, and best practices
  • Analyse campaign data and insights to inform strategy, optimisation, and implementation
  • Build and maintain strong relationships with clients and agency partners (media, creative, marketing)
  • Deliver regular reporting that clearly demonstrates campaign performance and outcomes
  • Identify and present upweight and upsell opportunities to drive incremental revenue
  • Lead end-to-end client experience, ensuring delivery against KPIs and SLAs
  • Collaborate cross-functionally to align internal teams and deliver on client objectives
  • Maintain accurate pipeline tracking, including monthly budget allocations
  • Develop and present post-campaign analysis (PCA) to clients and agencies
  • Fulltime
Read More
Arrow Right

Senior Manager, Client & Industry Solutions

Ready to be the architect of cross-border growth? As a key player on our Client ...
Location
Location
United States , New York
Salary
Salary:
150000.00 - 200000.00 USD / Year
alterdomus.com Logo
Alter Domus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Commercially Wired: Proven track record in origination or business development within asset management (Private Equity, Private Credit, Real Assets), fund services, or European financial services
  • Connected: You've built a powerful NYC-based network within alternative investments and know how to leverage it
  • Collaborative & Strategic: You've successfully partnered with Sales and Relationship Management teams to close complex deals
  • Self-Starter: You thrive working autonomously, navigating sophisticated opportunities from inception to close
  • Influencer: Exceptional stakeholder management skills—you build trust quickly and get things done across functions
  • Driven: Results-oriented mindset with relentless motivation to win
Job Responsibility
Job Responsibility
  • Drive our European Desk growth strategy in North America identifying new opportunities and amplifying existing relationships that matter
  • Activate your NYC network of law firms, placement agents, and advisors to uncover cross-border opportunities
  • Build a revenue-generating pipeline alongside Sales and Relationship Managers, aligned to our most strategic European offerings
  • Work with GTM to create the tools and framework for cross sell growth
  • Become the go-to expert on sophisticated product solutions: Cross border Fund Administration operating models, Parallel fund structuring and domiciliation, Fund distribution strategies, Host AIFM and Depositary models
  • Connect the dots across our global ecosystem: Sales & Relationship Management teams, Alliance & Partnerships, European product, legal, and service delivery experts, Onboarding and operations
  • Stay ahead of European regulatory evolution (AIFMD, distribution frameworks, ESG)
  • Shape thought leadership and elevate client conversations around European fund innovation
What we offer
What we offer
  • Support for professional accreditations
  • Flexible arrangements, generous holidays, plus an additional day off for your birthday
  • Continuous mentoring along your career progression
  • Active sports, events and social committees across our offices
  • 24/7 support available from our Employee Assistance Program
  • The opportunity to invest in our growth and success through our Employee Share Plan
  • Fulltime
Read More
Arrow Right
New

Senior Client Service Associate

Robert Half is partnering with a well-established and highly respected Wealth Ma...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of leadership experience within Wealth Management or Financial Services
  • Previous experience managing or mentoring a client service or operations team
  • Active Series 7 and Series 63 licenses required
  • Strong leadership, communication, and relationship-building skills
  • Executive presence with the ability to communicate effectively with Financial Advisors, C-suite executives, and high-net-worth clients
  • Excellent organizational, time management, and problem-solving abilities
  • Experience improving operational processes and driving team performance
  • Working knowledge of investment operations, brokerage products, and regulatory requirements
  • Proficiency with Microsoft Office Suite and Salesforce
  • Client-first mindset with a commitment to delivering exceptional service
Job Responsibility
Job Responsibility
  • Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture
  • Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience
  • Monitor team performance, identify opportunities for process improvement, and implement operational best practices
  • Partner with branch leadership on strategic initiatives, resource planning, and operational execution
  • Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence
  • Manage branch workflows, priorities, and operational resources to support business objectives
  • Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication
  • Support hiring, onboarding, coaching, and ongoing development of team members
  • Assist with budget oversight and branch operational planning
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right

Senior Client Manager

As a Senior Client Manager at NTT DATA, your role will center on building and nu...
Location
Location
United States , Texas
Salary
Salary:
115000.00 - 213000.00 USD / Year
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years in a technology sales position with recent experience supporting global clients
  • Seasoned experience in a global partner management role
  • Seasoned experience in a sales environment and/or customer service role
  • Seasoned experience in the IT or professional services industry with a focus on business development and/or sales
  • Seasoned experience in driving alignment to a common vision and working across multiple stakeholders to achieve sales growth
  • Seasoned sales orientation with experience working with clients and business teams to create sales-orientated solutions and services
  • Seasoned experience gained in a similar client manager role
  • Seasoned experience working with Salesforce.com contact platform
  • Bachelor's degree or equivalent in business or a sales related field
Job Responsibility
Job Responsibility
  • Manages and grows relationships to drive expansion and renewals across all solution areas within assigned regional clients
  • Builds relationships and influences stakeholders
  • Works with and through company's network of offices to deliver an excellent client experience in each relevant market
  • Realizes revenue and margin targets and maximizes sales opportunities through connecting client needs with company offerings and solutions
  • Develops and drives organization strategy with local client managers within assigned regional accounts
  • Uses engagement skills to establish account strategies with key stakeholders
  • Minimizes churn and maximizes retention in assigned accounts
  • Use company's sales tools (for example, Salesforce.com) and methodology to effectively manage the accounts, opportunities, pipelines and forecast
  • Be fully aware of and understand the International Trade Policy
  • Meets or exceeds quota targets through comprehensive account management
What we offer
What we offer
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Flexible spending or health savings account
  • Life and AD&D insurance
  • Short and long term disability coverage
  • Paid time off
  • Employee assistance
  • Participation in a 401k program with company match
  • Additional voluntary or legally-required benefits
  • Fulltime
Read More
Arrow Right

Senior Client Manager, FinTech Sales

As a Client Manager at NTT DATA, your role will center on building and nurturing...
Location
Location
Taiwan , Taipei
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong sales business acumen, with a focus on planning and leveraging tools to meet business requirements
  • Proven skills in client engagement and management throughout the client lifecycle to improve relationships and drive sales growth
  • Deep knowledge of NTT DATA's offerings, client applications, use cases, and market trends
  • Ability to identify and advance opportunities at assigned clients and prospects
  • Extensive experience in global partner management and sales environments, with a focus on business development
  • Proficiency in using Salesforce.com or other CrM platforms
  • Capability to drive alignment to a common vision across multiple stakeholders
  • A collaborative mindset and the ability to adapt communication styles for diverse audiences
  • Proven ability to work independently, with strong problem-solving skills, and influence team members to achieve short- to medium-term goals
  • A bachelor's degree or equivalent in business or a sales-related field
Job Responsibility
Job Responsibility
  • Building and nurturing relationships with our assigned accounts, ensuring client satisfaction, and driving expansion across all solution areas
  • Using state-of-the-art tools and methodologies to understand clients' needs and offer tailored solutions
  • Managing and growing relationships by leveraging strategic thinking and advanced planning skills, coordinating with our global network of offices to deliver exceptional client experiences
  • Meeting revenue and margin targets while minimizing client churn and maximizing retention
  • Developing and implementing account strategies using knowledge of latest technology sales methods and trends
  • Working closely with key stakeholders to realize business opportunities, contribute to revenue growth, and support clients throughout their buying lifecycle
  • Using tools like Salesforce.com to manage accounts, opportunities, pipelines, and forecasts
  • Analyzing the client's situation, planning strategically, and navigating various geographies to drive sales engagement and meet quota targets
  • Acting as the first point of contact to address client issues and ensure consistent client satisfaction
  • Transforming clients' needs into actionable solutions to help them achieve their business goals with our services
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate | Wealth Management Firm

A growing, client-focused wealth advisory practice in the Bay Area is seeking a ...
Location
Location
United States , Concord
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain
Job Responsibility
Job Responsibility
  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate

Jennifer Fukumae with Robert Half Financial Services division is partnering with...
Location
Location
United States , Sunol
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
  • 3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
  • Strong understanding of investment products, account structures, and regulatory frameworks
  • Excellent interpersonal and client relationship skills
  • Experience working with CRM systems, financial planning tools, and Microsoft Office
  • Series 65 license (or equivalent) preferred or willingness to obtain
Job Responsibility
Job Responsibility
  • Partner with financial advisors to support onboarding and integration of new client relationships
  • Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
  • Maintain accurate client and prospect records across CRM and internal systems
  • Serve as a trusted support partner during client meetings and relationship management activities
  • Lead select client review meetings and assist with presenting financial planning updates
  • Gather and organize client financial data to support comprehensive planning and investment strategy discussions
  • Assist with preparation and implementation of financial plans
  • Respond to client inquiries regarding accounts, transactions, and planning-related requests
  • Support account opening, maintenance, and servicing across multiple custodial platforms
  • Ensure all client interactions and activities are documented within CRM systems
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Client Service Associate — Wealth Management

We're recruiting on behalf of a well-established boutique RIA that is deliberate...
Location
Location
United States , Woodland Hills
Salary
Salary:
85000.00 - 110000.00 USD / Year
strategicemployment.com Logo
Strategic Employment Partners
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of Senior CSA experience
  • RIA or wealth management firm background
  • Direct HNW client interaction
  • Full ownership of account ops — openings, transfers, ACATs
  • Schwab Advisor Services experience (Tamarac a plus)
  • Experience mentoring or guiding junior staff
  • Series 65 preferred but not required
  • US Citizens and Permanent Residents are welcome to apply
  • Unable to provide sponsorship at this time
Job Responsibility
Job Responsibility
  • You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales
  • The right person takes ownership, communicates proactively, and genuinely thrives in a senior client service role
What we offer
What we offer
  • Discretionary bonus
  • Fulltime
Read More
Arrow Right