Client Services Manager

The role

We're looking for a proactive, organized professional to be the primary client contact across our portfolio. You'll build strong relationships, gather feedback, and make sure our service quality stays high — bridging internal teams and clients to hit mutual goals.

What you’ll do

• ▸Act as the main point of contact for client service needs
• ▸Develop strategies to maintain and improve service quality
• ▸Run regular client check-ins and gather feedback
• ▸Coordinate with the finance team to deliver on commitments
• ▸Resolve client issues promptly while building long-term relationships
• ▸Implement service best practices and policies
• ▸Track and report on service metrics

What we’re looking for

• ▸Proven client services or account management experience in financial services
• ▸Exceptional communication and interpersonal skills
• ▸Strong problem-solving and diplomatic instincts
• ▸Excellent organizational and multitasking capabilities
• ▸CRM software proficiency
• ▸Bachelor's degree in Business Administration, Finance, or related field

Nice to have

• ▸Experience inside a fractional CFO or controller services firm
• ▸Familiarity with financial management principles

Compensation

Compensation determined by client load. Flexibility in engagement selection.