Ready To Become A
client Services Manager?
Learn more about the role below — and if it sounds like something you'd like to explore, we'd love to hear from you!
Current Roles
client services manager (csm)
We are searching for a Client Services Manager to join our growing team! Do you have a passion for building strong client relationships and leading high-performing teams?
Qualifications
Applicants must meet the following minimum requirements:
- Leadership Experience: At least 5 years of progressive leadership or management experience in client services, account management, BPO operations, or a closely related field.
- Industry Knowledge: Strong background in financial services, wealth management, BPO, or a closely related industry is preferred.
- Client Relationship Skills: Proven track record of building and maintaining long-term, trust-based client relationships.
- Team Development: Demonstrated ability to coach, mentor, and develop high-performing teams.
- Performance Management: Experience conducting evaluations, implementing training programs, and improving team productivity.
- Business Development: Familiarity with client acquisition, revenue growth strategies, and cross-department collaboration.
Responsibilities
- Account & Team Management: Oversee client relationships, ensuring exceptional service and exceeding expectations. Lead and develop your team, fostering a positive and productive work environment.
- Performance & Staff Management: Utilize your expertise to conduct performance reviews, create training plans, and provide guidance for skill development. Ensure optimal staff workload distribution and identify opportunities for growth within the team.
- Client Focus: Champion strong client relationships, acting as the primary point of contact and conducting regular client catch-up meetings. Proactively identify and address client issues.
- Onboarding & Training: Play a key role in onboarding new clients and staff members, working collaboratively with the People & Culture partner.
Hiring & Growth:
- Hiring Manager: Conduct screening interviews for client compatibility and ensure the right fit for both the client and Levera.
- Business Development: Collaborate with the Levera Business Development Manager as needed, supporting client acquisition and growth strategies.
- Levera Talent Acquisition: Identify the need for additional Levera staff to support client demands and team growth.