Client Services ManagerClayton Services is searching for a Client Services Manager to join a well-established financial services organization in San Antonio. The Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a team of financial professionals.Job Type: Direct Hire Pay Rate: $60,000 - $80,000/year Benefits: Medical, 401(k) w/ match, PTO, and more.Client Services Manager Responsibilities:Serve as the primary point of contact for clients via phone, email, and in-person interactionsAnswer incoming calls and direct inquiries appropriatelyProcess client account service requests, including distributions, beneficiary updates, address changes, account transfers, contribution modifications, and other account maintenance activitiesCoordinate client communications and ensure requests are completed accurately and timelyAssist with appointment scheduling, calendar management, and meeting preparationMaintain client records and documentation within company systemsSupport payroll processing and general administrative office functionsAssist with office operations and ensure a professional client experienceMonitor advisor licensing and registration requirementsSupport client events, marketing initiatives, and business development activitiesCollaborate with advisors and support staff to ensure exceptional customer serviceOther duties as assignedClient Services Manager Skills and Abilities:Strong customer service and relationship management skillsExcellent verbal and written communication abilitiesExceptional organizational and time management skillsStrong attention to detail and accuracyAbility to manage multiple priorities in a fast-paced environmentProficiency with Microsoft Office Suite and business software applicationsAbility to maintain confidentiality and exercise sound judgmentBilingual Spanish skills preferredClient Services Manager Education and Experience:3+ years of experience in client services, administrative support, office management, or operationsExperience within financial services, banking, insurance, accounting, wealth management, or other professional services environments preferredExperience supporting multiple stakeholders and managing competing prioritiesExperience handling confidential client informationHigh school diploma required; college degree preferredClient Services Manager - Immediate need. Apply today!