client services manager

Invespy

Job SummaryAs Client Services Manager, you will be the go-to person for your assigned clients, managing relationships, coordinating internal teams, and ensuring campaigns are executed with excellence. You&rsquo;ll oversee project timelines, budgets, and deliverables&mdash;keeping everything running smoothly while ensuring clients&rsquo; expectations are exceeded.Key Responsibilities Client Relationship Management<ul><li>Be the primary point of contact for assigned client accounts.</li><li>Build and maintain strong, long-term client relationships based on trust and delivery.</li><li>Understand clients' businesses and proactively propose solutions to meet their marketing needs.</li></ul>Campaign &amp; Project Management<ul><li>Oversee day-to-day delivery of multi-channel campaigns (digital, print, OOH, etc.).</li><li>Collaborate with creative, digital, and media teams to ensure timely, high-quality output.</li><li>Track project progress, adjust timelines, and solve issues as they arise.</li></ul>Strategy &amp; Planning<ul><li>Support the development of campaign strategies aligned with client objectives.</li><li>Participate in brainstorming sessions and contribute ideas during planning and pitch phases.</li><li>Review campaign performance metrics and compile reports for clients.</li></ul>Financial Management<ul><li>Prepare estimates, manage budgets, and track client billing and invoicing.</li><li>Ensure financial accuracy and profitability of each account.</li></ul>Qualifications &amp; Experience<ul><li>Bachelor&rsquo;s degree in Marketing, Communications, Business, or a related field.</li><li>3&ndash;5 years of experience working at an advertising or creative agency is essential.</li><li>Proven track record of managing real estate or hospitality sector clients is preferred.</li><li>Demonstrated success in handling end-to-end client campaigns with multiple deliverables and stakeholders.</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>Do you have advertising agency experience?</li></ul>Location:<ul><li>Dubai (Required)</li></ul>

Client Services Manager - ADVERTISING AGENCY EXPERIENCE IS A MUST

First Abu Dhabi Bank (FAB)

<div>
 
 Job Responsibilities
 
 
 
 The Manager, Client Services is responsible for assisting the Elite Banking business segments with daily
 
 
 operational matters as well as providing high level of customer service to new and existing clients.
 
 
 The Manager, Client Services will be embedded with the Sales Team, however they are independent from the
 
 
 Sales functioned and managed by the Head of Elite Client Support to ensure standardization of services
 
 
 rendered to the front line across all Manager, Client Services. The role is also to convey to the Quality
 
 
 Assurance Team process gaps, opportunities to reduce turnaround time to increase efficiency, reduce errors
 
 
 and enhance controls.
 
 
 This is a fast paced, office based working environment with persistent pressure to meet deadlines and to
 
 
 handle multiple assignments at any given time.
 
 
 
 The Manager, Client Services Must
 
 
 
 <ul>
 <li>
 Be a highly motivated individual with good interpersonal and communication skills (multi-lingual
 
 
 </li>
 </ul>
 being an advantage)
 
 
 <ul>
 <li>
 Demonstrate high levels of professional discretion and work ethics as well as having the ability to
 
 
 </li>
 </ul>
 handle difficult situations/clients in a calm positive manner.
 
 
 <ul>
 <li>
 Demonstrates a willingness for personal development through ongoing internal and external training
 
 
 </li>
 </ul>
 programs
 
 
 <ul>
 <li>
 Adheres to the Banks timings and work structure
 
 
 </li>
 </ul>
 To support Elite Head and Team Leaders for coordination and administration activities to enable the dayto-
 
 
 day running of Elite unit.
 
 
 
 Generic And Job Specific Accountabilities
 
 
 
 <ul>
 <li>
 Provide high quality &amp; unbiased service to all clients assigned to the RM either by phone, emails or in
 
 
 </li>
 </ul>
 person in relation to any query or request they have.
 
 
 <ul>
 <li>
 Client point of contact in the absence of the RM.
 </li>
 <li>
 Provide assistance to the RM&rsquo;s in opening and closing accounts. Performs necessary compliance and
 
 
 </li>
 </ul>
 KYC checks etc. &amp; ensuring error free submissions. Following up with clients for remediation
 
 
 (documents only) of existing accounts, which has to be achieved within the required timeframe, with
 
 
 the ability to escalate concerns, errors in documentation to the functional manager.
 
 
 <ul>
 <li>
 Process all clients Transfers/Remittances/FD/FX deals etc. within agreed TAT as per SLA agreements.
 
 
 </li>
 </ul>
 Obtaining special rates and tracking from end-to-end for successful completion. Monthly MIS report
 
 
 will be generated and escalated to Line manager and Quality Assurance to identify delays in order to
 
 
 enhance the process. SSO should ensure RFT ( Right First Time ) for all submissions.
 
 
 <ul>
 <li>
 Coordinate with Investment desk, TED, AMO, Custody, Securities for all Investment trades for end-toend
 
 
 </li>
 </ul>
 follow up. Monthly MIS on turnaround time with the respective business units to be escalated to
 
 
 the Line Manager and the Quality Assurance team
 
 
 <ul>
 <li>
 Perform signature verification checks and make call backs as per requirement (if permitted by TL)
 </li>
 <li>
 Liaise with internal stakeholders for any follow-ups
 </li>
 <li>
 Liaise with international branches as and when required (if applicable)
 </li>
 <li>
 Provide clients with updated bank and portfolio statements. MIS on the volume of requests to be
 
 
 </li>
 </ul>
 provided to the Line Manager and Quality Assurance.
 
 
 <ul>
 <li>
 Prompt follow-up and delivery of security items e.g. Debit/Credit cards, cheque books, returned
 
 
 </li>
 </ul>
 cheques. Ensure proper registration and storage of the same. Relevant registers are required to be
 
 
 updated and exceptions to the process is to be escalated to the Line Manager.
 
 
 <ul>
 <li>
 Logging and continuous follow-up of all customer complaints in the CMS system within the TAT to
 
 
 </li>
 </ul>
 ensure customer satisfaction. Monthly MIS will be shared with management to monitor and identify
 
 
 any customer complaint trends which can be recommended for corrective action.
 
 
 <ul>
 <li>
 Update and monitor all trackers daily/weekly/monthly and ensure correct registration of any
 
 
 </li>
 </ul>
 documents received from clients to maintain audit flow
 
 
 <ul>
 <li>
 Attend internal/external training as required for business needs as well as personal development
 </li>
 <li>
 Monitor and escalate the ICCS system for the relevant department as requested
 </li>
 <li>
 Assist in mentoring and training other staff whenever possible
 </li>
 <li>
 Provide cover during leave periods for colleagues
 </li>
 <li>
 Strict adherence to Banks policies and procedures, compliance, and regulatory requirements
 </li>
 <li>
 Zero unsatisfactory comments from audit. Complete and timely co-operation with any requests from
 
 
 </li>
 </ul>
 audit or compliance
 
 
 <ul>
 <li>
 Willing to move from segment to segment as per management request.
 </li>
 <li>
 Any other additional tasks as assigned by management.
 </li>
 </ul>
</div>

Manager, Client Services

<div>
 
 First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We&rsquo;re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you&rsquo;ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger &ndash; together.
 
 
 
 
 
 
 Job Description
 
 
 
 
 The Manager, Client Services is responsible for assisting the Elite Banking business segments with daily operational matters as well as providing high level of customer service to new and existing clients.
 
 
 
 
 The Manager, Client Services will be embedded with the Sales Team, however they are independent from the Sales function and managed by the Head of Elite Client Support to ensure standardization of services rendered to the front line across all Manager, Client Services. The role is also to convey to the Quality Assurance Team process gaps, opportunities to reduce turnaround time to increase efficiency, reduce errors and enhance controls.
 
 
 
 
 This is a fast paced, office based working environment with persistent pressure to meet deadlines and to handle multiple assignments at any given time.
 
 
 
 
 The Manager, Client Services must :
 
 
 
 <ul>
 <li>
 Be a highly motivated individual with good interpersonal and communication skills (multi-lingual being an advantage)
 </li>
 <li>
 Demonstrate high levels of professional discretion and work ethics as well as having the ability to handle difficult situations/clients in a calm positive manner.
 </li>
 <li>
 Demonstrates a willingness for personal development through ongoing internal and external training programs
 </li>
 <li>
 Adheres to the Banks timings and work structure
 </li>
 <li>
 To support Elite Head and Team Leaders for coordination and administration activities to enable the day-to-day running of Elite unit.
 </li>
 </ul>
 
 
 Generic and Job Specific Accountabilities:
 
 
 
 
 <ul>
 <li>
 Provide high quality &amp; unbiased service to all clients assigned to the RM either by phone, emails or in person in relation to any query or request they have.
 </li>
 <li>
 Client point of contact in the absence of the RM.
 </li>
 <li>
 Provide assistance to the RM&rsquo;s in opening and closing accounts. Performs necessary compliance and KYC checks etc. &amp; ensuring error free submissions. Following up with clients for remediation (documents only) of existing accounts, which has to be achieved within the required timeframe, with the ability to escalate concerns, errors in documentation to the functional manager.
 </li>
 <li>
 Process all clients Transfers/Remittances/FD/FX deals etc. within agreed TAT as per SLA agreements. Obtaining special rates and tracking from end-to-end for successful completion. Monthly MIS report will be generated and escalated to Line manager and Quality Assurance to identify delays in order to enhance the process. SSO should ensure RFT ( Right First Time ) for all submissions.
 </li>
 <li>
 Coordinate with Investment desk, TED, AMO, Custody, Securities for all Investment trades for end-to-end follow up. Monthly MIS on turnaround time with the respective business units to be escalated to the Line Manager and the Quality Assurance team
 </li>
 <li>
 Perform signature verification checks and make call backs as per requirement (if permitted by TL)
 </li>
 <li>
 Liaise with internal stakeholders for any follow-ups
 </li>
 <li>
 Liaise with international branches as and when required (if applicable)
 </li>
 <li>
 Provide clients with updated bank and portfolio statements. MIS on the volume of requests to be provided to the Line Manager and Quality Assurance.
 </li>
 <li>
 Prompt follow-up and delivery of security items e.g. Debit/Credit cards, cheque books, returned cheques. Ensure proper registration and storage of the same. Relevant registers are required to be updated and exceptions to the process is to be escalated to the Line Manager.
 </li>
 <li>
 Logging and continuous follow-up of all customer complaints in the CMS system within the TAT to ensure customer satisfaction. Monthly MIS will be shared with management to monitor and identify any customer complaint trends which can be recommended for corrective action.
 </li>
 <li>
 Update and monitor all trackers daily/weekly/monthly and ensure correct registration of any documents received from clients to maintain audit flow
 </li>
 <li>
 Attend internal/external training as required for business needs as well as personal development
 </li>
 <li>
 Monitor and escalate the ICCS system for the relevant department as requested
 </li>
 <li>
 Assist in mentoring and training other staff whenever possible
 </li>
 <li>
 Provide cover during leave periods for colleagues
 </li>
 <li>
 Strict adherence to Banks policies and procedures, compliance, and regulatory requirements
 </li>
 <li>
 Zero unsatisfactory comments from audit. Complete and timely co-operation with any requests from audit or compliance
 </li>
 <li>
 Willing to move from segment to segment as per management request.
 </li>
 <li>
 Any other additional tasks as assigned by management.
 </li>
 </ul>
 
 
 
 
 
 
 
 Qualifications
 
 
 
 
 
 Job knowledge, Skills and Experience
 
 
 
 
 <ul>
 <li>
 Good understanding of banking products and services.
 </li>
 <li>
 University degree in business/ economics/ marketing or minimum of 3 years work experience in a similar field
 </li>
 <li>
 Ability to work in a team and develop professional relationships over all levels.
 </li>
 <li>
 Excellent interpersonal skills, creative and a self-starter.
 </li>
 <li>
 Good English language skills, both written and spoken, coupled with Arabic would be an advantage. Strong technology skills.
 </li>
 </ul>
</div>

Manager- Client Services - Emiratized Role

CareerFirst Company

<div>
 
 
 Job Summary:
 
 
 
 We are looking for a dynamic and customer-focused
 
 Relationship Manager
 
 to build and maintain strong relationships with clients. The role involves understanding client needs, providing tailored solutions, and ensuring high levels of satisfaction and retention. The ideal candidate will act as the primary point of contact for clients, fostering trust and driving business growth.
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Develop and maintain long-term relationships with clients to drive loyalty and repeat business.
 </li>
 <li>
 Identify client needs and recommend appropriate products or services.
 </li>
 <li>
 Serve as a trusted advisor by providing insights and solutions that align with client goals.
 </li>
 <li>
 Manage client portfolios, ensuring high satisfaction and proactive engagement.
 </li>
 <li>
 Collaborate with internal teams (sales, operations, product, finance) to deliver client solutions.
 </li>
 <li>
 Handle client inquiries, resolve issues promptly, and escalate complex concerns when needed.
 </li>
 <li>
 Identify new business opportunities through upselling, cross-selling, and referrals.
 </li>
 <li>
 Prepare regular reports on client activity, sales performance, and relationship status.
 </li>
 <li>
 Stay informed about market trends, competitor activities, and industry developments.
 </li>
 </ul>
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Marketing, Finance, or related field.
 </li>
 <li>
 
 [5+] years
 
 of experience in relationship management, sales, or client servicing
 </li>
 <li>
 Proven track record of achieving targets and managing key client accounts.
 </li>
 <li>
 Excellent communication, negotiation, and interpersonal skills.
 </li>
 <li>
 Customer-centric mindset with strong problem-solving abilities.
 </li>
 </ul>
 
 
 
 
 
 Key Skills:
 
 
 <ul>
 <li>
 Client relationship management
 </li>
 <li>
 Business development and retention
 </li>
 <li>
 Consultative selling and negotiation
 </li>
 <li>
 Strategic communication and presentation
 </li>
 <li>
 Market and product knowledge
 </li>
 <li>
 Collaboration and team coordination
 </li>
 </ul>
 
 
</div>

Relationship Manager

Switch Recruitment

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Client Support Manager to help support the leadership, development and growth of their successful team of paraplanners and administrators.Responsibilities:<ul><li>Providing first class leadership to the administration and operational teams.</li><li>Oversee day-to-day office operations, ensuring all administrative activities run smoothly</li><li>Ensure client records and back office systems are updated, ensuring data accuracy and confidentiality</li><li>Manage and prioritise workloads ensuring a smooth and efficient operation, in particular during busy periods.</li></ul>Experience:<ul><li>Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment.</li><li>You will have demonstrable experience managing administration and / or paraplanning teams</li><li>A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable.</li><li>You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.</li></ul>In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.

Client Support Manager (Wealth Management)

Penbay Estate Planning Law Center

We are a small, client-focused Estate Planning &amp; Elder Law firm looking for a detail-oriented, warm, and highly organized Paralegal / Administrative Assistant to join our office.This role supports families during important life events and requires strong writing, excellent communication skills, and the ability to stay calm and professional with clients who may be stressed. No prior legal experience is required&mdash;we will train the right person.ResponsibilitiesClient Support<ul><li>Serve as the first point of contact for new and existing clients</li><li>Communicate by phone and email with empathy and professionalism</li><li>Manage scheduling, reminders, follow-ups, and client intake</li></ul>Document Preparation<ul><li>Draft wills, powers of attorney, and trust documents using templates</li><li>Prepare client signing packets and organize documents</li><li>Maintain accuracy with names, dates, and legal details</li></ul>Office Administration<ul><li>Manage calendars, mail, scanning, email, and digital filing</li><li>Maintain CRM records and update client tasks</li><li>Coordinate with financial advisors, CPAs, and care facilities</li></ul>Case Assistance<ul><li>Assist with probate and elder law forms</li><li>Gather client information and track deadlines</li><li>Take notes during meetings and summarize key details</li></ul>Ideal CandidateWe are looking for someone who is:<ul><li>Kind, patient, and professional</li><li>A strong writer with excellent attention to detail</li><li>Comfortable learning new systems</li><li>Organized and able to manage multiple tasks</li><li>Interested in long-term growth in estate planning</li></ul>Backgrounds that often succeed: office administration, customer service, healthcare admin, social work, education, and writing-heavy roles.Requirements<ul><li>Strong written and verbal communication</li><li>Basic computer skills (email, PDF, digital filing)</li><li>Ability to maintain confidentiality</li><li>Reliable, positive, and detail-oriented</li></ul>Legal experience or paralegal training is helpful but not required.Pay &amp; Benefits<ul><li>$24&ndash;$29 per hour, depending on experience</li><li>$500 retention bonus at 90 days</li><li>1 remote day per week after training</li><li>Paid time off and paid holidays</li><li>Professional development in estate planning and elder law</li><li>Opportunities for advancement into Paralegal or Client Services Manager roles</li><li>Free parking</li></ul>Schedule<ul><li>Monday&ndash;Friday</li><li>40 hours per week</li><li>No nights, weekends, or on-call work</li></ul>How to ApplyPlease submit:<ul><li>Resume</li><li>Short introductory note</li><li>Answers to these four questions</li></ul>1. Describe a time you helped a stressed client or customer.2. Write a sample email to a client who missed an appointment and needs to reschedule.3. What does &ldquo;detail-oriented&rdquo; mean to you? Provide an example.4. Describe the type of work environment where you do your best work.Applications without these items will not be considered.Job Type: Full-timePay: $24.00 - $29.00 per hourExpected hours: 40 per weekBenefits:<ul><li>Flexible schedule</li><li>Free parking</li><li>Opportunities for advancement</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Work from home</li></ul>Work Location: In person

Paralegal / Administrative Assistant – Estate Planning & Elder Law

Jet Bridge Consulting WLL

About the Role:We are seeking a smart, presentable, and polished Relationship Manager to represent our organization within a leading airport environment in Saudi Arabia. The ideal candidate will bring international exposure, strong communication skills, and a refined approach to managing high-value relationships across multicultural environments.Candidates with prior experience in any European country and strong understanding of global customer service and hospitality standards will be given preference.Key Responsibilities:<ul><li>Serve as the primary liaison between the airport&rsquo;s premium clients, stakeholders, and internal departments.</li><li>Build and maintain strong, trust-based relationships with airlines, government entities, and VIP clientele.</li><li>Ensure seamless coordination of services to meet and exceed customer expectations.</li><li>Manage and resolve client concerns promptly and professionally, ensuring a superior customer experience.</li><li>Support ongoing initiatives in customer experience, service quality, and stakeholder engagement.</li><li>Provide regular reports and insights to management on client satisfaction and relationship development.</li><li>Coordinate with operational teams to ensure smooth delivery of services and adherence to standards.</li></ul>Qualifications &amp; Experience:<ul><li>Bachelor&rsquo;s degree in Business Administration, Hospitality, Communications, or a related field.</li><li>Minimum 1-2 years of experience in relationship management, client servicing, or front-facing roles.</li><li>Previous professional experience in any European country is mandatory.</li><li>Proven ability to interact confidently with senior executives and multicultural clients.</li><li>Excellent communication skills in English (Arabic is an advantage).</li><li>Professional appearance and demeanor; strong interpersonal and presentation skills.</li><li>Background in aviation, hospitality, or corporate client services preferred.</li></ul>Personal Attributes:<ul><li>Highly polished and presentable, with a customer-centric mindset.</li><li>Confident, diplomatic, and discreet in handling sensitive matters.</li><li>Strong emotional intelligence and cross-cultural understanding.</li><li>Able to thrive in a fast-paced, high-standard airport environment.</li></ul>Compensation &amp; Benefits:<ul><li>Competitive salary and benefits package.</li><li>Housing and transportation allowance (if applicable).</li><li>Medical insurance and annual leave benefits as per Saudi regulations.</li><li>Opportunity to work in a prestigious and international aviation environment.</li></ul>Job Type: Full-timePay: BD400.000 - BD450.000 per month

Relationship Manager - Airport

Search 10000+ Client services manager jobs near you this November. New roles added regularly across leading industries. Apply today.