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SRS Acquiom

Client Services Manager

SRS Acquiom

Manager of Client Services at SRS Acquiom overseeing operations and workflows. Ensuring timely information delivery and exceptional client experience for shareholders and internal teams.

Posted 6/5/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $90,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact
  • Overseeing the daily workflows and operations of the Client Services team
  • Ensuring shareholders and internal team members have accurate, timely information
  • Delivering an exceptional client experience
  • Effectively handling and diffusing escalated issues
  • Building and maintaining rapport within and between teams that work directly with Client Support
  • Managing daily department functions and recommending ways to improve processes
  • Maintaining department training materials and Knowledge Bank
  • Interpreting complex excel spreadsheets and guidelines for accurate responses
  • Assisting in reporting and tracking Client Services Statistics
  • Actively participating in staff recruitment
  • Implementing performance reviews and coaching direct reports
  • Coordinating team schedule(s) and approving time off, timecards, and team expenses

Requirements

What you’ll need
  • Bachelor’s degree in business or related field required; or equivalent combination of education, training, and experience
  • 1-3 years of operational management experience including direct supervisory oversight preferred.
  • Previous experience managing multiple tasks that require a high level of attention to detail in a busy office environment.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Advanced knowledge of Microsoft Office Suite
  • Experience using and training staff to use sophisticated CRM systems, such as NetSuite.

Benefits

Comp & perks
  • Day‑one coverage: medical, dental, and vision plans so you’re protected from the start
  • A 401(k) with a 4% company match to keep your future on track
  • Discretionary time off - take the time you need, when you need it
  • Employer‑paid life insurance, with the option to add extra coverage for peace of mind
  • Employee Assistance Programs for confidential support when life gets complicated
  • Discounted pet insurance (because furry family members count, too)
  • A fitness credit to back your health and wellness goals
  • Pre‑tax plans for dependent care, transportation, and flexible spending

ATS Keywords

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Hard Skills & Tools
operational managementsupervisory oversightattention to detailreportingdata analysisperformance reviewscoachingprocess improvementExcelCRM systems
Soft Skills
client experienceproblem-solvingcommunicationteam collaborationconflict resolutiontrainingtime managementorganizational skillsinterpersonal skillsadaptability
Certifications
Bachelor’s degree