Client Services Manager & Team Lead (Hybrid)

CBIZ; Atlanta (GA); Hybrid; USD 110,000 - 160,000; Full time

Job summary

CBIZ, Inc. (NYSE: CBZ) is a leading professional services firm delivering accounting, tax, advisory, benefits, insurance, and technology services to middle-market businesses nationwide. This role involves supervising staff, leading teams, and contributing to hiring, compensation, and policy decisions.

The position emphasizes accountability, mentoring, and strategic execution across departments. The incumbent will oversee operations, ensure compliance with regulations, manage client

Qualifications

• At least 6 years of experience in area of expertise with increasing complexity.
• At least 4 years' experience supervising and leading staff.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrate industry experience and technical knowledge in area of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all organizational levels.
• Expert knowledge of state and federal legislation and regulations impacting discipline.
• Expertise in managing clients.
• Advanced problem solving and critical thinking skills.

Responsibilities

• Achieve organizational objectives through the coordinated achievements of subordinate staff.
• Assumes accountability for decisions made by subordinate staff.
• Supervise staff to assure accountability and stewardship of department resources.
• Provide input into hiring decisions and disciplinary actions.
• Execute annual goals and priorities and influence service direction.
• Lead, coach, and mentor subordinate staff; address grievances.
• Analyze problems and interpret policies with solid subject matter knowledge.
• Exercise judgment within procedures to determine action.
• Additional responsibilities as assigned.

Skills

Leadership

Staff supervision

Communication

Problem solving

Client management

Regulatory knowledge

Education

Bachelor's degree preferred

Job description

CBIZ, Inc. (NYSE: CBZ) is a leading professional services firm delivering accounting, tax, advisory, benefits, insurance, and technology services to middle-market businesses nationwide. This role involves supervising staff, leading teams, and contributing to hiring, compensation, and policy decisions.

The position emphasizes accountability, mentoring, and strategic execution across departments. The incumbent will oversee operations, ensure compliance with regulations, manage client