Remote Client Success Manager - Financial Services

Aldridge Pite, LLP; Delray Beach (FL); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Company Paid Life and Disability Ins.

Medical, Dental and Vision Plans with

401K Retirement Savings Plan

Flexible scheduling

Generous PTO for full-time employees

Remote equipment provided

Job summary

Aldridge Pite, LLP is seeking a Client Manager to maintain and enhance relationships with clients, monitor client systems, and drive productivity for assigned accounts in a fully remote role.

You will lead client meetings, define SLAs and scorecards, collaborate with operations, and train staff on client directives. Strong communication and industry knowledge are essential for success in this fast-paced environment.

Qualifications

• 3–5 years' default industry knowledge.
• Bachelor's degree required or 7+ years in default.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Highly organized with strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Strong team player and able to work effectively in a team environment.
• Self-starter with exceptional ability to identify and solve problems.
• Able to occasionally work evenings or weekends to meet objectives.

Responsibilities

• Drive action plans around underperforming client portfolios.
• Serve as an escalation contact and ensure client issues are addressed by the appropriate teams.
• Ensure clients are aware of any process changes and procedures including operational changes.
• Partner with internal teams to facilitate timely resolution of issues or problems presented by clients and compliance.
• Solicit client feedback on firm’s performance.
• Strategically focused and responsible for client satisfaction and ongoing communication.

Skills

Client relationship management

Communication skills

Self-starter

Strong organizational skills

Team player

Education

Bachelor's Degree

Tools

Microsoft Excel

PowerPoint

Word

Job description

Aldridge Pite, LLP is seeking a Client Manager to maintain and enhance relationships with clients, monitor client systems, and drive productivity for assigned accounts in a fully remote role.

You will lead client meetings, define SLAs and scorecards, collaborate with operations, and train staff on client directives. Strong communication and industry knowledge are essential for success in this fast-paced environment.