Client Services Manager
Core
Provide high-level executive support, coordinate projects and priorities, and serve as a communication bridge between clients and finance professionals.
Role type
Senior IC Client Services Manager (Executive Support & Project Coordination)
Builds
Executive schedules, project plans, client communications, and financial coordination workflows
Domain
Professional services / Outsourced accounting and finance
Required skills
Executive support, project management, calendar management, stakeholder coordination, risk identification, document preparation, client onboarding support, financial request routing, AI tool usage, Microsoft 365 proficiency
Preferred skills
C-suite executive support experience, independent project ownership, accounting/finance domain exposure, international client experience, CRM/workflow platform familiarity
Technologies
Microsoft 365, Hubstaff, AI tools (ChatGPT, Microsoft Copilot, Claude)
Responsibilities
Manage complex calendars and competing priorities for senior leadership; coordinate client requests with accountants and financial directors; manage projects from planning through completion; prepare meeting agendas, presentations, and briefing materials; identify project risks and escalate issues; support client onboarding and invoicing coordination.
Seniority
Senior, hands-on IC