If you searched Superstar Sourcing for Client Servicing Manager on January 3, 2026 you'd find 435 great candidates

100%

Z*** J****

Client Success Manager

Dallas, Texas, United States 13 years 3 months

This candidate has direct, recent experience explicitly titled Client Success Manager and Customer Success, indicating a strong functional match across multiple requested areas. Client Success Manager → Director of Customer Success at Latchel → Sr/Associate CSM at AppFolio. Excellent.

LinkedIn Email Phone

Work Experience

Fidelity Investments

Brokerage Operations · 2 years 4 months

Fidelity Investments

Senior High Net Worth Specialist · 1 year 11 months

AppFolio, Inc.

Associate Customer Success Manager · 1 year

AppFolio, Inc.

Customer Success Key Account Manager · 2 years 2 months

+ 6 more positions

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

brokerage operations director

100%

B**** Z****

Vice President, Client Service Manager at BNY Mellon

Jacksonville, Florida, United States 30 years 1 month

This individual has direct, long-term experience as a Client Services Manager, currently at the VP level overseeing this function. Client Services Manager (10+ yrs) → VP at BNY Mellon. Excellent.

LinkedIn Email Phone

Work Experience

BNY Mellon

Trust Associate · 1 year 7 months

BNY Mellon

CT Administrator · 11 years 4 months

BNY Mellon

Workflow Coordinator · 1 year 6 months

BNY Mellon

Client Services Manager · 10 years 3 months

+ 2 more positions

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

workflow client services

100%

K** D****

Client Services Manager at Capital Group

San Antonio, Texas, United States 19 years 4 months

This candidate is an excellent match holding the exact title and extensive experience in client service management. Client Service Specialist → Senior Client Service Specialist → Client Services Manager at Capital Group (18+ years). Excellent.

LinkedIn Email Phone

Work Experience

Capital Group

Senior Client Service Specialist · 5 years 2 months

Capital Group

Client Services Manager · 6 years 4 months

Capital Group | American Funds

Client Service Specialist · 8 years 1 month

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client services client service promotions leadership adaptability engagement accountability

100%

M**** B****

Client Relationship Manager

San Diego, California, United States 8 years 2 months

This person has direct experience in roles explicitly named Client Relationship Manager and Vice President of Retention, perfectly matching multiple criteria. Client Relationship Manager → VP of Retention; 8 years experience. Excellent.

LinkedIn Email Phone

Work Experience

Clear Skies Capital

Processing Support Intern · 3 months

Freelance

Freelance - Business Social Media Services

Clear Skies Capital

Vice President of Retention · 11 months

Clear Skies Capital

Operations Executive · 3 years 6 months

+ 1 more positions

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

financial services account management business development client relations strategic planning social media tax returns answering phones management analytics planning operations +8 more

100%

H**** B****

Client Service Professional

United States 37 years 1 month

This candidate has spent nearly their entire career in a Client Service Professional role, acting as a liaison, ensuring satisfaction, and managing client correspondence/retention. Client Service Professional (37 years) at JPMorgan Chase. Excellent.

LinkedIn Email Phone

Work Experience

JPMorgan Chase

Client Service Professional · 37 years 2 months

JPMorgan Chase Bank

Client Service Professional

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

liaison loans sales maintenance management client service customer experience customer satisfaction maintenance management

100%

M**** D****

Client Service Manager at Wells Fargo

Raleigh, North Carolina, United States 40 years 10 months

This candidate has direct, recent experience holding the exact title of Client Service Manager for a long duration at a major bank. Client Service Manager (Wells Fargo) for 18+ years. Excellent.

LinkedIn Email Phone

Work Experience

Wells Fargo Private Bank

Client Service Manager

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client service

100%

B**** N****

Senior Manager, Customer Success

United States 36 years 1 month

Excellent fit - this individual has spent decades in Senior Client Services Manager and Customer Success roles, managing service delivery, account growth, and reviews. Ex-CenturyLink (26 yrs) → Lumen → Tata Comms (Sr Mgr Customer Success). Excellent.

LinkedIn Email Phone

Work Experience

Lumen Technologies

Customer Success Consultant · 1 year 7 months

Tata Communications

Senior Manager-Customer Success Group, Media Enabled Services · 3 years 5 months

Lumen Technologies (formerly CenturyLink)

Senior Client Services Manager · 26 years 3 months

Chemical Bank

Select Banking Manager · 6 years 7 months

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

liaison negotiations leadership maintenance management banking trainer consolidation safe client services customer service service delivery +5 more

100%

S**** W****

Client Service Manager at Opus Bank

Issaquah, Washington, United States 18 years 7 months

This candidate is an incumbent Client Service Manager with over 14 years in that specific role. Client Service Manager at Opus Bank (14+ yrs) → Assistant Manager at Cascade Bank. Excellent.

LinkedIn Email Phone

Work Experience

Cascade Bank

Assistant Manager · 4 years 4 months

Opus Bank

Client Service Manager · 14 years 4 months

Opus Bank

Client Service Manager · 5 months

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client service

100%

K**** F****

Customer Service Manager at Asset Base Lending

Fort Worth, Texas, United States

This person explicitly holds the exact title for the role requested. Customer Service Manager → Asset Base Lending. Excellent.

LinkedIn Email Phone

Work Experience

Asset Base Lending

Customer Service Manager

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

customer service

100%

T*** H****

Director Of Client Services at Advantage Credit, Inc.

Denver, Colorado, United States 15 years 9 months

Exactly what we are looking for—a Director of Client Services with recent management in client care roles. Director Of Client Services at Advantage Credit, Inc. (4y 2m) → Corporate Client Care Manager (10y 8m) at same company → Small Business Account Manager. Excellent.

LinkedIn Email Phone

Work Experience

Advantage Credit, Inc.

Corporate Client Care Manager · 10 years 8 months

Qwest (Now CenturyLink)

Small Business Account Manager · 1 year 1 month

First California Mortgage Company

Loan Officer Assistant · 8 months

Kroll factual Data

Transcript Verification Specialist · 3 years 8 months

+ 1 more positions

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client services financial services technical support credit analysis va loans small business banking sales analysis va loans consulting +3 more

100%

Z**** B****

Process Innovation Manager at Evolve Bank

Buffalo, New York, United States 13 years 9 months

Excellent fit, directly matching with recent titles like FinTech Success Manager and Client Success Manager who handled high-value client relationships and roadmap planning. SUNY Fredonia → Client Success Manager at SitusAMC (3.5 Yrs) → Fintech Success Manager at Evolve Bank. Excellent.

LinkedIn Email Phone

Work Experience

Worldwide Express

Account Executive · 5 months

SitusAMC

Client Success Manager · 3 years 5 months

Solidifi

Account Specialist · 11 months

Stowe Mountain Resort

Ticket Distributor/ Gate Manager · 1 year

+ 6 more positions

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

science philosophy innovation leadership agile accounting legal management planning msa sla saas +8 more

100%

J**** I****

CUSTOMER SUCCESS MANAGER

Charlotte, North Carolina, United States 11 years 5 months

This candidate is an excellent match, having held multiple Customer Success Manager roles with clear experience in client satisfaction and retention. Sheffield Financial (Sr. CSM) → Ally Financial (CSM). Excellent.

LinkedIn Email Phone

Work Experience

Ally Financial Inc.,

Customer Success Manager · 3 years 1 month

Ally Financial Inc.,

Customer Service Specialist · 2 years 2 months

Amazon

Customer Service Representative · 1 year 2 months

Sheffield Financial, a division of Truist Bank. Member FDIC.

Sr. Customer Success Manager · 5 years 4 months

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

team building customer relations relationship building decision making strategic planning customer support customer retention business operations customer service customer satisfaction performing schedules +8 more

100%

N**** D****

Client Service Manager at KeyCorp

Salem, Oregon, United States 46 years 6 months

Perfect fit - this candidate has held the exact role of Client Service Manager for over 46 years at KeyCorp. KeyCorp (Client Service Manager) for 46+ years. Excellent.

LinkedIn Email Phone

Work Experience

KeyCorp

Client Service Manager

KeyCorp

Client Service Manager · 46 years 6 months

KeyCorp

Client Service manager

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client service

100%

J**** M****

Client Service Manager at Premier Bank

Defiance, Ohio, United States

This candidate currently holds the exact job title requested. Client Service Manager at Premier Bank. Excellent.

LinkedIn Email Phone

Work Experience

Premier Bank

Client Service Manager

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client service

100%

F**** V****

Client Services Manager at Bank of Southern California

Palm Desert, California, United States

Perfect fit - the current and sole listed job title matches the role exactly. Client Services Manager at Bank of Southern California. Excellent.

LinkedIn Email Phone

Work Experience

Bank of Southern California

Client Services Manager

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client services

100%

J**** M****

Vice President, Client Success at BlackRock

San Francisco, California, United States 9 years 10 months

Excellent fit - leading Customer Success Managers after extensive previous roles as a Customer Success Manager and Account Manager, all at a senior level. Account M → CSM → VP, Preqin, BlackRock, CoStar. Excellent.

LinkedIn Email Phone

Work Experience

BlackRock

Vice President · 9 months

Preqin

Team Lead, Customer Success - West Coast · 2 years 3 months

Preqin

Account Manager · 2 years

Crowdmade

Account Manager · 2 years 2 months

+ 3 more positions

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

performing arts leadership management sales onboarding collaboration organizational leadership account management

100%

K**** R****

Client Relations Manager at First Republic Bank

United States

Currently holds the exact job title of Client Relations Manager, which directly matches the core function. First Republic Bank. Excellent.

LinkedIn Email Phone

Work Experience

First Republic Bank

Client Relations Manager

Qualification Criteria 2 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client relations

100%

D**** R****

Customer Service Manager at Wells Fargo

Los Angeles, California, United States

Currently holds the exact title of Customer Service Manager, making this an excellent fit based on title matching. Customer Service Manager at Wells Fargo. Excellent.

LinkedIn Email Phone

Work Experience

Wells Fargo

Customer Service Manager

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

customer service

100%

E**** S****

Client Service Manager at Fifth Third Bank

Cincinnati, Ohio, United States 21 years 2 months

This candidate has direct, recent management experience as a Client Service Manager for over five years. Institutional Account Admin → Client Service Manager. Excellent.

LinkedIn Email Phone

Work Experience

The Historic Boone Tavern

Hostess · 5 months

Berea College Student Crafts

Wood Apprentice · 3 months

Fifth Third Bank

Client Service Manager · 5 years 5 months

Fifth Third Bank

Customer Service Professional · 2 years 7 months

+ 4 more positions

Qualification Criteria 1 met, 2 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

wood sales security maintenance server client service customer service global custody physical security

100%

A** G****

Director, Client Relationships at Lumio Solutions (Formerly SRA Watchtower)

concord, georgia, United States 16 years 9 months

This candidate is currently in a Director of Client Relationships role and has extensive experience across Customer Success and Client Services, making them an exceptionally strong fit. Director of Client Relationships → Director of Client Services / Head of Client Management / VP Customer Success. Excellent.

LinkedIn Email Phone

Work Experience

360factors, Inc.

Vice President of Customer Success · 8 months

S&P Global Market Intelligence

Customer Success Manager, SNL Banker Cloud · 6 years 6 months

S&P Global

Head of SNL Banker Cloud-Client Management · 1 year 6 months

Deluxe

Director, Client Services · 1 year

+ 3 more positions

Qualification Criteria 4 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

director banking technology management consulting research sales reporting accounting analysis risk cloud +8 more

95%

R*** K****

Senior Director of Customer Relations

Sherrills Ford, North Carolina, United States 34 years 7 months

With a title dedicated to 'Director of Customer Relations' and extensive experience in customer service/relations leadership, this is an excellent fit. Jack Henry & Associates (Director CR) → Pinnacle Bank (Director CS) → Oak Brook Bank. Excellent.

LinkedIn Email Phone

Work Experience

PInnacle Bank

Director of Operations · 2 years 8 months

Jack Henry & Associates

Director of Customer Relations · 26 years 2 months

Oak Brook Bank

First VP, Operations · 5 years 10 months

Jack Henry & Associates

Director of Customer Service · 26 years

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

director operations customer relations customer service

95%

S**** S****

Relationship Manager- Private Client Group

Los Angeles, California, United States 18 years 5 months

This candidate has extensive current and recent experience explicitly titled in client relationship management and account management across 18 years. Flagstar → Relationship Manager; First Republic → Client Relations Manager; Bank of America → Account Manager. Excellent.

LinkedIn Email Phone

Work Experience

First Republic Bank

Internal Account Executive · 5 years 8 months

Bank of America

Proficiency Coach (Trainer) Underwriting & Fulfillment · 4 years 3 months

First Republic Bank

Client Relations Manager · 9 years 7 months

Bank of America

Team Manager Mortgage Default Servicing · 2 years 5 months

+ 5 more positions

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client relations driving operations trainer underwriting mortgage

95%

T*** G***

Client Success Leader | Problem Solver | Mentor | Coach l Committed to Personal and Professional Growth

Matawan, New Jersey, United States 30 years 2 months

Excellent fit as the headline specifically mentions Client Success Leader and recent experience includes Director, Client Service. BNY Pershing (various roles) → Apex Fintech Solutions (Sr Dir, Client Service). Excellent.

LinkedIn Email Phone

Work Experience

BNY Pershing

Director · 2 years

BNY Pershing

Director · 2 years

BNY Pershing

Director · 3 years

BNY Pershing

Director · 5 years

+ 5 more positions

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

coaching mentoring director operations process improvement service delivery client service customer service

95%

T**** P****

Client Relationship Manager at Ascensus

Marietta, Georgia, United States 21 years 9 months

This professional has a long tenure as a Client Relationship Manager focusing on service delivery and client issue resolution, strongly aligning with the requested role. Client Relationship Manager - Client Services at Ascensus → Account Manager - Client Services at Ascensus. Excellent.

LinkedIn Email Phone

Work Experience

NADA

Client Services Manager - Dealer Retirement Services · 6 years

NFP Executive Benefits

Account Manager - Benefit Plan Services · 2 years

Ascensus

Client Relationship Manager - Client Services · 11 years 1 month

Ascensus

Account Manager - Client Services · 2 years 10 months

+ 1 more positions

Qualification Criteria 2 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

retirement consultants sales documentation organized liaison marketing legal testing calculations reports preparation +8 more

95%

C**** S****

Sr.AVP-Customer Success Associate Manager

Fuquay-Varina, North Carolina, United States 9 years 5 months

This candidate has extensive current and recent experience as a Customer Success Associate Manager with management duties akin to a Client Servicing Manager. Sr.AVP-Customer Success Associate Manager at Wells Fargo → Senior Assistant Vice President, AVP Consumer, Small & Business Banking at Wells Fargo → Customer Success Associate Manager at Wells Fargo → Lead Customer Success Representative at Wells Fargo. Strong.

LinkedIn Email Phone

Work Experience

Wells Fargo

Senior Assistant Vice President, AVP Consumer, Small & Business Banking · 6 months

Wells Fargo

Lead Customer Success Representative · 6 years 2 months

Wells Fargo

Sr.AVP-Customer Success Associate Manager · 3 years 2 months

Wells Fargo

Customer Success Associate Manager · 1 year 5 months

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

customer service service improvement service management customer satisfaction small business risk management interpretation banking customer service management

95%

M**** T****

Customer Success Manager

San Diego County, California, United States 16 years 5 months

The current title is Customer Success Manager and previous roles highlight customer experience leadership and service standards within banking. Wells Fargo Branch Manager → Customer Success Manager. Excellent.

LinkedIn Email Phone

Work Experience

Epiq

Customer Success Manager

Wells Fargo

Teller/ Personal Banker · 5 years 11 months

Momentum Youth Group

Volunteer Media Relations Specialist · 1 year 1 month

The Daily Aztec

Account Executive · 8 months

+ 2 more positions

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

sales presentations strategy management networking communications partnerships organized efficiency campaigns less payments +8 more

95%

L**** F****

Client Success Manager

Austin, Texas, United States 18 years

Excellent fit, explicitly holds the title of Client Success Manager and has strong experience in account management parallel roles. Senior CSM focusing on high-value accounts, operations, and implementing customer-centric solutions across Client Success and Account Management. ClearGov → Talroo, 18 years exp. Strong.

LinkedIn Email Phone

Work Experience

JPMorgan Chase Bank, N.A.

Relationship Banker · 2 years 11 months

Talroo

Customer Success Coordinator · 10 months

JPMorgan Chase Bank, N.A.

Assistant Branch Manager · 3 years 7 months

Talroo

Customer Success Advisor · 1 year 4 months

+ 4 more positions

Qualification Criteria 3 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

operations management optimization marketing campaigns leadership analytics efficiency referrals driving deposits investments +8 more

95%

H**** M****

Excellence in customer-focused financial services

Harvard, Massachusetts, United States 9 years 2 months

This director-level candidate's most recent role was leading client services, strongly aligning with the target job. Director of Client Services at ASSABET RIVER HOLDINGS INC; Board Member roles. Excellent.

LinkedIn Email Phone

Work Experience

ASSABET RIVER HOLDINGS INC

Director of Client Services

Oak Meadow School

Member Board Of Trustees

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client services leadership skills strategy implementation staff management decision making customer satisfaction director leadership strategy management less

95%

A**** T****

Client Onboarding Manager at UBS

Nashville, Tennessee, United States 14 years 5 months

This manager's current and past roles are very closely related to client servicing and onboarding within finance. Client Onboarding Manager → Client Onboarding Specialist → Registered Client Service Associate → Senior Registered Client Service Associate. Strong.

LinkedIn Email Phone

Work Experience

UBS

Registered Client Service Associate · 1 year 10 months

UBS

Client Onboarding Manager · 2 years 5 months

UBS

Client Onboarding Specialist · 5 years 4 months

Wells Fargo Advisors

Senior Registered Client Service Associate · 7 years 6 months

Qualification Criteria 3 met, 1 not

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

client service onboarding

95%

S**** D****

Senior Service Delivery Manager at HealthEquity

Seekonk, Massachusetts, United States 26 years 7 months

This individual has extensive experience in service delivery and client relationship management, closely aligning with client servicing roles. HealthEquity → BENEFIT CONCEPTS, Senior Service Delivery Manager, Relationship Manager II, Service Delivery. Strong.

LinkedIn Email Phone

Work Experience

Santander Bank, N.A.

Agency Specialist · 8 months

Santander Bank, N.A.

Administrative Assistant, SBO Management · 8 months

BENEFIT CONCEPTS, INC., A DIVISION OF WAGEWORKS

Benefits Administrator · 4 years 3 months

Benefit Concepts

Assistant Benefits Administrator · 1 year

+ 6 more positions

Qualification Criteria 3 met

Client Relations

Customer Success

Account Management

Client Servicing Manager

Skills & Expertise

new hire orientations outstanding customer service root cause analysis customer service operations service delivery travel arrangements customer service client management product knowledge customer satisfaction loss mitigation ms office +8 more