Sr. Manager - Client Accounts (Financial Services)

Location: New York, NY, USA; hybrid work arrangement

Salary: $99,100–$158,500 per year

Company

Williams Lea by RRD provides business support services, including administrative support, document production, presentation design, and marketing and communications services for legal, financial, and professional services clients.

What you will do

• Oversee contracted client operations and ensure service levels, quality standards, and client needs are met.
• Lead the full employee lifecycle for direct and indirect reports, including hiring, onboarding, training, performance management, succession planning, and offboarding.
• Manage staffing, workflow volumes, shifts, service lines, and continuous improvement initiatives.
• Use Engage data and workflow management systems for client reporting, team management, quality control, and performance decisions.
• Manage P&L inputs, labor allocations, overtime, budgets, and monthly invoicing.
• Build client relationships, present monthly Client Service Reviews, resolve issues, and identify account growth opportunities.

Requirements

• Bachelor’s degree or equivalent experience.
• More than 6 years of experience and a proven record leading people in a customer-service-intensive environment.
• At least 4 years of financial management experience, including P&L decisions, and at least 4 years of people management experience.
• Experience delivering and managing complex or multi-service client solutions.
• Strong client service, organizational, decision-making, confidentiality, and deadline-management skills.
• Intermediate to expert Microsoft Office skills and the ability to work effectively with diverse, multifunctional teams in a fast-paced environment.

Culture & Benefits

• People-powered organization focused on innovation, authenticity, integrity, client service, and operational excellence.
• Medical, dental, and vision coverage, paid time off, disability insurance, life insurance, and parental leave.
• 401(k) with company match, tuition assistance, adoption assistance, and employer or partner discounts.
• Additional compensation may include bonus, commission, or incentive program participation.
• Employment is contingent on successful completion of a pre-employment background and drug screen.