Director of Client Services Portfolio

Job Description

Job Description

The Director of Client Services Portfolio, under the direction of the Vice President of Client Services, supervises a physical location and manages up to seven Association Managers. The role ensures that CMA’s service standards, mission, and values are upheld while driving operational excellence, team development, and client satisfaction.

Key Responsibilities :

Supervise and mentor a team of Association Managers, ensuring alignment with CMA’s policies and service standards.

Hire, train, evaluate, and coach direct reports, promoting career development and accountability.

Support and assist with the daily operations of portfolio accounts and ensure efficient workload management.

Collaborate with the VP of Client Services to evaluate portfolio performance, identify areas for improvement, and suggest solutions.

Conduct site visits and attend Board of Director meetings, offering guidance and fostering client relationships.

Monitor account objectives and recommend contract adjustments based on workload or performance.

Support the onboarding of new accounts and assist in the development of proposals for new business.

Provide strategic input in planning and operational assessments.

Qualifications :

Bachelor's degree and 5 years of related experience, including 2 years in a supervisory role.

Strong knowledge of the industry, financial management, and client relationship building.

Proven leadership, coaching, and mentoring skills with a results-driven mindset.

Excellent communication, organizational, and analytical abilities.

What we offer

CMA strives to provide competitive compensation and a benefits program that truly invests in our team! We provide on-the-job training, competitive pay, and a full benefits package including Medical, Dental, Vision and Life insurance, as well as 401K, education reimbursement, vacation, sick days and more! Relocation assistance is available for qualified candidates who are ready to move and grow with us.

We are Community

Privately owned and founded in 1983, CMA remains true to the values that have set it apart for decades. We strive to set the bar in our industry, serving our external clients (as well as internal team members) with respect, integrity, and urgency. Together, we promote charity, health and wellness, and a lighthearted spirit on the job. We are looking for like-minded professionals to join us.