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Client Operations Manager Jobs in Edmond, OK (NOW HIRING)

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Client Operations Manager information

See Edmond, OK salary details

$39.7K

$110.3K

$120.8K

How much do client operations manager jobs pay per year?

As of Aug 30, 2026, the average yearly pay for client operations manager in Edmond, OK is $110,267.00, according to ZipRecruiter salary data. Most workers in this role earn between $119,500.00 and $119,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by a client operations manager, and how can they be addressed?

Client Operations Managers often face the challenge of balancing client expectations with internal resource constraints. Managing multiple client accounts simultaneously requires strong organizational and communication skills to ensure each client receives timely support. Building effective relationships with both clients and internal teams is key to overcoming these challenges. Proactive communication, regular check-ins, and leveraging project management tools can help streamline processes and minimize misunderstandings.

What are the key skills and qualifications needed to thrive as a client operations manager, and why are they important?

To thrive as a Client Operations Manager, you need strong organizational, project management, and client relationship skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, workflow management tools, and data analytics systems is typically required. Excellent communication, problem-solving abilities, and leadership are standout soft skills for effective team and client management. These skills and qualities are essential to ensure efficient service delivery, client satisfaction, and overall business success.

What does a client operations manager do?

A client operations manager oversees the delivery of services to clients, ensuring satisfaction and efficient processes. They coordinate between teams, manage client accounts, and use tools like CRM software to optimize workflows and maintain strong client relationships.

What are popular job titles related to Client Operations Manager jobs in Edmond, OK?

For Client Operations Manager jobs in Edmond, OK, the most frequently searched job titles are:

What job categories do people searching Client Operations Manager jobs in Edmond, OK look for?

The top searched job categories for Client Operations Manager jobs in Edmond, OK are:

What cities near Edmond, OK are hiring for Client Operations Manager jobs?

Cities near Edmond, OK with the most Client Operations Manager job openings:

Infographic showing various Client Operations Manager job openings in Edmond, OK as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $104,657 per year, or $50.3 per hour.

Client Service & Operations Manager

Kestra Holdings

Oklahoma City, OK • On-site

$124K/yr

Full-time

Posted 3 days ago

New


Job description

Lead with Purpose. Partner with Impact
The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve complex and operational issues. This position is responsible for maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, and troubleshooting. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The primary duties of this role include policy implementation, compliance interpretation and operational strategy.
What You'll Do:
  • Implement and continuously improve client-operations policies and workflows across advisory teams to resolve complex issues
  • Create, enforce and follow processes for document control and retention of checks, paperwork, statements, client notes, etc with accuracy and readability
  • Assist clients with account maintenance and maintain client information on Advisor Complete and CRM systems (Redtail and Sharepoint) - utilizing insights to recommend process enhancements
  • Support Client Relationship Manager in the preparation of client appointment folders for advisor meetings - including customized financial summaries and relevant appointment materials
  • Generate financial performance reports in advance of client interactions
  • Interpret regulatory changes and provide compliance guidance and support to advisory team; recommend and implement procedural adjustments
  • Ensure follow-up and completion of tasks generated during advisor client interactions
  • Support advisors with trades, client cash management, and account opening, etc. - applying protocol while escalating exceptions
  • Collaboration with Client Relationship Manager as needed; ensuring adherence to firm's service model through client interactions
  • Respond promptly and professionally to incoming prospect and client inquiries via phone, email, and in-person acting as a liaison between office and clients
  • Provide excellent customer service by anticipating and responding to client inquiries and needs
  • Ability to lead project teams and provide guidance to operations staff; no direct reports required but authority to influence operations decisions and vendor commitments
  • Assist in managing summer interns and delegating tasks and projects

What You Bring:
  • 5+ years' executive-level experience
  • FINRA ,SIE, and/or insurance licensing highly preferred
  • Strong understanding of financial services operations and compliance requirements
  • Ability to exercise independence judgement, logical problem solving and thinking
  • Advanced organizational and analytical skills; ability to implement process improvements
  • Excellent communication skills; ability to influence stakeholders and drive change
  • Proficiency in Microsoft Office Suite and CRM systems (Redtail); advanced Excel skills
  • Ability to work in a fast-paced environment and change gears often
  • Ability to adapt to ever-changing compliance and industry regulations
  • Ability to work strategically and collaboratively across departments
  • Willingness to increase job/program knowledge through ongoing training

DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.