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Client Operations Manager Jobs in Havertown, PA (NOW HIRING)

BNY Mellon

Specialist, Client Operations I

Berwyn, PA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Specialist, Account Management 1 At BNY, our culture allows us to run our company better and ... client/sponsor guidelines • Conduct quality control checks of new accounts and account ...

BNY

Specialist, Client Operations I

Berwyn, PA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Specialist, Account Management 1 At BNY, our culture allows us to run our company better and ... within client/sponsor guidelines Conduct quality control checks of new accounts and account ...

Calqulate

Firm Operations Manager

Ambler, PA

In this pivotal operational role, you will work closely with firm leadership to streamline client onboarding, manage engagement capacity, implement practice management and AI automation tools, and ...

New

DMC Recruitment

Operations Manager

Philadelphia, PA

$130K - $140K/yr

  • Medical

  • Retirement

Our client, a highly successful and growing leader in the Industrial Distribution and Manufacturing sector, is seeking an Operations Manager to lead the day-to-day operations of their London facility.

BrightView Landscapes

Operations Manager

Norristown, PA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Operations Manager is responsible for overseeing the day-to-day branch operations, ensuring ... Must be able to travel within the branch territory to visit designated client properties Work ...

BrightView

Operations Manager

Norristown, PA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Operations Manager is responsible for overseeing the day-to-day branch operations, ensuring ... Must be able to travel within the branch territory to visit designated client properties Work ...

U.S. Lawns

Operations Manager

Philadelphia, PA · On-site

Day to day client contact * Meets with clients to establish Maintenance and Remedial budgets Employee Management * Implements recruiting program and hires field employees * Performs supervisory ...

New Day Executive Search

Client Service Associate

Wayne, PA · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You'll play an integral role supporting client communications, coordinating with TPAs and recordkeepers, managing projects, and preparing paperwork to ensure smooth client operations. About You:

2020 Companies

Field Operations Manager

Philadelphia, PA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Field Operations Manager is a people-first leader responsible for coaching, developing, and ... Ensure compliance with all company policies, client requirements, tobacco marketing regulations ...

2020 Companies

Field Operations Manager

Philadelphia, PA · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Field Operations Manager is a people-first leader responsible for coaching, developing, and ... Ensure compliance with all company policies, client requirements, tobacco marketing regulations ...

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Showing results 21-40

All JobsClient Operations JobsClient Operations Manager JobsClient Operations Manager Jobs in Havertown, PA

Client Operations Manager information

See Havertown, PA salary details

$43.5K

$120.8K

$132.4K

How much do client operations manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client operations manager in Havertown, PA is $120,818.00, according to ZipRecruiter salary data. Most workers in this role earn between $130,900.00 and $130,900.00 per year, depending on experience, location, and employer.

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 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 are popular job titles related to Client Operations Manager jobs in Havertown, PA?

For Client Operations Manager jobs in Havertown, PA, the most frequently searched job titles are:

What job categories do people searching Client Operations Manager jobs in Havertown, PA look for?

The top searched job categories for Client Operations Manager jobs in Havertown, PA are:

What cities near Havertown, PA are hiring for Client Operations Manager jobs?

Cities near Havertown, PA with the most Client Operations Manager job openings:

Client Operations Manager jobs near you

Practice Operations Manager

Vista Wealth Solutions

Radnor, PA • On-site

Full-time

Posted 24 days ago

Job description

Job Description
Practice Operations Manager
We're seeking a highly organized and proactive Practice Operations Manager to serve as the operational backbone of our financial planning and wealth management practice. This role combines business operations, advisor support, and client service to help deliver an exceptional experience while ensuring the practice runs efficiently and compliantly.
The ideal candidate is detail-oriented, systems-minded, and thrives in a fast-paced environment. You enjoy creating order from complexity, managing competing priorities, and finding ways to improve processes. You genuinely care about helping clients and supporting the success of the team. Most importantly, you take ownership and follow through.
What You'll Do
Drive Business Operations
  • Manage the administrative lifecycle of investment, insurance, and fee-based planning business, including applications, transfers, account maintenance, and service requests.
  • Ensure all client documentation is complete, accurate, and compliant.
  • Track business through completion and proactively resolve outstanding requirements.

Maintain Critical Systems & Data
  • Own the accuracy and maintenance of CRM and firm operating systems.
  • Perform regular audits and quality reviews to ensure data integrity and compliance.
  • Support reporting, business tracking, and workflow management efforts.

Support Advisor Productivity
  • Manage advisor calendars, appointments, and workflow priorities.
  • Prepare meeting materials, paperwork, and client review packages.
  • Process notes after meetings to capture critical data and action items.
  • Coordinate follow-up tasks and ensure commitments are completed on time.
  • Serve as a delegate for advisor communications, prioritizing incoming requests, coordinating follow-up activities, and ensuring client and operational needs are addressed promptly.

Deliver Outstanding Client Support
  • Serve as a primary point of contact for clients, advisors, and industry partners.
  • Resolve administrative requests and outstanding requirements promptly.
  • Help create a seamless, professional service experience for every client interaction.

Continuously Improve Processes
  • Identify opportunities to streamline workflows and increase efficiency.
  • Recommend and implement improvements that reduce administrative friction.
  • Contribute to a culture of operational excellence and client service.

What Makes You a Great Fit
Required Experience
  • 2+ years of experience in wealth management, broker-dealer operations, financial services support, or a related administrative role.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to manage multiple priorities while maintaining a high degree of accuracy.
  • Professional communication and client service skills.
  • Proficiency with Microsoft Outlook, Excel, Teams, and OneNote.
  • Experience with CRM systems such as Salesforce or Advisor360.
  • Comfortable learning new technology and navigating multiple systems.

Preferred Qualifications
  • Bachelor's degree or equivalent professional experience.
  • FINRA SIE, Series 6 or 7 or willingness to obtain licensing

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