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Client Operations Manager Jobs in Naples, FL (NOW HIRING)

VEV

Operations Manager

Naples, FL · On-site

$78K - $87K/yr

As we expand operations to Naples, Florida, we are seeking an experienced Operations Manager to ... Improve client lifecycle and communications through automation and structure Financial Oversight

Metropolis Technologies

Operations Manager

Naples, FL · On-site

$80K/yr

Operations Manager Location: Four Seasons Naples Beach Club Pay: $80,000/yr What you'll do ... Deliver on our Promise by ensuring every moment matters for our clients by resolving client ...

Metropolis Technologies

Operations Manager

Naples, FL · On-site

$80K/yr

Operations Manager Location: Four Seasons Naples Beach Club Pay: $80,000/yr What you'll do ... Deliver on our Promise by ensuring every moment matters for our clients by resolving client ...

Metropolis Technologies

Operations Manager

Naples, FL · On-site

$80K/yr

Operations Manager Location: Four Seasons Naples Beach Club Pay: $80,000/yr What you'll do ... Deliver on our Promise by ensuring every moment matters for our clients by resolving client ...

Berman Health Club

Operations Supervisor

Naples, FL · On-site

... managing workflows and keeping teams accountable ✔️ Prefer a behind-the-scenes, high-impact ... ✅ Maintain accurate client records and administrative systems ✅ Identify operational ...

TRAKAmerica

Be Seen First

Client Services Manager -Hybrid Role & Sign on Bonus

Bonita Springs, FL · On-site

$55K - $60K/yr

Process & Operational Support · Help identify opportunities to improve Client Services and Call ... Offshore Vendor Management - Knova One · Provide day-to-day oversight of the offshore vendor team ...

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All JobsClient Operations JobsClient Operations Manager JobsClient Operations Manager Jobs in Naples, FL

Client Operations Manager information

See Naples, FL salary details

$41.9K

$116.5K

$127.6K

How much do client operations manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client operations manager in Naples, FL is $116,482.00, according to ZipRecruiter salary data. Most workers in this role earn between $126,200.00 and $126,200.00 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 Naples, FL?

For Client Operations Manager jobs in Naples, FL, the most frequently searched job titles are:

What job categories do people searching Client Operations Manager jobs in Naples, FL look for?

The top searched job categories for Client Operations Manager jobs in Naples, FL are:

What cities near Naples, FL are hiring for Client Operations Manager jobs?

Cities near Naples, FL with the most Client Operations Manager job openings:

Client Operations Manager jobs near you
Infographic showing various Client Operations Manager job openings in Naples, FL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $116,482 per year, or $56 per hour.

Client Operations Specialist

Moranwealthmanagement

Naples, FL • On-site

$60 - $85/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Key responsibilities

  • Support day-to-day client operations by managing client account details, transactions, and routine service requests.

  • Assist with processing client transactions and ensure compliance with regulatory guidelines.

  • Collaborate with client service team members to coordinate operational needs and maintain accurate client records.

Job description

Moran Wealth Management, LLC is a Registered Investment Advisory firm delivering comprehensive bespoke solutions designed to meet the unique wealth management needs of clients. We take pride in our ability to foster long-term relationships built on trust, transparency, and a commitment to financial excellence. As we expand our team, we are looking for experienced financial consultants to help drive our vision forward.

Job Summary

As a client operations specialist, you will play a critical role in supporting day-to-day client operations, ensuring efficiency, accuracy, and compliance in client account management, transaction processing, reporting, and overall administrative functions. This individual will collaborate closely with the client service team to ensure seamless service and operational excellence. This role is an in-person position.

Primary Responsibilities
  • Oversee the opening, maintenance, and closing of client accounts. Ensure all account details are accurately collected, entered, monitored, and updated in various systems.
  • Assist with processing a variety of client transactions, including trades, transfers, asset movements, address changes, etc. ensuring timely execution and compliance with regulatory guidelines.
  • Maintain accurate and up-to-date client records and handle routine client account maintenance and service requests.
  • Ensure all operational activities comply with regulatory requirements and adhere to all audit and compliance procedures.
  • Identify inefficiencies in current operational workflows and recommend improvements to enhance operational processes, reduce errors, and improve client satisfaction.
  • Provide exceptional service by responding to inquiries, conducting research, resolving issues, and offering operational support for client-facing teams.
  • Collaborate with financial advisors, relationship managers and other client service team members to coordinate operational needs and support client-focused initiatives.
  • Actively engage in firm initiatives led by local management and attend client facing events or functions as needed.
  • Participate in training and educational development programs to remain current on policies, procedures, risk management, and technology.
  • Utilize CRM tools and other financial technology platforms to facilitate and document work.
Qualification & Experience
  • Associate or bachelor’s degree in finance, Economics, Business, or a related field.
  • Preferred certifications: FINRA Series 65 or progress toward obtaining this or a related designation.
  • Prior experience in operations within the wealth management or financial services industry preferred, but not required.
  • Strong analytical skills with attention to detail.
  • Excellent interpersonal and communication skills.
  • Capable of working both independently and collaboratively as part of a team.
  • Strong organizational skills with the ability to manage multiple tasks simultaneously.
  • Ability to handle sensitive information with confidentiality and integrity.
  • Experience working within an RIA or fee-based advisory firm is a plus.
Compensation Package
  • Competitive salary based on experience and qualifications
  • Comprehensive health, dental, and vision insurance
  • Life and disability insurance
  • Retirement savings plan with employer contributions
  • Generous paid time off (PTO) package and holiday leave
  • Paid parental leave
  • Professional development opportunities and training programs
  • Educational reimbursement plan
  • Flexible work hours and remote work options
  • Employee wellness programs
  • Referral bonuses and employee appreciation programs

Moran Wealth Management® is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment.

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