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 ...
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 ...
Registered Senior Client Associate
$100K - $135K/yr
Manage sensitive client situations with professionalism, discretion, and urgency Wealth Management Operations & Account Onboarding * Oversee complex operational workflows including: * New account ...
Registered Senior Client Associate
$100K - $135K/yr
Manage sensitive client situations with professionalism, discretion, and urgency Wealth Management Operations & Account Onboarding * Oversee complex operational workflows including: * New account ...
Client Support Associate - Remote
Newfoundland, NJ · Remote
$16.50 - $22.50/hr
The Client Operations team operates within a fast-paced environment, managing a high volume of diverse client inquiries, all while delivering essential cross-functional support to both our Sales and ...
Client Support Associate - Remote
Newfoundland, NJ · Remote
$16.50 - $22.50/hr
The Client Operations team operates within a fast-paced environment, managing a high volume of diverse client inquiries, all while delivering essential cross-functional support to both our Sales and ...
Manager of Field Operations
Morristown, NJ · On-site
$25 - $30/hr
Resolve customer issues professionally, ensuring a strong client experience Requirements * Proven experience in field operations, service-based business, or crew management * Strong leadership skills ...
New
Manager of Field Operations
Morristown, NJ · On-site
$25 - $30/hr
Resolve customer issues professionally, ensuring a strong client experience Requirements * Proven experience in field operations, service-based business, or crew management * Strong leadership skills ...
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Client Executive, Managed Services Growth
Morristown, NJ · On-site
$79K - $107K/yr
Partner with Presidio's technical, delivery, and operational teams to ensure seamless solution design, implementation, and client satisfaction. * Demonstrate deep understanding of Presidio's Managed ...
Client Executive, Managed Services Growth
Morristown, NJ · On-site
$79K - $107K/yr
Partner with Presidio's technical, delivery, and operational teams to ensure seamless solution design, implementation, and client satisfaction. * Demonstrate deep understanding of Presidio's Managed ...
Procurement Manager
Rockaway, NJ · On-site
The Procurement Operations Manager will lead a team of buyers and will partner closely with ... Strong negotiation, supplier management, and problem-solving capabilities Our client offers an ...
Procurement Manager
Rockaway, NJ · On-site
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Golf Sales Manager
Hamburg, NJ · On-site
$45K - $50K/yr
The Group Golf Sales Manager is responsible for driving revenue through the proactive sale of group ... client requirements clearly and accurately to internal stakeholders to ensure operational ...
Quick apply
Golf Sales Manager
Hamburg, NJ · On-site
$45K - $50K/yr
The Group Golf Sales Manager is responsible for driving revenue through the proactive sale of group ... client requirements clearly and accurately to internal stakeholders to ensure operational ...
Position Summary Our Client is seeking an experienced and driven Large Loss Project Manager to lead ... with the Operations Manager and General Manager on daily priorities, resource allocation, and ...
Quick apply
Position Summary Our Client is seeking an experienced and driven Large Loss Project Manager to lead ... with the Operations Manager and General Manager on daily priorities, resource allocation, and ...
Position Summary Our Client is seeking an experienced and driven Large Loss Project Manager to lead ... with the Operations Manager and General Manager on daily priorities, resource allocation, and ...
Position Summary Our Client is seeking an experienced and driven Large Loss Project Manager to lead ... with the Operations Manager and General Manager on daily priorities, resource allocation, and ...
The Facilities Manager oversees the operations of a location(s), under the direction of the ... client satisfaction. - Responsible for developing client relationships and business retention ...
Quick apply
The Facilities Manager oversees the operations of a location(s), under the direction of the ... client satisfaction. - Responsible for developing client relationships and business retention ...
Facility Manager - Morristown, NJ
Morristown, NJ · On-site
$65K/yr
The Facilities Manager oversees the operations of a location(s), under the direction of the ... client satisfaction. - Responsible for developing client relationships and business retention ...
Facility Manager - Morristown, NJ
Morristown, NJ · On-site
$65K/yr
The Facilities Manager oversees the operations of a location(s), under the direction of the ... client satisfaction. - Responsible for developing client relationships and business retention ...
Construction Project Manager
Sparta, NJ · Hybrid
$110K - $135K/yr
... management services across public and private infrastructure markets. Our Construction Services ... field operations, client relationships, and continued business development across multiple ...
Construction Project Manager
Sparta, NJ · Hybrid
$110K - $135K/yr
... management services across public and private infrastructure markets. Our Construction Services ... field operations, client relationships, and continued business development across multiple ...
Construction Project Manager
Sparta, NJ · On-site
$110K - $135K/yr
... management services across public and private infrastructure markets. Our Construction Services ... field operations, client relationships, and continued business development across multiple ...
Construction Project Manager
Sparta, NJ · On-site
$110K - $135K/yr
... management services across public and private infrastructure markets. Our Construction Services ... field operations, client relationships, and continued business development across multiple ...
Construction Project Manager
Sparta, NJ · On-site
$110K - $135K/yr
... management services across public and private infrastructure markets. Our Construction Services ... field operations, client relationships, and continued business development across multiple ...
Quick apply
Construction Project Manager
Sparta, NJ · On-site
$110K - $135K/yr
... management services across public and private infrastructure markets. Our Construction Services ... field operations, client relationships, and continued business development across multiple ...
(Entry-Level) Client Service Associate
Morristown, NJ · On-site
$55K - $75K/yr
... management practice. Position Overview - Quorum Private Wealth - East is seeking an Entry-Level Client Associate to serve as a critical support pillar across client service, operational execution ...
(Entry-Level) Client Service Associate
Morristown, NJ · On-site
$55K - $75K/yr
... management practice. Position Overview - Quorum Private Wealth - East is seeking an Entry-Level Client Associate to serve as a critical support pillar across client service, operational execution ...
Field Technician
$19 - $20/hr
Coordinate scheduling with the Field Operations Manager to prioritize sampling trips based on client needs and lab capacity. Operational & Compliance Support * Uphold OSHA standards, company SOPs ...
Field Technician
$19 - $20/hr
Coordinate scheduling with the Field Operations Manager to prioritize sampling trips based on client needs and lab capacity. Operational & Compliance Support * Uphold OSHA standards, company SOPs ...
Personal Lines Senior Client Manager
Morristown, NJ · On-site
$55K - $85K/yr
Independently leads client service including ALL primary activities listed below. Acts autonomously ... the operation of our business. To Executive Search Firms and Staffing Agencies World does not ...
Personal Lines Senior Client Manager
Morristown, NJ · On-site
$55K - $85K/yr
Independently leads client service including ALL primary activities listed below. Acts autonomously ... the operation of our business. To Executive Search Firms and Staffing Agencies World does not ...
The Hospitality Manager partners with operational, clinical, facilities, and hospitality leadership to support service quality, client experience, employee engagement, operational efficiency, and ...
The Hospitality Manager partners with operational, clinical, facilities, and hospitality leadership to support service quality, client experience, employee engagement, operational efficiency, and ...
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Operations Technician
Mount Bethel, PA · On-site
$22.50 - $25/hr
W2 (not open to C2C, 1099, or visa sponsorship) Role Overview Our client is seeking an Operations ... Manage cryogenic tank inventories and support customer supply requirements. * Complete preventative ...
Quick apply
Be Seen First
Operations Technician
Mount Bethel, PA · On-site
$22.50 - $25/hr
W2 (not open to C2C, 1099, or visa sponsorship) Role Overview Our client is seeking an Operations ... Manage cryogenic tank inventories and support customer supply requirements. * Complete preventative ...
Profile The Product Manager for Capsule Delivery Solutions delivers crucial and fundamental support ... chain, quality, operations and R&D). Effective and efficient coordination within these multi ...
Profile The Product Manager for Capsule Delivery Solutions delivers crucial and fundamental support ... chain, quality, operations and R&D). Effective and efficient coordination within these multi ...
Client Operations Manager information
See Newton, NJ salary details
$46.2K - $54.8K
3% of jobs
$54.8K - $63.4K
0% of jobs
$63.4K - $72K
3% of jobs
$72K - $80.6K
2% of jobs
$80.6K - $89.2K
2% of jobs
$89.2K - $97.8K
3% of jobs
$97.8K - $106.4K
1% of jobs
$106.4K - $115K
1% of jobs
$115K - $123.6K
0% of jobs
$123.6K - $132.2K
1% of jobs
$133K is the 25th percentile. Wages below this are outliers.
$132.2K - $140.8K
83% of jobs
$46.2K
$128.5K
$140.8K
How much do client operations manager jobs pay per year?
What does a client operations manager do?
How much do ops managers earn?
What is the minimum salary of an operations manager?
What is the highest salary for an operations manager?
What are some common challenges faced by Client Operations Managers, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a Client Operations Manager, and why are they important?
Full-time
Medical, Retirement
Re-posted 7 days ago
Job description
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) - 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
- 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:
- 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; 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
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
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.
About Kestra Holdings
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Austin, TX, US
Year founded
1997