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 ...
Landscape Operations Manager
Denville, NJ · On-site
$60K - $85K/yr
As a Landscape Operations Manager, you will play a key leadership role, overseeing daily field operations, building lasting client relationships, and ensuring the highest standards of service quality.
Quick apply
Landscape Operations Manager
Denville, NJ · On-site
$60K - $85K/yr
As a Landscape Operations Manager, you will play a key leadership role, overseeing daily field operations, building lasting client relationships, and ensuring the highest standards of service quality.
Client Logistics Manager
$125K - $147K/yr
You'll report to Senior Manager, Vault Operations and Customer Experience and work at our New Castle, DE office. Remote or hybrid candidates will also be considered. We believe that there is ...
Client Logistics Manager
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Strategic Client Executive - RHP
Morristown, NJ · On-site
$79K - $107K/yr
Single point of contact for the management and orchestration of Zelis services overseeing relationships, operations, financial plans and strategy. Owns the client relationship, including all short ...
Strategic Client Executive - RHP
Morristown, NJ · On-site
$79K - $107K/yr
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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 ...
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Golf Sales Manager
Hamburg, NJ · On-site
$45K - $50K/yr
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Associate Strategic Client Executive - TPA
Morristown, NJ · On-site
$79K - $107K/yr
Manage and oversee revenue targets, including budgets, forecasts, and product utilization review ... Sales, Operations, Product, Services, and Marketing. * Ability to anticipate future trends and ...
Associate Strategic Client Executive - TPA
Morristown, NJ · On-site
$79K - $107K/yr
Manage and oversee revenue targets, including budgets, forecasts, and product utilization review ... Sales, Operations, Product, Services, and Marketing. * Ability to anticipate future trends and ...
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 ...
Manage customer and client satisfaction throughout the project, fostering trust and resolving concerns swiftly * Coordinate with the Operations Manager and General Manager on daily priorities ...
Quick apply
Manage customer and client satisfaction throughout the project, fostering trust and resolving concerns swiftly * Coordinate with the Operations Manager and General Manager on daily priorities ...
Registered Client Service Associate
$53K - $80K/yr
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial ... managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Registered Client Service Associate
$53K - $80K/yr
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial ... managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Registered Client Service Associate
$53K - $80K/yr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ... managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Registered Client Service Associate
$53K - $80K/yr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ... managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
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 ...
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Registered Client Service Associate
Succasunna, NJ · On-site
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What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ... managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Registered Client Service Associate
Succasunna, NJ · On-site
$53K/yr
What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists ... managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
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
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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 ...
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 ...
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 ...
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 ...
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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 ...
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 ...
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?
What are some common challenges faced by a client operations manager, 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 29 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