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Client Operations Manager Jobs in Red Hill, PA (NOW HIRING)

Turn2Partners

Client Service Specialist

Freemansburg, PA · On-site

$16.75 - $22.25/hr

Client Operations Specialist Join a growing Wealth Management organization where you can build meaningful client relationships, expand your operational expertise, and pursue long-term career growth.

BrightView

Operations Manager

Norristown, PA · On-site

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 ...

Turn2Partners

Client Service Specialist

Fountain Hill, PA · On-site

$16.75 - $22.25/hr

Why This Opportunity Join a growing Wealth Management organization where you can build meaningful client relationships, expand your operational expertise, and pursue long-term career growth. This ...

Turn2Partners

Client Service Specialist

Bethlehem, PA · On-site

$16.75 - $22.25/hr

Why This Opportunity Join a growing Wealth Management organization where you can build meaningful client relationships, expand your operational expertise, and pursue long-term career growth. This ...

Turn2Partners

Client Service Specialist

Bethlehem, PA · On-site

$15.75 - $20.75/hr

Why This Opportunity Join a growing Wealth Management organization where you can build meaningful client relationships, expand your operational expertise, and pursue long-term career growth. This ...

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All JobsClient Operations JobsClient Operations Manager JobsClient Operations Manager Jobs in Red Hill, PA

Client Operations Manager information

See Red Hill, PA salary details

$43.3K

$120.4K

$131.9K

How much do client operations manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client operations manager in Red Hill, PA is $120,405.00, according to ZipRecruiter salary data. Most workers in this role earn between $130,500.00 and $130,500.00 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 job categories do people searching Client Operations Manager jobs in Red Hill, PA look for? The top searched job categories for Client Operations Manager jobs in Red Hill, PA are:
What cities near Red Hill, PA are hiring for Client Operations Manager jobs? Cities near Red Hill, PA with the most Client Operations Manager job openings:
Client Operations Manager jobs near you
Infographic showing various Client Operations Manager job openings in Red Hill, PA as of June 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $120,405 per year, or $57.9 per hour.

Client Service Specialist

Turn2Partners

Freemansburg, PA • On-site

$16.75 - $22.25/hr

Other

Posted 5 days ago

Job description

Client Operations Specialist

Join a growing Wealth Management organization where you can build meaningful client relationships, expand your operational expertise, and pursue long-term career growth. This hybrid opportunity offers strong team stability, professional development, and exposure to experienced financial advisors.

The Client Operations Specialist will provide operational and administrative support to financial advisors and their clients. This role will help manage account activity, client documentation, service requests, meeting preparation, and onboarding processes. The Client Operations Specialist will work closely with advisors, internal service teams, custodial partners, and other external professionals to ensure client needs are handled accurately and efficiently. The position requires strong organization, attention to detail, discretion, and consistent follow-through. This is an excellent opportunity for someone who enjoys combining client service with detailed financial operations. As the organization continues to grow, the role offers meaningful opportunities to expand responsibilities and advance within the client-service team.

Role Responsibilities:

  • Process account openings, transfers, cash movements, and account-maintenance requests
  • Prepare client forms, instructions, reports, and meeting materials
  • Coordinate client onboarding, account updates, reviews, and service workflows
  • Monitor account activity and help research and resolve operational issues
  • Maintain accurate client records within internal CRM and account-management systems
  • Communicate professionally with clients, advisors, custodians, and external partners
  • Track service requests and follow through to ensure deadlines are met
  • Support scheduling, document management, training materials, and special projects

Qualifications:

  • At least three years of client service, account operations, or administrative experience within an RIA, Wealth Management, banking, investment, or broader Financial Services environment
  • Experience processing wires, transfers, new accounts, or other financial account activity
  • Strong organizational skills with the ability to manage multiple priorities and deadlines
  • High attention to detail and a commitment to accurate, timely work
  • Excellent written, verbal, and interpersonal communication skills
  • Professional judgment and the ability to protect confidential client information
  • Comfort working with Microsoft Office, financial software, and client-management platforms
  • Associate degree or a comparable combination of education and relevant experience
  • Experience using Salesforce or working with major investment custodians is helpful but not required.

Why This Role Stands Out:

  • Join a growing organization with opportunities for upward mobility
  • Work alongside experienced advisors and client-service professionals
  • Build valuable experience across client service and financial operations
  • Benefit from a hybrid schedule with two remote days each week
  • Join a collaborative team known for stability and strong employee tenure
  • Access professional-development and continuing-education opportunities

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