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Client Operations Manager Jobs in Roanoke, VA (NOW HIRING)

W3Global Inc.

Client Service Associate

Roanoke, VA

$80K - $110K/yr

The firm provides comprehensive wealth management solutions by integrating financial planning ... Provide administrative and operational support to financial advisors as needed. Required ...

Compass Group

OPERATIONS SUPERVISORY

Roanoke, VA · On-site

$21/hr

Ensures optimal customer service and client satisfaction * Provides cost effective management that meets and exceeds stated expectations * Assists in the responsibility for all operational activities ...

Admiral Security Services

Security Guard | 531032800

VA · On-site

$14.75 - $18/hr

Reporting of all pertinent issues and incidents to the operations manager, the client and other Admiral/ADM Department Managers as appropriate. * Interaction with a variety of persons including ...

U.S. Lawns

Spray Technician

Roanoke, VA · On-site

$17 - $21.50/hr

... client's business operations. * Has the ability and knowledge to communicate with the client on the product(s) being applied. Safety Management * Maintains and promotes safe working conditions in the ...

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Client Operations Manager information

See Roanoke, VA salary details

$43.7K

$121.4K

$133K

How much do client operations manager jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client operations manager in Roanoke, VA is $121,361.00, according to ZipRecruiter salary data. Most workers in this role earn between $131,500.00 and $131,500.00 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 the most commonly searched types of Client Operations jobs in Roanoke, VA?

The most popular types of Client Operations jobs in Roanoke, VA are:

What are popular job titles related to Client Operations Manager jobs in Roanoke, VA?

For Client Operations Manager jobs in Roanoke, VA, the most frequently searched job titles are:

What job categories do people searching Client Operations Manager jobs in Roanoke, VA look for?

The top searched job categories for Client Operations Manager jobs in Roanoke, VA are:

What cities near Roanoke, VA are hiring for Client Operations Manager jobs?

Cities near Roanoke, VA with the most Client Operations Manager job openings:

Client Operations Manager jobs near you

Client Service Associate

W3Global Inc.

Roanoke, VA

$80K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Client Service Associate

About the Opportunity

Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides comprehensive wealth management solutions by integrating financial planning, investment management, tax strategies, estate planning, and risk management. Serving high-net-worth individuals, business owners, and families, they are dedicated to building long-term relationships through exceptional service and trusted financial guidance.

They are seeking a highly motivated Client Service Associate to join their growing team. This position plays a critical role in supporting financial advisors, ensuring an outstanding client experience, and maintaining efficient day-to-day operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional client service in a professional wealth management environment.

Key Responsibilities

Manage the client onboarding process from start to finish while providing ongoing client support.

Serve as a primary point of contact for clients by responding to inquiries, resolving service requests, and fostering strong relationships.

Maintain accurate CRM records, activity logs, and client documentation.

Support compliance initiatives and ensure proper recordkeeping.

Coordinate with custodians, investment companies, and third-party service providers to facilitate client requests.

Prepare documentation and materials for client meetings, reviews, and reporting.

Identify opportunities to improve internal processes and enhance the overall client experience.

Provide administrative and operational support to financial advisors as needed.

Required Qualifications

Minimum of 5 years of experience as a Client Service Associate or in a similar role within wealth management, financial planning, or a broker-dealer environment.

Active Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65), in good standing and eligible for transfer.

Strong understanding of investment operations, financial planning processes, and compliance requirements.

Proficiency with Microsoft Office and industry software, including CRM platforms, portfolio management systems, and custodial platforms.

Excellent verbal and written communication skills.

Strong organizational and time management abilities with the capacity to manage multiple priorities in a fast-paced environment.

Ability to work independently while collaborating effectively within a team.

Preferred Qualifications

Bachelor's degree in Finance, Business, or a related field.

Experience working with industry-leading wealth management platforms and managed account programs.

Previous experience supporting investment programs for financial institutions is a plus.

Benefits

The firm offers a comprehensive benefits package, which includes:

Health, Dental, Vision, Life, Critical Illness, and Disability Insurance

401(k) with employer matching

Generous Paid Time Off and paid holidays

A collaborative, team-oriented work environment

Professional development and long-term career growth opportunities

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs