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Client Operations Manager Jobs in Washington, NJ

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.

Accurate Personnel LLC

Operations Manager

Nazareth, PA · On-site

$36.06/hr

OPERATIONS MANAGER IN NAZARETH, PA Accurate Personnel is hiring immediately for an Operations ... Oversee customer service functions to ensure timely resolution of client issues Requirements and ...

Neave Group

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.

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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Showing results 1-20

All JobsClient Operations JobsClient Operations Manager JobsClient Operations Manager Jobs in Washington, NJ

Client Operations Manager information

See Washington, NJ salary details

$43.1K

$119.8K

$131.3K

How much do client operations manager jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client operations manager in Washington, NJ is $119,836.00, according to ZipRecruiter salary data. Most workers in this role earn between $129,800.00 and $129,800.00 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 Washington, NJ look for? The top searched job categories for Client Operations Manager jobs in Washington, NJ are:
What cities near Washington, NJ are hiring for Client Operations Manager jobs? Cities near Washington, NJ with the most Client Operations Manager job openings:
Client Operations Manager jobs near you
Infographic showing various Client Operations Manager job openings in Washington, NJ as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $119,836 per year, or $57.6 per hour.

Client Relationship Manager

Cary Street Partners Financial LLC

Morristown, NJ • On-site

Full-time

Posted 3 days ago

New

Job description

Description:

The Client Relationship Manager provides primary support to the Wealth Management Group in managing, retaining, and deepening client relationships. The position will provide support to Financial Advisors and assist in all areas of client operations, using exceptional communication skills and execution of responsibilities in maintaining client accounts.


Position Responsibilities and Essential Functions

  • Builds, strengthens & retains client relationships by proactively meeting & when possible, exceeding client expectations.
  • Takes a strategic perspective in managing existing client relationships by understanding client goals and concerns and seeking solutions to client needs.
  • Regularly communicates with clients to keep advisor appraised of life events and changes in financial circumstances or goals.
  • Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.
  • Proactively maintains client accounts within custodian and firm systems
  • Displays deep industry knowledge in assisting clients.
  • Follows strict adherence to all CSP compliance policies, procedures, and standards.
  • Provides analytical support in managing client accounts - performance, projections & suitability for investment strategies.
  • Manages complex client accounts, including business/corporation accounts as well as ultra-high net worth families.
  • Makes recommendations to clients that are in-line with their existing strategies, including rollovers & new accounts when requested.
  • Participates in client meetings, takes meeting notes & inputs them into Salentica, and manages action items.
  • Handles Alternative Investment paperwork, collaborating with other departments and external parties as needed.
  • Completes annuity & insurance paperwork as needed.
  • Creates internal performance reports to review with Financial Advisor.
  • Manages ramq submission and facilitates rollover calls & transfers.
  • Trades & recommends ways to raise cash.
  • Reviews positions in account and cost basis to evaluate tax consequences.
  • Completes tax loss harvesting trades under FA direction.
  • Performs trade reconciliations within Black Diamond or custodian platform.
  • Assists with the establishment and maintenance of advanced administrative services, including Priority Lines of Credit, and Private Equity/Credit or direct indexing offerings
  • Coordinates with external COIs like CPAs, realtors, executive assistants, and estate attorneys to create a "family office" experience

Professional Experience

  • Five years prior experience in a similar role within the financial services industry.
  • Bachelor’s degree or Associate’s degree required.
  • Experience with Charles Schwab custodial and client relationship management systems preferred.


Requirements: