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Client Operations Specialist Jobs (NOW HIRING)

LucyRx

Client Operations Specialist

The Client Operations Specialist provides administrative support for client pharmacy benefit accounts, handling the documentation, data entry, correspondence, and coordination tasks that keep ...

Search Solution Group

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Client Operations Specialist

Atlanta, GA · On-site

$25 - $34/hr

Customer Operations Specialist Location: Atlanta, GA - Galleria Area Work Arrangement: Hybrid after training Schedule: 8:00 AM-5:00 PM or 9:00 AM-6:00 PM Employment Type: Temp-to-Hire Position ...

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Client Operations Specialist information

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$30.5K

$68.4K

$111K

How much do client operations specialist jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client operations specialist in the United States is $68,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What is a client operations specialist?

A Client Operations Specialist is a professional who manages and supports the day-to-day operations and interactions between a company and its clients. They handle client inquiries, ensure smooth onboarding processes, maintain client records, and help resolve any operational issues that may arise. Their role is crucial in ensuring customer satisfaction and maintaining strong client relationships, often working closely with sales, account management, and support teams. They also help streamline workflows, improve efficiencies, and may be involved in process documentation and reporting.

What are the key skills and qualifications needed to thrive as a client operations specialist?

To thrive as a Client Operations Specialist, you need strong analytical abilities, attention to detail, and a background in business or finance, often supported by a relevant degree. Familiarity with CRM software, data management tools, and workflow systems is typically required, along with experience in using Excel or similar platforms. Excellent communication, problem-solving skills, and adaptability help you build client relationships and resolve issues efficiently. These competencies are crucial for ensuring seamless client service, accurate operations, and the overall satisfaction and retention of clients.

What are common challenges faced by client operations specialists and how can they be addressed?

Client Operations Specialists often encounter challenges such as managing multiple client requests simultaneously, ensuring accuracy under tight deadlines, and adapting to changing client needs. Effective communication, strong organizational skills, and the ability to prioritize tasks can help address these challenges. Additionally, collaborating closely with internal teams and leveraging technology solutions can improve workflow efficiency and client satisfaction.

What is the difference between Client Operations Specialist vs Customer Service Representative?

AspectClient Operations SpecialistCustomer Service Representative
Required CredentialsTypically requires a bachelor's degree in business, communications, or related fieldHigh school diploma or equivalent; some roles prefer post-secondary education
Work EnvironmentOffice setting, often with client-facing and operational tasksCall centers, retail, or online support environments
Employer & Industry UsageFinancial services, tech companies, consulting firmsRetail, telecom, hospitality, and service industries
Common Search & Comparison IntentUnderstanding operational roles in client managementCustomer support and service roles

The main difference is that a Client Operations Specialist focuses on managing client accounts, streamlining processes, and supporting client relationships within a company's operations. In contrast, a Customer Service Representative primarily handles direct customer inquiries, complaints, and support. While both roles involve client interaction, the Specialist role is more operational and strategic, often requiring more specialized knowledge and credentials.

Is a Client Operations Specialist a good entry level job?

A Client Operations Specialist role can be suitable for entry-level candidates, especially those with strong communication and organizational skills. It often involves learning about client management, using tools like CRM software, and gaining industry-specific knowledge, making it a good starting point for a career in client services or operations.
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Client Operations Specialist jobs near you
Infographic showing various Client Operations Specialist job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

Client Operations Specialist - Livonia

Livonia, MI • On-site

Main Financial Group
Finance and Insurance • 1 - 10 employees
Learn more about Main Financial Groupexternal

$85K/yr

Other

Medical, Dental, Vision, PTO

Posted 28 days ago

Job description

About Us

Main Financial Group is a premier wealth management firm dedicated to helping individuals and families preserve and protect their financial legacy. As an independent wealth management firm, we blend strategy, service, and personalized guidance to create tailored financial plans that reflect the values and goals of our clients. We are committed to providing exceptional client service while maintaining a collaborative, professional, and team-oriented environment for our employees and advisors. We are seeking an experienced Client Operations Specialist to join our Livonia office and support the processing, service, and ongoing administration of client accounts and new business.

Role Overview

The Client Operations Specialist plays a key role in supporting advisors and ensuring a smooth client experience across brokerage/advisory accounts, annuities, and life insurance.

This position focuses on three core areas:

  • New Business Processing:Manage brokerage, annuity, and insurance applications from submission through completion
  • Case Coordination:Work with advisors, clients, custodians, and carriers to resolve outstanding requirements and move new business forward
  • Client Service:Support ongoing account maintenance, documentation, and service requests

This is a detail-oriented, process-driven role requiring strong organization, communication, and follow-through.

Key ResponsibilitiesNew Business Processing
  • Prepare, review, and process new Schwab and Fidelity account applications
  • Prepare, review, and process new annuity and life insurance applications
  • Coordinate with advisors, clients, custodians, and carriers to obtain outstanding requirements and keep new business moving forward
  • Track new business through review, approval, funding, and completion
  • Resolve incomplete applications, outstanding requirements, and other processing issues
  • Process account maintenance and ongoing service requests
  • Assist with account transfers, beneficiary changes, and account updates
  • Support annuity and insurance service requests, including required forms and carrier documentation
  • Assist clients with forms, signatures, paperwork, and general account servicing needs
  • Provide advisors with timely updates on pending service items
  • Maintain accurate client records within CRM and document management systems
  • Ensure service requests are followed through to completion
  • Support additional operational projects and process improvements as needed
Qualifications
  • Experience in financial services and brokerage, with familiarity in brokerage accounts, annuities, life insurance, custodians such as Schwab or Fidelity, and insurance carriers required
  • Strong attention to detail and organizational skills
  • Ability to manage multiple cases and deadlines simultaneously
  • Excellent written and verbal communication skills
  • Professional, dependable, and team-oriented mindset
  • Michigan Life & Health Insurance License and Series 65 preferred, but not required
Compensation
  • $75,000 annual salary for candidates who do not currently hold both the Michigan Life & Health Insurance License and Series 65
  • $85,000 annual salary for candidates who currently hold both an active Michigan Life & Health Insurance License and Series 65

Licensing is preferred, but not required for this position.

Why Join Main Financial Group

At Main Financial Group, you’ll be part of a collaborative, client-focused team dedicated to delivering exceptional service and results. We believe in supporting our employees with the resources, training, and environment they need to thrive.

Here, your work will directly impact our clients, advisors, and continued growth. We value professionalism, teamwork, and continuous improvement, and we are committed to creating a workplace where employees can learn, contribute, and succeed.

  • Employer-contributed health insurance, plus optional dental and vision coverage
  • 10 days of paid vacation following the introductory period, plus paid company holidays
  • Career development with access to industry tools and training
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