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Client Service Operation Manager Jobs (NOW HIRING)

Seven Springs Wealth Group LLC

THE ROLE The Client Service Manager serves as the operational expert of the Diamond Team, partnering closely with Wealth Advisors and Wealth Associates to ensure every recommendation is implemented ...

Kantar

Manager, Client Service

New York, NY · Hybrid

Manager, Client Service Job Location: Hybrid- Chicago, New York City, Norwalk, Detroit About the team: Our media effectiveness client service team are experts in understanding the changing media ...

SGS

Manager, Client Service

North Sioux City, SD · On-site

Manage Client Service Department to maintain or improve efficiency and quality of laboratory * Communicate necessary changes or information to department personnel. * Ensures procedures are performed ...

Kantar Group

Manager, Client Service

Chicago, IL · On-site

Manager, Client Service Job Location: Hybrid- , Chicago, New York City, Norwalk About the team: Our media effectiveness client service team are experts in understanding the changing media landscape.

The Ghoman Group

Operation Manager

Indianapolis, IN · On-site

$60K - $80K/yr

Hotel Operations Manager Company: Ghoman Group Property: Indianapolis Inn Location: 5855 Rockville ... Guest Experience & Service Excellence * Champion a guest-focused culture throughout the property.

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Client Service Operation Manager information

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How much do client service operation manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client service operation manager in the United States is $57,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $70,000.00 per year, depending on experience, location, and employer.

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Infographic showing various Client Service Operation Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $57,998 per year, or $27.9 per hour.

Client Service Operations Manager - Wealth Management

Bellevue, WA • Hybrid

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

Full-time

Posted 28 days ago

Job description

Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you are passionate about ensuring exceptional client experience and mentoring and developing team members, we want to hear from you!

Our team Operations Manager position partners with the Team Lead to guide the wealth management team, providing day-to-day leadership and oversight of the team's client service group. They manage the team's workflows, processes, and internal operations, ensuring consistent implementation of best practices. They directly supervise the client service team members, with responsibility for hiring, training, career development, recommending compensation, and staffing strategy.

This role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight.

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday currently, with the potential for adding Thursdays, from 7:00 a.m. to 4:00 p.m.) and the flexibility to work remotely on the other days.

Specific responsibilities include:

  • Team Leadership & Management
    • Serve as the day-to-day leader and primary resource for the team's Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
    • Delegate and oversee client service workflow, ensuring tasks are appropriately prioritized, completed accurately, and delivered on time.
    • Review work completed by client service team and provide coaching and feedback to support their professional development.
    • Oversee onboarding and training of new client service team members.
    • Identify opportunities to improve team processes, efficiency, and client experience.
  • Partnership with Team Lead
    • Act as a key partner to the Team Lead in the day-to-day management of the team.
    • Assist the Team Lead with strategic planning, goal setting, and implementation of team initiatives and best practices.
    • Help monitor team priorities, workflows, and capacity to ensure the team operates effectively.
    • Manage team meetings, events, and initiatives.
    • Step in to provide leadership when the Team Lead is unavailable.
  • Firm Engagement
    • Collaborate with Client Team Operations Manager colleagues across the firm to support consistent, high-quality client experience.
  • Client Service
    • Serve as a primary point of contact for a select group of clients, functioning as their Senior Wealth Management Associate.
    • Deliver exceptional client service by anticipating client needs, addressing concerns, and resolving issues efficiently.
    • Participate in client meetings and present ideas and concepts in an organized and effective manner.
    • Prepare meeting materials and summaries and manage post-meeting action items.
    • Oversee the gathering and maintenance of client information and ensure data integrity within the CRM.
    • Assist Wealth Managers in developing and implementing financial plans and utilizing financial planning tools and analysis to support client financial decisions.
    • Oversee the new client onboarding process and ongoing account maintenance.

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