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Client Service Operation Manager Jobs (NOW HIRING)

Innovetive Petcare

Client Service Supervisor

Melrose, MA · On-site

$24 - $27/hr

Position Overview The Front Desk Manager is responsible for managing the day-to-day operations of the reception area while leading the client care team to deliver exceptional service. This role ...

ASCENSUS

Director, Client Service Operations

Dallas, TX · On-site

This role leads a large organization of associates, team leads, and managers while also providing ... Oversee a diverse range of transaction processing and client service activities across phone and ...

Osaic

Client Service Specialist

Branford, CT

$65K - $75K/yr

Provide administrative and operational support to advisors related to client servicing, financial planning support, and day-to-day business activities. * Manage front office reception duties ...

AccentCare, Inc.

Client Service Manager

Waco, TX · On-site

$42K - $43K/yr

Client Service Manager Job ID: 76929 Remote/Virtual Position : No Coverage Area: Waco and ... Manages the overall operations of a segment of the branch team. Responsible for the overall quality ...

BeloForm Craft

Client Service Associate

Charlotte, NC · On-site

$50K - $54K/yr

... operations. We are seeking a Client Service Associate to join our growing team in Charlotte, NC. This role is ideal for a motivated professional who enjoys working with clients, managing ...

Ascensus

Director, Client Service Operations

Tampa, FL · On-site

This role leads a large organization of associates, team leads, and managers while also providing ... Oversee a diverse range of transaction processing and client service activities across phone and ...

Gallagher

Client Service Manager

Jacksonville, FL · Remote

Overview We are seeking a remote Client Service Manager to join our growing team in our small business division who can deliver exceptional customer service! Are you interested in helping a range of ...

Catch Vibe Voice

Client Service Associate

Manhattan, NY · On-site

$40K - $45K/yr

Manage multiple requests and priorities while maintaining attention to detail. * Communicate ... Support daily client service operations and contribute to team goals. * Maintain professionalism ...

Gallagher

Client Service Manager

Dallas, TX

Overview At Gallagher, we're looking for a Client Service Manager to join our Small Group Employee Benefits team. You'll manage a group of accounts, ensuring our clients feel supported and valued ...

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Client Service Operation Manager information

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$101K

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.

What cities are hiring for Client Service Operation Manager jobs?

Cities with the most Client Service Operation Manager job openings:

What states have the most Client Service Operation Manager jobs?

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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 Associate

Remote

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$80K - $100K/yr

Other

Retirement, PTO

Re-posted 20 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.
Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position
Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.
Requirements:
  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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