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Client Services Operations Manager Jobs in California

Diversified Solutions

Client Operations Manager

San Jose, CA · On-site

$153K/yr

We are looking for a Client Operations Manager to take ownership of end-to-end client workflows ... If you bring a background in financial services, insurance, legal, or professional services and ...

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East West Bank

Client Services Manager

Pasadena, CA · On-site

$71K - $85K/yr

Overview We are seeking for a Client Services Manager to join our APIC team. This position will require to provide excellent client service and to promote this idea throughout the team. This position ...

East West Bank

Client Services Manager

Pasadena, CA · On-site

$71K/yr

Overview The Client Services Manager will drive the expansion for the SoCal Commercial Banking ... banking operations. Flawless bilingual fluency in English and Mandarin are required.

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Client Services Operations Manager information

What does a Client Services Operations Manager do?

A Client Services Operations Manager oversees the daily operations of a client services team, ensuring that customers receive high-quality support and solutions. They are responsible for streamlining processes, managing staff, and coordinating with other departments to meet client needs. This role often involves monitoring performance metrics, handling escalated client issues, and driving improvements in service delivery. Ultimately, their main goal is to enhance client satisfaction and maintain strong client relationships.

How does a Client Services Operations Manager typically collaborate with other departments to ensure client satisfaction?

A Client Services Operations Manager works closely with teams such as sales, account management, and product development to coordinate client deliverables and resolve issues efficiently. They often serve as the communication bridge, ensuring that client feedback and needs are clearly conveyed to internal stakeholders. Regular cross-functional meetings and continuous process improvements are common, allowing the manager to streamline workflows and enhance the overall client experience. This collaborative approach not only helps maintain high client satisfaction but also fosters a culture of teamwork and accountability across departments.

What are the key skills and qualifications needed to thrive as a Client Services Operations Manager, and why are they important?

To excel as a Client Services Operations Manager, you need a solid background in client relationship management, process optimization, and team leadership, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms, project management tools, and data analysis software is typically required. Exceptional communication, problem-solving, and organizational skills set top performers apart in this role. These abilities are crucial for ensuring high client satisfaction, efficient service delivery, and effective coordination within the organization.

What cities in California are hiring for Client Services Operations Manager jobs?

Cities in California with the most Client Services Operations Manager job openings:

Client Services Operations Manager jobs near you

Client Services & Operations Administrator

San Anselmo, CA • On-site

SupportFinity™
IT Services • 51 - 200 employees
Learn more about SupportFinity™external

$50 - $70/hr

Other

Re-posted 17 days ago

Job description

Client Services & Operations Administrator

SupportFinity |

SupportFinity | Posted Jul 27

Part-time

Specialist (2-5 yrs)

A boutique accounting and family office firm is seeking a highly organized and proactive Client Services & Operations Administrator to support its growing team and client base.

This role will begin at 10–20 hours per week, with an hourly rate of $50–$70, depending on experience. The position is in office in San Anselmo.

Working closely with the Founder and accounting team, this individual will help coordinate client operations, accounts payable, bookkeeping, family office activities, and administrative projects. The ideal candidate enjoys creating structure, managing multiple priorities, and delivering thoughtful, high-touch client service.

Accounts Payable

QuickBooks Online

Client Services

Operations Administration

Document Management

Responsibilities
  • Coordinate client projects, deadlines, action items, and follow-up.
  • Communicate with clients, CPAs, attorneys, bankers, vendors, and other advisors.
  • Support family office needs, including bill payment coordination, property administration, document management, and vendor oversight.
  • Monitor accounts payable inboxes and assist with invoice review, coding, approvals, and payment preparation.
  • Assist with bank and credit card reconciliations, general ledger entries, and recurring bookkeeping tasks.
  • Organize client documentation and maintain accurate electronic files.
  • Support client onboarding, scheduling, and administrative projects.
  • Help document and improve internal processes and procedures.
Qualifications
  • Five or more years of relevant experience in client services, operations, administration, bookkeeping, accounts payable, family office support, or professional services.
  • Bookkeeping and accounts payable experience, including reconciliations and invoice processing.
  • Proficiency with QuickBooks Online or similar accounting software.
  • Exceptional organization, attention to detail, communication, and follow-through.
  • Ability to handle confidential information with professionalism and discretion.
  • Experience in a family office, CPA firm, wealth management firm, law firm, or similar environment is preferred.
About the company

SupportFinity

IT & software

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