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Client Services Operations Manager Jobs in California

East West Bank

Client Services Manager

Pasadena, CA

$71K - $85K/yr

The Client Services Manager will drive the expansion for the SoCal Commercial Banking portfolio ... operations. Flawless bilingual fluency in English and Mandarin are required. * Assist RMs with the ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Minimum 10 years of experience in financial services with significant client service operational expertise * Minimum 5 years of people management experience, including demonstrated ability to manage ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Minimum 10 years of experience in financial services with significant client service operational expertise * Minimum 5 years of people management experience, including demonstrated ability to manage ...

NFP Corp

Client Service Leader

San Francisco, CA

Minimum 10 years of experience in financial services with significant client service operational expertise * Minimum 5 years of people management experience, including demonstrated ability to manage ...

Playbook

Client Operations Manager

San Francisco, CA · On-site

$130/hr

Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you ... Client Relationship Management: Act as the primary operational contact for client stakeholders at ...

The TCW Group

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 ... Manage and process client-related administrative and operational tasks, including account ...

Playbook

Client Operations Manager

San Francisco, CA · On-site

$130/hr

Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you ... Client Relationship Management: Act as the primary operational contact for client stakeholders at ...

Playbook

Client Operations Manager

San Francisco, CA · On-site

$130/hr

Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you ... Client Relationship Management: Act as the primary operational contact for client stakeholders at ...

Craft

Client Operations Manager

San Francisco, CA · On-site

$157K/yr

Proactive Service: Often identifies opportunities to surprise and delight clients with personalized and considerate service, going beyond basic expectations. * Effective Communicator

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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 Manager

Pasadena, CA

East West Bank
Commercial Banking • 1 - 5K employees
Learn more about East West Bankexternal

$71K - $85K/yr

Full-time

Re-posted 23 days ago

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. 

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.


The Client Services Manager will drive the expansion for the SoCal Commercial Banking portfolio, with a strategic focus on accelerating deposit growth. The successful candidate must exhibit a strong ownership mentality in managing portfolio health and a highly detail-oriented approach to banking operations. Flawless bilingual fluency in English and Mandarin are required.


  • Assist RMs with the new account openings
  • Assist RMs with existing account service inquiries and issues
  • Provide superior client service as related to deposit and business account services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
  • Assist in servicing personal and business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank’s deposit system.
  • Work with closing team (outside counsel, if applicable) to clear pending items until closing transactions
  • Perform other duties as assigned.

  • Experience: Minimum 5+ years of account services experience.
  • Language Skills: bilingual fluency in English and Mandarin (written and verbal) is mandatory.
  • Strong knowledge of EWB new account opening process, compliance requirements, and commercial account structures
  • Ability to manage high-volume, time zone difference between US and Asia in a timely manner
  • Strong customer service contact handling skills.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Bachelor’s degree required.

Applicants must have legal authorization to work in the United States.  We do not offer visa sponsorship at this time.  


The base pay range for this position is USD $71,000.00/Yr. - USD $85,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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