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Client Services Operations Manager Jobs in Illinois

William Blair

Client Services Associate

Chicago, IL · On-site

$65K - $85K/yr

... management activities, resolve moderately complex inquiries, and support client needs. This ... into operational issues. * Prepare materials for client review meetings. * Additional ...

Quality Truck & Equipment Co

Be Seen First

Service Operations Manager

Bloomington, IL · On-site

Service Operations Manager Quality Truck & Equipment Co. - Bloomington, Illinois Lead Growth. Drive Results. Build Something Bigger. Quality Truck & Equipment Co. is seeking an experienced, results ...

Paylocity

Lead Client Services - Majors

Schaumburg, IL · On-site

$82K - $87K/yr

Position Overview The purpose of the Lead Client Services is to provide operational initiative, guidance and support across a Client Services Team of Account Managers, enabling outstanding client ...

Paylocity

Lead Client Services - Majors

Schaumburg, IL · On-site

Position Overview The purpose of the Lead Client Services is to provide operational initiative, guidance and support across a Client Services Team of Account Managers, enabling outstanding client ...

Investortools

Client Services Associate

Naperville, IL · On-site

$90/hr

Our platform is trusted by hundreds of financial institutions, including SMA managers, fund ... StudyInvestortools' clients to understand their unique business operations and operating modelsin ...

Investortools

Client Services Associate

Naperville, IL · On-site

$70K - $90K/yr

Our platform is trusted by hundreds of financial institutions, including SMA managers, fund ... Study Investortools' clients to understand their unique business operations and operating models in ...

Epiq

Client Services Associate Project Manager

Chicago, IL · Remote

$55K - $60K/yr

Translate client and court requirements into clear operational work requests * Assist with client ... services * Strong organizational skills and attention to detail * Ability to manage multiple tasks ...

Paylocity

Client Services Intern

Schaumburg, IL · On-site

... management to support operational efficiency and service delivery. * Complete project returns ... Accurately document client interactions, case activity, and resolutions within company systems.

Paylocity

Client Services Intern

Schaumburg, IL · On-site

$24/hr

... management to support operational efficiency and service delivery. * Complete project returns ... Accurately document client interactions, case activity, and resolutions within company systems.

RH-USA Inc

Client Services Associate

Oak Brook, IL · On-site

$28 - $32/hr

Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste ... Strong organizational and time management skills * Strong verbal and written communication skills

Aleysian

Client Services Executive

Chicago, IL · On-site

$165K - $185K/yr

Client Services Executive Chicago, IL (Hybrid) - preferred; remote available in WI & MI · ... Day-to-day execution sits with the project managers who serve as engagement leads, while you focus ...

Aleysian

Client Services Executive

Chicago, IL · On-site

JOIN OUR TEAM Client Services Executive Chicago, IL (Hybrid) - preferred; remote available in WI ... Day-to-day execution sits with the project managers who serve as engagement leads, while you focus ...

Aleysian

Client Services Executive

Chicago, IL · On-site

$165K - $185K/yr

JOIN OUR TEAM Client Services Executive Chicago, IL (Hybrid) - preferred; remote available in WI ... Day-to-day execution sits with the project managers who serve as engagement leads, while you focus ...

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All JobsClient Services Operations JobsClient Services Operations Manager JobsClient Services Operations Manager Jobs in Illinois

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 Illinois are hiring for Client Services Operations Manager jobs?

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

Client Services Operations Manager jobs near you

Client Services Associate

Chicago, IL • On-site

William Blair
1 - 5K employees
Learn more about William Blairexternal

$65K - $85K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Partnership.
As a Client Relationship Associate, you will play a key role in supporting and strengthening William Blair's relationships with small and mid-sized clients. You will serve as a trusted point of contact, delivering exceptional client service while helping to coordinate relationship management activities, resolve moderately complex inquiries, and support client needs. This position offers the opportunity to work closely with clients, produce meaningful reports and communications, and contribute to a high-quality client experience through proactive follow-up, responsiveness, and professional relationship management. The ideal candidate is service-oriented, detail-focused, and committed to building strong client partnerships.
Responsibilities include but may not be limited to:

  • Perform client service duties associated with the maintenance of client portfolios, with special focus on moderately complex transactions and issues.
  • Support client relationship goals by handling projects with initiative, accuracy and a sense of urgency.
  • Work with administrative group, Client Services, Portfolio Specialists and other internal groups on general accounting tasks such as verifying cash flows and reporting responsibilities. Provide timely and accurate documentation and reporting.
  • Interact on a daily basis with client organizations. Address inquiries from custodians and clients, such as answering questions, running client reports, including client meeting books and performing specific research and/or investigations into operational issues.
  • Prepare materials for client review meetings.
  • Additional responsibilities as requested.
Qualifications:
  • Bachelor's Degree in Finance, Accounting or Business required
  • 3-5 years of portfolio administration experience with an investment management firm, custodian or investment management consultant required
  • SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
  • Commits to satisfying internal and external customers
  • Detail oriented and able to prioritize tasks
  • Delivers clear, effective communication and takes responsibility for understanding others
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Accustomed to working in a fast-paced, team oriented environment
  • Works cooperatively with others to accomplish objectives
  • Utilizes independent thought and judgment
#LI-HK1
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$65,000-$85,000 USD
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's privacy policies for job applicants:
  • California Consumer Privacy Act Privacy Notice (CCPA)
  • General Data Protection Regulation Privacy Notice (GDPR)

Contact us should you have any questions or concerns.

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