We pride ourselves on delivering exceptional client service and building lasting relationships with our clients. Position Overview We are seeking an experienced Operations Manager to lead and ...
We pride ourselves on delivering exceptional client service and building lasting relationships with our clients. Position Overview We are seeking an experienced Operations Manager to lead and ...
Experience leading teams in a multi-client operational environment. * Experience managing production, quality, inventory control, returns processing, refurbishment, rework, and value-added services ...
Experience leading teams in a multi-client operational environment. * Experience managing production, quality, inventory control, returns processing, refurbishment, rework, and value-added services ...
Operations Manager
KY · On-site
Experience leading teams in a multi-client operational environment. * Experience managing production, quality, inventory control, returns processing, refurbishment, rework, and value-added services ...
Operations Manager
KY · On-site
Experience leading teams in a multi-client operational environment. * Experience managing production, quality, inventory control, returns processing, refurbishment, rework, and value-added services ...
You'll lead Area Managers, partner closely with Expediting and Account Managers, and own the performance of installation and service operations within your branch. From labor efficiency and ...
You'll lead Area Managers, partner closely with Expediting and Account Managers, and own the performance of installation and service operations within your branch. From labor efficiency and ...
Operations Manager
Louisville, KY · On-site
Experience leading teams in a multi-client operational environment. * Experience managing production, quality, inventory control, returns processing, refurbishment, rework, and value-added services ...
Operations Manager
Louisville, KY · On-site
Experience leading teams in a multi-client operational environment. * Experience managing production, quality, inventory control, returns processing, refurbishment, rework, and value-added services ...
$100K - $115K/yr
Provide light people-management and coaching support to mid-level client services and operations team members, potentially including a formal reporting relationship * Be willing to do hands-on ...
New
$100K - $115K/yr
Provide light people-management and coaching support to mid-level client services and operations team members, potentially including a formal reporting relationship * Be willing to do hands-on ...
New
Operations Manager
Frankfort, KY · On-site
$152/hr
... client service, operational, and financial goals are achieved. It oversees team leaders and their ... Managing approximately 5-35 direct and indirect reports, the role focuses on coaching, performance ...
New
Operations Manager
Frankfort, KY · On-site
$152/hr
... client service, operational, and financial goals are achieved. It oversees team leaders and their ... Managing approximately 5-35 direct and indirect reports, the role focuses on coaching, performance ...
New
... service and sanitation, nutrition, personnel relations - labor utilization, communications - public relations, promotions and client relations, managerial effectiveness and theft and safety awareness ...
... service and sanitation, nutrition, personnel relations - labor utilization, communications - public relations, promotions and client relations, managerial effectiveness and theft and safety awareness ...
As the key employee liaisons between the client and KWPM services & internal support staff, the Operations Manager must perform the job duties with a view toward projecting a professional and ...
As the key employee liaisons between the client and KWPM services & internal support staff, the Operations Manager must perform the job duties with a view toward projecting a professional and ...
$60K - $70K/yr
Maintain consistent service delivery at scale * Act as the senior escalation point for complex ... Client feedback * Implement standardized operational processes and best practices * Lead recovery ...
New
$60K - $70K/yr
Maintain consistent service delivery at scale * Act as the senior escalation point for complex ... Client feedback * Implement standardized operational processes and best practices * Lead recovery ...
New
Operations Manager
Bardwell, KY · On-site
Leadership experience in operations, logistics, customer service, manufacturing, sales support, or ... Ability to manage competing priorities in a fast-moving environment * Exceptional communication and ...
Quick apply
Operations Manager
Bardwell, KY · On-site
Leadership experience in operations, logistics, customer service, manufacturing, sales support, or ... Ability to manage competing priorities in a fast-moving environment * Exceptional communication and ...
... of the Client, and the mission of Kidder Mathews Asset Services Division. In addition, the Operations Manager will provide the leadership necessary to meet all Portfolio maintenance, capital ...
... of the Client, and the mission of Kidder Mathews Asset Services Division. In addition, the Operations Manager will provide the leadership necessary to meet all Portfolio maintenance, capital ...
Home Care Client Services Manager Columbus, Georgia Job Category : Home Care/Home Health ... Generates reports to assist operational management such as productivity and retention reports.
Home Care Client Services Manager Columbus, Georgia Job Category : Home Care/Home Health ... Generates reports to assist operational management such as productivity and retention reports.
Position Summary The Garage General Manager is responsible for managing daily operations. The ... service delivery and in compliance with VPNE and client's policy * Partner with Human Resources to ...
Position Summary The Garage General Manager is responsible for managing daily operations. The ... service delivery and in compliance with VPNE and client's policy * Partner with Human Resources to ...
Client Services Representative
Louisville, KY · On-site
$15.25 - $21/hr
Serve as the primary communication link between the client and laboratory operations * Answer ... Manage client expectations- provide client with project updates, project related financial updates ...
Client Services Representative
Louisville, KY · On-site
$15.25 - $21/hr
Serve as the primary communication link between the client and laboratory operations * Answer ... Manage client expectations- provide client with project updates, project related financial updates ...
$75K - $85K/yr
The Operations Manager supports the full Client Success function, spanning Coaching and other ... services: anytime and for a fraction of the price. Dedicated to our mission, we are looking for ...
New
$75K - $85K/yr
The Operations Manager supports the full Client Success function, spanning Coaching and other ... services: anytime and for a fraction of the price. Dedicated to our mission, we are looking for ...
New
... the client. * Track and report on market-level operational metrics (on-time performance, service ... Manage performance for direct reports, including regular check-ins, coaching, and corrective action ...
... the client. * Track and report on market-level operational metrics (on-time performance, service ... Manage performance for direct reports, including regular check-ins, coaching, and corrective action ...
$54K - $67K/yr
Job Summary The Clinical Operations Department is Whitman-Walker Health's centralized medical, dental, and behavioral health support departmen t. The Client Services Front Desk Manager (CSFM ...
New
$54K - $67K/yr
Job Summary The Clinical Operations Department is Whitman-Walker Health's centralized medical, dental, and behavioral health support departmen t. The Client Services Front Desk Manager (CSFM ...
New
What You Bring: * Strong understanding of financial services operations, account administration, and client service best practices. * Exceptional attention to detail and ability to manage ...
What You Bring: * Strong understanding of financial services operations, account administration, and client service best practices. * Exceptional attention to detail and ability to manage ...
The Operations Manager is responsible for the overall coordination, execution, and performance of branch service operations. This position ensures that field mechanics have the resources, information ...
New
The Operations Manager is responsible for the overall coordination, execution, and performance of branch service operations. This position ensures that field mechanics have the resources, information ...
New
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 Kentucky are hiring for Client Services Operations Manager jobs?
Cities in Kentucky with the most Client Services Operations Manager job openings:
Operations Manager - Wealth Team
On-site
Retirement Resource Center, LLC.
• Business Schools and Computer and Management Training • 11 - 50 employees11 - 50 employees
Other
Medical, Retirement, PTO
Posted 10 days ago
Job description
Operations Manager - Wealth Team
#J-18808-LjbffrLocation: Daytona Beach, FL (In-Office)
Company Type: Registered Investment Advisor (RIA)
We are a Registered Investment Advisor (RIA), located in Daytona Beach and Palm Coast, FL. We are a boutique practice with an affiliated CPA Firm providing our clients with holistic planning, investment management and tax preparation services to individuals, business entities, trusts, estates, and pension plans. Our philosophy is to serve our client’s needs through a firm approach. We pride ourselves on delivering exceptional client service and building lasting relationships with our clients.
Position OverviewWe are seeking an experienced Operations Manager to lead and streamline our day-to-day operational functions. This role is critical to ensuring seamless client experiences, operational efficiency, and regulatory compliance. The ideal candidate will be a detail-oriented problem-solver who thrives in a collaborative, fast-paced environment and can manage multiple priorities effectively.
Key ResponsibilitiesOperations Management- Oversee and optimize daily operational workflows across the firm
- Manage and mentor a team of approximately 5 employees
- Develop and implement standard operating procedures to enhance efficiency and scalability
- Identify process improvements and implement best practices
- Generate operational reports and metrics for leadership
- Manage Salesforce workflows, tasks, and automation
- Ensure accurate client data management and reporting
- Oversee technology integrations and vendor relationships
- Train team members on system usage and best practices
- Oversee client onboarding processes from initial documentation through account setup
- Manage client offboarding procedures, ensuring proper documentation and transitions
- Coordinate with advisors and custodians to ensure smooth client experiences
- Maintain high standards for client service delivery
- Collaborate with advisors on client account administration
- Ensure adherence to SEC and state regulatory requirements
- Maintain compliance calendar and coordinate required filings
- Assist with annual audits and regulatory examinations
- Keep policies and procedures current with regulatory changes
- Support business continuity and disaster recovery planning
- Coordinate with external vendors and service providers
- 5+ years of operations experience in wealth management, RIA, or financial services
- Series 65 or equivalent licensing (or obtain within first 3 months)
- Strong working knowledge of Salesforce CRM (or similar platforms)
- Solid understanding of RIA compliance requirements and regulatory environment
- Experience with client onboarding/offboarding processes
- Proven leadership and team management skills
- Exceptional attention to detail and organizational abilities
- Strong communication skills (written and verbal)
- Bachelor’s degree in business, Finance, or related field
- Experience working with Raymond James custodian platform preferred
- Competitive salary based on experience
- Health benefits package 401(k) with company match
- Paid time off and holidays
- Professional development opportunities
- Opportunity to make a significant impact in a growing firm
About Retirement Resource Center
Sourced by ZipRecruiter
Industry
Business schools and computer and management training
Company size
11 - 50 Employees
Headquarters location
Ann Arbor, MI, US
Year founded
2004