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Client Services Operations Manager Jobs in Oklahoma

Cotality

Supervisor, Client Services

Oklahoma City, OK · On-site

... Management * Coaching & Guidance: Provide dedicated one-on-one coaching, operational guidance, and ... Escalation & Client Relations * Escalation Management: Serve as the primary point of contact for ...

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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 Oklahoma are hiring for Client Services Operations Manager jobs?

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

Client Services Operations Manager jobs near you

Client Service & Operations Manager

Oklahoma City, OK • On-site

Bluespring Wealth Partners, LLC
Finance and Insurance • 11 - 50 employees
Learn more about Bluespring Wealth Partners, LLCexternal

Other

Posted 9 days ago

Job description

Posted Friday, August 28, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact

The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve complex and operational issues. This position is responsible for maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, and troubleshooting. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The primary duties of this role include policy implementation, compliance interpretation and operational strategy.

What You’ll Do:
  • Implement and continuously improve client-operations policies and workflows across advisory teams to resolve complex issues
  • Create, enforce and follow processes for document control and retention of checks, paperwork, statements, client notes, etc with accuracy and readability
  • Assist clients with account maintenance and maintain client information on Advisor Complete and CRM systems (Redtail and Sharepoint) – utilizing insights to recommend process enhancements
  • Support Client Relationship Manager in the preparation of client appointment folders for advisor meetings – including customized financial summaries and relevant appointment materials
  • Generate financial performance reports in advance of client interactions
  • Interpret regulatory changes and provide compliance guidance and support to advisory team; recommend and implement procedural adjustments
  • Ensure follow-up and completion of tasks generated during advisor client interactions
  • Support advisors with trades, client cash management, and account opening, etc. – applying protocol while escalating exceptions
  • Collaboration with Client Relationship Manager as needed; ensuring adherence to firm’s service model through client interactions
  • Respond promptly and professionally to incoming prospect and client inquiries via phone, email, and in-person acting as a liaison between office and clients
  • Provide excellent customer service by anticipating and responding to client inquiries and needs
  • Ability to lead project teams and provide guidance to operations staff; no direct reports required but authority to influence operations decisions and vendor commitments
  • Assist in managing summer interns and delegating tasks and projects
What You Bring:
  • 5+ years’ executive-level experience
  • FINRA ,SIE, and/or insurance licensing highly preferred
  • Strong understanding of financial services operations and compliance requirements
  • Ability to exercise independence judgement, logical problem solving and thinking
  • Advanced organizational and analytical skills; ability to implement process improvements
  • Excellent communication skills; ability to influence stakeholders and drive change
  • Proficiency in Microsoft Office Suite and CRM systems (Redtail); advanced Excel skills
  • Ability to work in a fast-paced environment and change gears often
  • Ability to adapt to ever-changing compliance and industry regulations
  • Ability to work strategically and collaboratively across departments
  • Willingness to increase job/program knowledge through ongoing training
Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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