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Client Services Operations Manager Jobs in Rhode Island

Axelon

Client Services Specialist

Johnston, RI · On-site

$24/hr

Serve cash management, ACH, and commercial card customers via requests received by telephone, chat ... Partner with various operational support staff in the reconciliation of client problems while ...

Talent ACQ

Operations Manager

Providence, RI

$90K - $110K/yr

Operations Manager At Crown Supply Co., Inc., we believe that strategic management can amplify operations, enrich service, and shape our future. Our Operations Manager is pivotal to fulfilling this ...

Citizens

Retirement Services Manager

Johnston, RI · On-site

Servicing Operations Manager - Retail Retirement Servicing As the Servicing Operations Manager for the Retirement Services team, you will lead the daily operations of a team of 12-15 colleagues ...

Citizens Bank

Retirement Services Manager

Johnston, RI · On-site

Servicing Operations Manager - Retail Retirement Servicing As the Servicing Operations Manager for the Retirement Services team, you will lead the daily operations of a team of 12-15 colleagues ...

Sodexo

Food Operations Manager 2

Providence, RI · On-site

$75K - $85K/yr

... service outcomes. This position drives operational performance, financial results, and client ... Accountable for managing people, setting direction and deploying resources; typically is ...

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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 Rhode Island are hiring for Client Services Operations Manager jobs?

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

Client Services Operations Manager jobs near you

Client Services Specialist

Cranston, RI • On-site

Ameriprise Financial
Funds, Trusts and Financial Programs • 5 - 10K employees
Learn more about Ameriprise Financialexternal

$55K - $60K/yr

Part-time

Re-posted 10 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

Job description

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.
Responsibilities:

Client Care

·        Review, prepare documents and update client information as needed for client review meetings
·        Manage and resolve client service problems
·        Perform other allowable duties as assigned by the financial advisor(s)
·        Set up and maintain client management system
·        Call clients or prospects to set up meetings or appointments
·        Assist with coordination of client appreciation events and seminars
·        Assist with client mailings
Business Processing

·        Work with home office to ensure accurate account setup and resolve issues
·        Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
·        Maintain files and records in accordance with the records retention policy
Qualifications:

Must haves

·        Strong analytical, verbal communication, and writing skills
·        Strong attention to detail, positive attitude and desire to learn
·        An interest in financial planning, client service and investment management
·        Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
·        Ability to work independently
·        Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
·        High School Diploma, or equivalent
Nice to Haves

·        Bachelor’s Degree
·        Series 7 and 66
Job Type: Part-time
Pay Rate:  $55,000 - $60,000
Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

  • Describe your current work situation and why you are applying for this role.
  • What interested you in this role?
  • What specific skills do you possess that will help you succeed?
  • Describe your experience that relates to this position. 
  • Confirm you saw the pay rate for this position and that it meets your expectations. 
  • Why should we hire you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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