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Client Services Operations Manager Jobs in Washington

GDIT

Client Services Manager

Washington, DC · On-site

The Manager oversees daily operations, service performance, escalation management, and customer satisfaction across all client-facing support channels. This position is on site in Washington, DC. Key ...

Dresner Group

Client Services Manager

Columbia, MD · On-site

... management services to the SMB marketplace, Dresner Group has since helped several hundred ... Job Responsibilities oManage the Client Support team, triaging of support requests, and ticket ...

Dresner Group

Client Services Manager

Columbia, MD · On-site

Job Responsibilities o Manage the Client Support team, triaging of support requests, and ticket ... and monitor quality service levels o Improve productivity by highlighting deficiencies and ...

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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 Washington are hiring for Client Services Operations Manager jobs?

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

Client Services Operations Manager jobs near you

Client Services/Operations Associate

Vienna, VA • On-site

Glassman Wealth Services
Finance and Insurance • 11 - 50 employees
Learn more about Glassman Wealth Servicesexternal

Full-time

Re-posted 23 days ago

Job description

Can a company be amazing, growing, respected, and fun? This one is! And The Washington Business Journal just named us a best place to work in the Washington, DC area.
We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth management firm, and we are seeking an Operations Associate who is passionate about doing 'the work' and thrives as part of a cohesive team. Ideally, you've held a similar position that helps you appreciate the nuances of client service and support.
As a successful candidate, you will thrive in a fast-paced, entrepreneurial environment that is mission-driven, people-focused, and community-oriented. You will be honest, approachable, reliable, and motivated with a service-oriented attitude. You will balance multiple priorities in a variety of ever-changing situations. We rely on you to be an integral part of the operations infrastructure that supports our advisors and our clients.
Bottom line: we share a vision for enriching the lives of our clients, and you do too. You want to carefully orchestrate the client and team experiences - Every. Single. Day. You are trustworthy and understand the sensitive nature of the work, and appreciate the highly interpersonal relationship of this position. You should want to have fun in the job while taking it seriously and being amazing at it.
The nitty-gritty details of your responsibilities and what will make you successful are spelled out below. We encourage you to read them carefully before applying. If, when you've reviewed and re-reviewed the specifics, it sounds like we are talking about you, then don't wait - we'd like to hear from you! But please, no phone calls; we're serious about that.
And consider this: we are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits. We value our employees, and we're not afraid to show it. (Really, it's true - take a look at our Awesome Benefits).
In this role you will:
  • Administer basic advisory operations tasks, including money movement and client paperwork.
  • Process data entry updates and check filing.
  • Provide ad hoc support for more complex projects like reporting, billing, and compliance.
  • Be stellar at tracking the details and specifics of tasked to-do items.
  • Have an intense curiosity and be willing to dive into unchartered territory to solve problems.

Our expectations of you:
  • The integrity you bring to the role is next level.
  • You must have strong interpersonal skills and the ability to build relationships.
  • You are organized and have a keen eye and attention to the details; you also like to investigate the specifics.
  • You are reliable, steady, and consistent; these qualities come so naturally to you, you hardly know you're doing them.
  • The know-how to handle confidential information sensitively, manage competing demands and expectations, and demonstrate the highest level of client service; it is ingrained in you.
  • You respect deadlines, details, and ever-changing priorities; you have a "get it done and get it done right" mentality.
  • You begin your cover letter by telling us one goal you've set for yourself this year.
  • You are a highly resourceful and collaborative team player while also effectively working independently; you also know your capacity and are willing to expressly communicate constraints.
  • You are flexible and open to change. We mean it; this is a must.
  • By joining our team, you will enhance the Glassman Wealth brand and culture as a Best Place to Work.

Your Education and Experience
  • Bachelor's degree preferred but not required.
  • At least two to three years of strong and relevant work experience, preferably in similar positions and environments.
  • A willingness to immerse yourself in our industry and learn the nuances of finance and operations.
  • An understanding of ACATs or an upfront acknowledgment that you don't know anything at all about it, but will be willing to figure it out.

Please make sure to include your resume and a cover letter.
PS - We know the Washington area has a tight financial community. In ALL cases, your letter, resume, and interest will be kept completely confidential.

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