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Client Services Operations Manager Jobs in Washington

SHR CONSULTING GROUP, LLC

Operations Manager

Arlington, VA · On-site

$130K - $165K/yr

Operations Manager Full Time Arlington, VA, US Salary Range: $130,000.00 To $165,000.00 Annually ... Manage, develop, monitor, and report on client Service Level Agreements and Acceptable Quality ...

RH-USA Inc

Client Services Associate

Mclean, VA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills

RH

Client Services Associate

Mclean, VA · On-site

$27 - $31/hr

Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills

RH

Client Services Associate

Mclean, VA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills

Sila Services

Operations Manager

Beltsville, MD · On-site

$100K - $130K/yr

Great home service operations don't happen from behind a desk. At Sila Heating & Air Conditioning, we're looking for an experienced Operations Manager to own the day-to-day execution of our HVAC and ...

Sila Services

Operations Manager

Beltsville, MD

$100K - $130K/yr

Great home service operations don't happen from behind a desk. At Sila Heating & Air Conditioning, we're looking for an experienced Operations Manager to own the day-to-day execution of our HVAC and ...

Sila Services

Operations Manager

Beltsville, MD · On-site

$100K - $130K/yr

Great home service operations don't happen from behind a desk. At Sila Heating & Air Conditioning, we're looking for an experienced Operations Manager to own the day-to-day execution of our HVAC and ...

Sila Services

Operations Manager

Beltsville, MD · On-site

$100K - $130K/yr

Great home service operations don't happen from behind a desk. At Sila Heating & Air Conditioning, we're looking for an experienced Operations Manager to own the day-to-day execution of our HVAC and ...

ComForCare

Operations Manager

Glen Burnie, MD · On-site

As an Operations Manager at ComForCare, you will coordinate staffing schedules, supervise ... Ensuring client service requests are fulfilled according to the Plan of Care/Aide Care Plan and ...

Audacia Strategies

Client Services Coordinator

Arlington, VA · On-site +1

$21 - $28.25/hr

Our combined strength allows us to serve the widest variety of client needs and empower leaders to ... Strong organizational, time management, proofreading, and multi-tasking skills * Customer service ...

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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

Regional Client Services Manager

Fairfax, VA • On-site

Edelman Financial Engines, LLC
Finance and Insurance • 1 - 5K employees
Learn more about Edelman Financial Engines, LLCexternal

$99K - $132K/yr

Full-time

Medical, Dental, Retirement

Re-posted 17 days ago

Key responsibilities

  • Mentor, coach, and lead Client Service Teams to ensure high-quality client service and manage day-to-day branch operations.

  • Partner with the Regional Director to maintain high standards of client service throughout the region.

  • Plan and manage staffing, oversee employee performance reviews, develop performance improvement plans, and ensure departmental efficiency and morale.

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 
 
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
 
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Regional Client Service Manager, you'll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines.
 
We are looking for someone with proven leadership experience within financial services to help us deliver outstanding service by building and nurturing the client relationship.   If you have exceptional leadership acumen, client service and communication skills, with a good understanding of finance, this is the opportunity for you!
 
 Responsibilities:
  • Mentor, coach and lead Client Service Teams; managing the day-to-day branch office operations and oversight of the overall client service experience.
  • Partner with the Regional Director and maintain high-quality standards and client service throughout the region
  • Effective planning and managing of staffing and support needs which include but are not limited to:
  • Assist with interviewing and hiring of qualified external and internal candidates
  • Identify and develop high performing internal employees in an effort to build future bench strength
  • Manage and oversee the employee performance review process for the department ensuring reviews are appropriate, accurate, and adhere to all company deadlines
  • Develop performance improvement plans and provide coaching when necessary to improve marginal employee performance ensuring a high level of accountability
  • Maintain the highest possible level of morale in the department so that the culture is one of mutual respect and cooperation between Client Services and other departments
  • Continuously review department organization and administrative procedures to ensure that effective, efficient, and profitable staff operations are maintained
  • Responsible to make sure that all programs and projects meet assigned goals and objectives
  • Responsible for resolving complex service and operational issues, with best-practice judgment
 
Requirements:
 
  • 5-7 years of financial industry experience, specifically in a broker/dealer or RIA environment
  • Bachelor's degree in business or finance preferred, or equivalent combination of education and experience.
  • At least three years of leadership experience.
  • Previously held Series 7, Series 24, or Series 66 licenses preferred.
  • Ability to effectively lead, motivate and empower a team to successfully accomplish goals.
  • Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays or unexpected events.
  • Excellent judgment to appropriately prioritize and manage multiple deadlines.
  • Occasional travel 
 
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $99,000 - $132,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. 
  
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines 
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com. 
 
1  The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025

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