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Client Services Operations Manager Jobs in Atlanta, GA

Smith & Howard

Client Services Specialist

Atlanta, GA · On-site

$16.25 - $21.75/hr

Summary As a Client Services Specialist on our Wealth Management team, you will be responsible for delivering exceptional operational support to advisors and clients by managing account requests ...

Smith + Howard

Client Services Specialist

Atlanta, GA · On-site

$16.25 - $21.75/hr

Summary As a Client Services Specialist on our Wealth Management team, you will be responsible for delivering exceptional operational support to advisors and clients by managing account requests ...

BraveView, Inc.

Operations Manager

Lawrenceville, GA · On-site

Operations Manager, Landscape Our client is a commercial landscape firm that has been servicing the greater Atlanta market for more than 20 years. They are currently searching for an Operations ...

BraveView, Inc.

Operations Manager

Lawrenceville, GA · On-site

Operations Manager, Landscape Our client is a commercial landscape firm that has been servicing the greater Atlanta market for more than 20 years. They are currently searching for an Operations ...

GardaWorld

Security Operations Manager

Atlanta, GA · On-site

$105K - $110K/yr

As a Security Operations Manager, you'll be the trusted link between our clients and our ... In this role, you'll champion service quality, strengthen client relationships, and help drive ...

Clear Channel Outdoor

Operations Manager

Atlanta, GA · On-site

Ensures department meets expectations of CCO Service Guarantee according to department ... client contracts on time. * Hires, develops, coaches, and creates a cohesive, high-performance ...

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Client Services Operations Manager information

See Atlanta, GA salary details

$42.8K

$118.9K

$130.3K

How much do client services operations manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client services operations manager in Atlanta, GA is $118,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $128,900.00 and $128,900.00 per year, depending on experience, location, and employer.

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 near Atlanta, GA are hiring for Client Services Operations Manager jobs?

Cities near Atlanta, GA with the most Client Services Operations Manager job openings:

Client Services Operations Manager jobs near you
Infographic showing various Client Services Operations Manager job openings in Atlanta, GA as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $118,935 per year, or $57.2 per hour.

Client Services Specialist

Atlanta, GA • On-site

Smith & Howard
See more jobs at Smith & Howardexternal

$16.25 - $21.75/hr

Other

Re-posted 8 days ago

Job description

Client Services Specialist
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen?  If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with offices across the Southeast, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits.  You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals.  Smith + Howard provides a great opportunity for professional growth and advancement within one of the nation’s top accounting firms.
If you are ready to make a career move and join a firm consistently named one of the “Top Workplaces,” we invite you to complete our employment.
Summary
As a Client Services Specialist on our Wealth Management team, you will be responsible for delivering exceptional operational support to advisors and clients by managing account requests, resolving service issues, coordinating with custodians and internal teams, and ensuring a seamless client experience. This role requires strong relationship management, organization, attention to detail, and the ability to thrive in a fast-paced, client-focused environment while providing responsive, high-quality service.
Primary Responsibilities
  • Deliver accurate and timely service to advisors and clients with a "one contact resolution" mindset.
  • Take ownership of client issues and see them through to resolution.
  • Serve as the primary liaison between advisors, clients, custodians, and Operations.
  • Provide operational support, including account openings, maintenance, monetary requests, and paperwork processing.
  • Prioritize and manage multiple advisors and client requests across email, Microsoft Teams, phone, and CRM while meeting service level expectations.
  • Resolve complex operational issues by collaborating with custodians and internal teams, escalating when needed, and communicating progress to advisors and clients.
  • Utilize CRM platforms (e.g., Wealthbox) and reporting tools (e.g., Addepar) to manage client cases, track workflows, and maintain accurate documentation.
  • Demonstrate empathy, professionalism, and strong attention to detail in all client and advisor interactions.
  • Build trusted relationships with advisors, clients, and team members through responsive, personalized service.
  • Contribute to a collaborative team environment by supporting teammates, assisting with training, and providing coverage when needed.
Qualifications
  • 1–5+ years of experience in the finances services industry with custodian and client-facing service experience preferred.
  • Strong knowledge of industry operations and custodial processes (Charles Schwab experience preferred).
  • Experience with CRM and reporting platforms; experience with Wealthbox and Addepar is a plus but not required.
  • Proficiency in Microsoft Office applications. Experience with advanced Microsoft Excel functions is a plus.
  • Excellent organizational, problem-solving, and critical thinking skills with the ability to manage multiple priorities.
  • Ability to work independently and collaboratively in a fast-paced, client-focused environment.

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