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Client Services Operations Manager Jobs in Miami, FL

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Busy CPA and tax firm looking for a highly organized and proactive person to manage client ... Support management with daily operations Requirements: * Strong communication and organizational ...

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Busy CPA and tax firm looking for a highly organized and proactive person to manage client ... Support management with daily operations Requirements: * Strong communication and organizational ...

Prior experience managing client service teams * Ability to organize, manage and prioritize work of ... Degree in Business Administration, Engineering, Operations Management or related field preferred.

Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records. * Trade Execution: Processing stock, bond, and option trades with accuracy. * Client ...

KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client ... operations. PERSONAL COMPETENCIES Time Management & Prioritization Balance multiple tasks with a ...

KEY RESPONSABILITIES Client Engagement & Support Respond promptly and professionally to client ... operations. PERSONAL COMPETENCIES Time Management & Prioritization Balance multiple tasks with a ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...

Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... You'll help coordinate new projects, manage preflight tasks, enter key details into internal ...

Accompanies client representatives to client sites to direct or train client management staff ... Coordinates client programs and services with company programs and standards of service. Analyzes ...

Seeking an experienced Operations Manager to oversee the day-to-day operations of a broker-dealer ... Partner closely with Compliance, Client Services and other internal teams to ensure seamless ...

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Client Services Operations Manager information

See Miami, FL salary details

$42.6K

$118.3K

$129.6K

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

As of Sep 14, 2026, the average yearly pay for client services operations manager in Miami, FL is $118,291.00, according to ZipRecruiter salary data. Most workers in this role earn between $128,200.00 and $128,200.00 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 Miami, FL are hiring for Client Services Operations Manager jobs?

Cities near Miami, FL with the most Client Services Operations Manager job openings:

Client Services & Operations Manager

Doral, FL β€’ On-site

Lord Breakspeare Callaghan Llc
Accounting ServicesΒ β€’Β 1 - 10 employees

$19 - $23/hr

Full-time

PTO

Re-posted 4 days ago

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Job description

Busy CPA and tax firm looking for a highly organized and proactive person to manage client communication, workflow coordination, onboarding, billing follow-up, and day-to-day office operations.

This is NOT a front desk/receptionist position. We are looking for someone who can help manage projects, keep clients on track, organize workflows, and support the overall operations of the firm.

Responsibilities:

  • Follow up with clients for missing documents and deadlines
  • Manage client communication by phone and email
  • Coordinate workflow and project status
  • Onboard new clients and assist with portal setup
  • Prepare invoices and follow up on payments
  • Help maintain organized systems and processes
  • Support management with daily operations

Requirements:

  • Strong communication and organizational skills
  • Ability to multitask and manage deadlines
  • Professional and detail-oriented
  • Comfortable working in a fast-paced environment
  • Experience in an accounting, tax, or professional office is a plus
  • Spanish and English required

Compensation:

Based on experience.

Please send resume and a short introduction about yourself.

Company Description

For more than 25 years Lord Breakspeare Callaghan LLC has been providing accounting, management and tax solutions for small and medium sized businesses and individuals. We specialize in delivering personalized solutions to meet our clients' diverse needs and help them navigate the complexities of financial and tax management with simplicity.

Based in Miami, Florida, an international gateway, we offer a wide range of accounting services to clients of more than two dozen countries. Our client base is very diverse and includes professionals, manufacturing, and service companies as well as clients who have extensive international exposure.

Because we know what is like to be a growing business, we are able to provide your enterprise with essential accounting services and reports that will help you make business decisions, oftentimes at a cost that is lower than paying a full-time accountant.