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Operations Client Service Jobs (NOW HIRING)

RIA Recruiting

Client Service Operations Associate

$65K - $80K/yr

Client Service Operations Associate Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a permanently remote Client Service Operations Associate to ...

TCWGlobal

Client Services Operations Manager

New York, NY · On-site +1

$70K - $90K/yr

Client Service & Operations Manager Full Time, Direct Hire Remote, USA (EST Working Hours) $70,000-90,000/yr Please scroll to the bottom of this posting to review an important Candidate Safety ...

TCWGlobal

Client Services Operations Manager

New York, NY · On-site +1

$70K - $90K/yr

Client Service & Operations Manager Full Time, Direct Hire Remote, USA (EST Working Hours) $70,000-90,000/yr Please scroll to the bottom of this posting to review an important Candidate Safety ...

Capstone Search Group

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Insurance Agency Operations & Client Service Manager (10188)

Boston, MA · On-site

$150K - $175K/yr

As Insurance Agency Operations and Client Service Manager , you're involved with initiatives that help the agency grow its client base, achieve a high level of retention, and operate efficiently ...

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Operations Client Service information

See salary details

$35.5K

$78.6K

$131K

How much do operations client service jobs pay per year?

As of Sep 12, 2026, the average yearly pay for operations client service in the United States is $78,645.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $95,500.00 per year, depending on experience, location, and employer.

Is operations a high paying job?

Operations roles can offer competitive salaries, especially in industries like finance, technology, and healthcare. Salary levels depend on experience, location, and the specific responsibilities of the position, with higher pay often associated with managerial or specialized roles within operations.

What is the role of operations client service?

Operations client service involves managing interactions between a company and its clients to ensure their needs are met efficiently. It includes handling inquiries, resolving issues, and coordinating with internal teams to deliver quality service, often using tools like CRM software. Strong communication and problem-solving skills are essential in this role.

What states have the most Operations Client Service jobs?

States with the most job openings for Operations Client Service jobs include:

What are popular job titles related to Operations Client Service jobs?

For Operations Client Service jobs, the most frequently searched job titles are:

Client Service Operations Associate

Remote

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$80K - $100K/yr

Other

Retirement, PTO

Re-posted 21 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.
Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position
Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.
Requirements:
  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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