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Remote Costco Service Operations Advisor Jobs (NOW HIRING)

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 ... Support advisors with client meeting preparation, documentation, and follow-up * Help ensure every ...

Cardinal Health

$18.70/hr

What Customer Service Operations contributes to Cardinal Health Customer Service is responsible for ... Remote Candidates who are back-to-work, people with disabilities, without a college degree, and ...

Cardinal Health

$16.25 - $22.50/hr

Fully Remote: Monday - Friday 8:30am Eastern - 5:00pm Eastern Time What Customer Service Operations contributes to Cardinal Health Customer Service is responsible for establishing, maintaining and ...

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Remote Costco Service Operations Advisor information

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$30.5K

$78.4K

$147K

How much do remote costco service operations advisor jobs pay per year?

As of Jul 23, 2026, the average yearly pay for remote costco service operations advisor in the United States is $78,414.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $111,500.00 per year, depending on experience, location, and employer.

What does a Remote Costco Service Operations Advisor do?

A Remote Costco Service Operations Advisor provides customer support and assistance to Costco members, handling inquiries, issues, and service requests via phone, email, or chat. They work from a remote location, ensuring customers receive prompt and accurate information about products, services, and membership benefits. Advisors may also resolve complaints, process orders or returns, and escalate complex cases to specialized teams. Their role is essential in maintaining Costco’s high standards for customer satisfaction while working outside a traditional office environment.

How does a Remote Costco Service Operations Advisor typically collaborate with in-store teams and other departments?

As a Remote Costco Service Operations Advisor, you’ll regularly coordinate with in-store staff, management, and other remote teams to resolve member issues and ensure seamless service delivery. This collaboration often happens through scheduled virtual meetings, shared digital platforms, and real-time messaging tools. Building strong communication skills is key, as you’ll need to relay member feedback, troubleshoot operational challenges, and support process improvements. Your ability to work effectively across departments directly impacts both member satisfaction and operational efficiency.

What are the key skills and qualifications needed to thrive as a Remote Costco Service Operations Advisor, and why are they important?

To thrive as a Remote Costco Service Operations Advisor, you generally need strong customer service skills, problem-solving abilities, and experience in a call center or service environment, often supported by a high school diploma or equivalent. Familiarity with CRM systems, call management software, and Costco's internal platforms is typically required. Excellent communication, patience, and multitasking are key soft skills that help build rapport and efficiently resolve member issues. These skills and qualifications ensure high-quality support for Costco members, leading to stronger customer satisfaction and operational efficiency.

What is the difference between Remote Costco Service Operations Advisor vs Remote Costco Customer Service Representative?

AspectRemote Costco Service Operations AdvisorRemote Costco Customer Service Representative
CredentialsHigh school diploma or equivalent; experience in operations or customer serviceHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentRemote, focused on operational support and issue resolutionRemote, primarily handling customer inquiries and account assistance
Employer & Industry UsageCostco's operations and customer service departmentsCostco's customer service and support teams

The Remote Costco Service Operations Advisor typically handles operational issues, process improvements, and support tasks, requiring a focus on logistics and problem-solving. In contrast, the Remote Costco Customer Service Representative primarily manages customer inquiries, account questions, and service requests. Both roles are remote, require similar credentials, and serve Costco's customer base, but they differ in their core responsibilities and focus areas.

More about Remote Costco Service Operations Advisor jobs
What cities are hiring for Remote Costco Service Operations Advisor jobs? Cities with the most Remote Costco Service Operations Advisor job openings:
What are the most commonly searched types of Costco Service Operations Advisor jobs? The most popular types of Costco Service Operations Advisor jobs are:
What states have the most Remote Costco Service Operations Advisor jobs? States with the most job openings for Remote Costco Service Operations Advisor jobs include:
What job categories do people searching Remote Costco Service Operations Advisor jobs look for? The top searched job categories for Remote Costco Service Operations Advisor jobs are:
Remote Costco Service Operations Advisor jobs near you
Infographic showing various Remote Costco Service Operations Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $78,414 per year, or $37.7 per hour.
Client Services Operations Manager

Client Services Operations Manager

TCWGlobal

New York, NY • On-site, Remote

$70K - $90K/yr

Full-time

Posted 25 days ago

Job description

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 & Fraud Awareness Disclaimer from TCWGlobal.


We are a fee-only fiduciary financial planning and investment management firm focused on delivering highly personalized advice and an exceptional client experience. We help clients make smarter financial decisions through thoughtful planning, long-term relationships, and a simple, technology-enabled process.

We are growing and looking for a highly organized, proactive operations leader who can help us scale while maintaining the high-touch client service our firm is built on.

About the Role

The Client Service & Operations Manager will serve as a key operational leader for the firm. This person will oversee day-to-day operations, improve workflows, support client service delivery, manage systems and vendor relationships, assist with compliance processes, and provide direct support to firm leadership.

The ideal candidate has experience in wealth management, financial advisory, financial services, or an RIA environment and is comfortable balancing hands-on execution with strategic operational support.

What You’ll Do

Firm Operations:

  • Oversee daily operational functions across the firm
  • Maintain and improve workflows, procedures, and service processes
  • Ensure accuracy and consistency in client onboarding, account servicing, and administrative tasks
  • Document and update internal procedures
  • Identify process improvements that increase efficiency and scalability
  • Coordinate with custodians, vendors, and technology providers
  • Help ensure the firm’s infrastructure can support future growth

Client Service & Experience:

  • Oversee the client onboarding process to ensure accuracy and timeliness
  • Monitor client service requests and follow-up items
  • Establish and maintain service standards for response times and communication quality
  • Resolve escalated client service issues professionally and promptly
  • Support advisors with client meeting preparation, documentation, and follow-up
  • Help ensure every client touchpoint reflects the firm’s fiduciary, client-first approach

Technology & Systems:

  • Oversee firm systems, including CRM, portfolio management, financial planning, and custodial platforms
  • Maintain CRM workflows and operational processes
  • Identify opportunities for automation, integration, and system improvements
  • Coordinate new technology implementations or enhancements

Leadership & Executive Support

  • Manage executive calendars and scheduling
  • Coordinate client meetings, internal meetings, travel, and external commitments
  • Prepare meeting agendas, materials, and follow-up items
  • Help leadership prioritize daily, weekly, and long-term activities
  • Assist with special projects and business initiatives

What We’re Looking For

Required Experience

  • 5+ years of experience in a financial advisory, wealth management, RIA, or financial services environment
  • Experience in client service, operations, office management, or team leadership
  • Strong understanding of advisory firm operations, client service workflows, and administrative processes
  • Ability to manage multiple priorities in a fast-paced, client-focused environment

Preferred Experience

  • Experience working within an RIA or fiduciary advisory firm
  • Experience supporting advisors, executives, or firm leadership
  • Familiarity with compliance processes, recordkeeping, audits, or regulatory filings
  • Experience improving workflows, documenting procedures, or implementing operational processes

Technology Experience

Experience with any of the following platforms is preferred:

  • CRM systems such as Redtail, Wealthbox, or Salesforce
  • Portfolio management platforms such as Orion, Tamarac, Black Diamond, or Advyzon
  • Financial planning tools such as eMoney, MoneyGuidePro, or RightCapital
  • Custodial platforms such as Schwab, Fidelity, or Pershing

Education

  • Bachelor’s degree in business, finance, management, or a related field preferred

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.



Important Candidate Safety Notice


This position has been verified and officially approved by TCWGlobal.


Please be aware that fraudulent recruiters and fake job postings may attempt to impersonate legitimate companies online. For your protection:


• Only trust communication from verified TCWGlobal representatives

• Ensure a TCWGlobal recruiter is present on all official phone or video interviews

• TCWGlobal will never request payment, gift cards, cryptocurrency, or sensitive banking information during the hiring process

• Do not share sensitive personal information with unverified individuals or suspicious third parties

• If you are unsure whether a posting or recruiter is legitimate, we encourage you to verify active opportunities directly through https://www.tcwglobal.com/client-jobs or by contacting hello@tcwglobal.com


TCWGlobal is committed to protecting candidates and maintaining a safe, transparent, and professional hiring experience.