The Manager of Institutional Operations & Client Services sits at the center of that effort, ensuring that the systems, workflows, and relationships that power our institutional business run with ...
The Manager of Institutional Operations & Client Services sits at the center of that effort, ensuring that the systems, workflows, and relationships that power our institutional business run with ...
Customer Service Operations Assistant Kenosha Branch 12355 Uline Way, Kenosha, WI 53144 Elevate the ... Manage holiday calendars and systems, ensuring accuracy and timeliness. * Handle Customer Service ...
Customer Service Operations Assistant Kenosha Branch 12355 Uline Way, Kenosha, WI 53144 Elevate the ... Manage holiday calendars and systems, ensuring accuracy and timeliness. * Handle Customer Service ...
Customer Service Operations Assistant Kenosha Branch 12355 Uline Way, Kenosha, WI 53144 Elevate the ... Manage holiday calendars and systems, ensuring accuracy and timeliness. * Handle Customer Service ...
Customer Service Operations Assistant Kenosha Branch 12355 Uline Way, Kenosha, WI 53144 Elevate the ... Manage holiday calendars and systems, ensuring accuracy and timeliness. * Handle Customer Service ...
The Manager of Institutional Operations & Client Services sits at the center of that effort, ensuring that the systems, workflows, and relationships that power our institutional business run with ...
The Manager of Institutional Operations & Client Services sits at the center of that effort, ensuring that the systems, workflows, and relationships that power our institutional business run with ...
Cargo Operations Manager
Chicago, IL ยท On-site
$75K - $85K/yr
Food Service Fulfillment Manager Location: Chicago, Illinois (Fully on site) Salary: $70K-$85K ... operations management experience preferred. ยท Ability to lift 50 pounds ยท Clean background ...
Quick apply
Cargo Operations Manager
Chicago, IL ยท On-site
$75K - $85K/yr
Food Service Fulfillment Manager Location: Chicago, Illinois (Fully on site) Salary: $70K-$85K ... operations management experience preferred. ยท Ability to lift 50 pounds ยท Clean background ...
Operations Manager
$20 - $34/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
$20 - $34/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
$50K - $60K/yr
... services. The Operations Manager also serves as the primary point of contact for center maintenance needs. The Operations Manager works in both professional and clinical environments. This role ...
Operations Manager
$50K - $60K/yr
... services. The Operations Manager also serves as the primary point of contact for center maintenance needs. The Operations Manager works in both professional and clinical environments. This role ...
Operations Manager
Des Plaines, IL ยท On-site
$50K - $60K/yr
... services. The Operations Manager also serves as the primary point of contact for center maintenance needs. The Operations Manager works in both professional and clinical environments. This role ...
Quick apply
Operations Manager
Des Plaines, IL ยท On-site
$50K - $60K/yr
... services. The Operations Manager also serves as the primary point of contact for center maintenance needs. The Operations Manager works in both professional and clinical environments. This role ...
Operations Manager
$22.05 - $36.05/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
$22.05 - $36.05/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
$22.05 - $36.05/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
$22.05 - $36.05/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
Evanston, IL ยท On-site
$20.40 - $34.40/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
Evanston, IL ยท On-site
$20.40 - $34.40/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
$22.05 - $36.05/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
$22.05 - $36.05/hr
Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers ...
Operations Manager
Des Plaines, IL ยท On-site
$50K - $60K/yr
... services. The Operations Manager also serves as the primary point of contact for center maintenance needs. The Operations Manager works in both professional and clinical environments. This role ...
Operations Manager
Des Plaines, IL ยท On-site
$50K - $60K/yr
... services. The Operations Manager also serves as the primary point of contact for center maintenance needs. The Operations Manager works in both professional and clinical environments. This role ...
Operations Manager
Chicago, IL ยท On-site
Our Faculty lead research projects in biostatistics, epidemiology and health services research and ... Job Summary The Operations Manager provides strategic oversight of daily operations within the ...
Operations Manager
Chicago, IL ยท On-site
Our Faculty lead research projects in biostatistics, epidemiology and health services research and ... Job Summary The Operations Manager provides strategic oversight of daily operations within the ...
Operations manager- Summary The Operations Manager is responsible for the overall support of the ... Evaluating hospice services and personnel using measurable outcomes and objectives. * Conflict and ...
Operations manager- Summary The Operations Manager is responsible for the overall support of the ... Evaluating hospice services and personnel using measurable outcomes and objectives. * Conflict and ...
General Manager, Service Operations - Elk Grove Village
Elk Grove Village, IL ยท On-site
$140 - $160/hr
Position Summary The General Manager, Service Operations is a senior leadership role responsible for leading the strategic direction, operational performance, and continuous improvement of Yamazen ...
General Manager, Service Operations - Elk Grove Village
Elk Grove Village, IL ยท On-site
$140 - $160/hr
Position Summary The General Manager, Service Operations is a senior leadership role responsible for leading the strategic direction, operational performance, and continuous improvement of Yamazen ...
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Operations Manager
Lombard, IL ยท On-site
$80K - $100K/yr
PCE Operations Manager Location: Hybrid (Illinois Preferred) Department: Clinical Operations ... Customer Service * Analytics * Client Success to keep projects moving, remove barriers, and ensure ...
Quick apply
Be Seen First
Operations Manager
Lombard, IL ยท On-site
$80K - $100K/yr
PCE Operations Manager Location: Hybrid (Illinois Preferred) Department: Clinical Operations ... Customer Service * Analytics * Client Success to keep projects moving, remove barriers, and ensure ...
Operations Manager
Chicago, IL ยท Hybrid
$71K - $85K/yr
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance Operations Manager ...
Operations Manager
Chicago, IL ยท Hybrid
$71K - $85K/yr
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance Operations Manager ...
Operations Manager
Chicago, IL ยท On-site
Coordinates with third party service and tech support contractors for troubleshooting printed and digital inventory. * Conducts weekly market program audits to ensure the functionality and ...
Operations Manager
Chicago, IL ยท On-site
Coordinates with third party service and tech support contractors for troubleshooting printed and digital inventory. * Conducts weekly market program audits to ensure the functionality and ...
Operations Manager
Chicago, IL ยท On-site
$80K - $95K/yr
Ensure rapid service response times and equipment reliability * Uphold location-level operational ... Support the District Manager with insights, problem-solving, and operational execution Requirements ...
Operations Manager
Chicago, IL ยท On-site
$80K - $95K/yr
Ensure rapid service response times and equipment reliability * Uphold location-level operational ... Support the District Manager with insights, problem-solving, and operational execution Requirements ...
Service Operations Manager information
See Northbrook, IL salary details
$36K - $44.8K
2% of jobs
$44.8K - $53.7K
13% of jobs
$59.9K is the 25th percentile. Wages below this are outliers.
$53.7K - $62.5K
14% of jobs
The median wage is $71.1K / yr.
$62.5K - $71.3K
22% of jobs
$71.3K - $80.1K
14% of jobs
$80.1K - $88.9K
8% of jobs
$91.9K is the 75th percentile. Wages above this are outliers.
$88.9K - $97.7K
9% of jobs
$97.7K - $106.5K
9% of jobs
$106.5K - $115.3K
6% of jobs
$115.3K - $124.2K
4% of jobs
$124.2K - $133K
0% of jobs
$36K
$79.8K
$133K
How much do service operations manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a service operations manager, and why are they important?
What is a service operations manager?
What are some common challenges faced by service operations managers, and how can they be effectively addressed?
What is the difference between Service Operations Manager vs Customer Service Manager?
| Aspect | Service Operations Manager | Customer Service Manager |
|---|---|---|
| Primary Focus | Overseeing service delivery processes and operational efficiency | Managing customer interactions and satisfaction |
| Required Skills | Process management, logistics, team coordination | Communication, conflict resolution, customer relations |
| Work Environment | Operations teams, service departments | Customer support centers, client-facing roles |
| Common Certifications | ITIL, Six Sigma, PMP (optional) | CSM, CRM certifications |
The Service Operations Manager focuses on optimizing service delivery processes and operational efficiency, while the Customer Service Manager emphasizes managing customer interactions and satisfaction. Both roles require strong communication skills, but their core responsibilities and work environments differ, making each essential for different aspects of service management.
Full-time
Medical, Life, Retirement, PTO
Re-posted 16 days ago
Job description
At CG Advisor Network, we empower independent advisors by giving them the freedom to focus on what matters most, their clients. Our multi-custodial, open-architecture platform delivers a full spectrum of investment solutions, robust back-office support, and business-building resources that keep advisors ahead of the curve.
Why This Role Matters
CG Advisor Network is growing, and that growth demands an operations infrastructure that is both scalable and deeply reliable. The Manager of Institutional Operations & Client Services sits at the center of that effort, ensuring that the systems, workflows, and relationships that power our institutional business run with precision and care. This role is not just about keeping things running. It is about building a platform that allows our advisors and their clients to experience CG Advisor Network at its best. Getting this right is foundational to everything we want to do next.
Core Responsibilities
- Oversee institutional portfolio management operations, including trade processing, reconciliation, and custodian workflows.
- Lead B2B client service operations and establish clear service and engagement standards for advisor firms.
- Serve as the primary operational point of contact for external advisor firm staff, reinforcing service expectations and relationship quality.
- Partner with Compliance to ensure operational processes align with regulatory and firm requirements.
- Manage and develop a small institutional operations team, setting expectations and driving accountability.
- Lead systems adoption and process design across CRM, portfolio accounting, and workflow platforms.
- Identify and implement operational improvements that enhance scalability, efficiency, and client experience.
- Monitor service performance, resolve escalations, and continuously refine service delivery.
What Success Looks Like
- Institutional portfolio operations run accurately and on schedule, with reconciliation issues resolved quickly and custodian workflows functioning without interruption.
- Advisor firm partners consistently rate service delivery as responsive, clear, and professionally handled.
- The operations team performs with high accountability, meets service standards, and grows in capability under your leadership.
- Technology platforms are adopted and used as designed, with documented processes that reduce reliance on tribal knowledge.
- Compliance maintains confidence that operational workflows meet regulatory requirements with no material gaps.
- Escalations are resolved with speed and care, and the root causes are addressed so the same issues do not recur.
Requirements
Required
- Demonstrated experience in institutional portfolio management operations, including trade processing, reconciliation, and custodian workflows.
- Proven track record leading B2B client service operations in a financial services or RIA environment.
- Working knowledge of RIA compliance procedures and operational risk controls.
- Experience managing and developing small, specialized operations teams.
- Proficiency with CRM, portfolio accounting, and workflow technology platforms, with a track record of driving adoption.
- Strong cross-firm communication skills with the ability to manage relationships across advisor firms and internal departments.
Preferred
- Experience designing or overhauling service delivery models within a multi-advisor or institutional RIA context.
- Familiarity with process documentation methodologies and tools.
- Background working alongside compliance teams on operational risk reviews or audits.
Our Core Values
- Thirst for Knowledge: You are curious and creative, always building expertise and asking the right questions.
- Innovative Problem Solver: You propose solutions, lead by example, and follow through on commitments.
- Self-Motivated: You are proactive, results-oriented, and energized by new challenges.
- Authentic: You lead with honesty and integrity in everything you do.
- Positively Impact People: You are committed to growing those around you and striving for collective success.
Compensation & Benefits
- Paid time off
- Safe Harbor 401(k) and discretionary profit sharing
- Health benefits, life insurance, and ancillary insurances
- Free financial planning for employees
- Volunteer and community outreach opportunities
About CG Financial Services
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Haslett, MI, US
Year founded
1999