Client Operations Manager
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Job Description
Client Operations Manager leading assigned teams to deliver high-quality operational support. Overseeing workflows and managing performance to drive continuous improvement aligned with service line priorities.
Responsibilities:
- Manage and oversee the development and performance of the Client Operations administrative team and ensure appropriate staffing level is in place to provide exceptional client service.
- Champion firm initiatives and process improvements to enhance consistency and improve efficiencies.
- Partner closely with Client Operations and firm leadership to understand business needs and client expectations.
- Proactively communicate to ensure that best practices are shared and administer firm policies and procedures.
- Participate in the onboarding and training of new administrative personnel answering questions and assigning resources.
- Partner with other departments to drive consensus and secure resources for projects and initiatives.
- Work with operations and finance teams firmwide to analyze activities, operating costs, and forecast data to evaluate and determine progress toward business trends, goals and objectives.
- Develop and execute against plans, budgets and timelines in close collaboration with leadership and other departments.
- Other duties and special projects as assigned.
Requirements:
- Bachelor’s degree or equivalent experience required
- Minimum of 5 years of related experience in a complex organization required; including demonstrated involvement with building and leading high-performing teams and fostering an inclusive culture
- Experience in public accounting or professional services environment preferred
- Strong understanding of business operations, stakeholder engagement, and change management, with the ability to lead initiatives that support organizational goals
- Proven leadership and interpersonal skills; able to build trust, influence stakeholders, and drive cross-functional collaboration
- Strong analytical and problem-solving skills, using data and KPIs to identify trends, manage risks, and improve performance
- Excellent verbal and written communication skills; able to translate complex information into clear, actionable insights
- Demonstrated ability to manage multiple priorities in fast-paced environments, delivering high-quality results on time
- Experience leading or supporting organizational change, including stakeholder communication and adoption efforts
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); ability to leverage tools to analyze data and present insights effectively
- Sound judgment and discretion with sensitive or confidential information.
- Ability to travel up to 10% as needed.
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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