Client Operations Manager

Our client is a fast-growing financial firm whose prospective clients frequently discover them through their popular YouTube channel, reaching out for expert guidance with their retirement planning. As the Client and Operations Manager, you will serve as the heartbeat of that journey—guiding prospective clients from their very first inquiry, prepping advisors for high-impact meetings, and keeping post-meeting follow-ups moving seamlessly.

 

This isn’t just a scheduling position. Our client is looking for a proactive professional who can take ownership of the client experience and operational flow—thinking three steps ahead, anticipating advisor and client needs, and making sure nothing falls through the cracks.

 

What You’ll Do

• Guide the Client Journey: Field incoming prospective-client inquiries via phone, email, and text, gathering initial details with a warm, professional touch.
• Master Meeting Logistics: Coordinate advisor calendars, manage appointments, send confirmations, and handle scheduling updates.
• Drive Meeting Prep & Follow-Up: Collect required documentation, prepare advisors for upcoming client meetings, track prospects through each stage, and coordinate post-meeting next steps.
• Keep Operations Moving: Maintain accurate CRM records, track outstanding action items, and help refine internal office procedures as the firm continues to expand.
• Collaborate Across Teams: Work closely with advisors, sales staff, and admin team members to ensure a smooth experience for both clients and the internal team.

 

Who You Are

• A Proactive Problem Solver: You notice what needs to be done without being asked, anticipate client and advisor needs, and love creating structure.
• Warm & Professional: You enjoy connecting with people over the phone and building trust quickly.
• Exceptionally Organized: You excel at managing multiple calendars, priorities, and details with rock-solid follow-through.
• Adaptable & Team-Oriented: You thrive in a fast-moving environment, feel comfortable learning new systems, and love being part of a close-knit team.
• Background Experience: Prior experience in client services, operations, office management, financial services, insurance, wealth management, or sales support is a big plus!

 

Interested in learning more? Apply today to connect with our recruiting team and explore if this opportunity is the right fit for your next career step.

 

Diversified Solutions was founded in 1997 and continues to provide responsive, innovative and effective solutions to the personnel needs of our client companies in the areas of executive recruitment and all aspects of IT Services. We employ well-qualified individuals with a high degree of integrity and professionalism who are well versed in the latest technology. We offer three different types of opportunities: consulting engagements, consulting with option-to-hire and permanent placements. We welcome you to experience the Diversified Solutions difference!

 

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor applicants at this time. We do not accept unsolicited C2C resumes.