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.

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.

Client Operations Manager

Key skills