Client Services Operations Manager

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.

Title: Field Merchandiser with OLIPOP

Location: Denver, CO (Prefer candidates in Arapahoe or Douglas County)

Pay Rate: $21–$24 per hour (+ $250 Bonus after 2 months)

Schedule: Monday–Friday, standard business hours (approx. 8:00 AM – 5:00 PM)

Start Date: ASAP

Assignment Length: 3 Months

Work Type: 100% field-based (travel within the Denver market)

Please scroll to the bottom of this posting to review an important Candidate Safety & Fraud Awareness Disclaimer from TCWGlobal.

About OLIPOP

OLIPOP is not your average soda. It’s a better-for-you brand on a mission to make your gut as happy as your taste buds. With nostalgic flavors, functional ingredients, and serious momentum across retailers nationwide, OLIPOP is redefining what it means to crack open a cold one.

This is your chance to be part of a brand that people are genuinely excited about, one that’s growing fast and showing up everywhere.

The Opportunity

We’re looking for a Field Merchandiser to bring OLIPOP to life across Denver-area retail locations. This is a highly active, on-the-move role where no two days look the same.

If you enjoy being out in the field, take pride in creating eye-catching displays, and like the idea of representing a product you actually believe in, this role is for you.

You’ll play a direct role in how customers discover OLIPOP in stores. From perfectly stocked shelves to standout displays, your work will have a real impact on brand visibility and sales.

What You’ll Do

Execute daily merchandising activities across assigned retail locations following established “Look of Success” standards
Keep shelves fully stocked, rotated, and visually optimized to maximize product visibility and sales
Support key retail account initiatives and ensure compliance with distribution and display standards
Build and maintain both mandated and incremental in-store displays
Complete up to 15 store visits per day, following assigned routes and priorities
Accurately document store visits, execution metrics, and account insights using CRM and reporting tools
Identify opportunities to improve product placement, expand distribution, and elevate in-store execution
Maintain merchandising assets and collaborate with field sales teams to ensure consistent brand representation

What Success Looks Like

You’ll know you’re crushing it in this role by:

Consistently executing merchandising standards across all accounts
Reducing out-of-stock situations and keeping shelves full
Maintaining accurate, timely reporting and CRM updates
Increasing product visibility, display quality, and overall distribution

What You Bring

1+ year of merchandising, retail, field sales, or CPG experience (beverage or distributor experience strongly preferred)
Experience working with large-format retailers or natural channel retailers is a plus
Valid driver’s license and reliable, insured personal vehicle with a clean driving record
Willingness to travel up to ~30 miles within the Denver market for daily store visits
Ability to lift up to 50 lbs., stand for extended periods, and stay active throughout the day
Strong organizational and communication skills with the ability to work independently and manage a daily route

Bonus Points If You Have

Experience with tools like Slack, Repsly, or CRM platforms
Comfort working in fast-paced retail environments and coordinating with multiple store teams

Additional Requirements

Must be 18 years of age or older
Employment is contingent upon successful completion of a Motor Vehicle Record (MVR) check

Why This Role Stands Out

Be part of a fast-growing, high-energy brand that people love
Get out from behind a desk and own your day in the field
Make a visible impact in stores every single day
Work with a product you’ll actually feel good about representing

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

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

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