Client Services & Operations Manager

ABOUT THE POSITION

We are seeking an Operations & Client Services Manager to provide strategic administrative and operational support that enables effective execution of enterprise priorities. The role serves as a key connector across the firm, supports executive decision-making, and helps maintain the operating cadence that keeps the CEO and team moving forward.

IDEAL CANDIDATE

The ideal candidate is a highly organized, discreet, and resourceful professional who thrives in a fast-moving environment.an individual with a dynamic skill set who is willing and eager to jump into a variety of project types to help solve problems. They are comfortable juggling shifting priorities, managing sensitive information, and keeping multiple workstreams on track without needing constant direction. They bring strong judgment, excellent communication skills, and a proactive mindset, with the ability to anticipate needs, solve problems, and help the CEO and team stay focused on what matters most.

What Success Looks Like

• The CEO has the right information at the right time to make decisions quickly.
• Meetings are organized, followed through, and documented clearly.
• Internal systems and workflows run smoothly with minimal friction.
• Cross-functional priorities advance without critical details slipping

RESPONSIBILITIES

Executive and Administration

• Partner with the CEO to track priorities, prepare materials, and enable timely review and decision-making.
• Manage confidential executive communications, records, and material with a discretion and professionalism.
• Maintain organized systems and documentation that supports continuity, decision-making, and executive efficiency.
• Coordinate weekly and monthly operational meetings, including agenda development, note-taking, and follow-up tracking
• Prepare and distribute pre-read materials and ensure key documents are included with calendar invites.
• Support executive expense processing, approvals, and reconciliation activities in accordance with policy and delegated authority
• Maintain audit-ready documentation for compliance with travel, expense, and approval policies.
• Exercise discretion and accuracy when handling sensitive financial information.
• Support business development activities, proposal development and sales pipeline tracking.
• Coordinate executive working sessions, offsites, strategy reviews and internal professional events.
• Lead or support complex, time-bound projects and coordinate cross-functional inputs to keep work on track.

Client Services

• Support creation and development of client-facing deliverables including presentations, workbooks, and other materials
• Support teamwork, promote cooperation, and exhibit a high level of professionalism
• Partner with project teams to ensure alignment, consistent practices, and seamless coordination
• Track action items and maintain accountability across project teams
• Write memos, prepare presentations, and develop materials that reflect the company’s strategic direction with precision and clarity
• Serve as a liaison to drive execution of deadlines and maintain visibility on initiatives

Office Support

• Maintain and improve systems across digital tools and technology platforms, including CRM and Microsoft applications
• Support implementation of new tools, workflows and operating processes as business needs evolve.
• Coordinate office logistics, including printing, shipping, supplies, and catering for internal and external meetings
• Oversee processes general office management to ensure an organized and professional work environment
• Contribute to firmwide operational and administrative excellence by sharing insights and supporting continuous improvement initiatives.
• Assist with additional administrative and project work as needed

QUALIFICATIONS

• At least 7+ years of lead administrative, chief of staff or consulting delivery experience
• Excellent project management, executive support, and strategic coordination skills.
• Demonstrated judgment and independent decision-making in fast-moving environment.
• Demonstrated ability to process improvements and implement efficiencies.
• Strong written and verbal communications skills with the ability to trust and alignment.
• Proficiency with Microsoft Office and working knowledge of tools such a SharePoint, Zoho CRM platform, Asana, Canva, SurveyMonkey, WordPress, and other relevant applications.

Pay: From $60,000.00 per year

Benefits:

• Flexible schedule
• Health savings account
• Paid time off
• Professional development assistance

Work Location: Hybrid remote in Chicago, IL 60604