Client Services & Operations Manager

PCS Research Group LLC; Norwalk (CT); On-site; USD 60,000 - 85,000; Full time

Job summary

PCS Research Group LLC is seeking a highly organized, service-oriented Client Service & Administrative Manager to lead client support and service for institutional accounts. This role requires coordinating conference calls, maintaining client records, and collaborating across research, sales, marketing, finance, and recruiting.

The successful candidate will manage workflows for ~300 accounts, respond to client requests promptly, and help drive engagement and business development while working

Qualifications

• Experience in client service, account coordination, office administration or related role.
• Excellent organizational skills and attention to detail with multiple priorities.
• Clear written and verbal communication with strong client-service orientation.
• Comfort in fast-paced environment with strategic and hands-on tasks.
• Discretion handling confidential information and data.

Responsibilities

• Manage client support across approximately 300 accounts, establishing workflows and service standards.
• Respond to client requests promptly and professionally; maintain accurate client records.
• Coordinate conference calls among clients, analysts, and internal teams.
• Notify clients of timely investment ideas and research updates.
• Support engagement, retention, and business development with sales and marketing teams.
• Assist with design, production, and procurement of marketing materials.
• Manage website content in collaboration with stakeholders and providers.
• Summarize the firm-wide sales pipeline and follow up on opportunities.
• Oversee vendor relationships and administrative oversight.
• Support billing and collections with accurate records and follow-ups.
• Schedule candidate interviews and maintain interview calendars.

Skills

Client service

Account coordination

Office administration

Operations

Tools

CRM systems

Spreadsheets

Calendars

Presentations

Job description

PCS Research Group LLC is seeking a highly organized, service-oriented Client Service & Administrative Manager to lead client support and service for institutional accounts. This role requires coordinating conference calls, maintaining client records, and collaborating across research, sales, marketing, finance, and recruiting.

The successful candidate will manage workflows for ~300 accounts, respond to client requests promptly, and help drive engagement and business development while working