Client Services Manager & Office Operations
Resume:
Virginia F. Williams
Client Services Manager
Springhill, FL
️ ******@*****.***
Professional Summary
Experienced Client Services Manager with over 8 years of experience providing exceptional client support, office administration, and operational coordination. Skilled at managing executive calendars, coordinating multiple projects, maintaining compliance documentation, and building strong relationships with high-net-worth clients, vendors, and internal teams. Highly organized, detail-oriented, and proficient in office technology and client relationship management. Professional Experience
Client Services Manager
Tax & Financial Services
January 2017 – May 2025
Key Responsibilities
● Managed daily office operations and administrative functions.
● Coordinated executive schedules, meetings, and client appointments.
● Served as the primary point of contact for high-net-worth clients.
● Maintained client records and prepared reports using Redtail CRM.
● Coordinated Required Minimum Distribution (RMD) tracking.
● Processed account updates, withdrawals, and client service requests.
● Ensured compliance documentation was complete and accurate.
● Worked closely with advisors to improve client experience.
● Assisted with event planning and client communications. Achievements
● Improved office workflow through organized scheduling and process management.
● Maintained high client satisfaction through responsive customer service.
● Successfully managed multiple priorities while meeting strict deadlines. Assistant Manager
Cape Leisure – Wachee State Park, Florida
March 2012 – December 2016
Key Responsibilities
● Supervised daily office and operational activities.
● Prepared payroll reports and administrative documentation.
● Managed scheduling and employee correspondence.
● Designed and maintained filing systems.
● Processed purchasing and supply requisitions.
● Assisted with hiring, training, and staff supervision.
● Developed office procedures that improved efficiency.
● Provided excellent customer service to visitors and vendors. Core Skills
● Client Relationship Management
● Office Administration
● Executive Calendar Management
● Customer Service
● Administrative Support
● Data Entry
● Financial Services Support
● Compliance Documentation
● Report Preparation
● Scheduling & Event Coordination
● Vendor Management
● Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
● CRM Software (Redtail)
● Problem Solving
● Team Collaboration
● Time Management
Education
High School Diploma
Vo Tech Degree - Accounting
South Allegheny High School
Liberty Boro, PA
Professional Strengths
● Strong organizational and multitasking abilities
● Excellent written and verbal communication
● High attention to detail
● Confidential handling of sensitive client information
● Ability to manage competing priorities
● Relationship-building with clients and stakeholders ATS Keywords
Include these keywords if they match your experience:
● Client Services
● Administrative Support
● Office Management
● CRM
● Executive Assistant
● Customer Success
● Operations
● Financial Services
● Compliance
● Scheduling
● Calendar Management
● Microsoft Office
● Client Relations
● Vendor Management
● Reporting
● Process Improvement
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