Resume Tailr

Client Service and Operations Manager - Financial Services

TalentLink Solutions

Pikesville, Marylandfull-time80k–100kPosted 8/14/2026

Free to start — build an ATS-friendly resume that matches this listing, no sign-up required.

About this role

We are a client-first financial planning and wealth management firm located in Northwest Baltimore. Focused on delivering thoughtful, personalized guidance, we help individuals and families navigate complex financial decisions with clarity and confidence. We proudly serve a diverse client base, including retirees, federal employees, World Bank professionals, and small business owners, providing tailored strategies aligned with each client’s unique goals and circumstances. Through ongoing guidance and a strong focus on education, we strive to ensure every client feels supported, informed, and confident in their financial journey. We take pride in continually improving and bringing meaningful value to every client interaction. The Client Service and Operations Manager is critical to our current and future success. There are many responsibilities across the entirety of the business that you will touch. Ensuring an amazing team and client experience, optimizing our technology/workflows, and driving our marketing initiatives are the top priorities. The existing team is strong, but they will look to you for support, decision-making, guidance on escalated issues, and overall leadership. We are continuously looking for better ways to excel for our clients so you will be thoughtful and creative in continuing that effort. You will strategize with the Founder and implement the vision for the firm, acting as integrator. You will shield him and the advisory team from operational activities so they can focus on providing excellent advice to clients and expanding client relationships. As with any small team, you are willing to help with coverage as needed. You are able to inspire, you love to teach, and you are patient and calm when difficult situations arise. You are able to recognize when a decision needs to be made and help others to understand it, hold people accountable for their roles, push back, and provide better direction, even with the Founder. You believe in the power o

Read the full description and requirements on the original posting.

Tailor your resume for this Client Service and Operations Manager - Financial Services role

TalentLink Solutions and most employers screen applications with ATS software before a recruiter reads them, and they rank resumes that echo the language of the posting. To stand out for this role, mirror the exact skills, tools, and job title it uses, and make your location (Pikesville, Maryland) clear. For finance & accounting roles like this one, recruiters commonly scan for:

  • Excel
  • GAAP
  • Financial Modeling
  • QuickBooks
  • Reconciliation
  • Forecasting
  • Auditing
  • SAP

Tailr does this for you: paste this listing and it builds an ATS-friendly resume matched to it, with a live score that climbs as your resume aligns with what this role needs.

Build a matching resume — free

Frequently asked questions

Is the Client Service and Operations Manager - Financial Services role at TalentLink Solutions remote?

This role is based in Pikesville, Maryland. Check the original posting for any hybrid or remote flexibility.

What does the Client Service and Operations Manager - Financial Services role at TalentLink Solutions pay?

The listed pay is 80k–100k. Salaries vary with experience and location — treat this as a guide and confirm on the original posting.

How do I apply for this Client Service and Operations Manager - Financial Services job?

Applications happen on the employer's own site — use the "Apply on company site" link on this page. Before you apply, tailor your resume to the listing so it clears the ATS.

How do I tailor my resume for this Client Service and Operations Manager - Financial Services role?

Open Tailr's builder and it creates an ATS-friendly resume matched to this listing — pulling in the role's keywords and the skills finance & accounting recruiters scan for — with a live match score as you edit. It's free to start and needs no sign-up.

Similar finance & accounting jobs

  • Financial & Budget Management Analyst – Senior with Security Clearance

    PROCLEARED LLC

    Saint Louis, Saint Louis County108k–108k

    Posted 8/25/2026

  • Financial & Budget Management Analyst – Junior with Security Clearance

    PROCLEARED LLC

    Burke, Fairfax County91k–91k

    Posted 8/25/2026

  • Financial & Budget Management Analyst - Expert with Security Clearance

    PROCLEARED LLC

    Sauget, Saint Clair County125k–125k

    Posted 8/25/2026

  • Payroll Specialist with Security Clearance

    PDS Defense Inc.

    Lakeland, Polk County60k–60k

    Posted 8/25/2026

See all finance & accounting jobs →

Listing sourced via LinkedIn. Tailr indexes public job postings so you can tailor your resume to them — applications happen on the employer's site.