Branch Operations & Client Services Lead

Boulder Connect; Appleton (MN); On-site; USD 60,000 - 85,000; Full time

Job summary

Boulder Connect in Minnesota seeks a Senior Branch Office Administrator to support financial advisors and clients. The role encompasses client service, account activities, meeting coordination, and reporting to uphold a client-first culture.

You'll work with CRM and financial systems, assist with client events, and collaborate with a diverse team to help clients reach long-term financial goals while maintaining regulatory standards.

Qualifications

• Strong organizational, communication, and compliance skills.

Responsibilities

• Managing client service, account opening, maintenance, transfers, and trades.
• Coordinating client meetings and preparing reports.
• Ensuring compliance with firm and regulatory standards.
• Utilizing financial and CRM systems to track activities.
• Supporting marketing initiatives and client events.
• Handling daily branch operations and upholding a client-first culture.
• Collaborating with a diverse, inclusive team to help clients achieve long-term financial goals.

Skills

Client service

CRM systems

Regulatory compliance

Job description

Boulder Connect in Minnesota seeks a Senior Branch Office Administrator to support financial advisors and clients. The role encompasses client service, account activities, meeting coordination, and reporting to uphold a client-first culture.

You'll work with CRM and financial systems, assist with client events, and collaborate with a diverse team to help clients reach long-term financial goals while maintaining regulatory standards.