Client-Driven Operations Specialist in Wealth Advisory

Dahl Consulting; Brooklyn Park (MN); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

PTO

Paid holidays

Health insurance

401k match

Parental leave

Discounted financial planning services

Bereavement leave

Job summary

Dahl Consulting partners with a premier wealth advisory practice in Brooklyn Park, MN to hire an Operations Specialist. You will support daily operations, client service, and coordination with financial advisors to maintain efficient workflows.

The role emphasizes accuracy, CRM and records management, and collaborative problem-solving to deliver a seamless client experience while upholding regulatory and firm standards.

Qualifications

• 2+ years of experience in financial services or related field.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Attention to detail and accuracy.
• Proficiency with Microsoft Office and CRM systems.
• Experience maintaining databases or client records.
• Ability to work independently and collaboratively.
• Professionalism and client service focus.

Responsibilities

• Serve as a primary point of contact for client service inquiries and provide timely support.
• Coordinate calendars, appointments, and scheduling activities for multiple financial advisors.
• Track client-related projects and ensure effective communication throughout each process.
• Maintain accurate client records and update customer relationship management (CRM) systems.
• Manage incoming calls, mail distribution, and check scanning procedures.
• Support office operations while ensuring attention to detail and adherence to established processes and compliance requirements.
• Collaborate with advisors and team members to improve workflow efficiency and client satisfaction.

Skills

Financial services

Operations coordination

Client service

CRM systems

MS Office

Organization

Communication

Independent worker

Education

Bachelor's degree

Tools

CRM platforms

Financial tech tools

Job description

Dahl Consulting partners with a premier wealth advisory practice in Brooklyn Park, MN to hire an Operations Specialist. You will support daily operations, client service, and coordination with financial advisors to maintain efficient workflows.

The role emphasizes accuracy, CRM and records management, and collaborative problem-solving to deliver a seamless client experience while upholding regulatory and firm standards.