Client Experience & Operations Lead

Firm Foundation Family Wealth; Boca Raton (FL); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Matching 401(k)

Health Insurance

Job summary

A financial services firm in Boca Raton seeks a Client Service & Operations Manager to deliver exceptional client care, manage operations, and collaborate with advisors. This role emphasizes proactive communication and organizational skills, requiring a degree in finance and 5+ years in client-facing or operational roles. The ideal candidate will thrive in a dynamic environment and take pride in maintaining a professional operation. Competitive compensation includes a salary of $85-100k plus a performance bonus.

Qualifications

• 5+ years of experience in client service and/or operations roles within an RIA or financial services firm.
• Strong proficiency with RIA tech stacks and account documentation.
• Ability to prioritize effectively and execute in a fast-paced environment.

Responsibilities

• Serve as the primary point of contact for clients, delivering high-touch service.
• Coordinate and manage account openings, ACATs, and related documentation.
• Support day-to-day office operations and internal coordination.

Skills

Client-focused communication

Organization

Attention to detail

Proactive problem solving

Education

Bachelor’s degree in finance or related field

Tools

Wealthbox CRM

Fidelity Wealthscape

Microsoft Office Suite

Job description

A financial services firm in Boca Raton seeks a Client Service & Operations Manager to deliver exceptional client care, manage operations, and collaborate with advisors. This role emphasizes proactive communication and organizational skills, requiring a degree in finance and 5+ years in client-facing or operational roles. The ideal candidate will thrive in a dynamic environment and take pride in maintaining a professional operation. Competitive compensation includes a salary of $85-100k plus a performance bonus.