Client Operations Lead - Wealth & Compliance

Hager Investment Management Services, LLC; New London (NH); On-site; USD 65,000 - 90,000; Full time

Job summary

Hager Investment Management Services, LLC in New London, NH, is seeking a Client Operations Manager to oversee daily client account administration, onboarding, maintenance, and documentation, coordinating with custodians and financial institutions. You will monitor operations, resolve issues, and implement process improvements to support high client satisfaction and regulatory compliance.

The role collaborates with advisors and leadership to prepare reports and maintain client records and

Qualifications

• Strong analytical skills to interpret data and support accurate reporting.
• Customer service focus to build trust and long-term relationships.
• Operations management to oversee workflows and improve processes.
• Clear, professional written and verbal communication with clients and teams.
• Foundational understanding of finance to work with investment accounts and compliance.
• Prior experience in financial services or investment advisory environment preferred.
• Attention to detail and proficiency with office and portfolio management software.

Responsibilities

• Oversee daily client account administration, onboarding, maintenance, and documentation.
• Coordinate with custodians and financial institutions and monitor compliance.
• Prepare reports and support meeting preparations; maintain client records and systems.
• Respond to client inquiries and track service requests; refine procedures to improve consistency and reliability.

Skills

Analytical skills

Customer service

Operations management

Communication

Finance knowledge

Detail orientation

Education

Bachelor’s degree in business or finance

Tools

Portfolio management software

Office software

Job description

Hager Investment Management Services, LLC in New London, NH, is seeking a Client Operations Manager to oversee daily client account administration, onboarding, maintenance, and documentation, coordinating with custodians and financial institutions. You will monitor operations, resolve issues, and implement process improvements to support high client satisfaction and regulatory compliance.

The role collaborates with advisors and leadership to prepare reports and maintain client records and