Client Operations Manager

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

Company Description

Hager Investment Management Services, LLC is an independent, privately owned SEC-registered investment advisory firm based in New London, New Hampshire. The firm provides investment management and financial planning services to individual investors, endowments, trusts, and retirement funds. Today, Hager Investment Management Services, LLC carefully serves more than 178 clients across 19 states, overseeing over $221 million in assets under management. Team members work closely with clients, emphasizing long-term relationships, personalized service, and disciplined investment practices.

Role Description

The Client Operations Manager is a full-time, on-site role located in New London, NH, responsible for ensuring efficient and accurate client service and operational workflow. This role oversees daily client account administration, including onboarding, maintenance, documentation, and coordination with custodians and other financial institutions. The Client Operations Manager will monitor operational processes, resolve issues, and implement improvements to support a high standard of client satisfaction and regulatory compliance. The position collaborates closely with advisors and leadership to prepare reports, support meeting preparation, and maintain client records and systems. The role also involves responding to client inquiries, tracking service requests, and helping refine procedures to enhance consistency, reliability, and overall client experience.

Qualifications

• Candidates should possess strong Analytical Skills to interpret data, assess account activity, and support accurate reporting.
• Candidates should possess a focus on Customer Satisfaction and client service to build trust, resolve issues promptly, and maintain long-term relationships.
• Candidates should possess Operations Management capabilities to oversee workflows, improve processes, and ensure timely completion of client-related tasks.
• Candidates should possess clear and professional Communication skills, both written and verbal, for interaction with clients, custodians, and internal team members.
• Candidates should possess a foundational understanding of Finance to work effectively with investment accounts, documentation, and compliance requirements.
• Bachelor’s degree in business, finance, or a related field, or equivalent relevant experience.
• Prior experience in financial services, wealth management, or an investment advisory environment is preferred.
• Strong attention to detail, proficiency with office and portfolio management software, and the ability to manage multiple priorities in a small-team setting.