Client Service & Operations Lead (Hybrid Possible)

Valeo Financial Advisors Llc; Carmel (IN); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Valeo Financial Advisors Llc in Carmel, IN seeks a Client Service Relationship Manager to support advisory practices and client service operations, ensuring accuracy in custodial and compliance tasks while guiding advisors and team members.

The role emphasizes leadership, initiative, and the ability to handle complex service issues, with potential hybrid scheduling after training and sustained performance.

Qualifications

• 3+ years of experience in client service or operations within financial services.
• Direct experience with Fidelity Wealthscape preferred.
• Strong organizational skills with attention to detail while balancing multiple priorities.
• Excellent communication and interpersonal skills; able to work independently and with a team.
• Ability to adapt to changing priorities and maintain composure under pressure.

Responsibilities

• Serve as the primary service contact for assigned advisors, handling complex service needs with minimal oversight.
• Independently manage account openings, custodial transactions, and money movement processes, ensuring compliance with firm and regulatory standards.
• Act as a subject matter resource for escalated or high-touch service cases, such as complex account structures or tax-sensitive transactions.
• Anticipate advisor and client needs and proactively drive resolutions.
• Monitor and audit custodial activity for accuracy, completeness, and adherence to procedures and/or regulatory requirements.
• Prepare wire transfers/ACH for distributions and coordinate the approval/distribution process.
• Assist with other administrative tasks to support the growth of the advisor's practice.
• Provide guidance and mentorship to less experienced team members as needed.

Skills

Client service experience

Financial services

Regulatory compliance

Communication skills

Problem solving

Detail oriented

Education

Bachelor’s degree preferred

High school diploma or equivalent

Tools

Fidelity Wealthscape

Microsoft Office

Job description

Valeo Financial Advisors Llc in Carmel, IN seeks a Client Service Relationship Manager to support advisory practices and client service operations, ensuring accuracy in custodial and compliance tasks while guiding advisors and team members.

The role emphasizes leadership, initiative, and the ability to handle complex service issues, with potential hybrid scheduling after training and sustained performance.