Client Services & Operations Lead – Financial Advisory

Bluespring Wealth Partners; Morristown (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Professional growth and training

Tuition reimbursement

Job summary

Kestra Holdings is seeking a Client Services & Operations Manager to oversee advisory team operations, maintain client files, generate reports, and support client communications. The role requires independent judgement, strong problem-solving, and excellent service delivery in a fast-paced environment.

You will lead process improvements across documentation, CRM, and account maintenance, coordinating with the Client Relationship Manager to prepare materials for advisor meetings and ensure timely

Qualifications

• Strong understanding of financial services operations and compliance requirements.
• Advanced organizational and analytical skills; ability to implement process improvements.
• Excellent communication skills; ability to influence stakeholders and drive change.
• Proficiency in Microsoft Office Suite and CRM systems; advanced Excel skills.

Responsibilities

• Implement and improve client-operations policies and workflows across advisory teams.
• Create and enforce processes for document control and retention of checks, paperwork, statements, client notes.
• Assist clients with account maintenance and update CRM systems (Redtail).
• Support Client Relationship Manager in preparation of client appointment folders and materials.
• Generate financial performance reports ahead of client interactions.
• Ensure follow-up and completion of tasks from client interactions.
• Assist advisors with trades, client cash management, and account opening; escalate exceptions as needed.
• Collaborate with Client Relationship Manager to ensure adherence to the firm’s service model.
• Respond promptly to inquiries from prospects and clients via phone, email, or in-person.

Skills

Financial operations

Compliance knowledge

Analytical thinking

Communication skills

Excel & CRM proficiency

Cross-functional collaboration

Tools

Redtail CRM

Microsoft Office

Job description

Kestra Holdings is seeking a Client Services & Operations Manager to oversee advisory team operations, maintain client files, generate reports, and support client communications. The role requires independent judgement, strong problem-solving, and excellent service delivery in a fast-paced environment.

You will lead process improvements across documentation, CRM, and account maintenance, coordinating with the Client Relationship Manager to prepare materials for advisor meetings and ensure timely