Client Services & Operations Lead — Financial Advisory

Bluespring Wealth Partners; Oklahoma City (OK); On-site; USD 70,000 - 100,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Client Services & Operations Manager to lead high-level administrative and business operations for the advisory team. You will implement policies, maintain client files, and generate performance reports while guiding a fast-paced operations function.

You will work across Redtail, Advisor Complete and SharePoint, ensuring compliance guidance and process improvements. Strong communication and problem-solving skills are essential for success.

Qualifications

• 5+ years executive-level experience in financial services operations.
• FINRA, SIE, and/or insurance licensing preferred.
• Strong understanding of financial services operations and compliance requirements.
• Ability to exercise independent judgement and solve problems.
• Excellent communication and stakeholder-influence skills.
• Advanced Excel and CRM proficiency; adaptable to change.

Responsibilities

• Implement and improve client-operations policies and workflows across advisory teams.
• Maintain document control and retention for checks, papers, and client notes.
• Manage client information in Advisor Complete, Redtail, and SharePoint.
• Prepare client appointment folders with customized financial summaries.
• Generate financial performance reports ahead of client meetings.
• Interpret regulatory changes and adjust procedures accordingly.
• Ensure follow-up and completion of tasks from advisor interactions.
• Support advisory trades and client cash management per protocol.
• Collaborate with Client Relationship Manager to align with service model.
• Respond promptly to inquiries via phone, email, and in-person.

Skills

Executive-level experience

Financial services operations

Independence & problem-solving

Communication & influence

Microsoft Office proficiency

CRM systems (Redtail, SharePoint)

Advanced Excel skills

Regulatory compliance understanding

Process improvement

Project leadership (no direct reports)

Tools

Advisor Complete

Redtail CRM

SharePoint

Microsoft Office Suite

Job description

Kestra Financial, Inc. is seeking a Client Services & Operations Manager to lead high-level administrative and business operations for the advisory team. You will implement policies, maintain client files, and generate performance reports while guiding a fast-paced operations function.

You will work across Redtail, Advisor Complete and SharePoint, ensuring compliance guidance and process improvements. Strong communication and problem-solving skills are essential for success.