Client Services Ops Leader

WizeHire, Inc; Minnetonka (MN); On-site; USD 90,000 - 120,000; Full time

Job summary

Foster Klima seeks a Client Services & Ops Leader to guide operational tasks for a growing financial advisory practice, with a focus on investment operations. The role supports delivering exceptional client experiences and maintaining day-to-day efficiency in a hybrid work environment.

The ideal candidate has industry experience beyond client service and strong organizational skills, with licensing (Series 7, 63/66) required. Minnetonka office with 3 days onsite after onboarding.

Qualifications

• Experience in client services within financial advisory or wealth management.
• Strong organizational skills and ability to manage operational tasks.
• Hybrid work with 3 days in the office after onboarding.
• Licensing required: Series 7, 63/66.

Responsibilities

• Lead the operational tasks for the personal practice.
• Deliver exceptional client experiences and ensure smooth day-to-day operations.
• Collaborate with the advisor to support investment operations and client service.

Skills

Investment operations

Client service

Operational leadership

Education

Securities Licensing (Series 7, 63/66)

Job description

Are you a detail-oriented, client-focused professional looking to support a growing financial advisory practice? An elite Financial Advisor affiliated with Foster Klima is seeking a Client Services & Ops Leader to lead the operational tasks for their personal practice, with a specialization in investment operations. This role offers the opportunity to work with the advisor in delivering exceptional client experiences and ensuring smooth day-to-day operations. You will have the opportunity to work in a hybrid schedule.

This position requires industry experience, above and beyond client service, and exceptional organizational skills. This is an opportunity to have an immediate impact on clients while having the ability to grow and evolve with the business over time and grow your career within Finance.

Our office is located in Minnetonka. This role offers hybrid work, with 3 days in the office after onboarding is complete. We are only considering candidates with Securities Licensing (Series 7, 63/66) obtained.