Financial Advisory: Client Services & Operations Leader

Bluespring Wealth Partners; Morristown (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Job summary

Bluespring Wealth Partners in Morristown, TN is seeking a Client Services & Operations Manager to oversee critical administrative operations and ensure excellent service delivery to clients. The role requires a strong understanding of financial services and proficiency in tools like Excel and CRM systems.

The ideal candidate will implement operational strategies, support advisors, and possess excellent communication and problem-solving skills. Competitive pay and benefits offered, with opportunities for growth within a supportive environment.

Qualifications

• Strong understanding of financial services operations and compliance requirements.
• Ability to exercise independent judgment and logical problem-solving.
• Excellent communication skills to influence stakeholders and drive change.

Responsibilities

• Oversee high-level administrative and business operations for the advisory team.
• Implement and continuously improve client-operations policies and workflows.
• Generate financial performance reports in advance of client interactions.

Skills

Customer service skills

Problem-solving skills

Organizational skills

Communication skills

Microsoft Office Suite proficiency

CRM systems proficiency

Tools

Excel

Redtail CRM

Job description

Bluespring Wealth Partners in Morristown, TN is seeking a Client Services & Operations Manager to oversee critical administrative operations and ensure excellent service delivery to clients. The role requires a strong understanding of financial services and proficiency in tools like Excel and CRM systems.

The ideal candidate will implement operational strategies, support advisors, and possess excellent communication and problem-solving skills. Competitive pay and benefits offered, with opportunities for growth within a supportive environment.