Hybrid Client Service & Operations Manager

Valeo Financial Advisors LLC; Carmel (IN); Hybride; USD 65 000 - 95 000; Plein temps

Résumé du poste

Valeo Financial Advisors LLC is seeking a Client Service Relationship Manager to support the firm’s operations and advisory practices. You will independently handle complex service needs, ensure custodial/compliance accuracy, and serve as a trusted resource to advisors and team members.

After training, a hybrid arrangement may be possible if performance standards are met. You will manage onboarding, custody transactions, and money movement, while mentoring newer staff and driving process

Qualifications

• 3+ years in client service or operations within financial services
• Direct experience with Fidelity Wealthscape preferred
• Strong organizational, communication, and multitasking abilities

Responsabilités

• 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 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 regulatory requirements.
• Prepare wire transfers/ACH for distributions and coordinate the approval/distribution process.
• Assist with other administrative tasks to support growth and development of the advisor's practice.
• Manage complex office administrative work requiring independent judgment and initiative.
• Provide guidance and mentorship to less experienced team members as needed.
• Support operational initiatives and suggest process improvements based on front-line insights.
• As experience grows, take on a broader range of tasks such as custodian and vendor coordination, operational reporting, and system rollouts.
• Other duties as assigned.

Connaissances

Client service

Operations

Financial services

Wealthscape familiarity

Microsoft Office

Formation

High school diploma or equivalent

Bachelor’s degree or college coursework preferred

Outils

Fidelity Wealthscape

Microsoft Excel

CRM tools

Description du poste

Valeo Financial Advisors LLC is seeking a Client Service Relationship Manager to support the firm’s operations and advisory practices. You will independently handle complex service needs, ensure custodial/compliance accuracy, and serve as a trusted resource to advisors and team members.

After training, a hybrid arrangement may be possible if performance standards are met. You will manage onboarding, custody transactions, and money movement, while mentoring newer staff and driving process