Hybrid Investment Ops & Client Services Lead

Foster Klima; Minnetonka (MN); Hybrid; 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

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.