Operations Specialist

Dahl Consulting; Brooklyn Park (MN); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

PTO

Paid holidays

Health insurance

401k match

Parental leave

Discounted financial planning services

Bereavement leave

Job summary

Dahl Consulting partners with a premier wealth advisory practice in Brooklyn Park, MN to hire an Operations Specialist. You will support daily operations, client service, and coordination with financial advisors to maintain efficient workflows.

The role emphasizes accuracy, CRM and records management, and collaborative problem-solving to deliver a seamless client experience while upholding regulatory and firm standards.

Qualifications

• 2+ years of experience in financial services or related field.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Attention to detail and accuracy.
• Proficiency with Microsoft Office and CRM systems.
• Experience maintaining databases or client records.
• Ability to work independently and collaboratively.
• Professionalism and client service focus.

Responsibilities

• Serve as a primary point of contact for client service inquiries and provide timely support.
• Coordinate calendars, appointments, and scheduling activities for multiple financial advisors.
• Track client-related projects and ensure effective communication throughout each process.
• Maintain accurate client records and update customer relationship management (CRM) systems.
• Manage incoming calls, mail distribution, and check scanning procedures.
• Support office operations while ensuring attention to detail and adherence to established processes and compliance requirements.
• Collaborate with advisors and team members to improve workflow efficiency and client satisfaction.

Skills

Financial services

Operations coordination

Client service

CRM systems

MS Office

Organization

Communication

Independent worker

Education

Bachelor's degree

Tools

CRM platforms

Financial tech tools

Job description

Title: Operations Specialist

Location: Brooklyn Park, MN

Job Type: Permanent/Direct-Hire

Compensation: $55,000 - $70,000 annually

Industry: Wealth Advisory

About The Role

Our client, a well-established financial advisory practice affiliated with a leading national wealth management organization, is seeking an Operations Specialist to support daily business operations and deliver an exceptional client experience. This role is ideal for a highly organized, detail-oriented professional who enjoys balancing client service responsibilities with operational coordination. The Operations Specialist will work closely with financial advisors and internal team members to ensure efficient office workflows, accurate recordkeeping, and responsive client support.

Job Description

As an Operations Specialist, you will play a key role in supporting the day-to-day operations of a growing financial advisory practice. This position combines client relationship management, administrative support, and operational coordination to help maintain a seamless experience for clients and advisors alike.

Responsibilities

• Serve as a primary point of contact for client service inquiries and provide timely support.
• Coordinate calendars, appointments, and scheduling activities for multiple financial advisors.
• Track client-related projects and ensure effective communication throughout each process.
• Maintain accurate client records and update customer relationship management (CRM) systems.
• Manage incoming calls, mail distribution, and check scanning procedures.
• Support office operations while ensuring attention to detail and adherence to established processes and compliance requirements.
• Collaborate with advisors and team members to improve workflow efficiency and client satisfaction.

Qualifications

Required

• 2+ years of experience in financial services, operations, administrative support, client service, or a related field.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities with the capacity to handle multiple priorities.
• High level of attention to detail and accuracy.
• Proficiency with Microsoft Office applications and business technology platforms.
• Experience maintaining databases, client records, or CRM systems.
• Ability to work independently and collaboratively within a team environment.
• Commitment to professionalism, integrity, and delivering outstanding client service.

Preferred

• Bachelor's degree in Business, Finance, Communications, or a related field.
• Previous experience supporting a financial advisor, wealth management firm, investment practice, or financial services organization.
• Familiarity with CRM platforms and financial services technology tools.
• Experience working in a regulated or compliance-focused environment.
• Demonstrated commitment to continuous learning and professional development.

Benefits

Our partner offers a comprehensive benefits package designed to support our employees both personally and professionally.

• paid time off (PTO) based on tenure
• paid holidays throughout the year
• health, dental, disability, and life insurance coverage for eligible full-time employees
• 401(k) plan, featuring a 100% company match on the first 4% of contributions
• paid parental leave for mothers and fathers, including adoption and surrogacy
• discounted financial planning and advisory services
• bereavement leave to provide support during the loss of a family member

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!