Senior Client Operations & Services Lead

Boulder Connect; Kerkhoven (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Boulder Connect is seeking a Senior Branch Office Administrator in Minnesota to provide advanced client service and operational support within a relationship-focused environment. You will partner with a Financial Advisor to manage client onboarding, account processing, and ongoing service.

Responsibilities include handling documentation, scheduling, regulatory compliance, and maintaining accurate records using firm systems, while contributing to a collaborative and inclusive team culture.

Qualifications

• Strong client service orientation and attention to detail.
• Experience with account management, documentation, and regulatory requirements.
• Proficiency with operational systems and processes.
• Ability to collaborate effectively within a team.

Responsibilities

• Provide advanced client service and operational support in a relationship-focused environment.
• Partner with a Financial Advisor to manage client onboarding, account processing, and ongoing service.
• Handle documentation, scheduling, trade and transfer requests, and regulatory compliance.
• Utilize firm systems to maintain accurate and secure records.

Skills

Client service orientation

Account management

Operational systems

Team collaboration

Job description

Boulder Connect is seeking a Senior Branch Office Administrator in Minnesota to provide advanced client service and operational support within a relationship-focused environment. You will partner with a Financial Advisor to manage client onboarding, account processing, and ongoing service.

Responsibilities include handling documentation, scheduling, regulatory compliance, and maintaining accurate records using firm systems, while contributing to a collaborative and inclusive team culture.