Senior Client Services & Operations Lead

Bluespring Wealth Partners, LLC; Oklahoma City (OK); On-site; USD 75,000 - 110,000; Full time

Job summary

Kestra Financial, Inc. is seeking a Client Services & Operations Manager to oversee high-level administrative and business operations for the advisory team.

You will maintain advisor and client files, generate client reports, and support CRM systems, with a focus on policy implementation and regulatory compliance. You will lead operations initiatives, resolve complex issues, and coordinate with the Client Relationship Manager to ensure seamless client service and efficient workflows across

Qualifications

• 5+ years of executive-level experience.
• FINRA, SIE, and/or insurance licensing preferred.
• Strong understanding of financial services operations and compliance requirements.
• Ability to exercise independence judgement and problem-solving.
• Advanced organizational and analytical skills.

Responsibilities

• Oversee high-level administrative and business operations for advisory team.
• Maintain advisor and client files, generate client reports.
• Support CRM systems and document control processes.
• Prepare client appointment folders and customize financial summaries.
• Generate financial performance reports prior to client interactions.
• Interpret regulatory changes and advise on compliance.
• Escalate exceptions and manage tasks from advisor interactions.
• Assist advisors with trades and account openings; coordinate with vendors.
• Collaborate with Client Relationship Manager to ensure service model adherence.
• Respond to prospect and client inquiries promptly via phone, email, or in-person.

Skills

Executive-level experience

FINRA / SIE licensing

CRM systems (Redtail)

Excel skills

Microsoft Office Suite

Strong communication

Problem solving

Analytical skills

Independent judgement

Tools

Redtail CRM

Sharepoint

Excel

Microsoft Office

Job description

Kestra Financial, Inc. is seeking a Client Services & Operations Manager to oversee high-level administrative and business operations for the advisory team.

You will maintain advisor and client files, generate client reports, and support CRM systems, with a focus on policy implementation and regulatory compliance. You will lead operations initiatives, resolve complex issues, and coordinate with the Client Relationship Manager to ensure seamless client service and efficient workflows across