Wealth Management Client Ops Lead

Claire Myers Consulting; Metairie Terrace (LA); On-site; USD 80,000 - 90,000; Full time

Job summary

Claire Myers Consulting in Metairie, LA seeks an experienced Client Operations Manager to support three Financial Advisors and their clients. You will shepherd the client and product processes from start to finish, prepare for meetings, initiate paperwork, track applications, resolve outstanding items, and ensure timely, accurate communication with clients and advisors.

The ideal candidate is highly responsive, takes ownership, proactively addresses next steps, and maintains an organized,

Qualifications

• Previous wealth-management client service experience.
• Licenses required: Series 7, Series 66 and Life/Health insurance.
• Strong communication and organizational skills.

Responsibilities

• Provide day-to-day support to three Financial Advisors and their clients.
• Own client and product-related processes from initiation through completion.
• Coordinate meetings, paperwork, and follow-up items to ensure timely progression.

Skills

Client communication

Organization

Ownership & initiative

CRM proficiency

Attention to detail

Education

Series 7 license

Series 66 license

Life, Accident & Health Insurance license

Tools

CRM systems

Microsoft Office

Financial services technology

Job description

Claire Myers Consulting in Metairie, LA seeks an experienced Client Operations Manager to support three Financial Advisors and their clients. You will shepherd the client and product processes from start to finish, prepare for meetings, initiate paperwork, track applications, resolve outstanding items, and ensure timely, accurate communication with clients and advisors.

The ideal candidate is highly responsive, takes ownership, proactively addresses next steps, and maintains an organized,