Client Services & Ops Leader
At Foster Klima, we’re dedicated to empowering clients and advisors to achieve lasting financial success. As an Operations Manager in our dynamic insurance industry, you'll have the unique opportunity to lead operational tasks and specialize in investment operations for a prominent Financial Advisor's practice. Your role is pivotal in enhancing client experiences and ensuring seamless daily operations. You'll be part of a supportive team that values your expertise and offers flexibility with a hybrid work schedule.
About the role
This position involves leading operational tasks and specializing in investment operations for a prominent Financial Advisor's practice. You will play a key role in enhancing client experiences and ensuring seamless daily operations within a collaborative and innovative environment.
Responsibilities
- Lead and manage operational tasks within the insurance and investment sectors.
- Specialize in investment operations to support a Financial Advisor’s practice.
- Enhance client experiences through efficient and effective operational processes.
- Ensure seamless daily operations and contribute to team collaboration.
Requirements
- Securities Licensing (Series 7, 63/66) is required.
- Industry experience in insurance, investments, or financial services.
- Exceptional organizational skills and a passion for client service.
Benefits
- Hybrid work schedule offering flexibility.
- Supportive team environment that values expertise and collaboration.
- Opportunities for career growth and community involvement.
Pay
$90,000 - $95,000 with bonus.