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Investment Client Services Operations Lead
Job in
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listed on 2026-06-02
Listing for:
Fairygodboss
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Risk Manager/Analyst -
Management
Risk Manager/Analyst
Job Description & How to Apply Below
Fairygodboss is seeking a skilled manager to lead its Investment Client Service Operations team in Wisconsin. This role involves providing oversight of systems and processes that support financial representatives, ensuring high-quality service delivery, and managing complex escalations.
The position requires strong leadership skills, a minimum of seven years of relevant experience, and knowledge in financial services operations. A Bachelor's degree in business or related field is required, along with necessary FINRA licensing.
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