More jobs:
Hybrid Investment Ops & Client Services Lead
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-08-01
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Foster Klima is seeking a Client Services & Ops Leader to support a growing financial advisory practice in Minnetonka. This hybrid role focuses on investment operations, client experience, and day-to-day workflow efficiency.
You will collaborate closely with the advisor to deliver seamless service, maintain accurate records, and scale operations as the client base grows. Securities Licensing (Series 7, 63/66) is required and the role offers immediate impact.
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