More jobs:
Hybrid Investment Ops & Client Services Lead
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-08-02
Listing for:
WizeHire, Inc
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Foster Klima seeks a Client Services & Ops Leader to guide operational tasks for a growing financial advisory practice, with a focus on investment operations. The role supports delivering exceptional client experiences and maintaining day-to-day efficiency in a hybrid work environment.
The ideal candidate has industry experience beyond client service and strong organizational skills, with licensing (Series 7, 63/66) required. Minnetonka office with 3 days onsite after onboarding.
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