Client Operations Lead - Wealth & Compliance
Listed on 2026-10-06
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Finance & Banking
Regulatory Compliance Specialist, Financial Compliance, Wealth Management
Hager Investment Management Services, LLC in New London, NH, is seeking a Client Operations Manager to oversee daily client account administration, onboarding, maintenance, and documentation, coordinating with custodians and financial institutions. You will monitor operations, resolve issues, and implement process improvements to support high client satisfaction and regulatory compliance.
The role collaborates with advisors and leadership to prepare reports and maintain client records and
The Client Operations Lead
- Wealth & Compliance position in the Management & Operations field is open for applications.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Operations Lead
- Wealth & Compliance role in the description above.
We appreciate your interest in this position.
Join Hager Investment Management Services, LLC and contribute to our ongoing work.
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