Client Services & Ops Lead - Financial Advisory
Listed on 2026-10-16
-
Finance & Banking
Financial Advisor / Consultant, Financial Compliance, Wealth Management, Financial Services
Oklahoma Financial Center (now Blue spring Wealth
- High Plains) seeks an experienced Client Services & Operations Manager to oversee advisory team operations, maintain client files and generate reports. The role requires independent judgement to resolve complex issues and ensure compliance with evolving regulations.
You will implement policies, manage CRM data, support advisor meetings, and drive process improvements across departments in a fast-paced environment.
We are seeking a motivated Client Services & Ops Lead
- Financial Advisory to join Oklahoma Financial Center (now Blue spring Wealth
- High Plains) in Oklahoma City, OK, United States.
Consider building your career as a Client Services & Ops Lead
- Financial Advisory at Oklahoma Financial Center (now Blue spring Wealth
- High Plains).
The Client Services & Ops Lead
- Financial Advisory position in the Finance, Management & Operations field is open for applications.
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