Client Services & Ops Leader
Foster Klima
Job Description
Job Description
At Foster Klima, we’re dedicated to empowering clients and advisors to achieve lasting financial success. As an Operations Manager in our dynamic insurance industry, you'll have the unique opportunity to lead operational tasks and specialize in investment operations for a prominent Financial Advisor's practice. Your role is pivotal in enhancing client experiences and ensuring seamless daily operations. You'll be part of a supportive team that values your expertise and offers flexibility with a hybrid work schedule.
We’re looking for someone with industry experience, exceptional organizational skills, and a passion for client service. Your Securities Licensing (Series 7, 63/66) is required to excel in this position. Join us if you're ready to make an immediate impact, grow your career, and be part of a company that values collaboration, innovation, and community involvement. Let’s build your future together at Foster Klima. Compensation:$90,000 - $95,000 with bonus
Responsibilities:- Lead and manage daily operations to ensure seamless client service and operational efficiency.
- Collaborate with the Financial Advisor to enhance client experiences and streamline investment operations.
- Develop and implement strategies to improve operational processes and client satisfaction.
- Oversee the coordination of client meetings, ensuring all necessary materials and information are prepared.
- Monitor and analyze operational metrics to identify areas for improvement and drive performance.
- Ensure compliance with industry regulations and company policies, maintaining high standards of integrity.
- Facilitate communication between clients, advisors, and team members to foster a collaborative environment.
- Experience in leading and managing daily operations within the insurance industry.
- Proven track record of enhancing client experiences and streamlining investment operations.
- Ability to develop and implement strategies that improve operational processes and client satisfaction.
- Strong organizational skills to oversee the coordination of client meetings and preparation of necessary materials.
- Proficiency in monitoring and analyzing operational metrics to identify areas for improvement.
- Commitment to ensuring compliance with industry regulations and company policies.
- Excellent communication skills to facilitate collaboration between clients, advisors, and team members.
Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.
Let’s Talk!
If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services & Ops Leader in Hopkins, MN vacancy
- Are you a detail-oriented, client-focused professional looking to support a growing financial advisory practice? An elite Financial... ...Advisor affiliated with Foster Klima is seeking a Client Services & Ops Leader to lead the operational tasks for their personal practice,...SuggestedWork at officeImmediate start
- 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...SuggestedWork at office
$26 - $30 per hour
...LE POSTE VOTRE PROFIL Sales and Service Leader - Full Time Publiée le 01.06.2026 Sephora Retail Référence : 289149... ...store success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching, collaboration...SuggestedHourly payPermanent employmentFull timePart timeFlexible hoursShift workNight shiftWeekend workLVMH
Minnetonka, MN1 day ago- A financial services firm in Minnetonka, MN is looking for an AdvisorSync Specialist to provide administrative support to financial advisors. This role involves managing client inquiries, maintaining client records, and ensuring a positive client experience. The ideal...SuggestedFull time
- IntroductionAt Gallagher Benefit Services, you’re a trusted partner to organizations navigating... ...most important people decisions. We help clients build better workplaces, where people... ...Gallagher.OverviewAs the Client Service Leader you will ensure delivery of exceptional service...SuggestedLocal area
- ...experience by ensuring safe and quality food is prepared and served; Train and develop restaurant crew to provide excellent customer service; Monitor and enforce food safety policies and procedures; Assist with crew scheduling, breaks, and shift changes; support office...Work at officeShift work
Chipotle
Minnetonka, MN2 days ago $19.05 - $21.19 per hour
...evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience by ensuring safe and quality food is prepared and served; and that...Work at officeLocal areaShift workChipotle
Minnetonka, MN4 days ago- Mitel is looking for an Operations Manager in Minneapolis, Minnesota. The role involves directing installation, service, and support for customers while achieving financial and satisfaction goals. The ideal candidate will manage service operations, ensure customer satisfaction...
- ...Immediate Family Members are also eligible Competitive Pay with Service Award Incentive Get paid daily through Daily Pay!... ...you are in the right place! Position Description As a Service Leader, you will be responsible for achieving guest satisfaction through...Hourly payDaily paidImmediate startFlexible hoursShift workNight shift
$22 - $25 per hour
...Job Description Job description Do you have a passion for clients and employees alike? Would you like to use your skills to support... ...? This is the role for you! As the Applied Behavior Analysis Services Coordinator, you would collaborate with Client Services in the...Hourly payFull timeContract workMonday to FridayChild & Adult Services CAS LLC
Savage, MN27 days ago$168k - $270k
Job TitleService Operations Leader - Advanced Imaging (Bedford, MA / Plymouth, MN)Job DescriptionService Operations Leader - Advanced... ...Imaging (Bedford, MA / Plymouth, MN)Help build a best-in-class service organization that enables growth, innovation, and customer success...Full timeWork at officeImmediate startWork visaRelocation package3 days per week- ...Service Coordinator The Service Coordinator position is responsible for managing a breadth of our client's service activities including small scope projects, warranty management and administration, planned/ route maintenance and on-demand maintenance requests. The Service...Work at officeFlexible hoursNight shift
Nenni and Associates
Minneapolis, MN2 days ago - Perkins in Minnetonka is seeking a Service Leader to ensure guest satisfaction by enforcing policies, procedures, and standards, while guiding team performance. Responsibilities include greeting and seating guests, resolving complaints, handling payments, maintaining safety...Daily paidFlexible hours
- Minneapolis Public Schools is seeking a Food Service Coordinator II to manage kitchen operations and ensure compliance with food safety standards. The role involves coordinating meal preparation, supervising staff, and maintaining records. The ideal candidate should have...
- Chipotle Mexican Grill in Minneapolis is seeking a Service Leader to maintain a positive customer experience by ensuring safe and quality food is prepared and served; and that the restaurant crew is well trained and provides good customer service. He/she maintains a clean...
- ...Accra Service Coordinator At Accra, our mission is to improve lives by providing individualized homecare services and support to people... ...is responsible for completing the intake process, educating clients and their representatives. Managing a full caseload of clients...Full time
- BDO USA is seeking a Tax Experienced Senior for Core Tax Services in Minneapolis, MN. The role focuses on tax compliance, research, and ASC 740 accruals, acting as main client contact and supervising associates where needed. Qualified candidates have a CPA or equivalent...
- ...ensure positive member experience and a financially successful club. Recruit, hire, train, schedule and supervise team members. Member service oversight making sure all team members are providing a great customer service experience at all times. High involvement in all...Full timeTemporary workLocal areaFlexible hoursShift work
Baseline Fitness
Minnetonka, MN1 day ago - ...financially successful club. Essential Duties and Responsibilities Recruit, hire, train, schedule, and supervise team members. Ensure member service oversight, guaranteeing all team members provide a great customer service experience. High involvement in front desk tasks:...Full timeTemporary workLocal areaFlexible hoursShift work
Baseline Fitness
Edina, MN1 day ago - Opensity Solutions is seeking a Site Manager to oversee daily operations at a client office in Minneapolis. You will supervise staff, ensure exceptional client service, and manage administrative tasks including hospitality, facilities and reception support. You will recruit...Work at office
$25 - $28 per hour
Compass Group USA in Minneapolis is hiring for a full-time Front of House Lead Supervisor. The position requires prior food service and customer service experience, with a schedule that may include weekdays, weeknights, and weekends. Pay ranges from $25.00 to $28.00 per...Hourly payFull timeWeekday work$20 - $25.8 per hour
...overseeing daily operations, managing staff performance, and ensuring customer satisfaction. Candidates should have over 1 year of food service or management experience and the ability to perform in a high-energy setting. Competitive pay ranges from $20.00 to $25.80 per hour...Hourly pay- ...financially successful club. Essential Duties and Responsibilities · Recruit, hire, train, schedule and supervise team members. · Member service oversight making sure all team members are providing a great customer service experience at all times. · High involvement in all...Full timeTemporary workFlexible hoursShift work
- Are you a detail-oriented, client-focused professional looking to support a growing financial advisory practice? SkyWater is partnering... ...position requires industry experience, above-and-beyond client service, and exceptional organizational skills. It is an opportunity to...Work at officeImmediate start
- ...opportunities A diverse and collaborative working environment An excellent compensation package! Position Summary: The Patient Service and Authorization Coordinator coordinates activities and all administrative tasks for patients and their designated physicians....Work experience placementWork at officeMonday to FridayShift work
Johns Hopkins Medicine
Hopkins, MN3 days ago - The Lacek Group, part of Ogilvy, seeks an Account Executive in Minneapolis, MN for a hybrid role at the intersection of client service, content strategy, and execution. You will plan, coordinate, and deliver campaigns using Jira-driven workflows across cross-functional...
$25.75 per hour
A healthcare imaging solutions provider is seeking a Client Service Coordinator to manage customer service inquiries, schedule repairs, and track parts for equipment. The ideal candidate will have a high school diploma and 1-2 years of customer service experience in a...Hourly pay- Williams-Sonoma, Inc. is seeking an Assistant Manager of Sales and Service to help the store management team deliver World-Class service, build strong customer relationships and maintain optimal staffing to cover all store areas. You will lead by example on the sales floor...
$24.76 per hour
Four Seasons Hotel Minneapolis is seeking an Events and Group Services Coordinator to support event planning and client service across social events and meetings. You will help organize spaces, coordinate audiovisual, F&B services, and ensure smooth execution with collaboration...Hourly payDaily paid- Quad, a global marketing experience company, seeks a Director of Client Services in Minnesota to lead the Client Services teams and ensure project success across key accounts. You will drive growth, profitability and client satisfaction through strategic account planning...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services & Ops Leader. Be the first to apply!
Related searches
- customer relations specialist Hopkins, MN
- customer service expert Hopkins, MN
- senior customer service Hopkins, MN
- customer service position Hopkins, MN
- client service specialist Hopkins, MN
- part-time customer service security Hopkins, MN
- client service consultant Hopkins, MN
- seasonal customer service Hopkins, MN
- customer service part time Hopkins, MN
- client service Hopkins, MN