Senior Client Services & Operations Lead
Bluespring Wealth Partners, LLC
Kestra Financial, Inc. is seeking a Client Services & Operations Manager to oversee high-level administrative and business operations for the advisory team. You will maintain advisor and client files, generate client reports, and support CRM systems, with a focus on policy implementation and regulatory compliance. You will lead operations initiatives, resolve complex issues, and coordinate with the Client Relationship Manager to ensure seamless client service and efficient workflows across #J-18808-Ljbffr Bluespring Wealth Partners, LLC
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Client Services & Operations Lead in Oklahoma City, OK vacancy
- Spindrift is seeking a Customer Operations Manager to strengthen the operational capabilities of the Customer Operations function and support... ...expertise, and raise the team's overall capability. You will lead cross-functional process improvements across order-to-cash, ERP...Senior
$23.5 - $26 per hour
Division: Community Services Reports to: Director of Community Services Status: Non-Exempt... ...off, and other benefits. Summary: The Senior Services Coordinator supports the... ...connection. The Coordinator assists with daily operations, client support, senior activities, community...SeniorHourly payContract workWork experience placementWork from homeFlexible hoursAfternoon shift- Philips seeks a Service Operations Manager for Medical Device roles in Bedford, MA or Plymouth, MN. Lead end-to-end service strategy, build scalable operations, ensure regulatory readiness, and manage field service and depot teams for exceptional customer experiences....Senior
- Disc Medicine in Watertown, MA, is seeking a Senior Manager, Payroll and Equity to lead multi-state payroll and equity programs in a dynamic hybrid environment. The role collaborates with HR, Finance, Legal and external auditors to ensure SOX-compliant processes, accurate...Senior
- ...has been a trusted name in default legal services, providing comprehensive solutions to... ...relationships, and an unwavering commitment to client service. We take pride in being more... ...to drive success. About The Role The Operations Lead will lead, guide, and coordinate with...Suggested
- Diagnostic Laboratory of Oklahoma (DLO) is seeking a supervisory leader for patient services, overseeing phlebotomy operations across PSCs, mobile and in-office sites. The role includes implementing SOPs, ensuring licensure compliance, and maintaining QA/QC documentation...Work at office
- Dynamic Gaming Solutions, LLC is seeking an experienced Operations Manager to oversee daily operations of distribution and service departments. You will ensure timely machine deliveries, installations, and service calls while maintaining compliance with gaming laws and...
- Cpl Healthcare is delighted to recruit a Senior Supervisor on behalf of a leading disability service in Bray, Co. Wicklow. The role focuses on leading a team... ...compliant environment. You will manage day-to-day operations, support supervision, rota planning and service development...SeniorRotating shift
$88k - $98k
...fulfillment execution, collaboration with the client service team in Global Customer Service to... ...Cross-Functional Execution Leadership: Lead daily execution alignment across... ...communication internally and externally.Operational Rigor & Performance Management: Embed daily...WorldwideFlexible hours- Travere Therapeutics is seeking a Senior Manager, Clinical Operations to lead and supervise the execution of Phase 1-3 clinical trials. You will coordinate daily trial activities, manage CROs, sites, and internal teams, and ensure deliverables align with study plans and...SeniorRemote job
$89.99k - $137.13k
...we can achieve. Together. Summary The Client Accounts Operations Lead, working in collaboration with and in... ...or be a functional supplemental senior-level billing resources during absences... ...resolve tickets assigned by the Accounting Service Desk on a daily basis. Works across...Temporary workInterim roleWork at officeRemote workRelocationVisa sponsorshipRelocation package- Jobtailor is seeking a senior Fund Accounting Leader for the U.S. Client Service Fund Accounting team in Massachusetts. You will oversee daily workflows, mentor staff, and ensure accurate P&L, NAV, pricing, and allocations while maintaining top-tier client satisfaction....Senior
$130.3k - $260.59k
...simplify health care one person, one family and one community at a time. Position Summary The Senior Manager, Digital Product serves as the Product Owner and Operating Lead for Origin, the enterprise intake and demand management platform supporting Contact Center and...SeniorHourly payFull timeTemporary workLocal area- iRiS Recruiting Solutions partners with a large, high-volume distribution operation to place a Senior Operations Manager as the #2 operational leader in a 700K+ sq ft, 24/7 facility. This role offers high visibility, significant responsibility, and a clear path toward advancing...Senior
$125k
Source Recruitment Solutions is seeking a Senior Operations Manager in Edmond, OK, to lead large-scale distribution center operations, inventory management... ...initiatives, lead multi-functional teams, and optimize service levels, inventory turns, and costs while ensuring #J...Senior- Superior Linen Service is seeking a Route Supervisor to support safe, timely delivery of... ...maintain high-quality service to hospitals and clients, while modeling strong leadership and... ...and train drivers, oversee vehicle operations, and compile data to track performance....
- Bristol Myers Squibb in Devens, MA is seeking a Sr Manager QA Technical Operations to lead a team overseeing quality control projects, tech transfer, validation, and manufacturing support. The role requires directing change controls, site engineering maintenance programs...Senior
- ...seeking a Site Manager based in Oklahoma City. The role involves leading operations at a rapidly growing workforce accommodations facility,... ...rooms. The Site Manager will ensure high-quality hospitality services, manage staffing and financial oversight, and uphold safety...Senior
- Philips is seeking a Senior Quality Operations Manager-Advanced Imaging in Bedford, MA to lead quality operations for medical devices. The role drives CAPA/NC/QN processes, process validation, and risk management while coordinating across R&D, manufacturing, and regulatory...Senior
- Ryder System, Inc. is seeking a Fueling Operations Support Manager to provide technical and customer support for fueling facilities across... ...with multiple stakeholders, and leadership within Ryder Fuel Service operations. Responsibilities include analyzing fueling systems...Remote job
- CubeSmart is seeking a Store Operations Manager to lead customer experiences and daily store functions at our Oklahoma City location. You will... ...welcoming, safe facility. The role emphasizes strong customer service, scheduled day hours with potential Sunday variance, and...
$168k - $270k
Job Title Service Operations Manager - Medical Device (Bedford, MA / Plymouth, MN) Job Description Help build a best-in-class service organization... ...ensure readiness for breakthrough medical technologies, and lead field service and repair teams to deliver exceptional...Full timeWork at officeImmediate startWork visaRelocation package3 days per week- ...audit, tax and advisory services for organizations in... ...delivering real results for our clients. It's also enabled by... ...an Associate Director, Senior Service Designer (GenAI... .... Responsibilities:Lead the strategic design... ...and safeguard business operations and company reputation....SeniorH1bLocal area
- Concierge TPA in Oklahoma City seeks a Director of Claims Operations to lead day-to-day performance and growth of the claims function. You will ensure accurate, timely administration in line with plan documents and regulations while building processes, systems, and a team...Senior
- ...seeking an experienced Warehouse Manager in Cleveland, OH to lead all warehouse operations including shipping, receiving, inventory control, and... ...compliance. The role focuses on accuracy, efficiency, and customer service while guiding a team of warehouse personnel....Senior
Avtron Power Solutions, LLC
Oklahoma City, OK2 days ago - We Are:Accenture is a leading solutions and services company that helps the world’s... ...partner of choice for our clients and to be the most client-... ..., consulting, technology, operations, Song and Industry X with... ...comfortable leading teams, advising senior stakeholders, and working...SeniorFull timeWork experience placementLive inWork at officeLocal area
- Legend Senior Living® is seeking an Operations Specialist to oversee nursing/care, dining, maintenance, housekeeping and life enrichment across communities in the Oklahoma market. You may serve as interim Residence Director and assist with onboarding when hired. The role...SeniorInterim role
- ...United Overseas Bank Ltd is seeking a senior, client-facing implementation and relationship management professional. You will lead a portfolio of complex corporate and financial... ..., coordinating Sales, Product, Client Service, Operations, Technology and Compliance to deliver...SeniorOverseas
United Overseas Bank
Oklahoma City, OK4 days ago - A senior living company in Oklahoma City is seeking an Executive Director to oversee community operations. This role involves financial management, leading team members, and maintaining a compassionate atmosphere for residents. The ideal candidate will have management experience...Senior
- A leading Logistics and Technology company in Oklahoma City is seeking a Warehouse Manager to oversee all aspects of operations. The ideal candidate will have a Bachelor's degree in Business Administration or Supply Chain Management, along with a minimum of 8 years in a...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services & Operations Lead. Be the first to apply!
Related searches
- member services coordinator Oklahoma City, OK
- early intervention service coordinator Oklahoma City, OK
- service lead Oklahoma City, OK
- family service coordinator Oklahoma City, OK
- service coordinator Oklahoma City, OK
- service team leader Oklahoma City, OK
- food service coordinator Oklahoma City, OK
- operations leader Oklahoma City, OK
- operations lead Oklahoma City, OK
- senior associate attorney Oklahoma City, OK