Hybrid Investment Ops & Client Services Lead
WizeHire, Inc
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. #J-18808-Ljbffr WizeHire, Inc
Vacancy posted 5 days ago
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