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
- ...Are you a detail-oriented, client-focused professional... ...Klima is seeking a Client Services & Ops Leader to lead the operational tasks for... ...with a specialization in investment operations. This role offers... ...opportunity to work in a hybrid schedule. This position...SuggestedWork at officeImmediate start
- Are you a detail-oriented, client-focused professional... ...Klima is seeking a Client Services & Ops Leader to lead the operational tasks for... ...with a specialization in investment operations. This role offers... ...opportunity to work in a hybrid schedule. This position requires...SuggestedWork at officeImmediate start
- Waycrosse, Inc. in Wayzata, MN is seeking an Investment Operations Coordinator to support a range of processes within the Investment Operations... ...to detail, and the ability to balance multiple priorities. A hybrid work schedule is in place with in-office and remote days. #J-1...SuggestedWork at officeRemote work
- ...We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. We are passionate about being the most... ...extended periods of time are common. Hybrid Work Environment We operate a hybrid work...SuggestedWork experience placementWork at officeRemote work2 days per week
- ...Wayzata, MN seeks an Operations Manager to lead daily operations, compliance, and technology. You will supervise Investment Operations Staff and Financial Planning Associates... ...champion AI-enabled processes to improve client service. The role demands 7-10 years in financial...SuggestedFull timeWork at office
$112.1k - $225.5k
We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...assess business performance, investment opportunities, and... ...modeling equity, debt, and hybrid instruments related to transactions...Full timeWork experience placementInternshipLocal area- Asura is seeking a Homecare Services Coordinator (Consultation Services Advisor) to develop and manage CFSS service delivery plans in partnership with participants and providers. The role focuses on coordinating with participants, agencies, and DHS to ensure plans are...
- Whole Foods Market in Minnetonka is seeking an engaged Supervisor to support Customer Service and E-Commerce programs, overseeing checkout experience, online order accuracy, and pickup/delivery efficiency. You will monitor performance, manage labor, and coach Team Members...
$26 - $30 per hour
...Sales And Service Leader As a Sales and Service Leader, you'll harness your love for beauty and become the... ...meant to be. You'll be a key driver of store success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching,...Hourly payFull timeFlexible hoursShift workNight shiftWeekend work- 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...Full time
- KLDiscovery, a global leader in eDiscovery, seeks a Manager, Client Services to lead a project management team under the Client Services Director. You will coach Senior PMs, PMs, and Associate PMs, build strong client relationships, and partner with internal support groups...
$134.5k - $265.1k
...s Enterprise Operations as a Service (EOaaS) practice helps organizations... ...managed services. We support clients across finance and supply... ...your career while helping leading organizations navigate complex... ...knowledge, and Deloitte investments in automation, analytics, artificial...Full timeWork at officeLocal area$22 - $48 per hour
...best work. The TPA Field Account Manager is the 'field-based Service Owner' responsible for the customer's (Benefit Manager) total... ...customers. If you live near MN, you will enjoy the flexibility of a hybrid-remote role as you take on some tough challenges. Primary...Hourly payMinimum wageFull timeWork experience placementLocal areaRemote work- We are the leading provider of professional services to the middle market globally, our purpose is to instill... ...a world of change, empowering our clients and people to realize their full potential... ...client opportunities and platform investments.Client Engagement:Serve as a...Full timeLocal area
- K Group Companies in Minneapolis, Minnesota, is seeking a Field Service Technician Level II to support customers across installation projects. This role builds on Level I duties and adds advanced skills, leadership, and project oversight for diverse deployments. You will...
- ...hiring a TPA Field Account Manager to serve as the field-based service owner for Benefit Manager accounts. You will liaison between customers... ...offices to ensure accurate and timely service delivery. Hybrid in MN with travel up to 25% is expected. #J-18808-Ljbffr UnitedHealthcare
$19.05 - $21.19 per hour
...food accessible to everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a positive customer experience... ...continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices...Work at officeLocal areaShift work$53.56k
...Job Description Job Description Mains’l is hiring a FMS Service Coordinator. The FMS Service Coordinator plays a crucial role... ...applicants. Salary: $53,560 annually Work schedule: Remote/Hybrid- there will be in office training, work time, and meetings that...Casual workWork at officeRemote workFlexible hours- ...department employees; Organize and plan labor usage for efficiency and cost control; Provide prompt efficient and friendly customer service and handle customer orders via phone; Train new employees and participate in performance reviews; Attend and participate in...
$24 - $27 per hour
...Location: Asura -Minnetonka/Hybrid Help People Live More Independent... ...Minnesota's Community First Services and Supports (CFSS) program.... ...is growing, evolving, and investing in its future, we'd love to... ..., service agencies, lead agency providers, and DHS. Serving...Full timeWork at officeMonday to Friday- ...Food Service Shift Lead CrossAmerica Partners is a leading wholesale distributor of motor fuels, operator of convenience stores, and owner and lessor of real estate used in the retail distribution of motor fuels. With a geographic footprint across 34 states, we strive...Full timeContract workPart timeSeasonal workLocal areaShift work
$22.04 - $30.01 per hour
...As the first point of contact at Courage Kenny Rehabilitation Institute, the Rehabilitation Services Coordinator creates a welcoming experience for patients and clients. You manage check-in, verify accurate records and demographics, and schedule future appointments...Hourly payFull timeContract workTemporary workShift workDay shiftAfternoon shift- ...Service Management Delivery Executive Oversee the large operations to help keep the business... ...Management roles and other functions Client/vendor relationships: Internal and... ...Employee Engagement activities - Complete/lead all HR activities for teams including hiring...Work at office
$16 - $20 per hour
...fully engaged and committed to supporting our customers and each other. Job Description: Job Title: Aisles Online Service Lead Department: Aisles Online FLSA : Non-Exempt General Function: Assists in managing overall daily center operations...Hourly pay- This is a hybrid position (3 days per week in-office + 2 days' work... ...expertise to meet the Health Plan client’s strategic goals and drive... ...goals.ESSENTIAL FUNCTIONS:Leads (and partners with Account Executive... ...and Account Manager to service the health management consultative...Full timeWork at officeLocal areaWork from homeNight shift3 days per week
$75.2k - $125.3k
...location*The Account Manager is responsible for ensuring clients and patients receive superior service. Key member of the core client account team is... ...specific product implementations; including establishing and leading internal meetings to ensure collaboration and...Full timeWork at officeLocal areaWork from homeNight shift$117k - $168k
...optimizing business decision-making through our leading AI-infused scenario planning and... ...leader in the Go-To-Market Finance Team on a hybrid schedule in our Minneapolis office, you... ...financial excellence and strategic investment optimization at the highest levels of the...Work at office- ...seeking an Assurance Manager to lead audit, review, and attestation engagements for a diverse client base in the Twin Cities metro... ...maintaining high-quality client service. The role requires CPA licensure... ...team environment. Hybrid work options are available. #J...
- ...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
- Xylem is seeking a Service Manager for high-purity water treatment to lead field service professionals across a large site. You will oversee talent acquisition, engagement, performance and development to ensure operational excellence and top‑quality service delivery. Responsibilities...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Investment Ops & Client Services Lead. Be the first to apply!
- service lead Minnetonka, MN
- service team leader Minnetonka, MN
- food service coordinator Minnetonka, MN
- service coordinator Minnetonka, MN
- early intervention service coordinator Minnetonka, MN
- family service coordinator Minnetonka, MN
- investment coordinator Minnetonka, MN
- investment accountant Minnetonka, MN
- community investment Minnetonka, MN
- investment Minnetonka, MN


