Hybrid Investment Ops & Client Services Lead

Foster Klima

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 Foster Klima

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Hybrid Investment Ops & Client Services Lead in Minnetonka, MN vacancy

Client Services Ops Leader
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...
Suggested
Work at office
Immediate start
Foster Klima
Minnetonka, MN
5 days ago
Hybrid Homecare Services Coordinator for Independent Living
Asura in Minnetonka is seeking a Homecare Services Coordinator to design and manage CFSS service delivery plans with participants, coordinating... ..., enabling independence and improved wellbeing. This full-time hybrid role offers comprehensive benefits, growth opportunities, and a...
Suggested
Full time
Asura
Minnetonka, MN
4 days ago
Hybrid Health Services Manager - Nursing Leader
Hammer & NER seeks a Health Services Manager to oversee the Health Services Department, ensuring quality medical care for individuals served... ...collaboration within a multidisciplinary team. Flexibility for hybrid work and on-site presence is expected, with evenings or...
Suggested
Weekend work
Afternoon shift
Websitecommerce
Wayzata, MN
21 hours ago
Homecare Services Coordinator (Hybrid) Empowering Independence
Asura is seeking a Homecare Services Coordinator (Advisor) in Minnesota to develop and manage a service delivery plan under the CFSS program. You will work with participants, agencies, and DHS to ensure the plan is carried out and updated as needed. The role requires strong...
Suggested
Homesura
Hopkins, MN
21 hours ago
Deals Services - Manager, Strategic Finance and FP&A, Advanced Decision Modeling
$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...
Suggested
Full time
Work experience placement
Internship
Local area
RSM International
Minneapolis, MN
3 days ago
Senior Accounts Payable Lead - High-Volume, Hybrid Role
Digi International in Hopkins, MN — a hybrid Senior Accountant (Accounts Payable) role — leads high-volume AP operations, ensures timely vendor payments, and strengthens internal controls. The ideal candidate has 5+ years in AP, strong GL and reconciliation skills, ERP...
Digi International
Hopkins, MN
5 days ago
Manager - Finance Managed Services
$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 time
Work at office
Local area
Deloitte
Minneapolis, MN
2 days ago
Hybrid Mental Health Case Manager: Help Clients Thrive
...Manager in Hopkins, MN to provide direct client support, coordinate case management, and document care plans. The role offers a hybrid work model, joining a team dedicated to helping... ...health conditions access resources and services in the community. You will build...
ADP, Inc.
Hopkins, MN
4 days ago
Payroll Services Team Lead - Remote
$46 - $62 per hour
...Overview Join Payroll Tax Operations (PTO) as a Lead Tax Processor and Subject Matter Expert (Level X5). In this technical leadership... ...SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible...
Hourly pay
Local area
Remote work
Flexible hours
Intuit
Minneapolis, MN
1 day ago
Service Leader
$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 office
Local area
Shift work
Chipotle Mexican Grill
Excelsior, MN
3 days ago
Guest Services Lead
$19.73 per hour
...Description Reports to: Assistant Director of Guest Services Compensation: $19.73 per hour Benefits: Non-Benefits Eligible This position... ...dynamic schedule of the theater. Position Summary The Guest Services Lead is responsible for promoting a positive guest experience while...
Hourly pay
Part time
Work at office
Local area
Shift work
Weekend work
Afternoon shift
Guthrie Theater
Minneapolis, MN
3 days ago
Industrial Client Service Leader - Industrial Water/Wastewater
$211.72k
...career journey. Where your co-workers are invested in you and your success. Where you are... ...* CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water... ...Client Service Leader contributes by: • Leading business development, client engagement...
Temporary work
Work experience placement
H1b
CDM Smith
Minneapolis, MN
4 days ago
Aisles Online Service Lead
$18 - $22.5 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: Hourly Revision Date: 07/2026 About Hy-Vee At Hy-Vee, we believe the shortest distance...
Hourly pay
Shift work
Hy-Vee
Shakopee, MN
4 days ago
Service Operations Coordinator
$23 - $25 per hour
...you passionate about customer service, problem-solving, and... ...customer service expertise. Hybrid | St. Louis Park, MN 3 Days... ...partners in transformation. We help clients activate ideas and solutions... ...Global Services Were a leading provider of business and technology...
Full time
Contract work
Temporary work
Work at office
Remote work
Work from home
Flexible hours
TEKsystems
Minneapolis, MN
16 hours ago
Service Operations Coordinator
$23 - $25 per hour
...Focused on Customer Success Are you passionate about customer service, problem-solving, and supporting operational excellence? We are... ...while developing your operational and customer service expertise. Hybrid | St. Louis Park, MN 3 Days Onsite / 2 Days Remote After...
Full time
Contract work
Temporary work
Work at office
Remote work
Work from home
Flexible hours
TEKsystems
Minneapolis, MN
3 days ago
Medical Services Coordinator
$22.75 per hour
...an Employee Assistance Program. Job Summary: The Medical Services Coordinator is responsible for serving as a point of contact to... ...accurate information in data entry and communication with patients/clients and staff. Conflict Resolution: Work cooperatively and...
Hourly pay
Full time
Temporary work
Work at office
Local area
Immediate start
Remote work
Flexible hours
LifeStance Health
Plymouth, MN
12 hours ago
Hybrid Health Services Manager — Nursing Leader
Hammer & NER in Minnesota is seeking a Health Services Manager to lead the Health Services Department, supervise nursing staff, and ensure quality medical care for individuals served. The role encompasses clinical assessments, direct nursing duties when needed, and collaboration...
Hammer-
Wayzata, MN
21 hours ago
Sr. FP&A Manager, Customer Success
$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
Anaplan
Minneapolis, MN
6 days ago
Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth
$105.38k - $215.38k
...supporting our Individual Tax Services - High Net Worth group, you... ...individuals and their advisors.Lead tax compliance and advisory... ...specialists when needed.Build strong client relationships through clear,... ..., as well as through our own investments, commitments, and actions...
Work at office
Local area
Deloitte
Minneapolis, MN
3 days ago
Global Corporate Trust Services Product Lead
$170.26k - $200.3k
...indicators, design systems, service blueprints, and... ...responsibility for outcomes, investment planning, scope... ...and strategic objectives.Lead SIC and CapEx processes... ...among business, tech, ops, finance, and risk and... ...intelligent workflows to improve client experience, operational...
Full time
Temporary work
Local area
Immediate start
Shift work
US Bank
Minneapolis, MN
3 days ago
Service Leader-hourly night supervisor
...Assistance with DeVry University with complimentary laptop** ~ Immediate Family Members are also eligible ~ Competitive Pay with Service Award Incentive ~ Get paid daily through Daily Pay! ~ Comprehensive Health Benefits including Medical, Dental, Vision, and more...
Hourly pay
Daily paid
Immediate start
Flexible hours
Shift work
Night shift
Perkins
Hopkins, MN
25 days ago
Senior Digital Account Manager | Hybrid Strategy Leader
...seeking a Senior Digital Account Manager to drive strategy and client success. You will serve as a trusted advisor to clients, translating... ...around priorities. Reporting to the Vice President of Client Services, this role offers leadership opportunities, #J-18808-Ljbffr...
NorthWing Digital
Hopkins, MN
5 days ago
Restaurant Assistant Manager — Service & Ops Leader
...seeking a Restaurant Assistant Manager to deliver quality customer service and food products following our standards. You will assist with restaurant management responsibilities while learning to lead a team effectively. The role requires a background in food service leadership...
Flexible hours
Afternoon shift
Dairy Queen
Eden Prairie, MN
5 days ago
Club Manager
$60k - $70k
...Managers are the heartbeat of the gym. You'll lead a tight-knit team, build real... ...roughly one-third of your time energizing clients through pre-designed group workouts, modifying... ...family, and coworkers. Top-notch customer service is non-negotiable. Manage Club Operations...
Full time
Part time
Casual work
Local area
Flexible hours
Tucson - N Silverbell Rd - Ste 100 (At Anytime Fitness)
Hopkins, MN
3 days ago
Service Coordinator
...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 office
Flexible hours
Night shift
Nenni and Associates
Minneapolis, MN
1 day ago
Homecare Services Coordinator (Human Services & Care Coordination)
$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 hear... ..., service agencies, lead agency providers, and DHS. Serving...
Full time
Work at office
Monday to Friday
Homesura
Hopkins, MN
3 days ago
Senior Nutrition & Culinary Services Lead
Presbyterian Homes & Services (PHS) Folkestone in Wayzata, MN is seeking a Nutrition and Culinary Services Assistant Director to support the Director in planning, organizing and directing staff and programs to ensure high-quality meals and dining services in accordance...
Full time
Presbyterian Homes & Services
Wayzata, MN
4 days ago
Global Service Coordinator
$50k - $52k
...is a Best Places to Work provider of corporate global mobility services worldwide. What does that mean It means we help we care we serve... ...performance under deadlines. This is a customer service and client facing role. Primary Duties and Responsibilities: Provide...
Full time
Temporary work
Internship
Work at office
Immediate start
Remote work
Worldwide
Relocation
Relocation Today
Minnetonka, MN
2 days ago
Guest Services Shift Lead
$27 per hour
...families thrive, then People Serving People is the place for you. What do we need: People Serving People is seeking a Guest Services Shift Lead to join our team. The Guest Services Shift Lead will need to possess superior knowledge of Front Desk policies and procedures...
Hourly pay
Full time
Immediate start
Monday to Friday
Shift work
People Serving People
Minneapolis, MN
28 days ago
Client Service Leader
...At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some... ...most important people decisions. We help clients build better workplaces, where people feel... ...in client service and business insight to lead our team and create depth in our client relationships...
Local area
Gallagher
Bloomington, MN
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Investment Ops & Client Services Lead. Be the first to apply!