Operations Manager
4 days ago
We take a unique approach to financial planning, focusing on our clients' desired outcomes rather than their risk tolerance. This approach allows our clients to enjoy their current situation while feeling confident about their future.
Why Stratos Wealth Partners?We pride ourselves on a team-based approach, combining big-picture thinking, detailed analysis, innovative problem-solving, clear communication, and thoughtful stewardship. Our culture is built on expertise, commitment to client service, and care for our team members and clients.
Operations Manager RoleWe are seeking a dynamic and experienced Operations Manager to join our team. As an Operations Manager, you will play a critical role in ensuring exceptional client satisfaction and support. Your responsibilities will include:
- Managing client relationships, addressing inquiries, requests, and concerns in a timely and professional manner
- Building and maintaining strong relationships with clients, understanding their financial objectives and preferences
- Collaborating with financial advisors and investment professionals to develop tailored solutions and investment strategies for clients
- Identifying opportunities to add value to client relationships and enhance their overall experience
- Overseeing client onboarding processes, ensuring a smooth transition and integration of new clients into our services
- Managing client service team members, providing guidance, support, and training as needed
- Monitoring client satisfaction and feedback, implementing improvements and adjustments as necessary
- Staying updated on industry trends, regulations, and best practices to continuously improve client service offerings
Requirements:
- Bachelor's degree
- 5+ years' experience in Financial Client Services
- FINRA Series SIE, 7 & 66 preferred
- Proven track record of building and maintaining strong client relationships
- Excellent communication, interpersonal, and problem-solving skills
- Strong leadership abilities with the capacity to motivate and mentor team members
- Knowledge of investment products, financial markets, and industry regulations
- Salesforce experience a plus
- MoneyGuidePro Experience a plus
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