Senior Financial Operations Manager

3 days ago


Kansas City, Kansas, United States Claire Myers Consulting Full time
About Our Client

Claire Myers Consulting is a boutique financial services firm dedicated to providing tailored solutions for high-net-worth individuals, families, and executives. With a strong focus on client success and a close-knit team culture, we are seeking an experienced Senior Financial Operations Manager to join our Kansas City office.

Position Overview

The successful candidate will be responsible for managing and supporting the daily activities of new business opportunities, working closely with advisors and internal team members. This role will involve streamlining daily operations, providing exceptional client service, and ensuring advisors are prepared to deliver impactful financial solutions.

Key Responsibilities:
  • New Business Coordination: Process applications, DI policies, account rollovers, and additional business needs for existing clients.
  • Opportunity Management: Track and manage new business opportunities, ensuring all required documentation is collected and organized efficiently.
  • Advisor Preparation: Assemble comprehensive client packets, ensuring advisors have all necessary information and materials for successful client meetings.
  • Operational Support: Serve as a point of contact between team members to facilitate smooth communication and ensure all tasks are on track.
  • Client Service Excellence: Provide exceptional service, managing multiple tasks with attention to detail and ensuring clients receive prompt, high-quality support.
Qualifications:
  • 2+ years of experience in the financial services sector.
  • Experience in leading a team and managing accountability.
  • Experience in project management.
  • Ultra-organized with strong attention to detail, capable of managing and tracking multiple tasks.
  • Excellent multitasking abilities, able to monitor and adapt to the fast-paced needs of the team.
  • Strong interpersonal skills and a collaborative spirit, with a proactive approach to identifying and solving potential issues.
  • Previous experience in a client service, operations, or support role.
  • High level of professionalism and discretion, particularly in handling sensitive client information.
Compensation & Benefits

We offer a competitive salary up to $75,000 dependent on experience, along with a comprehensive health and wellness package. The successful candidate will also have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and professional development opportunities.



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