About this opportunity
Claire Myers Consulting lists this Client Operations Manager opportunity in metairie terrace, Louisiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Location: Metairie, LA
Compensation: $80K – $90K base salary benefits
Overview:
Our client is a successful, relationship-focused wealth management practice seeking an experienced Client Operations Manager to provide comprehensive support to three Financial Advisors and their clients.
This individual will serve as the operational hub of the practice, shepherding the entire client and product process from beginning to end. From preparing for client meetings and initiating paperwork to coordinating financial plans, tracking applications, resolving outstanding items, and communicating with clients, this person will ensure every detail moves forward accurately and efficiently. Client communication is central to this role. The ideal candidate is highly responsive, takes ownership, anticipates needs, and keeps both clients and Advisors informed throughout the process. The goal is to allow the Advisors to focus on advising clients and growing relationships with confidence that the business surrounding each client is being handled exceptionally well.
Key Responsibilities:
Client & Advisor Support:
Provide comprehensive day-to-day support to three Financial Advisors and their clients
Serve as a primary point of contact for client service and administrative needs
Own client and product-related processes from initiation through successful completion
Proactively communicate with clients regarding paperwork, transfers, applications, outstanding requirements, next steps, and timelines
Respond promptly to client requests and ensure appropriate follow-through
Anticipate Advisor and client needs and address outstanding items before they become obstacles
Deliver a highly responsive, organized, and personalized client experience
Meeting Preparation & Follow-Up:
Coordinate client review meetings and prospect appointments
Prepare client files, statements, meeting materials, and agendas in advance
Document meeting notes, decisions, and follow-up items
Coordinate financial planning activities and post-meeting action items
Track client and Advisor commitments through completion
Business Processing & Operations:
Manage investment, insurance, financial planning, and account-related business through the entire process
Prepare, review, submit, and track paperwork and applications
Manage account openings, transfers, distributions, contributions, beneficiary changes, money movement, and account maintenance
Track applications and proactively resolve NIGOs, missing information, rejected paperwork, and other processing issues
Coordinate with custodians, investment providers, insurance companies, and internal partners
Maintain the active new-business and opportunity pipeline
Ensure the status and next step of every client request are clearly documented and accessible to the team
Identify opportunities to improve workflows, processes, and overall efficiency
Qualifications:
Previous experience in wealth management client service
Series 7 license and Series 66 license required
Life, Accident & Health Insurance license required
Experience with account openings, transfers, money movement, account maintenance, investment and/or insurance applications, and related paperwork
Familiarity with ACATs, ACH transactions, investment statements, and common wealth management operational processes
Exceptional client communication and relationship-management skills
Strong organizational skills with outstanding attention to detail and follow-through
Ability to manage multiple Advisors, clients, deadlines, and business processes simultaneously
Proactive and independent, with the ability to identify what needs to happen next and take ownership through completion
Comfortable with CRM systems, Microsoft Office, and financial services technology
Ability to work onsite in the Metairie, Louisiana office five days per week is required
The Ideal Candidate:
This is an excellent fit for someone who views client service and operations as a long-term career path and takes pride in being the person who keeps everything moving behind the scenes.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.