About this opportunity
Oklahoma Financial Center (now Bluespring Wealth - High Plains) lists this Client Services & Ops Lead - Financial Advisory opportunity in oklahoma city, Oklahoma. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Oklahoma Financial Center (now Bluespring Wealth - High Plains) seeks an experienced Client Services & Operations Manager to oversee advisory team operations, maintain client files and generate reports. The role requires independent judgement to resolve complex issues and ensure compliance with evolving regulations.
You will implement policies, manage CRM data, support advisor meetings, and drive process improvements across departments in a fast-paced environment.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.