Client Service Operations Manager

Advisory Resource Group, LLC • Sterling, CO

1d • Onsite

About The Position

Nelson Financial is seeking a Client Service Operations Manager to oversee the day-to-day operations of their financial planning practice. This role is more than just clerical; it involves creating a more organized, responsive, calm, and accountable office environment while supporting both clients and internal operations. The position integrates client service, workflow coordination, account administration, team supervision, communication management, and operational follow-through. While financial services experience is beneficial, strong candidates from other professional backgrounds with excellent organizational skills, emotional intelligence, dependability, and a willingness to learn are encouraged to apply. The role is preferred to be in-office in Sterling or Delta, Colorado, though remote work might be considered for highly experienced and licensed financial services candidates.

Requirements

• High integrity and strong confidentiality judgment
• Excellent organizational skills and attention to detail
• Strong practical problem-solving ability
• Excellent follow-through and accountability
• Clear written and verbal communication
• Emotional intelligence and relational maturity
• Comfort learning and using technology systems
• Ability or clear potential to supervise administrative staff
• Willingness to work in-office in Sterling or Delta unless already licensed and experienced in financial services
• Ability to pass a practical problem-solving assessment
• Ability to pass a detailed financial services background review, as applicable

Nice To Haves

• Series 7 and Series 66 licenses
• Financial services client service experience
• Prior supervisory experience
• Banking or insurance operations experience
• Office management or small business operations experience
• Background in education administration, legal administration, medical office administration, HR, or project coordination
• Familiarity with systems such as: Redtail, Orion, Schwab Advisor Center, Wealthscape, AssetMark, Box, DocuSign, Hubly, Calendly, Microsoft Office, Broker-dealer compliance platforms

Responsibilities

• Client service follow-up and communication
• Account paperwork and documentation tracking
• Scheduling and meeting preparation coordination
• Workflow and project follow-up
• Compliance workflow support
• Email and task triage for the firm owner
• Supervision of administrative support staff
• Procedure documentation and checklist improvement
• Vendor and custodian follow-up on service items
• Escalating issues requiring advice, compliance judgment, or owner involvement

Benefits

• Medical insurance stipend
• Retirement plan with 3% company match
• Paid vacation
• 12 paid holidays
• Paid career coaching
• Access to a company chaplain
• Paid licensing and approved industry education for long-term candidates

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed