Job description

Title : Operations Specialist Location : Brooklyn Park, MN Job Type : Permanent/Direct-Hire Compensation : $55,000 - $70,000 annually Industry: Wealth Advisory --- About the Role Our client, a well-established financial advisory practice affiliated with a leading national wealth management organization, is seeking an Operations Specialist to support daily business operations and deliver an exceptional client experience. This role is ideal for a highly organized, detail-oriented professional who enjoys balancing client service responsibilities with operational coordination. The Operations Specialist will work closely with financial advisors and internal team members to ensure efficient office workflows, accurate recordkeeping, and responsive client support. Job Description As an Operations Specialist, you will play a key role in supporting the day-to-day operations of a growing financial advisory practice. This position combines client relationship management, administrative support, and operational coordination to help maintain a seamless experience for clients and advisors alike. Responsibilities • Serve as a primary point of contact for client service inquiries and provide timely support. • Coordinate calendars, appointments, and scheduling activities for multiple financial advisors. • Track client-related projects and ensure effective communication throughout each process. • Maintain accurate client records and update customer relationship management (CRM) systems. • Manage incoming calls, mail distribution, and check scanning procedures. • Support office operations while ensuring attention to detail and adherence to established processes and compliance requirements. • Collaborate with advisors and team members to improve workflow efficiency and client satisfaction. Qualifications Required • 2+ years of experience in financial services, operations, administrative support, client service, or a related field. • Strong verbal and written communication skills. • Excellent organizational and time management abilities with the capacity to handle multiple priorities. • High level of attention to detail and accuracy. • Proficiency with Microsoft Office applications and business technology platforms. • Experience maintaining databases, client records, or CRM systems. • Ability to work independently and collaboratively within a team environment. • Commitment to professionalism, integrity, and delivering outstanding client service. Preferred • Bachelor's degree in Business, Finance, Communications, or a related field. • Previous experience supporting a financial advisor, wealth management firm, investment practice, or financial services organization. • Familiarity with CRM platforms and financial services technology tools. • Experience working in a regulated or compliance-focused environment. • Demonstrated commitment to continuous learning and professional development. Benefits Our partner offers a comprehensive benefits package designed to support our employees both personally and professionally. Benefits include paid time off (PTO) based on tenure, paid holidays throughout the year, and health, dental, disability, and life insurance coverage for eligible full-time employees. Employees may also participate in our 401(k) plan, featuring a 100% company match on the first 4% of contributions. Additional benefits include paid parental leave for mothers and fathers, including adoption and surrogacy, discounted financial planning and advisory services, and bereavement leave to provide support during the loss of a family member. How to Apply Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weâve reviewed your application details, a recruiter will reach out to you with next steps! Equal Opportunity Statement As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you! #AF.Indeed #LI-MJ1 #LI-Onsite

Requirements

Must-haves

Title : Operations Specialist
Location : Brooklyn Park, MN
Job Type : Permanent/Direct-Hire
Compensation : $55,000 - $70,000 annually
Industry: Wealth Advisory
Serve as a primary point of contact for client service inquiries and provide timely support.
Coordinate calendars, appointments, and scheduling activities for multiple financial advisors.
Track client-related projects and ensure effective communication throughout each process.
Maintain accurate client records and update customer relationship management (CRM) systems.
Manage incoming calls, mail distribution, and check scanning procedures.
Support office operations while ensuring attention to detail and adherence to established processes and compliance requirements.
Collaborate with advisors and team members to improve workflow efficiency and client satisfaction.
2+ years of experience in financial services, operations, administrative support, client service, or a related field.
Strong verbal and written communication skills.
Excellent organizational and time management abilities with the capacity to handle multiple priorities.
High level of attention to detail and accuracy.
Proficiency with Microsoft Office applications and business technology platforms.
Experience maintaining databases, client records, or CRM systems.
Ability to work independently and collaboratively within a team environment.

Nice-to-haves

Bachelor's degree in Business, Finance, Communications, or a related field.
Previous experience supporting a financial advisor, wealth management firm, investment practice, or financial services organization.
Familiarity with CRM platforms and financial services technology tools.
Experience working in a regulated or compliance-focused environment.
Demonstrated commitment to continuous learning and professional development.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: haleymarketing
Effort: medium

Benefits

Benefits detected in the listing.

Dental

401(K)

Pto

Paid Time Off

Parental Leave

Professional Development