Client Service Operations Manager
Nelson Financial
Sterling, Colorado or Delta, Colorado
Full-Time | In-Office Preferred
About Nelson Financial
Nelson Financial is an independent financial planning practice serving individuals, families, business owners, and employer retirement plans throughout Colorado. We are a relationship-driven firm built on trust, practical financial guidance, responsiveness, and long-term client care.
We are seeking a Client Service Operations Manager to help lead the day-to-day operational side of the practice. This is not a narrow clerical role. The right person will help create a more organized, responsive, calm, and accountable office environment while supporting both clients and internal operations.
This position combines client service, workflow coordination, account administration, team supervision, communication management, and operational follow-through. Financial services experience is helpful, but we are open to strong candidates from other professional backgrounds who are highly organized, emotionally intelligent, dependable, and eager to learn.
Location
Preferred office locations:
Sterling, Colorado
Delta, Colorado
This role is strongly preferred to be in-office. Remote work may be considered for a highly experienced and properly licensed financial services candidate.
Compensation & Benefits
Salary: $50,000–$70,000, depending on experience and fit
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
Schedule
Full-time
Normal business hours only
Flexible scheduling within 8:00 AM–5:00 PM
No evening or weekend work expected
What You’ll Do
This person owns the operating rhythm of administrative and client-service work across the firm. Responsibilities include:
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
This role currently supervises one administrative team member, with likely additional support staff as the firm grows.
What We’re Looking For
We are looking for someone who brings maturity, follow-through, professionalism, and strong operational instincts.
Must-Haves
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
Preferred Qualifications
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
Why This Role Matters
Nelson Financial is looking for someone who can help keep the office running smoothly without requiring the owner to personally carry every operational detail. The right candidate will help strengthen client service, improve workflow consistency, support the administrative team, and contribute meaningfully to the long-term growth and stability of the firm.
Reporting Structure
Reports to: Joel Nelson
Supervises: Administrative support staff
Start Date
Flexible — sooner is preferred.
To apply, please submit your resume and a brief introduction explaining why this role interests you and why you believe you would be a strong fit.
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