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.