What are the responsibilities and job description for the Director of Operations & Client Services position at Flagship Asset Services?
Director of Operations & Client Services
Full-Time | Monday–Friday, 9:00 AM – 5:00 PM
Flagship Asset Services | Independent Wealth Management Firm
About the Role
Flagship Asset Services is a purpose‑driven, relationship‑centered wealth management firm. We guide families with clarity, empathy, and disciplined execution—and we’re hiring a Director of Operations & Client Services who shares those values.
This role is the operational heartbeat of the firm. You’ll create structure, maintain momentum, and ensure every client interaction reflects the warmth, professionalism, and excellence our clients deserve. If you thrive on order, follow‑through, and being the steady presence that keeps a team aligned, this role is for you.
What You’ll Own
You’ll serve as a trusted operational partner to the advisor and team, ensuring nothing slips through the cracks and every client feels cared for.
Office & Client Operations
- Welcome clients and maintain a warm, professional environment
- Manage mail, check deposits, and daily administrative workflows
- Maintain the advisor’s Ideal Calendar and coordinate all meetings and reviews
Systems, Processes & Documentation
- Support CRM workflows: forms, account updates, tracking
- Maintain accurate documentation in CRM and the Firm Handbook
- Report on Moments of Truth and uphold client experience standards
Planning & Project Support
- Support execution of the client service calendar
- Prepare, stage, and schedule client meetings
- Assist with multi‑phase projects and service initiatives
- Identify operational improvements and implement efficiency‑boosting systems
Key Outcomes
Success in this role looks like:
- Confident use of the firm’s technology stack
- Streamlined workflows that elevate efficiency and client experience
- Reliable, timely follow‑through on all administrative and scheduling tasks
- Accurate, up‑to‑date documentation across all systems
- A stable, organized, proactive office environment
Who Thrives at Flagship
You’ll be a great fit if you:
- Love creating structure and bringing order to complexity
- Take pride in thoroughness, accuracy, and completion
- Enjoy engaging with clients, prospects, vendors, and colleagues
- Bring a service‑first mindset and solve problems with calm confidence
- Embrace technology and continuous improvement
- Are positive, self‑motivated, and committed to excellence
- Adapt well to change and support the firm’s long‑term vision
Qualifications & Experience
- 5 years in senior administrative, operations, or office management roles
- Financial services experience helpful but not required (training provided)
- Strong organizational, communication, and interpersonal skills
- High integrity, discretion, and professional accountability
- Comfortable working at a desk and computer for extended periods
- A desire to learn and grow
Why You’ll Love This Role
- You’ll be a trusted partner to firm leadership
- Your work will directly shape the client experience
- You’ll influence the efficiency and growth of a values‑driven firm
- You’ll have room to grow in responsibility and impact
- You’ll join a team that cares deeply about people, purpose, and excellence
- This role is ideal for someone who finds genuine satisfaction in order, completion, and supporting others’ success. At Flagship Asset Services, your work will matter—and the people you serve will feel it.