Bank of Luxemburg · 17 hours ago
Financial Services Operations Manager
Luxemburg, WI
Full-time
Onsite
Mid Level
$58K/yr - $71K/yr
3+ years expBank of Luxemburg is a community-minded financial institution committed to having a positive impact on people's lives. They are seeking a Financial Services Operations Manager to oversee the operational workflow of Legacy Financial Services, ensuring efficient and client-focused processes while managing administrative staff and collaborating with internal teams.
BankingFinancial Services
Responsibilities
Lead, coach, and develop Customer Service Assistants, ensuring strong performance, clear expectations, and opportunities for professional growth
Improve operational efficiency by implementing and maintaining procedures, serving as the primary operational contact with the broker‑dealer
Coordinate and track service requests to ensure timely resolution and effective communication with clients and internal partners
Conduct data audits, support internal and external audit processes, and strengthen data integrity across platforms and workflows
Prepare and analyze operational, client, and financial data using Excel, CRM systems, and analytical tools to support advisors and management
Qualification
Required
Bachelor's degree in Finance, Data Analytics, Business Administration, or related field — or equivalent experience
At least three years of supervisory and operational experience
Strong communication skills and the ability to work collaboratively across teams
Ability to manage multiple priorities, adapt to change, and maintain accuracy in a fast‑paced environment
FINRA SIE required within one year of hire; additional FINRA licensing encouraged
Company
Bank of Luxemburg
Bank of Luxemburg is a banking corporation serving Wisconsin.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Darren Voigt
President & CEO
J
Joe Mauel
CFO
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