Branch Service Manager/Client Associate
Core
Branch Service Manager acting as a player-coach liaison between Complex management and the branch, overseeing operations, staff, and client account services.
Role type
Branch Service Manager (Financial Services)
Builds
Branch operations, client account services, and team culture
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial services operations, staff supervision, client account management, securities processing, regulatory compliance, trade execution, fund transfers
Preferred skills
Supervisory experience
Technologies
Banking systems, securities platforms
Responsibilities
Oversee branch staff and operations including onboarding and training; Ensure communication of policy changes; Onboard new accounts and record securities; Oversee cage activities for transaction processing; Assist clients with account questions and process trades/funds.
Seniority
Mid-level, hands-on IC with supervisory duties