Business Service Officer
Core
Lead and manage a team of Support Professionals to modernize client experience and execute business functions within assigned branches.
Role type
Senior IC branch operations manager
Builds
Client service operations and support functions for Financial Advisors
Domain
Financial services / Wealth management
Required skills
People management, coaching, conflict resolution, budget tracking, process improvement, strategic thinking, compliance knowledge
Preferred skills
Supervisory experience, talent development
Technologies
N/A
Responsibilities
Lead, mentor, and supervise a team of Support and Service Professionals; Manage travel and entertainment expenses for Advisors; Facilitate resolution of client inquiries/requests; Identify and implement process improvements to drive efficiencies.
Seniority
Senior, hands-on IC