Business Service Officer
Core
Lead a branch team of Support Professionals, manage operational functions, and execute business strategies to modernize client experience and ensure compliance.
Role type
Senior IC branch operations manager
Builds
Branch service operations and client support infrastructure
Domain
Financial services / Wealth management
Required skills
People management, strategic planning, compliance enforcement, budget management, conflict resolution, team coaching, process improvement, stakeholder management, financial advisory support, operational oversight
Preferred skills
Supervisory experience, talent development, cross-functional partnership
Technologies
N/A
Responsibilities
Lead, mentor, and supervise a team of Support and Service Professionals; Manage travel and entertainment expenses and budget forecasting; Facilitate resolution of client inquiries and requests; Identify and implement process improvements to drive efficiencies; Partner with Market Sales and Risk teams on business execution; Conduct one-on-one coaching and performance reviews for staff.
Seniority
Senior, hands-on IC