Business Service Officer
Core
Lead and supervise 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 teams
Domain
Financial services / Wealth management
Required skills
People management, coaching, conflict resolution, process improvement, budget tracking, compliance knowledge, strategic thinking, relationship management
Preferred skills
Supervisory experience, talent development
Technologies
N/A
Responsibilities
Lead, mentor, and supervise a team of Support and Service Professionals; Facilitate the interviewing, selection and onboarding of new hires; Manage and oversee Support Professionals coverage for Financial Advisors; Identify and implement process improvements to ensure teams are maximizing productivity; Manage travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting.