Business Service Officer
Core
Lead and supervise Support Professionals and Service teams within assigned branches to modernize client experience and execute business functions.
Role type
Senior IC business service manager
Builds
Client service operations and support infrastructure for Financial Advisors
Domain
Financial services / Wealth management
Required skills
People management, coaching, conflict resolution, process improvement, budget tracking, compliance enforcement, strategic thinking, talent development
Preferred skills
Supervisory experience, cross-functional partnership
Technologies
N/A
Responsibilities
Lead, mentor, and supervise a team of Support and Service Professionals; Facilitate interviewing, selection, and onboarding of new hires; Manage travel and entertainment expenses and budget forecasting; Resolve client inquiries and requests; Identify and implement process improvements to drive efficiencies; Conduct one-on-one coaching meetings for career goal setting and performance management.
Seniority
Senior, hands-on IC