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Business Service Officer

Cleveland, Ohio, United States of America💼 Full-time💰 $120,000–$170,000🗓 2026-09-24 → 2026-09-26

Core

Lead 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 teams

Domain

Financial services / Wealth management

Deliverable

product features

Required skills

People management, coaching, conflict resolution, process improvement, budget tracking, 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; Facilitate interviewing, selection, and onboarding of new hires; Manage travel and entertainment expenses and budget forecasting; 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

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