Senior Branch Service Manager
Based in United States
Core
Act as a player-coach liaison between Complex management and the branch to oversee staff operations, client account onboarding, and securities handling.
Role type
Senior Branch Service Manager (Financial Services)
Builds
Branch operations, client account records, and securities transmission
Domain
Wealth Management / Banking
Required skills
Staff supervision, securities handling, client account onboarding, regulatory compliance, trade processing, fund transfers
Preferred skills
None stated
Technologies
None stated
Responsibilities
Oversee branch staff and operations including onboarding and training; Ensure effective communication of policy changes; Onboard new accounts and record securities; Ensure security of the branch cage; Build client relationships and process trades/funds.
Seniority
Senior, hands-on IC