Branch Service Manager/Client Associate
Core
Branch Service Manager acting as primary liaison between Complex management and branch, overseeing staff operations, client account onboarding, and securities processing.
Role type
Branch Service Manager (player-coach)
Builds
Operational efficiency and client account integrity within a wealth management branch
Domain
Financial Services / Wealth Management
Required skills
Staff supervision, Securities handling, Regulatory compliance, Client account management, Trade processing, Financial services operations
Preferred skills
Supervisory experience
Technologies
None stated
Responsibilities
Oversee branch staff and operations including onboarding and training; Ensure communication of policy changes; Onboard new accounts and record securities; Oversee cage activities for transaction processing; Build client relationships and process trades/funds.
Seniority
Mid-level, supervisory