King Street Associates
Branch Operations and Client Services Manager
Job Description
Elevate client service and operational efficiency as a Senior Branch Administrator. Drive administrative excellence while managing a talented team in a thriving investment environment.
As a senior-level leader, you will be responsible for overseeing daily operations within the branch. Your role includes enhancing collaboration and mentoring staff to uphold service excellence. Liaising with the Branch Manager, you'll ensure compliance, oversee training initiatives, and manage strategic priorities, enhancing both team performance and client relationships.
Key Responsibilities:
• Act as main point for Financial Advisors and support personnel
• Supervise staff and resolve workplace concerns
• Liaise with corporate departments for compliance updates
• Support account management and regulatory processes
• Plan branch events and manage marketing strategies
Requirements:
• Minimum of 5 years in investment brokerage or f...
As a senior-level leader, you will be responsible for overseeing daily operations within the branch. Your role includes enhancing collaboration and mentoring staff to uphold service excellence. Liaising with the Branch Manager, you'll ensure compliance, oversee training initiatives, and manage strategic priorities, enhancing both team performance and client relationships.
Key Responsibilities:
• Act as main point for Financial Advisors and support personnel
• Supervise staff and resolve workplace concerns
• Liaise with corporate departments for compliance updates
• Support account management and regulatory processes
• Plan branch events and manage marketing strategies
Requirements:
• Minimum of 5 years in investment brokerage or f...