14 часов назад
Manager, Client Relationship Support (Finance)
40 - 72$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Manager, Client Relationship Support (Finance): Leading client relationship management and branch operations in a direct client-facing financial services role with an accent on service quality, regulatory accuracy, and team performance. Focus on resolving complex client needs, coaching team members, coordinating across teams, and executing firm and regulatory initiatives.
Location: San Diego, California, United States
Salary: USD $40.10–$72.16 per hour, plus performance-based bonus and incentive opportunities.
Company
is a financial services company helping clients manage and take ownership of their financial futures.
What you will do
- Lead client relationship support and deliver consistent, high-quality experiences in a branch environment.
- Resolve complex client needs and escalations with empathy, professionalism, and sound judgment.
- Coordinate across teams and branch leadership to execute operational and regulatory initiatives.
- Manage workflows, maintain operational accuracy, and improve branch efficiency.
- Coach, mentor, and support team members to improve performance and service delivery.
Requirements
- Valid and active FINRA Series 7 and Series 63 licenses required.
- Must hold or obtain FINRA Series 9 and Series 10 licenses during employment.
- Relevant financial services or client-facing experience; 2+ years in management or supervision preferred.
- Strong client relationship management, communication, attention to detail, prioritization, and collaboration skills.
- Ability to navigate complex client interactions and support team performance in a fast-paced branch environment.
Culture & Benefits
- Corporate training in supervision, employee evaluation, leadership, and coaching.
- Hands-on training, mentorship, and individualized career development.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, vision, paid vacation, paid parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years for eligible positions.
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