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Regional Manager, Client Services
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$121,000 a year
Full-time
- Our clients trust us to guide them forward with empathy, integrity, and invention.
- As a Regional Client Service Manager, you'll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines.
- Mentor, coach and lead Client Service Teams; managing the day-to-day branch office operations and oversight of the overall client service experience.
- Partner with the Regional Director and maintain high-quality standards and client service throughout the region.
- 5-7 years of financial industry experience, specifically in a broker/dealer or RIA environment.
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