Client Services Manager

• Manage branch staff and show a tactful relationship building skills coupled with diplomacy

• Conduct performance reviews and make personnel decisions related to compensation and promotion

• Educate all employees on administrative policies and procedures

• Recruit, select, onboard, train and manage administrative support staff

• Escalate supervisory issues when necessary and follow-up locally on issues identified by the management team

You’ll be working as part of Wealth Management Division. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You’ll be a member of the team, reporting directly to the Manhattan Market Director and working closely with the branch manager.

You'll manage a group of support staff across your branch, acting as a coach on all aspects of the role.

Desired Skills

• Ideally 5 years of relevant management experience in branch operations, within a leading financial institution

• Series 7, 66 and 9/10 are Required

• Known for your ability to work well in partnership and build relationships with Wealth Teams

• Motivated, self-directed and driven

• Skilled at creating a positive business culture and motivating a team.