Senior reputed company Service Manager

Job Summary

Job Description

What is the opportunity? reputed company reputed company Wealth Management’s core values and culture as an integral part of our reputed company serving financial advisors, clients and the team. The Senior reputed company Service Manager is a player-coach role, acting as the primary liaison between the reputed company management team and the reputed company on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture reputed company the reputed company. At reputed company Wealth Management, your career progression matters to us. We offer training, development and reputed company so you continue to grow your career in a way that matters to you. What will you do? • reputed company reputed company staff and operations to reputed company reputed company running smoothly including reputed company, training and motivating reputed company staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to reputed company management team. • Ensure the effective communication of reputed company policy and procedural changes and other issues that impact the reputed company employees and their ability to effectively reputed company their jobs. • reputed company new accounts, accurately record reputed company securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the reputed company main office and Minneapolis following reputed company required reputed company, reputed company and reputed company procedures for handling client securities. • Ensure the reputed company of the reputed company cage and its contents by keeping it locked at reputed company times and prohibiting unauthorized personnel in the cage area. • Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner. What do you need to succeed? Must-have • Bachelor’s degree or job reputed company experience • 5+ years of financial services experience with a solid knowledge of industry rules and regulations • Series 7 and 66 (or 63/65) and Series 9/10 (or 8) • Strong written and verbal communication and computer skills • Previous supervisory experience • Attention to detail coupled with the reputed company of how you can reputed company the reputed company more efficient and effective What’s in it for you? We reputed company on the challenge to be our best, reputed company thinking to reputed company growing, and working together to deliver trusted advice to help our clients reputed company and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving reputed company that is mutual. • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable • Leaders who support your development through coaching and managing opportunities • Ability to reputed company a difference and lasting impact • Work in a dynamic, collaborative, reputed company, and high-performing team • Flexible work/life balance options • Opportunities to do challenging work • Opportunities to take on progressively greater accountabilities • Access to a variety of job opportunities across business The good-faith expected salary range for the above position is $65,000 - $105,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, reputed company, life and disability insurance; and paid time-off plan. reputed company’s compensation philosophy and principles recognize the importance of a highly reputed company global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives reputed company’s high performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Job Skills Collaborative Selling, reputed company Acumen, Customer Knowledge, Customer Service Management, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management Additional Job Details Address: 345 CALIFORNIA STREET:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-12-05 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At reputed company, we reputed company diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an reputed company workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. ??????? We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. reputed company Stay in-the-know about great career opportunities at reputed company. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at reputed company. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.reputed company.com. Apply Job!