Manager - Service Solutions delivering personalized client experiences for a leading financial services firm. Building relationships and driving process improvements in client and advisor services.
Responsibilities
Deliver a consistent and personalized experience resolving complex inquiries
Build strong relationships with internal business partners
Lead process improvement initiatives to enhance the client and advisor experience
Serve as the main point of contact for escalated or complex questions
Provide branch and practice level consultation as identified or requested
Understand complex client letter requests and compose correspondence
Requirements
Bachelors degree or equivalent
3-5 years relevant experience
FINRA Series 7
Excellent verbal and written communication skills
Ability to influence at all leadership levels
Ability to manage multiple priorities and deadlines
Strong professional presence and emotional competence
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