Job Title:
Business Service Manager
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Date Posted:
Dec 29 2021

Highly- esteemed financial institution is seeking a Business Service Manager to lead the firm's offices north of Boston and in Portland, Maine. The individual in this role will supervise, manage and support all business and service functions within the firm. Additionally, this individual in this role will facilitate communication and training for service staff, and partner with the firm's Risk Officers to ensure compliance standards are met.

Position Responsibilities:

  • Focus on consistency, quality, and compliance with Firm policies and procedures
  • Responsible for supervision of support staff including managing their training and development
  • Expense management including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to firm policies
  • Manage and promote firm initiatives, projects, and remediations
  • Work with Complex Business Service Officer and Human Resources on employee related issues
  • Collaborate with their team on the new hire process and training orientation, including coordinating operational and client service support for newly recruited Financial Advisors and their support staff
  • Partner with Complex Risk Officers on branch exams and corrective action plan implementation
  • Manage service transaction approvals, including escalations from the Service Review Unit, Branch Workflow and Branch Transfer Portal
  • Act as liaison between the complex and various departments within the Firm as necessary
  • Manage day-to-day resolution of client service inquiries and concerns
  • Consistently conduct support staff meetings to communicate policies and procedures, share best practices and promote teamwork within the complex
  • Administer other duties as delegated by the Complex Manager or Complex Business Service Officer
  • Ensure compliance with Firm policies and procedures from an operations and service perspective/ including labor and wage laws FMLA, STD, LTD, OSHA

Position Qualifications:

  • Bachelor's Degree with 5+ years of relevant experience
  • Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66)
  • Exceptional written and verbal communication skills
  • Superior attention to detail
  • Ability to prioritize and resolve complex problems and escalate as necessary
  • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
  • Strong leadership capabilities or previous supervisory experience
  • Ability to manage relationships, motivate and lead groups of people at various levels throughout the firm
Required Years of Experience:
Additional Info:
For more information contact: Lynn Tyburski (617)728-4100 |
Salary Range:
$105,000 - $130,000


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