Regional Client Services Manager

The role

You will manage regional operations and support multiple branch offices and business lines. You will lead Client Service Teams to ensure world-class customer service and manage day-to-day branch operations.

What you will do

• Mentor, coach and lead Client Service Teams
• Manage day-to-day branch office operations and client service experience
• Partner with the Regional Director to maintain high-quality standards
• Plan and manage staffing and support needs
• Assist with interviewing and hiring candidates
• Identify and develop high performing internal employees
• Manage and oversee the employee performance review process
• Develop performance improvement plans and provide coaching
• Maintain department morale and culture
• Review department organization and administrative procedures

Required qualifications

• 5-7 years of financial industry experience, specifically in a broker/dealer or RIA environment
• At least three years of leadership experience
• Ability to effectively lead, motivate and empower a team
• Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays or unexpected events
• Excellent judgment to appropriately prioritize and manage multiple deadlines
• Occasional travel

Nice to have

• Bachelor’s degree in business or finance
• Previously held Series 7, Series 24, or Series 66 licenses

Benefits

• Discretionary bonus
• Health plans
• Dental plans
• Other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines (EFE) provides financial advice to help people thrive. The firm supports more than 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets.