Regional Client Service Manager
4 weeks ago
We are seeking a highly skilled and experienced Regional Client Service Manager to join our team at Edelman Financial Engines. As a key member of our operations team, you will be responsible for ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, and various business lines.
Key Responsibilities- Mentor, coach, and lead Client Service Teams; managing the day-to-day branch office operations and oversight of the overall client service experience.
- Partner with the Regional Director and maintain high-quality standards and client service throughout the region.
- Effective planning and managing of staffing and support needs, including interviewing and hiring of qualified external and internal candidates, identifying and developing high-performing internal employees, and managing employee performance reviews.
- Responsible for resolving complex service and operational issues, with best-practice judgment.
- Occasional travel (on West Coast) - likely once per quarter.
- 5-7 years of financial industry experience, specifically in a broker/dealer or RIA environment.
- Bachelor's degree in business or finance preferred, or equivalent combination of education and experience. At least three years of leadership experience.
- Previously held Series 7, Series 24, or Series 66 licenses preferred.
- Ability to effectively lead, motivate, and empower a team to successfully accomplish goals.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's with 145+ offices across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.
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