Regional Client Service Manager

5 hours ago

Aragüés del Puerto, Huesca, United States Edelman Financial Engines Full time
Job Title: Regional Client Service Manager

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

We are seeking a seasoned leader to join our team as a Regional Client Service Manager. In this role, you will play a pivotal part in 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 but not limited to:
  • Assist with interviewing and hiring of qualified external and internal candidates.
  • Identify and develop high-performing internal employees in an effort to build future bench strength.
  • Manage and oversee the employee performance review process for the department, ensuring reviews are appropriate, accurate, and adhere to all company deadlines.
  • Develop performance improvement plans and provide coaching when necessary to improve marginal employee performance, ensuring a high level of accountability.
  • Maintain the highest possible level of morale in the department, so that the culture is one of mutual respect and cooperation between Client Services and other departments.
  • Continuously review department organization and administrative procedures to ensure that effective, efficient, and profitable staff operations are maintained.
  • Responsible for ensuring that all programs and projects meet assigned goals and objectives.
  • Responsible for resolving complex service and operational issues, with best-practice judgment.
  • Occasional travel (on West Coast) - likely once per quarter.

Requirements:

  • 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.
  • 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.

Compensation:

The expected base salary range for this role nationally is $100,000 - $130,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines:

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.

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit our website.

Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@.

1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Sep. 30, 2023.

  • Regional Client Service Manager

    1 week ago

    Aragüés del Puerto, Huesca, United States Edelman Financial Engines Full time

    Job Title: Regional Client Service ManagerAt Edelman Financial Engines, we're committed to delivering exceptional client experiences. As a Regional Client Service Manager, you'll play a pivotal role in ensuring our clients receive world-class service. Your responsibilities will include managing regional operations, supporting multiple branch offices, and...

  • Regional Client Service Manager

    2 weeks ago

    Aragüés del Puerto, Huesca, United States Edelman Financial Engines Full time

    Job Title: Regional Client Service ManagerAt Edelman Financial Engines, we are committed to delivering exceptional client service and building long-term relationships with our clients. As a Regional Client Service Manager, you will play a critical role in ensuring that our clients receive world-class service and support.Key Responsibilities:Mentor and coach...

  • Regional Manager, Client Services

    2 weeks ago

    Aragüés del Puerto, Huesca, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Regional Client Service Manager to join our team at Edelman Financial Engines. As a key member of our leadership 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...

  • Regional Market Leader

    14 hours ago

    Aragüés del Puerto, Huesca, United States Dewberry Engineers Incorporated Full time

    Job Title: Regional Market Leader - MEPS Healthcare ServicesDewberry is seeking a seasoned professional to lead our MEPS Healthcare Services in the Mid-Atlantic region. As a Regional Market Leader, you will be responsible for developing business strategy, maintaining client relationships, and growing our healthcare services.Key Responsibilities:Develop and...

  • Bridge Manager, Mid-Atlantic Region

    4 hours ago

    Aragüés del Puerto, Huesca, United States T.Y. Lin International Full time

    Job Title: Bridge Manager, Mid-Atlantic RegionTYLin International is seeking a highly experienced Bridge Manager to lead our Mid-Atlantic region. As a key member of our team, you will be responsible for driving business growth, managing projects, and developing technical capabilities.Key Responsibilities:Develop and execute strategic plans to drive growth...

  • Bridge Manager, Mid-Atlantic Region

    19 hours ago

    Aragüés del Puerto, Huesca, United States T.Y. Lin International Full time

    Job SummaryWe are seeking a highly experienced Bridge Manager to lead our business development efforts in the Mid-Atlantic region. As a Senior Project Manager, you will provide technical expertise and project management skills to deliver engineering projects and manage the day-to-day operations of the team.Key ResponsibilitiesLead business development...

  • Regional Assistant Branch Manager

    22 hours ago

    Aragüés del Puerto, Huesca, United States Fairfax County Sheriff's Office Full time

    Job Title: Regional Assistant Branch ManagerThis is a challenging and rewarding opportunity to join our team as a Regional Assistant Branch Manager. As a key member of our library team, you will be responsible for managing and supervising the information department of a regional library.Main Responsibilities:Manage and supervise the branch in the absence of...

  • Regional Healthcare Market Leader

    21 hours ago

    Aragüés del Puerto, Huesca, United States Dewberry Full time

    Job OpportunityDewberry is seeking a seasoned professional to lead our MEPS Healthcare Services in the Mid-Atlantic region. This role is based in our Fairfax, VA headquarters and requires a strong background in business development, client relationships, and project management.Key ResponsibilitiesDevelop and execute business strategies to grow our MEPS...

  • Regional Operations Manager

    1 week ago

    Aragüés del Puerto, Huesca, United States PRISM Vision Group Full time

    Regional Manager of OperationsThe Regional Manager of Operations plays a critical role in overseeing the clinical business operations aspects of our multi-site care centers. This position requires strategic and operational leadership to drive business growth and improve patient and provider experience.Key Responsibilities:Develop and implement operating...

  • Regional Director

    2 weeks ago

    Aragüés del Puerto, Huesca, United States PDS Health Full time

    Regional ManagerTake your career to the next level with PDS Health, a dynamic and growing organization in the dental industry. As a Regional Manager, you will have the opportunity to lead non-clinical operations, build high-performing teams, and drive revenue growth in your region.Key Responsibilities:Lead all non-clinical operations of dental offices,...

  • Regional Director

    13 hours ago

    Aragüés del Puerto, Huesca, United States PDS Health Full time

    Regional Manager Job DescriptionPDS Health is seeking a highly skilled and experienced Regional Manager to lead our dental operations in the region. As a key member of our leadership team, you will be responsible for driving revenue growth, building high-performing teams, and providing strategic guidance to operations managers.Key Responsibilities:Lead...

  • Regional Assistant Branch Manager

    8 hours ago

    Aragüés del Puerto, Huesca, United States Fairfax County Sheriff's Office Full time

    Job Title: Regional Assistant Branch Manager (Librarian III)This is a challenging and rewarding opportunity to join our team as a Regional Assistant Branch Manager (Librarian III) at Fairfax County Public Library. As a key member of our management team, you will be responsible for managing and supervising the information department of a regional library,...

  • Client Care Coordinator

    1 week ago

    Aragüés del Puerto, Huesca, United States HCAOA Full time

    Job Title: Client Care CoordinatorWe are seeking a highly organized and detail-oriented Client Care Coordinator to join our team. As a Client Care Coordinator, you will be responsible for providing exceptional customer service to our clients and their families, while also ensuring that our caregivers are properly trained and supported.Key...

  • DHS Client Relationship Manager

    17 hours ago

    Aragüés del Puerto, Huesca, United States ITC Federal, Inc Full time

    Job Title: DHS Client Relationship ExecutiveJoin ITC Federal, LLC, a leading information technology and consulting company, as a DHS Client Relationship Executive. In this role, you will work directly with the Vice President of Business Development, CGO, and DHS AE to support the maturation and strategic win of bid opportunities in support of ITC's federal...

  • Customer Service Manager

    2 weeks ago

    Aragüés del Puerto, Huesca, United States Jobot Full time

    About the RoleOur client, a reputable home builder and designer on the east coast, is seeking a skilled Customer Service Manager to join their team. This is a fantastic opportunity to work with a well-established company that offers great benefits, a supportive team, and large projects with high visibility.Key ResponsibilitiesCoordinate and schedule...

  • Clinical Services Lead

    2 weeks ago

    Aragüés del Puerto, Huesca, United States LUTHERAN SOCIAL SERVICES OF THE NAT Full time

    Job Title: Clinical Services LeadLutheran Social Services of the National Capital Area is seeking a highly skilled Clinical Services Lead to join our team. As a key member of our Foster Care Services team, you will be responsible for providing clinical leadership and supervision to our clinicians, ensuring the delivery of high-quality services to our...

  • Sales and Service Manager

    2 weeks ago

    Aragüés del Puerto, Huesca, United States AEG Full time

    Job Title: Sales and Service ManagerWe are seeking a highly motivated and experienced Sales and Service Manager to join our team. As a key member of our sales and service team, you will be responsible for managing all aspects of ticket sales and customer service for our sports events.Key Responsibilities:Develop and implement sales strategies to increase...

  • CDL-A Regional Van Truckload Driver

    2 weeks ago

    Aragüés del Puerto, Huesca, United States Schneider Full time

    Regional Van Truckload Driver Job Description **Job Summary** We are seeking a skilled Regional Van Truckload Driver to join our team. As a Regional Van Truckload Driver, you will be responsible for transporting goods across the country, ensuring timely delivery and providing excellent customer service. **Key Responsibilities** * Drive a tractor-trailer...

  • Food Service Operations Manager

    16 hours ago

    Aragüés del Puerto, Huesca, United States Compass Group USA Full time

    Job SummaryAs an Assistant Manager I, you will be responsible for assisting with the overall management of food service operations in a medium to large volume location, ensuring compliance with corporate and brand standards. Your primary focus will be on maximizing profitability, guest satisfaction, and associate engagement.Key ResponsibilitiesAssist in...

  • Commercial HVAC Service Lead

    1 day ago

    Aragüés del Puerto, Huesca, United States Service Experts Full time

    Job Title: Commercial HVAC Service LeadAre you a skilled HVAC professional looking for a challenging role in a dynamic team? We are seeking a Commercial HVAC Service Lead to join our team at Service Experts.About the Role:As a Commercial HVAC Service Lead, you will be responsible for leading a team of service technicians in providing top-notch service to our...