Regional Manager, Client Services

13 hours ago

SaintBrieuc, Bretagne, United States Edelman Financial Engines Full time
About the Role

We 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 business lines.

Key Responsibilities
  • Mentor, coach, and lead Client Service Teams, managing day-to-day branch office operations and oversight of the overall client service experience.
  • Partner with the Regional Director to maintain high-quality standards and client service throughout the region.
  • Effective planning and management of staffing and support needs, including interviewing and hiring qualified external and internal candidates.
  • Identify and develop high-performing internal employees to build future bench strength.
  • Manage and oversee the employee performance review process, ensuring reviews are accurate and adhere to company deadlines.
  • Develop performance improvement plans and provide coaching to improve marginal employee performance.
  • Maintain the highest level of morale in the department, fostering a culture of mutual respect and cooperation between Client Services and other departments.
  • Continuously review department organization and administrative procedures to ensure effective, efficient, and profitable staff operations.
  • 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.
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.

  • Regional Manager, Client Services

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly experienced and skilled Regional Manager to join our team at Edelman Financial Engines. As a Regional Manager, you will play a pivotal role 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...

  • Regional Client Service Manager

    4 days ago

    Saint-Brieuc, Bretagne, United States Edelman Financial Engines Full time

    About the RoleEdelman Financial Engines is seeking a highly skilled Regional Client Service Manager to join our team. 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...

  • Regional Manager, Client Services

    2 weeks ago

    Saint-Brieuc, Bretagne, 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

    1 week ago

    Saint-Brieuc, Bretagne, United States Dewberry Engineers Incorporated Full time

    Job Title: Regional Market Leader - MEPS Healthcare ServicesDewberry Engineers Incorporated is seeking a highly skilled Regional Market Leader to expand our MEPS Healthcare Services in the Mid-Atlantic region. This is an exciting opportunity to lead business development activities, pursue new clients and projects, and work closely with our MEPS...

  • Regional Director

    4 weeks ago

    Saint-Brieuc, Bretagne, United States Pacific Dental Services Full time

    Job SummaryPacific Dental Services is seeking a highly skilled and experienced Regional Director to lead our non-clinical operations in the dental offices. As a key member of our team, you will be responsible for building and managing high-performing teams, providing strategic leadership to operations managers, and driving revenue growth in your region.Key...

  • Client Services Associate, Care Management

    3 weeks ago

    Saint-Brieuc, Bretagne, United States BAYADA Home Health Care Full time

    About BAYADA Home Health CareBAYADA Home Health Care is a leading provider of home health care services, dedicated to delivering high-quality care to our clients and their families.Job SummaryWe are seeking a highly motivated and experienced Client Services Associate to join our team in Fairfax, VA. As a Client Services Associate, you will play a critical...

  • Client Service Representative

    3 weeks ago

    Saint-Brieuc, Bretagne, United States Baird Full time

    About the RoleBaird is seeking a highly skilled Client Specialist to join our Private Wealth Management team. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesCoordinate client onboarding, including managing prospect pipelines, assisting with...

  • Client Service Representative

    3 weeks ago

    Saint-Brieuc, Bretagne, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly skilled Client Specialist to join our team at Robert W. Baird & Co. This role will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.Key ResponsibilitiesCoordinate client onboarding, including managing...

  • Client Service Representative

    3 weeks ago

    Saint-Brieuc, Bretagne, United States Banfield Full time

    Job SummaryWe are seeking a highly skilled and dedicated Client Service Coordinator to join our team at Banfield. As a Client Service Coordinator, you will play a vital role in ensuring exceptional client care and maximizing productivity of our veterinary medical team.Key ResponsibilitiesActively promote hospital services and route clients and pets to ensure...

  • Client Services Representative

    1 hour ago

    Saint-Brieuc, Bretagne, United States Fairfax Cryobank Full time

    Job Title: Client Services SpecialistAt Fairfax Cryobank, we are seeking a highly skilled and compassionate Client Services Specialist to join our team. As a Client Services Specialist, you will be responsible for providing exceptional customer service to our clients, handling inbound and outbound calls, and ensuring that our clients receive the highest...

  • Bilingual Client Services Coordinator

    3 days ago

    Saint-Brieuc, Bretagne, United States Rodriguez Legal, PLC Full time

    Rodriguez Legal, PLC is a leading immigration law firm that specializes in humanitarian and family-based immigration services for clients from Latin America. Our mission is to provide culturally competent and empathetic services to our clients, ensuring they feel included, valued, and acknowledged throughout their immigration processes.Job Summary:We are...

  • Bilingual Client Services Coordinator

    3 days ago

    Saint-Brieuc, Bretagne, United States Rodriguez Legal, PLC Full time

    Job DescriptionRodriguez Legal, PLC is a leading provider of humanitarian and family-based immigration services, serving clients from Latin America with expertise in VAWA petitions, T visas, U visas, and family-based immigration.We are seeking a detail-oriented and empathetic Client Services Coordinator/Receptionist to join our team. In this role, you will...

  • Bilingual Client Services Coordinator

    2 weeks ago

    Saint-Brieuc, Bretagne, United States Rodriguez Legal, PLC Full time

    Job Title: Bi-lingual (English/Spanish) Client Services Coordinator/ReceptionistRodriguez Legal, PLC is a leading provider of humanitarian and family-based immigration services, serving clients from Latin America with compassion and expertise. Our team is dedicated to delivering culturally competent services that empower clients through legal means.Job...

  • Client Service Liaison

    2 weeks ago

    Saint-Brieuc, Bretagne, United States VCA Animal Hospitals Full time

    Client Service RepresentativeWe are seeking an experienced professional to provide exceptional client service in a veterinary hospital setting.Key Responsibilities:Provide top-notch client service to ensure a positive experience for pet ownersCollaborate with veterinary teams to address client concerns and needsDevelop and maintain strong relationships with...

  • Regional Manager

    3 weeks ago

    Saint-Brieuc, Bretagne, United States GATES HUDSON & ASSOCIATES Full time

    About the RoleGates Hudson & Associates is seeking a highly skilled Regional Manager to lead our affordable housing portfolio. As a key member of our team, you will be responsible for overseeing the operations of our properties, ensuring exceptional resident satisfaction, and driving business growth.Key ResponsibilitiesLeadership and ManagementEstablish...

  • Regional Director

    4 weeks ago

    Saint-Brieuc, Bretagne, United States PDS Health Full time

    Job SummaryPDS Health is seeking a highly skilled and experienced Regional Director to lead our non-clinical operations in the dental offices. As a key member of our team, you will be responsible for building and managing high-performing teams, providing strategic leadership to operations managers, and driving revenue growth in your region.Key...

  • Client Services Associate, Assistive Care Specialist

    1 week ago

    Saint-Brieuc, Bretagne, United States BAYADA Home Health Care Full time

    Join BAYADA Home Health Care as a Client Services AssociateBAYADA Home Health Care is a leading provider of home health care services, and we are seeking a highly motivated and compassionate Client Services Associate to join our team. As a Client Services Associate, you will play a vital role in delivering and coordinating client services, working closely...

  • Regional Director

    4 weeks ago

    Saint-Brieuc, Bretagne, United States PDS Health Full time

    About the RolePDS Health is seeking a highly skilled and experienced Regional Manager to lead our non-clinical operations in the dental industry. As a key member of our team, you will be responsible for driving revenue growth, building high-performing teams, and providing strategic leadership to our operations managers.Key ResponsibilitiesStrategic...

  • Regional Director

    1 week ago

    Saint-Brieuc, Bretagne, United States GATES HUDSON & ASSOCIATES Full time

    Regional Manager Job DescriptionGates Hudson & Associates is seeking a highly skilled Regional Manager to oversee the operations of our affordable housing properties. As a key member of our team, you will be responsible for ensuring the smooth day-to-day management of our properties, while also driving business growth and profitability.Key...

  • Client Executive

    3 days ago

    Saint-Brieuc, Bretagne, United States Ridgeline International Full time

    About Ridgeline InternationalWe're a pioneering tech company that's been at the forefront of the fight against Ubiquitous Technical Surveillance. Our mission is to empower our government and enterprise clients to tackle complex challenges and stay ahead of the curve. We're driven by curiosity, creativity, and a passion for innovation.Job DescriptionWe're...