Regional Client Service Manager

4 days ago

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

At 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 Client Service Teams to deliver exceptional client service and support.
  • 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 of 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 for the department, ensuring reviews are accurate and adhere to company deadlines.
  • Develop performance improvement plans and provide coaching to improve marginal employee performance.
  • Maintain the highest possible 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.

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