Regional Manager, Client Services at Jobisite / America Jobs

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Regional Manager, Client Services

at Jobisite in United States Of America

At Edelman Financial Engines (EFE), 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.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. WeÂ’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Regional Client Service Manager, youÂ’ll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines.

We are looking for someone with proven leadership experience within financial services to help us deliver outstanding service by building and nurturing the client relationship. If you have exceptional leadership acumen, client service and communication skills, with a good understanding of finance, this is the opportunity for you!

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 which include but are 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 to make sure 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

BachelorÂ’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.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $91,300 - $121,700. 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.
Reference : Regional Manager, Client Services jobs

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