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Vice President, Client Service Group Manager

Confidential

Boston, MA

Vice President, Client Service Group Manager

About the Company

Diverse financial services firm & investment bank

Industry
Financial Services

Type
Public Company

Founded
2000

Employees
10,001+

Categories

  • Financial Services
  • Finance
  • Banking
  • Wealth Management
  • Banking & Mortgages
  • Asset Management
  • Investment Banking
  • Investment Management
  • Venture Capital
  • Consulting & Professional Services
  • B2B
  • Business
  • Corporations
  • JPMorgan Chase
  • Currencies
  • New York City
  • Economics
  • Insurance
  • Credit

Specialties

  • consumer & community banking
  • corporate and investment bank
  • asset management
  • private banking
  • and commercial banking

Business Classifications

  • B2B

About the Role

The Company is seeking a Client Service Group Manager to join their team. The successful candidate will be responsible for managing the sales support and administrative staff, as well as leading training and process improvement initiatives to support the growth of the business. This role requires a professional with a strong background in financial services management, including experience in the training field or as a branch administrator. The Client Service Group Manager will be expected to have a deep understanding of the wealth management business, sales force, and investment products, as well as knowledge of KYC and regulatory requirements. Applicants for the Client Service Group Manager position at the company should hold a degree in business, finance, or a related discipline, and possess FINRA SIE, Series 7, 66, 9 & 10 licenses or be able to obtain them within 180 days. The role demands excellent project management, problem-solving, and time management skills, as well as the ability to facilitate training sessions and a strong working knowledge of PowerPoint, Word, and Excel. The ideal candidate will have exceptional interpersonal skills, the ability to maintain close working relationships with sales and senior management, and a proven track record of meeting deadlines in a fast-paced environment. The company is an equal-opportunity employer and values diversity and inclusion in the workplace.

Hiring Manager Title
Head of the Client Service Group; Regional Director

Travel Percent
Less than 10%

Functions

  • Operations
  • Human Resources
Confidential
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Vacancy posted 2 days ago
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