Branch Services Leader: People & Operations

PowerToFly; Birmingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Business Service Officer (BSO) responsible for shaping customer service experiences. The ideal candidate will lead and supervise a team, manage client inquiries, and ensure operational efficiency within the branch. They should hold a Bachelor’s degree alongside relevant Series licenses and possess strong leadership and communication skills. This role promises professional development and a supportive work environment.

Benefits

Comprehensive employee benefits

Opportunity for professional development

Qualifications

• Previous industry experience required.
• Active Series 7, Series 9, Series 10, and Series 66 or Series 63 and Series 65 licenses required.
• Previous supervisory experience preferred.

Responsibilities

• Lead the Branch in executing strategic priorities.
• Mentor and supervise a team of Support and Service Professionals.
• Manage client inquiries and operational oversight.

Skills

Effective written and verbal communication skills

Strong attention to detail

Ability to prioritize and resolve complex needs

Exceptional organizational and time management skills

Exceptional conflict resolution skills

Education

Bachelor’s degree or equivalent education

Job description

A leading financial services firm is seeking a Business Service Officer (BSO) responsible for shaping customer service experiences. The ideal candidate will lead and supervise a team, manage client inquiries, and ensure operational efficiency within the branch. They should hold a Bachelor’s degree alongside relevant Series licenses and possess strong leadership and communication skills. This role promises professional development and a supportive work environment.