Branch Service Lead — Client Experience & Ops

PowerToFly; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Career advancement opportunities

Job summary

A leading financial services firm is seeking a Business Service Officer (BSO) to manage a team of Support Professionals. The BSO will ensure high-quality client experiences by overseeing operations and providing training. Applicants must hold a Bachelor's degree and relevant industry licenses. Strong leadership and communication skills are essential in this role, supporting the firm's commitment to excellence in service. Opportunities for career advancement and a comprehensive benefits package are offered.

Qualifications

• Bachelor's degree or equivalent education is mandatory.
• Active licenses are required for the role.

Responsibilities

• Lead the branch in executing strategic priorities.
• Supervise a team of Support Professionals.
• Manage client inquiries and requests efficiently.

Skills

Effective written and verbal communication skills

Strong attention to detail

Ability to prioritize and resolve complex needs

Leadership and talent development capabilities

Supervisory experience

Organizational and time management skills

Education

Bachelor's degree or equivalent education

Active Series 7, Series 9, Series 10 or Series 63, Series 65

Job description

A leading financial services firm is seeking a Business Service Officer (BSO) to manage a team of Support Professionals. The BSO will ensure high-quality client experiences by overseeing operations and providing training. Applicants must hold a Bachelor's degree and relevant industry licenses. Strong leadership and communication skills are essential in this role, supporting the firm's commitment to excellence in service. Opportunities for career advancement and a comprehensive benefits package are offered.