Branch Service Leader: Elevate Client Experience & Teams

PowerToFly; Bellevue (WA); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k)

Paid Time Off

Job summary

PowerToFly is looking for a PWM Business Service Officer in Bellevue, WA to manage service teams and enhance client experiences. The role requires effective leadership skills and the ability to oversee a team while ensuring compliance with company policies.

Responsibilities include mentoring Support Professionals, managing client inquiries, and coordinating operational oversight. Candidates should possess a bachelor's degree and relevant licenses, alongside a commitment to diversity and inclusion.

Qualifications

• Bachelor’s degree required or equivalent education.
• Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Previous supervisory experience is preferred.

Responsibilities

• Lead, mentor, and supervise a team of Support and Service Professionals.
• Manage travel and entertainment expenses for Advisors.
• Facilitate resolution of client inquiries.

Skills

Effective written and verbal communication skills

Strong attention to detail

Ability to prioritize and resolve complex needs

Exceptional organizational and time management skills

Knowledge of Firm’s Risk & Compliance policies

Education

Bachelor’s degree or equivalent education

Active Series 7, 9, 10, and 66 or 63 and 65

Job description

PowerToFly is looking for a PWM Business Service Officer in Bellevue, WA to manage service teams and enhance client experiences. The role requires effective leadership skills and the ability to oversee a team while ensuring compliance with company policies.

Responsibilities include mentoring Support Professionals, managing client inquiries, and coordinating operational oversight. Candidates should possess a bachelor's degree and relevant licenses, alongside a commitment to diversity and inclusion.