Branch Service Leader: People & Operations

PowerToFly; New York (NY); On-site; USD 110,000 - 185,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career growth

Job summary

A financial services firm is seeking a Business Service Officer in New York to elevate client service standards and oversee team operations. This role requires strong leadership skills to manage and train support professionals and engage in operational oversight. Applicants should possess a Bachelor’s degree and relevant industry certifications, including Series 7 and 66. The firm values diversity and offers a dynamic environment with opportunities for career growth. Competitive compensation is available to ensure top talent is attracted.

Qualifications

• Bachelor’s degree required or equivalent education.
• Previous industry experience is essential.
• Active Series 7, 9, 10, and 66 licenses required.

Responsibilities

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

Skills

Written communication

Verbal communication

Attention to detail

Leadership

Conflict resolution

Organizational skills

Education

Bachelor’s degree

Series 7 license

Series 9 and Series 10 licenses

Series 66 or Series 63 license

Job description

A financial services firm is seeking a Business Service Officer in New York to elevate client service standards and oversee team operations. This role requires strong leadership skills to manage and train support professionals and engage in operational oversight. Applicants should possess a Bachelor’s degree and relevant industry certifications, including Series 7 and 66. The firm values diversity and offers a dynamic environment with opportunities for career growth. Competitive compensation is available to ensure top talent is attracted.