Business Services Manager

Jobtailor; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor in New York is seeking a business administration and client service leader to manage market operations, onboarding, and reporting. You will coordinate with local teams, ensure compliance with Risk standards, and drive client retention initiatives.

The role requires strong organizational skills, attention to detail, and proven ability to influence cross-functional groups. Experience with licensed functions and Series credentials is advantageous.

Qualifications

• A bachelor's degree with 2 years' experience or 5 years industry working knowledge.
• Significant industry experience supporting licensed functions.
• Optional Series 7, 63, 65 (or 66).
• Organized with strong attention to detail.
• Ability to prioritize work tasks.
• Identify issues and trends and communicate possible solutions.
• Leadership capabilities.
• Conflict resolution capabilities.
• Ability to influence groups of employees at different levels.

Responsibilities

• Manage, support and execute all business administration and service functions within the market
• Facilitates communication and training for local staff
• Works with the Risk team in ensuring compliance standards are met
• Ensures the appropriate onboarding of new colleagues
• Assists in the management of the sales reporting for the field teams
• Executes book of business management to ensure appropriate coverage and consistent reporting
• Assists in the coordination of assigned accounts for redistribution and customer retention
• Manages day-to-day resolution of client service inquiries and concerns

Skills

Sales Reporting Management

Onboarding Processes

Issue Identification

Trend Analysis

Business Management

Education

Bachelor's Degree

Job description

Responsibilities

• Manage, support and execute all business administration and service functions within the market
• Facilitates communication and training for local staff
• Works with the Risk team in ensuring compliance standards are met
• Ensures the appropriate onboarding of new colleagues
• Assists in the management of the sales reporting for the field teams
• Executes book of business management to ensure appropriate coverage and consistent reporting
• Assists in the coordination of assigned accounts for redistribution and customer retention
• Manages day-to-day resolution of client service inquiries and concerns

Requirements

• A bachelor's degree with 2 years' experience or 5 years industry working knowledge
• Significant industry experience supporting licensed functions
• Optional Series 7, 63, 65 (or 66)
• Organized with strong attention to detail
• Ability to prioritize work tasks
• Identify issues and trends and communicate possible solutions
• Leadership capabilities
• Conflict resolution capabilities
• Ability to influence groups of employees at different levels

Core Competencies

Demonstrates strong business administration and service management capabilities, with a focus on compliance, client service resolution, and effective communication. Proven ability to lead teams, prioritize tasks, and influence stakeholders across various levels.

Highest-signal resume keywords

• Business Administration Management
• Client Service Resolution
• Compliance Standards
• Leadership Capabilities
• Conflict Resolution

ATS Optimization Keywords

Hard Skills

• Sales Reporting Management
• Onboarding Processes
• Issue Identification
• Trend Analysis
• Business Management

Soft Skills

• Attention to Detail
• Organizational Skills
• Prioritization
• Communication Skills
• Influencing Skills

Certifications & Qualifications

• Bachelor's Degree
• Series 7
• Series 63
• Series 65
• Series 66

Industry Keywords

• Licensed Functions
• Client Inquiries
• Customer Retention
• Market Management
• Field Teams