Client Service & Operations Manager (Wealth)

Fairygodboss; San Francisco (CA); On-site; USD 110,000 - 165,000; Full time

Job summary

Chase in San Francisco is seeking a Client Service Group Manager to lead the branch's sales support and administrative teams. You will drive training, implement process improvements, and support growth across the office. You will report to the Head of the Client Service Group and the Regional Director.

The role requires 3+ years in financial services management, FINRA licenses upon hire or within 180 days, and strong skills in training delivery, project management, and regulatory knowledge.

Qualifications

• Degree in Business, Finance or related field.
• Minimum 3 years financial services management experience.
• Experience in training or branch administration in financial services.
• Knowledge of wealth management, sales force, and investment products.
• Understanding of KYC and regulatory requirements.

Responsibilities

• Manage the sales support and administrative staff for the branch.
• Lead training and process-improvement initiatives to support growth.
• Recruit, onboard, train, supervise and evaluate staff and policies.
• Conduct performance reviews and manage compensation, promotions, and disciplinary actions.
• Collaborate with regional and NY teams on process improvements.

Skills

Financial services management

Training program delivery

KYC knowledge

Project management

Communication skills

PowerPoint proficiency

Excel proficiency

Education

Bachelor's degree in Business/Finance

Tools

PowerPoint

Word

Excel

Job description

Chase in San Francisco is seeking a Client Service Group Manager to lead the branch's sales support and administrative teams. You will drive training, implement process improvements, and support growth across the office. You will report to the Head of the Client Service Group and the Regional Director.

The role requires 3+ years in financial services management, FINRA licenses upon hire or within 180 days, and strong skills in training delivery, project management, and regulatory knowledge.