Senior Branch Operations & Client Services Lead

LS Solutions; Town of Hempstead (NY); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

LS Solutions is seeking a Sr Branch Office Administrator to support a busy financial advisory office. In this client-facing role you will manage daily branch operations, greet clients, schedule appointments, and prepare account paperwork while ensuring regulatory compliance and accurate records.

You will coordinate branch events, support seminars, and use CRM and financial software to track client activity and provide ongoing service.

Qualifikationen

• Strong organizational skills with attention to detail.
• Excellent client service and communication abilities.
• Ability to handle transactions and documentation accurately.
• Knowledge of compliance expectations and commitment to following policies and regulations.
• Proficiency with CRM and financial systems; comfort learning new tools.

Aufgaben

• Manage daily branch operations and serve as a primary point of contact for clients.
• Greet and assist clients, schedule appointments, and prepare account paperwork.
• Process client transactions and maintain accurate, up-to-date records.
• Ensure compliance with firm procedures and applicable regulatory requirements.
• Coordinate branch marketing activities and support seminars and client events.
• Use financial and CRM software to track client activity and support ongoing service.

Kenntnisse

Strong organizational skills

Excellent client service

Communication abilities

Transaction handling

Regulatory/compliance awareness

CRM software proficiency

Tools

CRM software

Financial systems

Jobbeschreibung

LS Solutions is seeking a Sr Branch Office Administrator to support a busy financial advisory office. In this client-facing role you will manage daily branch operations, greet clients, schedule appointments, and prepare account paperwork while ensuring regulatory compliance and accurate records.

You will coordinate branch events, support seminars, and use CRM and financial software to track client activity and provide ongoing service.