Service Operations Lead & Training Coach

Jobtailor; Allentown (Lehigh County); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Allentown seeks a Branch Operations Leader to coach teams, drive strategic priorities, and oversee service transactions and approvals to ensure accuracy and risk control.

You will identify client solutions, lead new-hire training, and maintain cross‑functional relationships with Branch, Market, Region, and Home Office while promoting firm values and continuous improvement.

Qualifications

• High School Diploma or equivalent is required.
• Active Series 7 license.
• Active Series 9 license.
• Active Series 10 license.
• Active Series 66 license.
• Active Series 63 license.
• Active Series 65 license.

Responsibilities

• Partner with the Service Manager to perform operational support and oversight for the Market.
• Provide general management support and assist with special projects.
• Lead the Branch in executing strategic priorities through coaching and behavioral change.
• Identify Firm services and digital solutions that support client needs.
• Facilitate training for new-hire Service Associates as Learning Partner.
• Maintain relationships with Branch, Market, Region, and Home Office partners.
• Promote a branch culture aligned with Firm values, diversity, and inclusion.
• Organize and lead Service Associate team meetings and trainings.
• Provide ongoing coaching and respond to daily systems, procedures, and policy inquiries.
• Oversee service transaction approvals and operational processes, including trade errors, money movement, document handling, cashiering, trading, and account maintenance.
• Conduct quality assurance reviews of document handling and branch operations.
• Lead operational remediation and ensure corrective actions are completed on time.
• Facilitate resolution of client inquiries and requests.
• Oversee regular self-audit testing and manage audit readiness activities.
• Participate in national calls and share best practices.
• Identify and implement process improvements to increase productivity and efficiency.
• Assist with trade adjustments and respond to operational alerts.
• Execute delegated reports and requests within service-level expectations.
• Remedy or escape service breaks to management.
• Assist with recruit onboarding support and digital engagement initiatives.
• Serve as a resource to Sales, Service, Risk, and Home Office partners.

Skills

Operational Support

Quality Assurance

Process Improvement

Trade Adjustments

Audit Readiness

Client Inquiries

Document Handling

Cashiering

Account Maintenance

Transaction Approvals

Effective Communication

Attention to Detail

Conflict Resolution

Organizational Skills

Time Management

Education

High School Diploma/Equivalency

Series 7

Series 9

Series 10

Series 66

Series 63

Series 65

Tools

None

Job description

Jobtailor in Allentown seeks a Branch Operations Leader to coach teams, drive strategic priorities, and oversee service transactions and approvals to ensure accuracy and risk control.

You will identify client solutions, lead new-hire training, and maintain cross‑functional relationships with Branch, Market, Region, and Home Office while promoting firm values and continuous improvement.