Branch Operations And Client Services Manager (Montreal)

Branch Operations And Client Services Manager (Montreal)

25 Sep
|
King Street Associates
|
Montreal

25 Sep

King Street Associates

Montreal

Elevate client service and operational efficiency as a Senior Branch Administrator. Drive administrative excellence while managing a talented team in a thriving investment workplace.As a senior-level leader, you will be responsible for overseeing daily operations within the branch. Your role includes enhancing collaboration and mentoring staff to uphold service excellence. Liaising with the Branch Manager, you'll ensure compliance, oversee training initiatives, and manage strategic priorities, enhancing both team performance and client relationships.Key Responsibilities:Act as main point for Financial Advisors and support personnelSupervise staff and resolve workplace concernsLiaise with corporate departments for compliance updatesSupport account management and regulatory processesPlan branch events and manage marketing strategiesRequirements:Minimum of 5 years in investment brokerage or financial servicesRelevant diploma or degree requiredBilingual in French and English a mustProven people management experienceHigh-level skills in Microsoft Office softwareLead your team in cultivating a culture of excellence while maintaining high standards of client service and operational effectiveness in a fast-paced environment.

📌 Branch Operations And Client Services Manager (Montreal)
🏢 King Street Associates
📍 Montreal

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