Branch Operations And Client Services Manager Montreal

Branch Operations And Client Services Manager Montreal

18 Oct
|
King Street Associates
|
Montreal

18 Oct

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 personnel
Supervise staff and resolve workplace concerns
Liaise with corporate departments for compliance updates




Support account management and regulatory processes
Plan branch events and manage marketing strategies

Requirements:
Minimum of 5 years in investment brokerage or financial services
Relevant diploma or degree required
Bilingual in French and English a must
Proven people management experience
High-level skills in Microsoft Office software

Lead your team in cultivating a culture of excellence while maintaining high standards of client service and operational effectiveness in a quick-paced workplace.

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

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