Business Services Manager

Responsibilities

• Manage, support and execute all business administration and service functions within the market
• Facilitates communication and training for local staff
• Works with the Risk team in ensuring compliance standards are met
• Ensures the appropriate onboarding of new colleagues
• Assists in the management of the sales reporting for the field teams
• Executes book of business management to ensure appropriate coverage and consistent reporting
• Assists in the coordination of assigned accounts for redistribution and customer retention
• Manages day-to-day resolution of client service inquiries and concerns

• A bachelor's degree with 2 years' experience or 5 years industry working knowledge
• Significant industry experience supporting licensed functions
• Optional Series 7, 63, 65 (or 66)
• Organized with strong attention to detail
• Ability to prioritize work tasks
• Identify issues and trends and communicate possible solutions
• Leadership capabilities
• Conflict resolution capabilities
• Ability to influence groups of employees at different levels

Demonstrates strong business administration and service management capabilities, with a focus on compliance, client service resolution, and effective communication. Proven ability to lead teams, prioritize tasks, and influence stakeholders across various levels.

• Business Administration Management
• Client Service Resolution
• Compliance Standards
• Leadership Capabilities
• Conflict Resolution

• Sales Reporting Management
• Onboarding Processes
• Issue Identification
• Trend Analysis
• Business Management

• Attention to Detail
• Organizational Skills
• Prioritization
• Communication Skills
• Influencing Skills

• Bachelor's Degree
• Series 7
• Series 63
• Series 65
• Series 66

• Licensed Functions
• Client Inquiries
• Customer Retention
• Market Management
• Field Teams