Series 6 or 7 Licensed Account Manager
Job Summary
Overseeing the Transfer Agent Operations Team, the full-time Manager, Account Services will manage client interactions, refine operational processes, and develop team members while ensuring compliance with regulatory standards in a virtual environment.
Key Responsibilities
- Ensures timely processing of all transactions through effective workflow management
- Develops detailed procedures and instructions for the processing team
- Manages associates, including hiring, training, and conducting performance evaluations
Required Qualifications
- Bachelor's degree in business administration or a related field
- 6+ years of experience in client services or a related field
- 1-2 years of management and leadership experience
- Experience within the financial services industry
- Series 6 or 7 license
Complete Job Description
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