Client Relationship Support Manager

Position Overview

As a Client Relationship Manager, you will serve as a key branch leader responsible for delivering a high-quality, client-facing experience. Your role involves coordinating across teams, partnering with branch leadership, and ensuring operational accuracy, workflow efficiency, and regulatory compliance.

Key Responsibilities

• Build and deepen trusted client relationships through proactive communication and professionalism
• Resolve complex client needs with empathy and sound judgment
• Support team collaboration by coaching and mentoring staff to drive performance
• Ensure operational accuracy and adherence to regulatory standards
• Navigate escalations using emotional intelligence to support positive outcomes
• Contribute to branch performance and service excellence
• Collaborate with leadership to promote a client-first culture and operational success

Qualifications & Skills

• Valid and active FINRA Series 7 and 63 licenses; Series 9 and 10 licenses required during tenure
• 2+ years of relevant financial services or client-facing management experience preferred
• Strong client relationship management and communication skills
• Exceptional attention to detail and ability to prioritize in a fast-paced environment
• Emotional intelligence to handle complex interactions and foster teamwork
• Ability to coach and support team performance to enhance client service

Additional Benefits

The role offers ongoing training, mentorship, and career development opportunities, along with a competitive compensation package including bonuses, benefits, and pathways for growth in a collaborative environment.