Manager, Client Relationship Support- North San Diego, CA
On-siteSan Diego, California, United States
EXPIREDSan Diego, California, United StatesOn-siteFull TimeSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Coordinate client interactions and resolve complex needs with empathy, ensuring operational accuracy and workflow efficiency across the branch. Coach team members to drive performance, reinforce service excellence, and promote accountability while navigating escalations. Partner with branch leadership to execute firm and regulatory initiatives, optimizing processes to support shared branch success. Requires FINRA Series 7, 63, and 9/10 licenses; 2+ years in management preferred. Base pay plus performance-based bonuses.
Required Qualifications
- A valid and active FINRA Series 7 and 63 license
- Currently hold or obtain the FINRA Series 9 and 10 license
Desired Qualifications
- Relevant financial services or client-facing experience with 2+ years in a management or supervisory role
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