Knowledge of investment products and retirement accounts
Experience with acat and non-acat transfer processes
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Empower Geographics Inc is seeking a Senior Manager for Client Services Operations to lead a team that provides high-quality service for complex operational requests in the financial services sector. The role emphasizes leadership, operational excellence, and a commitment to a client-first culture, with a focus on compliance and continuous improvement.
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Job Summary
The role involves leading a team responsible for delivering white-glove service on complex and time-sensitive operational requests for Personal Strategy clients and Financial Advisors.
You will drive service excellence, operational rigor, and risk management while serving as the primary escalation point for urgent matters.
Empower Geographics Inc offers a flexible work environment that celebrates internal mobility, purpose, well-being, and work-life balance.
Matching Summary
Match Score: 75
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Empower Geographics Inc is seeking a Senior Manager for Client Services Operations to lead a team that provides high-quality service for complex operational requests in the financial services sector. The role emphasizes leadership, operational excellence, and a commitment to a client-first culture, with a focus on compliance and continuous improvement.
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Skills & Requirements
Must-have
5+ years financial services operations experience
Knowledge of investment products and retirement accounts
Experience with ACAT and non-ACAT transfer processes
Ability to lead high-performing teams in fast-paced environments
Strong data-driven mindset for improving outcomes
Nice-to-have
Bachelor's degree preferred
Prior people leadership experience
Ability to lead through ambiguity
Sound judgment in high-pressure situations
Commitment to diversity and inclusion culture
Key Requirements
Bachelor's degree or 4 additional years of experience
FINRA Fingerprinting required
5+ years of financial services operations experience