Vacancy Description
Join the team as a Corporate Branch Manager on an 18-month contract, tackling client needs while promoting compliance in a hybrid work environment. Your leadership and regulatory expertise will be essential for success.
As part of this role, you’ll provide exceptional service and support across the corporate branch network, assisting in compliance with operational policies. Your leadership will involve reviewing new account openings, supervising trades, and ensuring all team members are well-informed. Your strong background in the mutual fund industry will enhance client trust and satisfaction, making you a pivotal resource for the team.
Key Responsibilities:
• Support managers and ensure the quality of operations
• Approve new client accounts with a focus on compliance
• Maintain up-to-date compliance policies in all offices
• Offer guidance on trades and client interactions
• Provide training and communication on regulatory standards
Requirements:
• Univers...
As part of this role, you’ll provide exceptional service and support across the corporate branch network, assisting in compliance with operational policies. Your leadership will involve reviewing new account openings, supervising trades, and ensuring all team members are well-informed. Your strong background in the mutual fund industry will enhance client trust and satisfaction, making you a pivotal resource for the team.
Key Responsibilities:
• Support managers and ensure the quality of operations
• Approve new client accounts with a focus on compliance
• Maintain up-to-date compliance policies in all offices
• Offer guidance on trades and client interactions
• Provide training and communication on regulatory standards
Requirements:
• Univers...
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