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Job 27044

San Diego, CA

Job Title:
Branch Service Manager

Direct Hire


A globally recognized wealth management firm is seeking a Branch Service Manager to join their San Diego branch immediately. You will embrace the firm’s core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters. You will model, encourage and develop a positive and productive work environment to foster a strong team culture within the branch. This is a direct hire opportunity located onsite in downtown San Diego, CA.


  • Oversee branch staff and operations to keep branch running smoothly including onboarding, training and motivating branch staff, providing work direction, and resolving issues pertaining to staff supervision and/or escalating to Complex management team.
  • Ensure the effective communication of all policy and procedural changes and other issues that impact the branch employees and their ability to effectively perform their jobs.
  • Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities.
  • Ensure the security of the branch cage and its contents by keeping it locked at all times and prohibiting unauthorized personnel in the cage area.
  • Build and maintain professional relationships with clients by assisting them and answering account questions; facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.

Basic Qualifications:

  • 3+ years of financial services experience with a solid knowledge of industry rules and regulations
  • Series 7 and 66 or Series 63/65 or the ability to obtain within 12 months

Preferred Qualifications:

  • Bachelor’s degree
  • Strong written and verbal communication and computer skills
  • Previous supervisory experience
  • Attention to detail coupled with the mindset of how you can make the branch more efficient and effective

It is the policy and practice of On Call Staffing Solutions, Inc. to consider all applicants for employment on the basis of their qualifications, and without regard to unlawful considerations of race, color, national origin, sex/gender, sexual orientation, gender identity or expression, age, religion, disability, protected medical condition, genetic information, pregnancy, marital or domestic partnership status, military or veteran status, or any other legally protected basis.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Human Resources, 858-752-6200,

Reasonable accommodations in all aspects of employment, including the application process, are available upon request of a qualified applicant or employee with a disability. Certain job assignment offers are contingent upon successfully passing a physical examination, which may include drug and alcohol testing, if required by the client company.

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