SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
JOB OVERVIEW:
The Integrations Service Administrator reports to the Integration Team lead and works closely with Partnering Advisor(s) and servicing staff to deliver the best client experience for existing and new clients during the transition period. This position works in conjunction with the Advisor Enablement and Integrations Team, Integration Specialists, and our custodians to deliver servicing support and processing of existing and new business for the Partnering firm and may back-up the Partner’s servicing staff as needed.
This is a full-time, Non-Exempt position, that requires in-office work in Folsom, CA. The annual base salary for for this role is between $65k and $80k, and is based on the candidates expierence. In addition, this position is also eligible for an annual merit increase and a target bonus, which will be based on their performance and the companies.
RESPONSIBILITIES AND DUTIES:
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