Financial Services Operations Manager
About The Position
At Bank of Luxemburg, our mission is To Have a Positive Impact on People’s Lives. As a community‑minded financial institution, we believe strong relationships, teamwork, and continuous improvement are the foundation of exceptional service. We are seeking a Financial Services Operations Manager to support Legacy Financial Services, our investments and financial planning division, and help ensure our clients receive the highest level of care, accuracy, and professionalism. The Financial Services Operations Manager is a brand new role within our Financial Services Department and oversees the operational workflow of Legacy Financial Services, ensuring efficient, compliant, and client‑focused processes. This role manages administrative staff, enhances operational systems, and collaborates closely with advisors, internal teams, and the broker‑dealer to support high-quality client service.
Requirements
- Bachelor’s degree in Finance, Data Analytics, Business Administration, or related field — or equivalent experience.
- At least three years of supervisory and operational experience.
- Strong communication skills and the ability to work collaboratively across teams.
- Ability to manage multiple priorities, adapt to change, and maintain accuracy in a fast‑paced environment.
- FINRA SIE required within one year of hire; additional FINRA licensing encouraged.
Responsibilities
- Lead, coach, and develop Customer Service Assistants, ensuring strong performance, clear expectations, and opportunities for professional growth.
- Improve operational efficiency by implementing and maintaining procedures, serving as the primary operational contact with the broker‑dealer.
- Coordinate and track service requests to ensure timely resolution and effective communication with clients and internal partners.
- Conduct data audits, support internal and external audit processes, and strengthen data integrity across platforms and workflows.
- Prepare and analyze operational, client, and financial data using Excel, CRM systems, and analytical tools to support advisors and management.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
101-250 employees
