SB Financial Services Manager jobs in Waukesha, WI

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)

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Operations Manager - Financial Firm - Waukesha, WI
  • Advisor Employee Services
  • Waukesha, WI FULL_TIME
  • Operations Manager
     
    Are you an "A" Player, an organized self-motivated individual who can Take Charge!  Drake & Associates in Waukesha, WI is seeking a full-time Operations Manager.  Our expectations are high, the compensation package is generous, our culture is best in class, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.
     
    Reporting to the Director of Operations, the ideal candidate is happy where they are currently employed but is interested in a more self-directed work environment embracing an entrepreneurial spirit.  We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. 5 years' experience as a Manager/Office Manager with a Recruiting and Human Resources background would be ideal. Massive flexibility and autonomy will require you to be very organized, efficient, and structured with a commitment to accuracy, deadlines, and performance.
     
    Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
     
    Position Overview
    The primary responsibilities of this position are to provide support to the owner by organizing and ensuring smooth operations within the office and coordinating all administrative activities related to the organization’s personnel. Duties will include developing recruitment strategies, implementing systems for managing staff benefits, payroll and behavior and onboarding new employees. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
     
    Qualities and Characteristics
    Integrity, loyalty, confidentiality, honesty, emotional maturity, strong work ethic, conscientious, high internal emotion need to succeed, proactive, independent, self-directed, and self-motivated (low maintenance), organized, strong follow thru and follow-up skills, articulate (a good writer/communicator), detail oriented, and high personal standard of excellence.
     
    Key Responsibilities:
    • Supports company operations while maintaining office efficiency by planning and implementing office systems, layouts, and equipment procurement.
    • Designs and implements office policies by establishing standards and procedures, measuring results against key performance indicators.
    • Maintains office staff by managing the staffing process, including recruiting, interviewing, hiring, orienting, and training employees including coaching, counseling, and disciplining employees, and planning, monitoring, and appraising job results.
    • Ensure all company HR policies are applied consistently.
    • Communicate with clients, employees, and other individuals to answer questions, disseminate, or explain information, and address complaints.
    • Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
    • Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures.
    • Resolve customer complaints or answer customers' questions regarding policies and procedures.
    • Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
    • Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
    • Experience with Google Suite and/or MS Office and ability to learn new software quickly.
    • CRM experience preferably with Salesforce and able to work with additional vendors.
     
    If you meet or exceed the expectations described above, please apply today!
     
    Salary
    $75,000 - $100,000 per year – Based on Experience
     
    Why Work with Us?
    Money for Nothing
    Start with three weeks paid time-off, available day one, with opportunities to earn more each year.
     
    Additional Days Off
    When we meet our goals, we prefer to give employees extra days off.
     
    Flexibility
    In a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in.
     
    Retirement
    We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $22,500 per year in addition to the 3% company contribution.  Are you 50 years of age? You can contribute $29,000 each year in addition to the 3% company contribution.  We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50 . We know a lot about money, it’s what we do!
     
    Let’s Stay Healthy
    Blue Cross Blue Shield group health insurance plan with a great provider network.
    It’s the same health insurance that Tony has for himself.
    We pay for your health, dental, vision and life insurance.
    Paid time-off to go to the doctor, dentist, etc.
     
    Hungry?
    Free lunches provided for weekly team building.
    Free coffee (Nespresso), tea, sodas, water and hot cocoa and snacks — all on-site.
     
    You Look Like You Work Out.
    Free onsite gym.
     
    Want To Lend a Hand?
    We support local charities financially and with paid time-off to volunteer.
     
    Supporting Our Families
    We are proud to support our families through sponsorships such as team and club sponsorship programs.
     
    Use The Force, Luke.
    Mentorship is part of the deal.
    We want to help you as a person, not just as an employee.
     
    How Do I Get There?
    Waukesha location is just off the Guerke’s Corners exit on I-94.
     
    Wow, You’re Smart.
    We’ll pay for you to continue to advance your career.
     
    Let’s have fun!
    Quarterly team lunches and team building events off site.
    Annual Team Holiday Party.
     
    Paid-for Annual Trips
    Company hits our goals, let’s all travel together.
     
    Presented by Advisor Employee Services Thank you for your interest in the Office Manager role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 15 Days Ago

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Case Manager W2 (FEP) Financial Employment Planner
  • United Migrant Opportunity Services
  • Milwaukee, WI FULL_TIME
  • Case Manager (Bilingual) Financial Employment Planner Job Responsibilities: Perform “resource specialist” functions by meeting one-on-one with Wisconsin Works (W-2) and Related Programs applicants to ...
  • 1 Month Ago

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Financial Investigator
  • Contact Government Services, LLC
  • Milwaukee, WI FULL_TIME
  • Financial Investigator Employment Type: Full-Time, Mid-Level Department: Financial Investigation CGS is seeking a Financial Investigator to join our team providing legal support and investigative serv...
  • 3 Days Ago

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Financial Services Representative
  • New York Life Insurance Company - Milwaukee
  • Milwaukee, WI FULL_TIME
  • Returning from Military Service? Join Our Team Serving others is your calling. You should be proud of making a difference in the lives of our country. Agents at New York Life Insurance Company also ta...
  • 1 Month Ago

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Branch Manager - (Kilbourn) Milwaukee, WI
  • Wintrust Financial
  • Milwaukee, WI FULL_TIME
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology...
  • 1 Month Ago

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Customer service representative
  • Lendmark Financial Services
  • Brookfield, WI FULL_TIME
  • SUMMARY The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan exte...
  • 2 Days Ago

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0 SB Financial Services Manager jobs found in Waukesha, WI area

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Financial Professional Trainee - Benefits + 401K
  • Mutual Of Omaha
  • Waukesha, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 3/29/2024 12:00:00 AM

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Financial Advisor (have s65 or s66 and WI Life & Health ins lic)
  • Global View Capital Management, LLC.
  • Waukesha, WI
  • Financial Advisor (MUST have NASAA s65 or 66 & WI Ins Life & Health license) Global View Capital Management, LLC (GVCM) ...
  • 3/29/2024 12:00:00 AM

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Wealth Manager
  • Drake & Associates, LLC
  • Waukesha, WI
  • Wealth Manager Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated ...
  • 3/29/2024 12:00:00 AM

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Strategist, Marketing Operations
  • Ampersand, Inc.
  • Waukesha, WI
  • Job Description Job Description SUMMARY: The Marketing Operations Strategist is responsible for the technical deployment...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Client Services Associate
  • Ampersand, Inc.
  • Waukesha, WI
  • Job Description Job Description SUMMARY: Responsible for assisting client services and operations departments with depos...
  • 3/26/2024 12:00:00 AM

Waukesha (/ˈwɔːkɪʃɔː/) is a city in and the county seat of Waukesha County, Wisconsin, United States. It is part of the Milwaukee metropolitan area. Its population was 70,718 at the 2010 census. The city is adjacent to the Town of Waukesha....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$166,362 to $226,621
Waukesha, Wisconsin area prices
were up 1.8% from a year ago

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