Hiring: Client Services Manager Company: Manulife Location: Boston, MA Job Posted Time: 2026-09-09 17:59:41 Employment Type: Full-Time Target Skills & Keywords: Client Services, Team Leadership, Quality Assurance, FINRA, SEC, Series 24, Series 7, Series 66, Brokerage, Advisory Programs, Risk Management, Supervisory Oversight, Process Improvement, Contact Center, Financial Services Experience: - Minimum 5 years of leadership experience in a client service, contact center, or financial services environment (preferred) - Demonstrated expertise supporting brokerage or advisory clients - Experience supporting advisory program operations or fee-based investment platforms (preferred) - Background in quality assurance or service quality program leadership (preferred) - Track record of leading change and driving process improvement initiatives (preferred) Required Skills: - Lead, coach, and develop a team of Client Service Representatives and Quality Assurance Specialists - Establish clear goals, performance standards, and success metrics aligned to business objectives - Conduct regular coaching sessions, performance reviews, and career development conversations - Ensure timely, accurate, and empathetic support to self-directed clients and advisory program participants - Monitor service level metrics, call quality, and workflow management - Identify service gaps and implement process improvements - Oversee the QA program to ensure client interactions meet regulatory, procedural, and quality standards - Partner with Compliance, Supervision, and Risk teams to manage escalations - Apply supervisory responsibilities associated with the Series 24 license - Collaborate with cross-functional partners including Operations, Product, Technology, and Advisor Experience - Lead initiatives to enhance efficiency, reduce errors, and streamline processes - Provide insights and report to senior leadership regarding team performance, trends, risks, and opportunities - Exceptional communication, problem-solving, and relationship-building skills - Proven ability to motivate teams, drive performance, and build a positive culture - Strong understanding of FINRA, SEC, and internal supervisory requirements Qualifications: - Active FINRA licenses: SIE, Series 7, Series 66 (or both Series 63 and 65), Series 24 — or the ability to obtain licensing within a defined period - Bachelor's degree in business, finance, or related field (preferred) Compensation: Not specified Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don’t miss this opportunity to join a forward-thinking team!