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• Acting Branch Manager, where I ensure the achievement of branch financial goals and client satisfaction objectives are exceeded, assist all Financial Consultants to grow and service their client base, perform all compliance tasks and delegate where appropriate.• Manage CSS and AFC staff.• Responsible for daily performance of management of the CS function in the branch.• Actively involved in all staffing decisions, performance reviews, and coaching/development related.• Responsible for managing the service work that comes to the branch by partnering with dedicated support teams to handle routine as well as complex escalated client issues.• Develop and maintain good working relationship with centralized support teams.• Proactively call and manage CPS alert surveys.• Responsible for the daily and monthly pattern base supervision of the branch. • Partner with Financial Consultants in client appointments when needed. • Partner with Branch Manager and/or Financial Consultants to offsite client meetings