Position: Service Manager

Experience Level: Intermediate

About the Role: Bernardi Securities, Inc. is seeking a motivated and detail-oriented individual to join our team as a Service Manager. This role supports our investment management staff by assisting with client account inquiries, performing account maintenance and updates, processing custodian service requests, managing inbound client calls, and completing various operational and administrative tasks related to servicing our diverse base of retail and institutional clients.

About the Firm: Founded in 1984, Bernardi Securities, Inc. (BSI) is a fixed-income specialist operating as a broker-dealer. The firm is affiliated with Bernardi Asset Management (BAM), a registered investment advisor and wholly owned subsidiary of BSI. Together, the two firms oversee more than $1.9 billion in assets. As a longstanding, family-owned firm, we take pride in our commitment to client service, integrity, and deep expertise in the bond market.

Role Requirements:

• Provide exceptional client service by responding to client account inquiries and requests.

• Process account openings, retitling, and amendments through designated custodians.

• Manage account transfers, wire and check distributions, and related documentation.

• Verify client trades, resolve trade discrepancies, and enter trade tickets.

• Coordinate with internal departments to ensure accurate and timely completion of client service tasks.

What Makes This Opportunity Great:

• Join a stable, family-owned firm with over 40 years of history in fixed-income investing.

• Learn a broad range of financial account servicing and operational processes.

• Receive hands-on training from highly experienced Service Managers who will guide your development and growth.

• Be part of a collaborative, client-focused culture that values professionalism, teamwork, and personal initiative.

What We Are Looking For:

• Bachelor’s degree required.

• Prior experience in financial services or a related field preferred, but not required.

• Excellent customer service mindset with strong organizational skills and keen attention to detail.

• Proficiency with Microsoft Office (Excel, Word, Outlook) and general PC literacy.

• Strong analytical, written, and verbal communication skills.

• Ability to work independently and manage multiple priorities in a fast-paced environment.

Salary Range: $55 - 65K

If you are interested in the position, please send a resume and one paragraph introduction to jobs@bernardisecurities.com

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