The Sr Manager Client Service Team is responsible for the leadership of a team of Associate and Lead Associate Client Service Managers directing the activities of client services teams. The Manager formulates objectives and priorities and implements strategies/action plans with the long-term business and competitive interests of the organization.
What you will do
- Direct the service operations, ensuring the delivery of high-level service to internal and external clients
- Improve team/organizational performance through analysis of issues/problems and work with peers to develop plans for improvement
- Anticipate and act in advance to deal with expected issues
- Meet organization objectives and determine how to use resources to meet schedules and goals
- Responsible for business retention, expense management, monitoring of service quality, monitoring of Securities Compliance processes and procedures and ensure SOX procedures are followed
- Recommend changes to policies and establish procedures that affect immediate organization
- Track, analyze and report key department statistics to determine trends and recommend strategic action
- Perform duties inherent in a managerial position
What you will bring
- Bachelor’s degree, preferably in Business, Finance or a related field or an equivalent combination of education and experience
- 8 - 10 years financial services experience
- Demonstrated leadership skills
- FINRA fingerprinting required upon hire
What will set you apart
- Previous supervisory experience preferable in a related industry and/or call center experience
- Knowledge of Microsoft Word, Excel, and PowerPoint
- Previous experience presenting to large groups and/or individuals
- Excellent written and verbal communication skills
- Able to multi-task, prioritize, and problem-solve effectively
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
