Job Description
Responsibilities
- Provide guidance, coaching, and training to associates on day-to-day processes and escalated items related to Client Services.
- Operate with substantial latitude for unreviewed action or decision making.
- Promote efficiencies within the department by coordinating the review of procedure updates and implementing changes as directed and overseen by manager.
- Coordinate with management to establish measures of performance for the department, track performance, and provide input for employee performance reviews.
- Ensure completion of recurring and routine audits, reporting, and projects on a monthly/quarterly basis.
- Assist teams with daily processing, quality control, and escalated service calls as needed, and perform additional responsibilities as assigned.
Qualifications
- Bachelor’s Degree in Business or equivalent experience.
- FINRA Fingerprinting required.
- Strong cu...
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