About this role
Role Overview
- Manages a team of Financial Services Consultants
- Ensures customer service calls are answered in a timely, efficient and knowledgeable manner.
- Monitors staff utilization and implements contingency plans to ensure service levels are being met.
- Oversees compliance of supervisory policies/procedures and teams.
- Ensures the team's adherence to government, state and organization regulations.
- Leads quality/referral call reviews with team members.
- Directs team members to achieve performance goals and objectives.
Requirements
- 3 Years Required; 5 Years Preferred
- No Advanced Degree Required, Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63; Series 26 or 24
- 3+yrs of work experience
- 2+yrs of Contact Center or Customer Service experience
- Experience coaching and developing contact center teams.
- Series 6 or 7 and Series 63 required.
- Must obtain your Series 24 or 26 within 120 days.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings