What you will do

• Provides guidance, coaching, and training to the associates on day-to-day processes and escalated items related to Client Services.
• Operates with substantial latitude for un-reviewed action or decision making. Promote efficiencies within the department by coordinating the review of procedure updates and implementation of changes as directed and overseen by manager.
• Coordinates with management to establish measures of performance for the department, track said performance, and provide input to be used in conducting employee performance review.
• Ensures completion of recurring and routine audits, reporting, and projects on a monthly/quarterly basis.
• Assists teams with daily processing, quality control, and escalated service calls as needed, as well as other responsibilities as assigned.

What you will bring

• Bachelor's Degree in Business, or equivalent experience.
• FINRA Fingerprinting required
• Strong customer service skills and the ability to take escalated calls involving complex situations.
• Demonstrated leadership abilities such as coaching peers and less senior employees, creating process improvements, and handling of escalated matters.
• Ability to collaborate with all levels of management and teammates to accomplish daily deliverables.
• Excellent communication and organizational skills with strong attention to detail
• Ability to multi-task and prioritize workload in high paced environment to complete tasks within established timelines.
• Must be fluent in English
• Must be available to work overnight hours

Normal Office Working Conditions: this job operates in a professional office environment and routinely uses standard

office equipment.