Regional Client Services Manager
Company: First Tech Federal Credit Union
Location: Hillsboro
Posted on: June 22, 2022
Job Description:
First Tech is looking for a Regional Client Services Manager for
our investment services division, Addison Avenue Investment
Services. In this role, you will oversee the Addison Avenue client
support team within an assigned region, consisting of Financial
Assistants, Client Service Associates & Operations Associates to
achieve an elevated client service experience through operational
excellence. The ideal candidate will have 5 years of investment
services experience, 3 years of experience successfully managing a
team or serving as a team lead, and the ability to drive results
through innovation and enhancing the client experience.Here's what
you can expect from the job and what you need to be successful:Job
duties
- Lead a high performing regional client-facing support team
through effective people leadership practices including regular
communication of performance expectations and feedback to employees
to maintain high team performance, providing coaching and
corrective action as required; actively support employee
professional growth and development.
- Manage team to achieve established quarterly scorecard metrics
to ensure performance aligns to program and advisor specific
defined operational and compliance priorities.
- Work collaboratively with Sales Directors to support Financial
Advisors and Client Support team to prioritize sales, compliance, &
client engagement activities and initiatives.
- Train employees on client service, operational and
administrative needs.
- Plan and execute initiatives and projects that continuously
improve upon internal processes to anticipate and meet changing
client needs.
- Assist with event management, social media strategy and website
management in support of the overall marketing strategy.
- Leverage new and current software, workflows, CRM, etc. to
enhance the client experience.
- Research, resolve and communicate operational issues and
potential problems to leader and/or other business units.
- Continuously monitor metrics and leverage client feedback to
drive continuous improvement of service practices.Essential skills
- Minimum of 5 years of experience in investment services
- Minimum of 3 years of experience successfully managing a team
of people or serving as a team lead
- Proven ability to design, implement and monitor business
processes for maximum efficiency and production
- Proven people leadership and development skills, adept at
providing frequent and valuable performance feedback to develop and
build employees
- Expert knowledge of investment services process, policies,
applications and systems
- Working knowledge of Microsoft Office Suite
- Minimum Education: Bachelor's degree or equivalent relevant
experience requiredLocation: Hillsboro, OR 97124 OR Bellevue, WA
98007 OR Rocklin, CA 95765Registered Address: 1011 Sunset Blvd,
Suite 210, Rocklin, CA 95765 - 855.744.8585Financial Advisors offer
securities through Raymond James Financial Services, Inc. Member
FINRA/SIPC and securities are not insured by credit union
insurance, the NCUA or any other government agency, are not
deposits or obligations of the credit union, are not guaranteed by
the credit union, and are subject to risks, including the possible
loss of principal. First Technology Federal Credit Union and
Addison Avenue Investment Services are not registered
broker/dealers and are independent of Raymond James Financial
Services. Investment advisory services offered through Raymond
James Financial Services Advisors, Inc.What makes First Tech
different? Click here to learn more!First Tech is not currently
offering Visa sponsorship for this position#LI-EK #FT123Equal
Opportunity Employer/Protected Veterans/Individuals with
DisabilitiesThe contractor will not discharge or in any other
manner discriminate against employees or applicants because they
have inquired about, discussed, or disclosed their own pay or the
pay of another employee or applicant. However, employees who have
access to the compensation information of other employees or
applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals
who do not otherwise have access to compensation information,
unless the disclosure is (a) in response to a formal complaint or
charge, (b) in furtherance of an investigation, proceeding,
hearing, or action, including an investigation conducted by the
employer, or (c) consistent with the contractor's legal duty to
furnish information. 41 CFR 60-1.35(c)
Keywords: First Tech Federal Credit Union, Hillsboro , Regional Client Services Manager, Executive , Hillsboro, Oregon
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