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