Manager, Service and Support
Manager, Service and Support
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
How will this role impact First Command
First Command has a deeply embedded foundation of coaching those who serve with longstanding values and a strong culture of service. In alignment with our client-centric approach the organization is seeking to add a Manager Service and Support to the Service and Support organization.
Recognizing the critical role that service plays in delivering seamless experiences to our clients and field force the Manager Service and Support will work closely with the Director of Service and Support to cultivate a highly engaged work environment inspire confidence and deliver outstanding service.
The Manager Service and Support will ensure better client outcomes by leading and developing a team of financial associates establishing collaborative relationships at all levels and driving operational improvements. This position requires both a strategic approach and real-time decision-making based on industry trends business needs products and services. Additionally the leader will ensure effective risk oversight in a fast-paced and evolving environment.
What will the employee do in this role
Lead and develop a team of 15 financial associates through hiring coaching and performance management.
Foster a high-performance culture by driving quality accuracy and efficiency.
Build and maintain strong relationships with internal and external business partners to enhance service delivery.
Implement service and process improvements to increase client satisfaction and team productivity.
Develop training programs to support associate growth and career progression.
Monitor performance metrics to maintain service excellence and identify areas for improvement.
Manage the daily operations of the trade desk to ensure efficient and compliant execution of transactions.
Ensure compliance with regulatory requirements and oversee risk management efforts.
Support business continuity planning and coordinate system enhancements to optimize operations.
Serve as the departments point of contact for audits and compliance-related matters.
Act as a subject matter expert for training and system implementation within the brokerage platform.
What skills/qualifications do you need
Education
BA/BS degree or higher in a related field or equivalent business experience is required.
Work Experience
5 years of successfulleadership with demonstrated ability to coach and develop staff.
Thorough knowledge of financial services industry with proven understanding of regulations and rules (FINRA SEC DOL IRS).
Certifications
Current and active Life and Health and FINRA Series 763 or 66 & 24 licenses required within 180 days of hire.
Required Knowledge Skills and Abilities
Strong understanding of the connection between client experience and employee engagement.
Excellent strategic planning business and transformational change leadership skills.
Experience with AGILE methodology and Lean Principles.
A passion for leadership and team management with a commitment to client service.
Proven ability to build and develop high-performing teams through coaching.
Ability to analyze complex issues and provide sound recommendations to internal business partners.
Ability to travel up to 20%.
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Required Experience:
Manager
Employment Type
Full-Time
