Operations Assistant Manager - Digital Investment Services, Chelmsford, MA, Full-Time, Hybrid
Operations Assistant Manager - Digital Investment Services, Chelmsford, MA, Full-Time, Hybrid
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Schedule
M-F 8am-5pm (40 hours)
What Youll Do
Summary/Objective:
Functions as a part of a larger team dedicated to helping members pursue their financial goals. Responsible for the management of the operational team and department systems to support program initiatives and the customer service experience.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Oversee the management of the operations teams including the direct supervision of Client Service Associates Operations Coordinator as well as daily interaction with department staff and clients
- Effectively manage staff performance through the utilization of queue management system reports and review of individual work to ensure adherence to policies and guidelines
- Set performance goals provide timely review of progress and maintain performance documentation.
- Responsible for payroll/commission administration and automation
- Develop staff through continuous coaching and cross-training to foster and encourage ideas on improving the customer service experience
- Create and evaluate workflow processes to identify opportunity for improvement and greater efficiency in accordance with all broker-dealer requirements
- Engage in consistent communication with the team to ensure team members are updated on changes in products policies procedures and goals
- Assist management in strategic planning of department activities including organization staffing and budgeting
- Oversee the administration and implementation of key systems and technology used by the team including the maintenance of authorized users and security levels
- Responsible for the implementation and timely completion of projects
- Perform other job-related duties as assigned by Manager
What Youll Need
- Bachelors degree
- Minimum of 5-7 years of previous customer service experience within investment services industry
- 1-3 years management experience required
- FINRA Series 7 66 or 63 and 65 licenses required
- Strong computer skills (MS Office database management experience required)
What We Do
DCU is the largest credit union headquartered in New England serving more than one million members in all 50 states. With over 1900 team members we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal opportunity employer and we value diversity inclusion and equity at our company. We evaluate qualified applicants without regard to race color religion age sex sexual orientation gender identity national origin disability veteran status and other legally protected characteristics.
If youre applying for a job and need a reasonable accommodation for any part of the employment process please send an email to and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
#INDHI
Required Experience:
Manager
Employment Type
Full-Time
