Client Support Supervisor - Remote | Wfh

This is a job advertisement for a leadership role in a Financial Group. The successful candidate will be responsible for managing and supporting Resource Center Associates, creating and maintaining service standards for daily operations, client service, and client retention. They will also analyze, establish, implement, and monitor operational goals using statistical data to determine workload, productivity, and effectiveness of the team. Other responsibilities include conducting regular staff meetings, making decisions regarding employment, performance appraisals, training, disciplinary actions, and salary recommendations, assisting with complex call inquiries and escalations, interpreting and researching, providing back-up support to the Team Lead or the Director during peak or critical times, partnering with senior management to establish goals and develop strategies, and monitoring and managing department expenses to remain within the approved budget/policy.
The candidate should have a bachelor's degree or equivalent experience and Series 7 or 99, or willing to obtain within 90 days, excellent management skills, a solid understanding of call volume management procedures, proven experience in positively managing and coaching others towards high performance, robust verbal and written communication skills, and the ability to understand end-to-end processes and their interdependencies. Desired qualifications include 3-5 years BD/Financial Services experience, strong organizational skills, exceptional analytical skills, in-depth understanding of the group and the industry.
The salary range for this role is $60,000-$70,000 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate. Benefits include health, dental, vision, and life insurance plans, 20 days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO), 401(k) Savings plan with a generous company match (up to 5%), and access to a financial professional, Health Savings and Flexible Spending Account options, Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.
The Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.