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SalaryJOB OVERVIEW
- This position is located in our Westlake, OH office full-time.
- The Director, Client Services provides strategic leadership and direction to the Client Services department to drive overall performance.
- Oversees cost effectiveness, productivity, and the delivery of client support procedures to nurture continuous improvement.
RESPONSIBILITIES & DUTIES:
- Develops the Client Services strategy and tactics to drive the necessary changes to improve operating and organizational efficiencies
- Provides strategic direction to the company’s operational goals and objectives
- Oversees the management of Client Services, including staffing, training and development, problem solving, identification of team needs, and department budget
- Develops service-level standards focused on response time and issue resolution
- Establishes policies and procedures to produce high quality customer service delivery and reflect industry best practices
- Manages metrics, performance criteria, policies and procedures to continuously improve the client experience
- Analyzes and summarizes data and trends and formulates strategies to mitigate issues and presents to Executive Committee
- Uses customer insight and root case analytics to identify companywide improvements and presents to relevant stakeholders and Executive Committee
- Identifies new tools and technologies to better service the client
- Utilizes existing tools and recommends other tools to assist with the automation and optimization of client information, queues, and workflows
- Acts as the voice of the client across the company
- Coaches, mentors, and develops team members, oversees new associate onboarding, provides career development planning and opportunities
- Leads associates to meet company expectations for productivity, quality, continuous improvement, and goal accomplishment
- Maintains transparent communication by sharing appropriate organizational information through department meetings and one-on-one meetings, email and regular interpersonal communication
QUALIFICATIONS:
- Minimum 10 years of experience in a fast-paced Call Center manager role, preferably in financial services
- Bachelor’s degree in Business Administration or related field; Master’s degree preferred
- Proven and successful experience driving positive change and influencing enhanced performance in a customer support department
- Established record of exceeding targets, KPI’s and SLA’s in a quality lead and compliant environment
- Proven and successful experience mapping customer journeys and creating customer support strategies
PROFESSIONAL CERTIFICATIONS:
- None required
TECHNICAL SKILLS:
- Deep understanding of aligning departmental targets with the business KPIs
- Demonstrated proficiency in Microsoft Office
CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Strategic Mindset Courage
- Drives Results
- Drives Vision & Purpose Develops Talent
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
