Operations Support Supervisor / Call Center Manager

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a Service and Support Supervisor.  The Service and Support Supervisor will utilize their expertise to perform a wide variety of duties that support the Service Department at the Houston contact center.

Join a team that is spread across the country and moving to a shared service approach from individual branches.  Are you someone that thrives in a fast-paced environment and flexible to pivot when needed? We would like to talk to you.

Location: This position will be HYBRID out the following home office location: 10150 Meanley Drive, San Diego, CA 92131

The anticipated annual base salary range for this position is $70,000- $80,000. Exact compensation may vary based on skills, experience, and location.

What you will do:

• Ensure Service and Support associates are meeting internal and external customer service expectations.
• First point of contact for questions from Client Service Representative (CSR) and initial point of contact for escalated calls.
• Resolve escalated calls, researching complex questions from field representatives and ensure follow-up occurs for inquiries requiring extra attention.
• Actively review processes and procedures to find ways to improve current policies.
• Serve as dedicated Subject Matter Expert on policies and procedures for Service and Support.
• Train new associates to ensure analysts are consistently giving accurate information and company policies and procedures are followed.
• Monitor trends in the department to address in staff meetings.
• Listen to calls for quality assurance, monitor and review Zen Desk tickets for efficiency and accuracy.
• Monitor call boards to ensure calls are answered within stated Service Levels, take calls as needed to maintain service levels.

What you will bring:

++Must Haves++

• High School Diploma or GED Equivalency.
• 1 year Home Office / Broker Dealer experience required.
• Previous supervision experience.
• Must possess excellent organizational skills and strong attention to detail. Must also have strong multi-tasking skills.
• Excellent leadership and management skills with the ability to energize and excite team members to exceed expectations.
• Possess high ethical standards including honesty, integrity, and dedication.
• Applicant must be proficient in Microsoft Word, Excel and Outlook.
• Strong customer service skills
• Ability to manage time effectively.
• Ability to make decisions quickly and decisively.
• Ability to work independently onsite or remotely.

++Preferred++

• 2 years securities industry experience
• FINRA SIE or Series 7 license

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holidays and Birthday
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching

At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

(Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now

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