Advisor Support Supervisor - Client Services

Customer Service Opportunity in Financial Services

Supervisor- Client Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary: $60,000 - $68,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

As a Supervisor of Client Services, you will engage directly with our orphaned clients helping service and support their accounts while leading a team of Client Services phone professionals who do the same. The supervisor will be responsible for supporting the Client Services phone agents and answering questions related to the common call types we receive, including money movement, account maintenance, new account opening, etc. Our ideal candidate ensures the quality and timeliness in delivery of service. A collaborative and entrepreneurial approach will drive success as you help to resolve complex inquiries on behalf of the team you lead. Your contributions will ensure that our orphaned clients get best-in-class service in every interaction with Osaic.

The Ideal Supervisor of Client Services must be capable of succeeding in a fast-paced team environment and possess a passion for elevating the advisor's experience. This position's primary objective is to manage a group of individual agents who are responsible for the service of our orphaned accounts within the Client Services population while supporting the quality development of Client Services as a whole.

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Lead a team of Client Services agents that will support and service Osaic's orphaned accounts.
• Set team goals, establish vision and take action to achieve goals.
• Effectively coach, in a diversity of ways, to drive team results for client satisfaction, service, quality, and productivity aligned to department objectives
• Provide timely coaching, training, and total performance management
• Support the entire Client Services team with real time help floor walking and being support to team members who need additional coaching
• Assist with client services processing tasks as needed to ensure timely and accurate handling of requests
• Support the client team chat channel, answering team member questions real time
• Develop and maintain internal relationships
• Identify and take responsibility for addressing operational and organizational challenges that impact the team
• Effectively adopt changing business needs and guide employees through shifting priorities

Basic Requirements:

• Minimum 2 years related experience within the industry, interfacing regularly with clients or financial professionals
• Experience and comfort level with engaging and supporting the needs of clients with complex expectations
• Exceptional oral and written communication skills with a strong attention to detail
• Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of client dedication
• Outstanding professional presence and positive customer service attitude
• Successful track record of customer-centric decision making
• Ability to cope with and persevere through frequent and unexpected changes
• Excellent organizational skills, with the ability to handle multiple tasks

Preferred Requirements:

• At least 2 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
• Bachelor's degree in business, Finance or related field is preferred CRM experience / Salesforce experience.
• Completion of FINRA SIE exam.
• FINRA Series 7 license, other FINRA licenses.