Jobs · Arizona

Mgr, Service Center • Masters PODs

LPL Financial · Tempe, AZ · 6 days ago
$67k–$111k/yrFull-time

Responsibilities

  • Directly lead and guide a team of about 13 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
  • Coach individual team members in real time, inclusive of coaching sessions after pain points identified or client escalation so as to further develop your team’s call management skills.
  • Support Service Professionals and clients through service escalations, as needed.
  • Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary.
  • Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
  • Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
  • Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
  • Partner with HR colleagues and advise senior leadership on progressive counseling needs for Service Professionals, actively participating in the creation and presentation of action plans to enhance performance.

Requirements

  • Bachelor’s Degree preferred or 6+ years progressive experience in related fields
  • Minimum of 2 years as team lead or manager of a team
  • SIE and Series 7 required within 90 days of employment
  • Preferred training in multiple skills Move Money, Transfers, New Accounts and Direct Business

Core Competencies

  • Skilled at coaching, employee development and managing and supporting employee performance
  • Ability to drive results within a team
  • Proficiency in customer service
  • Communication skills; both written and verbal
  • Problem solving skills and ability to analyze performance data trends
  • Agile mindset

Preferences

  • Financial services or FinTech experience
  • Call center or service center high volume call and team management
  • Professional coaching certifications
  • Knowledge of project management tools and techniques
  • Experience managing hybrid employees (in-office and remote)

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