Service Manager / Operation Manager

Duties And Responsibilities

• Conduct all aspects involved with managing portfolios.
• Meet with clients to provide high class customer-client care and relationship.
• May be responsible for developing and marketing specialized asset allocation products and services.
• Supervise, mentor, and coach technicians and office staff.
• Provides leadership for the portfolio by setting a Service Excellence standard and inspiring the teams to achieve it.
• Promotes and upholds company values, employee promise, policies, and initiatives.
• Efficiently handles escalated client requests and concerns.
• Ensures timely communication with team and stakeholders to anticipate and prevent future concerns.
• Selects, hires, trains, coaches, and provides feedback to the teams to deliver Service Excellence.
• Owes the employee experience, drives employee satisfaction, and elevates team behaviors.

Core Competencies

• Customer-Centric - Put the customer, both internal and external, at the heart of everything.
• Leadership - Has an ability to inspire and lead others to goal achievement through day to day interaction.
• Analytical - Regularly makes decisions and solve problems by analyzing information and evaluating results.
• Business and Financial Acumen - Able to blend complex financial information and interpret financial results.
• Communication - Effectively communicates with Supervisors, Peers, or Subordinates providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
• Conflict Resolution - Able to keep composure during difficult situations, resolve conflicts and negotiates and/or settle disputes, and resolves grievances and conflicts.
• Organization and Project Management - Organizes, plans, and prioritizes work.

Requirements

Undergraduate Degree or higher is preferred. Supervisory Responsibilities - This position is directly responsible for leading technicians and staff of the portfolio.

Benefits

• Medical and Dental - 100% paid by the Company.
• Vision - 401(k).
• Life Insurance.
• Paid Time Off and Holidays.
• Supportive Team Environment.
• Tuition Reimbursement.
• Career Advancement Opportunities.