11 Supervisor, Client Services Jobs in Fort Myers, FL
Equity Trust is Hiring a Supervisor, Client Services Near Fort Myers, FL
JOB OVERVIEW
The Supervisor, Client Services supervises the activities and assists in the day-to-day operations of the call center. Develops and evaluates a team of Client Service Representatives.
RESPONSIBILITIES & DUTIES
- Follows the guidelines outlined in the Equity Trust Service Philosophy
- Efficiently and proactively manages client and investment sponsor correspondence (incoming calls, emails, chats, and client visits)
- Handles escalated client issues and offers real-time assistance to representatives to facilitate client interaction resolution. Follows up on such actions, as needed.
- Monitors department call queues to make sure queues are adequately staffed
- Plans, directs, manages, and evaluates departmental workflow and recommends process or procedure improvements to management
- Acts as a resource for staff within the department and outside the department
- Conducts weekly team meetings
- Conducts weekly associate check-ins and coaches associates for continuous improvement
- Creates individual development plans for each direct report
- Conducts regular calibration sessions with the Quality Control Team
- Resolves associate concerns
- Assists in the hiring of new client service representatives
- Assists with training of new client services classes
- Enforces Company policy and regulations
- Willing to perform and assist with Client Services Associate duties as needed
- Perform other duties as assigned
QUALIFICATIONS
- Bachelor's degree preferred
- Experience leading a team, preferably in a customer service or call center setting
- Minimum 2 years of customer service experience
- Minimum 2 years of financial services experience preferred
PROFESSIONAL CERTIFICATIONS
- None required
TECHNICAL SKILLS
- Expert knowledge of Client Relationship Management (CRM)
- Working knowledge of alternative investing or financial services
CULTURAL COMPETENCIES
Ensures Accountability | Self-Development
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.
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.
Job Summary
Full Time
$62k-81k (estimate)
05/12/2024
07/11/2024
trustetc.com
SIOUX FALLS, SD
200 - 500
1974
Private
$5M - $10M
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About Equity Trust
Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.
The following is the career advancement route for Supervisor, Client Services positions, which can be used as a reference in future career path planning. As a Supervisor, Client Services, it can be promoted into senior positions as a Customer Service Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Supervisor, Client Services. You can explore the career advancement for a Supervisor, Client Services below and select your interested title to get hiring information.
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