Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Responsible for the leadership of a team of Associate and Lead Associate Client Services Managers directing the activities of client services teams.  Formulates objectives and priorities and implements strategies/action plans with the long-term business and competitive interests of the organization.

What you will do:

Accountable for directing the service operations, ensuring the delivery of high level of service to internal and external clients, in a cost effective manner.Inspirational leadership in motivating employees and actively encouraging staff growth.Improve team/organizational performance through analysis of issues/problems and work with peers to develop plans for improvement. Develop strategies to transition individuals or teams to the desired performance.Anticipating and acting in advance (formulating a solution) to deal with expected issues.Responsible for meeting organization objectives and determining how to use resources to meet schedules and goals.Responsible for business retention, expense management, monitoring of service quality, monitoring of Securities Compliance processes and procedures and ensure SOX procedures are followed.Recommends changes to policies and establishes procedures that affect immediate organization.Management of multiple projects and/or teams, responsible for meeting objectives and determining how to use resources to meet schedules and goalsResponsible for tracking, analyzing and reporting of key department statistics to determine trends and recommend strategic actionOther duties as assigned
 

What you will bring:

Bachelor’s Degree, preferably in Business, Finance or a related field or an equivalent combination of education and experience.FINRA Finger printing RequiredPrevious supervisory experience preferable in a related industry and/or call center experience8-10 years financial services experiencePrevious experience presenting to large groups and/or individualsKnowledge of Microsoft Word, Excel, and PowerPoint.Demonstrated leadership skillsExcellent written and verbal communication skills.Able to multi-task, prioritize, and problem-solve effectively.Intermediate level of autonomy and degree of decision making and escalates high impact decisions to senior management.  Budgetary responsibility for staffing requirements.  Cross-functional collaboration with legal, compliance, systems, financial control, technical support, payroll and other operational support teams.Works with a wide audience, including senior management and frontline associates.  This position may manage Client Service associates and leads, Client Service managers and is responsible for the performance management and hiring of these positions.

This job operates in a professional office environment. This role routinely uses standard office equipment such as but not limited to; computers, phones, photocopiers and filing cabinets. While performing the duties of this job, the employee is regularly required to concentrate, talk and hear. This role is regularly required to type, reach with hands and arms, sit for long periods of time, read, write, listen, verbally communicate, present information, respond to questions, problem solve, concentrate and tolerate stress. Many duties will be done while sitting at a desk and working on a computer.
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job.  The employer has the right to revise this job description at any time.   You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description.   You may be required perform other duties that are not included on this job description.  The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.