The primary purpose for this position is to manage and oversee a field-service division within Field and Client Support Services, which involves managing the day-to-day functions and staff, and providing oversight to the resources supporting the field. This role will train and coach associates, and provide the resources needed for them to successfully support the field. The position will need to interface with various product groups, operations, and technology as well as various other areas of US Wealth Management and the broader enterprise. In addition, this individual will ensure that data is accurate and current, maintain metrics on various omnichannel interactions, and analyze trends of customer service data.
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Job Type
Full-time
Career Level
Manager
Education Level
Associate degree