Money Movement Services Manager

TIAA•Frisco, TX

1d•$71,700 - $114,000•Onsite

About The Position

The Customer Service Manager, Licensed oversees that customer questions are answered in an efficient and effective approach. As a licensed professional, this job supervises a team of Customer Service professionals and ensures that customers who call with questions or issues receive superior customer service. This job also interacts with customers by providing hands on support for escalated issues.

Requirements

Must have Series 6 or 7; Series 63 ; Series 26 or 24 and Life and Health Insurance (Resident State)
Experience in managing associates and exceptional leadership skills

Nice To Haves

Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment
Ability to multitask in a fast paced high intensity environment while managing time and case work simultaneously
Proven organizational and analytical skills with high attention to detail
Excellent verbal and written communication skills
Bachelor’s degree preferred
Additional non-resident licenses may be needed preferred
FINRA Series 63 is preferred

Responsibilities

Maintains customer satisfaction through the management and development of Customer Service professionals.
Interacts with customers regarding escalated issues on a daily basis, responding to their questions and guiding them to the appropriate service.
Reviews customer complaints and Customer Service metrics to identify ways to improve quality of service.
Plans and schedules levels of support to ensure proper advancement of customer queries that require knowledge that is more advanced.
Assists in the development of strategic Customer Service and technical support initiatives.
Sets goals and objectives for team members for achievement of Customer Service operational results.
Ensures Customer Service policies, practices and procedures are understood and followed by direct reports.