About The Position

Manages a medium to large-sized team or multiple small Client Processing teams. Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution. Manages Client Processing activities through other managers or a large team of senior professionals. Serves as a top level of support for external clients who were not able to have problems resolved at a lower level. Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented. Identifies and implements process improvements to improve the experience for all stakeholders. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Provides input into departmental budgets and planning. May develop business plans for team/group operations. Manages one or more Client Processing teams. Contributes to the achievement of team objectives.

Requirements

  • Bachelors degree or the equivalent combination of education and experience is required.
  • 7-10 years of total work experience is preferred.
  • 1-3 years in management.
  • Applicable local/regional licenses or certifications as required by the business.

Nice To Haves

  • Advanced/graduate degree preferred.
  • Experience in brokerage processing is preferred.

Responsibilities

  • Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution.
  • Manages Client Processing activities through other managers or a large team of senior professionals.
  • Serves as a top level of support for external clients who were not able to have problems resolved at a lower level.
  • Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented.
  • Identifies and implements process improvements to improve the experience for all stakeholders.
  • Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
  • Provides input into departmental budgets and planning.
  • May develop business plans for team/group operations.
  • Manages one or more Client Processing teams.
  • Contributes to the achievement of team objectives.

Benefits

  • We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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