Wealth Management-Digital Operations – US Deposits Back Office-Analyst

Role Overview

We are looking for an experienced Operations Team Leader to join our growing customer support team. The role will involve leading, managing and supervising a team of 15-18 representatives, monitoring and evaluating their performance, and providing training and direction to help the team achieve departmental goals and objectives.

What You Will Do

The Operations Team Leader will be responsible for leading the day-to-day operations of the team, monitoring cases, and working closely with the QA teams to manage ongoing professional and personal development of operations team members. They will also provide hands-on assistance to team members and serve as an escalation point for customer issues and complaints.

Why It Might Be a Fit

The ideal candidate will have a passion for customer service, strong people management skills, and experience in a customer support or operations environment. They will be able to lead teams, drive performance standards, and motivate and develop staff.

Requirements

• Minimum of 3 years management experience within customer service environment
• Proven ability to lead by example, with a positive attitude
• Ability to lead teams and drive performance standards
• Good interpersonal skills and strong customer focus
• Excellent analytical and problem-solving skills
• Ability to lead teams, juggle across various workstreams and drive performance standards
• Good leadership skills and the ability to motivate and develop staff

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or retirement plan
• Stock options
• Paid time off
• Wellness programs
• Mindfulness programs