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Osaic · 1 day ago

Advisor Support Supervisor - Client Services

Oakdale, MN

Full-time

Hybrid

Mid, Senior Level

$60K/yr - $68K/yr

2+ years exp

Osaic is a company in the financial services sector, and they are seeking a Supervisor of Client Services to lead a team that supports orphaned accounts. The role involves managing client service agents, ensuring quality service delivery, and addressing operational challenges.

Business DevelopmentFinancial ServicesWealth Management

Responsibilities

Lead a team of Client Services agents that will support and service Osaic’s orphaned accounts

Set team goals, establish vision and take action to achieve goals

Effectively coach, in a diversity of ways, to drive team results for client satisfaction, service, quality, and productivity aligned to department objectives

Provide timely coaching, training, and total performance management

Support the entire Client Services team with real time help floor walking and being support to team members who need additional coaching

Assist with client services processing tasks as needed to ensure timely and accurate handling of requests

Support the client team chat channel, answering team member questions real time

Develop and maintain internal relationships

Identify and take responsibility for addressing operational and organizational challenges that impact the team

Effectively adopt changing business needs and guide employees through shifting priorities

Qualification

Client Services ManagementCustomer Service SkillsFINRA Series 7 LicenseCRM ExperienceSalesforce ExperienceCoaching SkillsOral CommunicationWritten CommunicationOrganizational SkillsTeam Leadership

Required

Minimum high school diploma or equivalent is required

Minimum 2 years related experience within the industry, interfacing regularly with clients or financial professionals

Experience and comfort level with engaging and supporting the needs of clients with complex expectations

Exceptional oral and written communication skills with a strong attention to detail

Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of client dedication

Outstanding professional presence and positive customer service attitude

Successful track record of customer-centric decision making

Ability to cope with and persevere through frequent and unexpected changes

Excellent organizational skills, with the ability to handle multiple tasks

Preferred

At least 2 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition

Bachelor's degree in business, Finance or related field is preferred

CRM experience / Salesforce experience

Completion of FINRA SIE exam

FINRA Series 7 license, other FINRA licenses