Client Service_Operations Supervisor (Night Shift) - Parametric
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Job Description
Structured overview of role & requirementsAbout This Role
Oversee daily operations of a 4-7 person Client Service team handling Financial Advisor queries, ensuring timely and accurate task completion.
Act as primary escalation point for operational issues, mitigating risk and ensuring compliance with internal controls and policies.
Manage staffing, training, coaching, workload distribution, and process improvements to enhance operational efficiency and client service quality.
Minimum Requirements
Bachelor’s Degree (finance or accounting concentration preferred).
8+ years experience in financial services industry with strong operational knowledge.
2+ years supervisory experience preferred.
Work Experience Required: 8+ years in financial services operations.
Ideal Candidate Profile
Experienced leader with proven ability to manage and develop operational teams in financial services.
Risk-aware with strong organizational skills and ability to prioritize multiple projects in fast-paced environments.
Effective communicator adept at liaising with internal and external stakeholders and handling high volumes of correspondence.