Client Services Supervisor

Job Summary The position supervises the day-to-day operations of the Client Services Associates in the performance of their daily responsibilities for Local Government Investment Pools (LGIPs). Essential Duties and Responsibilities Oversee staff of Client Service Associates in their daily activities. Develop and maintain training procedures with the Manager of Client Services. Serve as primary trainer for new associates. Participate in recruiting, interviewing and hiring new staff as turnover occurs. Oversee daily activity including review of associates’ work to ensure timeliness and accuracy. Provide customer service including issue resolution and management of customer communication. Monitor client interactions of the members of the client service team and provide feedback and suggestions for improvements. Periodically perform phone call review and provide training to client service team. Develop and maintain department procedures, including at least annual review. Assist with completion of annual and semi-annual audits. Provide ongoing guidance and coaching of associates and annual performance evaluations. Perform special projects as needed and assigned. Decision Making/Difficulty Of Work The position is hands on, fast paced, detail and deadline oriented. The position requires good judgment and possess strong attention to detail. Organizational skills and management of priorities are necessary to succeed in this position. The position requires the willingness to step up and lead the team. Minimum Requirements Ability to work effectively with employees of all levels within the company. Position requires accuracy and strong attention to detail. Must be able to handle multiple tasks and prioritize appropriately. Competencies Required Computer Skills: Must be proficient in Outlook, Excel. Salesforce experience preferred. Interpersonal Skills Must be able to work closely in a team environment. Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers. Excellent customer service skills required. Must be comfortable providing feedback (positive and negative). Communication Skills Must be able to work closely with the other client service associates, analysts and management. Strong oral and written communication skills are necessary to succeed. Must be comfortable on the phone and client facing. Other Training, Education, Special Skills Required Must have a 4-year Bachelor degree, preferably in Accounting or Finance. 3+ years of experience required. Knowledge of financial markets and mutual fund industry preferred. Management experience required. Pay Range for This Role Is 75,000 - 90,000 USD per year (Colorado) #J-18808-Ljbffr PTMA Financial Solutions