Director/Senior Director, Client Service Operations

JOB OVERVIEW

The Director/Senior Director, Client Services provides strategic leadership and oversight to the Client Services department to ensure the company adheres to prescribed service standards. Develops and executes strategic initiatives to enhance the client experience and collaborates with internal departments to ensure client service aligns with organizational objectives. Oversees cost effectiveness, productivity, and the delivery of client support procedures to nurture continuous improvement.

RESPONSIBILITIES & DUTIES

• Develops an overall vision for the Client Services department, setting clear goals and strategic initiatives, and establishing service standards that align with organizational goals

• Collaborates with senior leadership to identify client service opportunities and develop processes for achieving service results that support organizational objectives

• Implement strategy and tactics to drive the necessary changes to improve operating and organizational efficiencies

• Provides actionable insights and strategic direction to client service leadership to efficiently achieve operational goals and objectives

• Oversees the management of Client Services, including staffing, training and development, problem solving, identification of team needs, and department budget

• Develops service-level standards focused on response time and issue resolution

• Establishes policies and procedures to produce high quality customer service delivery and reflect industry best practices

• Manages metrics, performance criteria, policies and procedures to continuously improve the client experience

• Analyzes and summarizes data and trends and formulates strategies to mitigate issues and presents to Executive Committee

• Uses customer insight and root case analytics to identify companywide improvements and presents to relevant stakeholders and Executive Committee

• Identifies new tools and technologies to better service the client

• Utilizes existing tools and recommends novel means to assist with the automation and optimization of client information, queues, and workflows

• Acts as the voice of the client across the company

• Coaches, mentors, and develops team members and uses feedback to improve processes such as new associate onboarding and career development planning

• Leads associates to meet company expectations for productivity, quality, continuous improvement, and goal accomplishment

• Maintains transparent communication by sharing appropriate organizational information through department meetings and one-on-one meetings, email and regular interpersonal communication

• Performs other duties as assigned

QUALIFICATIONS

• Minimum 10 years of experience in a fast-paced call center manager role, preferably in financial services

• Bachelor’s degree in Business Administration or related field; Master’s degree preferred

• Proven and successful experience driving positive change and influencing enhanced performance in a customer support department

• Established record of exceeding targets, KPI’s and SLA’s in a quality lead and compliant environment

• Proven and successful experience mapping customer journeys and creating customer support strategies

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

• Deep understanding of aligning departmental targets with the business KPIs

• Demonstrated proficiency in Microsoft Office

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Strategic Mindset • Courage

• Drives Results • Develops Talent

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.