9 часов назад
FINRA Certified - Call Center Supervisor (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
FINRA Certified - Call Center Supervisor (Financial Services): Leading and developing customer service representatives supporting insurance and financial services operations with an accent on FINRA compliance, performance management, and service quality. Focus on coaching teams, resolving complex customer escalations, monitoring KPIs and call evaluations, and maintaining regulatory and CRM documentation standards.
Location: Fully remote within the United States; USA - Tennessee, any city. Flexibility may be required to support different time zones or business needs.
Company
delivers enterprise technology, software, managed infrastructure, application modernization, and industry-specific solutions, including AI-driven insurance platforms and business process services.
What you will do
- Supervise, coach, and develop a team of Customer Service Representatives supporting insurance and financial services operations.
- Monitor KPIs, quality assurance metrics, call evaluations, and overall service performance.
- Develop customer service strategies, policies, and procedures to improve efficiency and service quality.
- Provide training and mentorship on compliance, systems, and product knowledge.
- Manage complex customer escalations and collaborate cross-functionally to maintain a consistent customer experience.
- Maintain accurate CRM documentation and stay current on regulatory, industry, and product updates.
Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field, or equivalent experience.
- 3–5 years of customer service experience, preferably in insurance, banking, or financial services.
- Proven leadership experience coaching and developing teams.
- Strong understanding of financial services regulations, compliance standards, audit controls, and client interaction requirements.
- Active FINRA licenses, such as SIE, Series 6 and/or Series 7, and Series 63 and/or Series 65/66, with the ability to maintain and renew them in good standing.
- Excellent communication, interpersonal, problem-solving, prioritization, Microsoft Office, and CRM skills.
Culture & Benefits
- Fully remote work within the United States.
- Flexibility to support different time zones and business needs.
- Inclusive environment focused on strong connections, community, wellbeing, productivity, and individual work styles.
- Equal employment opportunity and workplace accommodation support.
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