обновлено 1 день назад
Client Services Supervisor
55 500 - 80 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Supervisor (Mutual Funds): Managing day-to-day client service operations, resolving complex inbound calls, and supporting projects involving mutual fund products, policies, systems, and compliance with an accent on staff development, regulatory interpretation, and controlled procedures. Focus on training and evaluating employees, implementing service model enhancements, supporting audits, and escalating operational issues.
Location: Boston; hybrid work environment with remote and onsite work
Base salary: $55,500–$80,500 per year, plus eligibility for a competitive incentive bonus.
Company
Investment Management provides investment management services and mutual fund products for individuals and institutions.
What you will do
- Manage day-to-day operations and workload for a client services work group while supporting tasks and deadlines.
- Provide product, regulatory, and technical expertise to resolve inbound client calls of varying complexity.
- Participate in projects involving mutual fund products, policies, system updates, reporting rules, and service model enhancements.
- Prepare customer service procedures and support implementation in a controlled operating environment.
- Train, coach, motivate, and develop employees; conduct staff meetings and performance appraisals.
- Support internal and external audits by answering questions and providing documentation.
Requirements
- Bachelor’s degree or equivalent experience.
- 4–5+ years of client services or equivalent experience.
- Strong written and verbal communication skills.
- Strong leadership, organizational, and interpersonal skills.
- Ability to multitask across competing initiatives and work with individuals at all organizational levels.
- Ability to train, develop, motivate, and evaluate staff.
Culture & Benefits
- Collaborative culture focused on strong ideas, compassion, and inclusive teamwork.
- Retirement contribution equal to 15% of base salary, separate from the company-sponsored 401(k).
- Education assistance, including loan support, tuition reimbursement, and access to discounted tutors and college coaches.
- Generous paid time off and fully paid maternity, parental, and caregiver leaves.
- Medical and dental plans, Health Savings Account contributions, commuter benefits, and flexible spending accounts.
- Wellness programs, mental health support, and subsidized fitness benefits.
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