Service Manager, Account Transfers

LPL Financial   •  

San Diego, CA

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 116 days ago

Essential Functions:

  • •Solidify yourself as the escalation point for your advisor’s service experience
  • •Drive results through performance management and engaging staff
  • •Act as a resource for your team, providing support with
  • •Develop staff by continuously assessing progress, identifying training opportunities and rewarding milestones
  • •Administrative management duties: leverage available technology for tracking; timecard approvals, time off requests, attendance, team budget etc.

Other Job Duties:

  • BE BALANCED- Juggle multiple tasks, while maintaining focus
  • BE PROACTIVE- Take a solution oriented approach to escalated items
  • BE CURIOUS- identify and take action on process improvements
  • BE COURAGEOUS- identify potential areas of opportunity for staff and provide ongoing coaching,
  • BE ENTREPRENEURIAL- understand your role as a business owner and strive to elevate the status quo
  • BE A MOTIVATOR- Conduct daily Huddle meetings to recognize and share new information with your staff

Minimum Requirements:

  • •Bachelor’s degree or equivalent work experience in a related discipline required
  • •5 - 7 years of call center experience working in a customer contact center environment
  • •3+ years of experience managing staff

Other Requirements:

  • •Must be flexible to work varying schedules and hours as needed
  • •Strong oral and written communication skills and the ability to work independently