Client Service Manager (lic) 3

• Company

  Wells Fargo

• Location

  USA-UT-Salt Lake City

• Remuneration

  99,000

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  23-Oct-2013

• eFC Ref no

  1297492

Responsible for, directly and through subordinates, managing client support servicing for multiple teams within a brokerage contact cent...

Responsible for, directly and through subordinates, managing client support servicing for multiple teams within a brokerage contact center. May directly manage the support for specialized and/or complex brokerage and financial products. Duties include: leading managers of contact center teams in providing support services; creating initiatives and goals to increase customer service and satisfaction; analyzing operations for profitability and efficiency and initiating changes and improvements; may direct the creation and implementation of training; developing and overseeing special projects related to new product development, creating cross-sell programs and goals in support of strategic business plans. Assesses and ensures mitigation of complex risks to the business. Will oversee and ensure continual focus on process improvements and efficiencies within the Client Contact Center. Participate in strategic and tactical goal development. Will have accountability for implementing strategic direction and achieving goals

Basic Qualifications

7+ years client service or related business experience and 3+ years management experience. Series 7, 63, 9, and 10 (or equivalent) licensure required.

Minimum Qualifications

Expert operational understanding and experience in customer service/client support servicing initiatives and strategies. Strong leadership skills with proven ability to assess issues, make quick decisions, implement solutions and influence change. Strong change management skills. Exceptional customer orientation and ability to balance needs of clients, shareholders and team members. 3+ years of management experience within a customer call center/ contact center preferably in financial services, with demonstrated ability to organize and manage multiple priorities and achieve results through others.
3+ years of experience working in the securities industry.
Excellent interpersonal and communication skills as demonstrated by the ability to communicate with all levels within Wells Fargo Advisors, write clear, concise memos, facilitate staff meetings and deliver presentations.
Strong problem solving and decision-making skills.
Demonstrated change management skills with the ability to grow a highly efficient team. Exceptional customer orientation and ability to balance needs of team members, clients and shareholders.
Demonstrated ability to partner with multiple business channels to deliver efficiency gains and ensure goal alignment.
Strong financial acumen and fiscal responsibility.
Ability to leverage diversity and develop next level management team.
FINRA Series 7,63, 9 and 10.

Preferred Skills

Bachelor s Degree

Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V. © 2013 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.