✨ About The Role
- Responsible for coaching and developing a team of Product Ops. Specialists/Associates to support daily transactions for retirement savings
- Manage escalations and complex issues to resolution while establishing quality KPIs and targets
- Develop scorecards for the team and identify process improvements to enhance productivity and quality
- Investigate technology issues, work on process enhancements, and ensure excellent customer service
- Collaborate on staffing and training needs, participate in cross-functional initiatives, and balance workload within and across teams
⚡ Requirements
- Bachelor’s degree or equivalent experience with 3 years of experience in Contact Center or Financial Services Management or related position
- Strong leadership skills with a passion for coaching and developing team members
- Excellent interpersonal communication skills and ability to use data to inform business decisions
- Meticulous attention to detail and love for process improvement
- Self-driven individual with a joy for learning new programs, systems, and tools