Operations Manager, Client Experience
Smithfield, Texas, United States of America
Full Time
1 week ago
Visa Sponsor
Key skills
CommunicationTime Management
About this role
Role Overview
- Coordinate and supervise Transaction Service Representatives (TSR) for Westlake Custody
- Responsible for direct TSR management, reporting, overtime needs, scheduling
- Provide daily coaching around transaction processing, productivity and quality
- Lead a team addressing high volume ops activity, specialized processing projects
Requirements
- Bachelor's Degree with 2+ years Brokerage Operations experience OR 5+ years Brokerage Operations experience required
- Strong CE Custody brokerage workflow knowledge required
- Series 7 Required
- Series 24 Preferred
- Strong people management skills
- Strong communication / interaction skills
- Ability to juggle multiple time-sensitive, competing priorities
- Strong customer service skills
- Strong organization and time management skills
Benefits
- Flexible work arrangements
- Professional development opportunities