Manager, Saver Services
Core
Lead a hybrid team of onshore and offshore service associates providing front-line support to clients via email, chat, and phone for a fintech savings platform.
Role type
Manager, Client Service Operations
Builds
Front-line support channels (email, chat, phone) for retirement, education, and healthcare savings products
Domain
Financial Technology (Fintech) / Savings & Benefits
Deliverable
client delivery
Required skills
Team leadership, performance management, service delivery oversight, process improvement, data analysis, problem-solving
Preferred skills
Helpdesk and CRM platforms (Zendesk, Jira)
Responsibilities
Lead and mentor a team of 12-15 client service professionals; Set performance expectations and track key metrics; Ensure timely and accurate responses to inbound client inquiries; Oversee processing of plan documents and distribution requests; Analyze inquiry trends to identify service improvements; Collaborate with product and operations teams to refine workflows
Seniority
Manager, hands-on leadership
