Customer Experience Manager, Trump Accounts
Core
Lead a high-performing customer-facing team to provide exceptional support on complex financial topics like ETFs, investments, and market mechanics while serving as a subject matter expert.
Role type
Senior Customer Experience Manager (Team Lead)
Builds
World-class client support experience across Core Services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, FINRA licensing, Equities expertise, Corporate actions knowledge, Retirement accounts expertise, Investor education, Performance management, Change management
Preferred skills
Mentorship, Ambiguity navigation, Organizational change leadership
Technologies
AI tools
Responsibilities
Coach and develop a team of customer experience professionals, Respond to complex customer issues and serve as an escalation point, Support team with expertise in investment-related topics, Cultivate a positive, inclusive team culture, Guide team through change with effective communication, Ensure performance targets are met