Client Support Associate Manager
Core
Supervise brokerage client associates to resolve internal and external customer inquiries, complaints, and disputes while ensuring quality, compliance, and timely service delivery.
Role type
Senior IC client support associate manager (brokerage)
Builds
Customer service operations and dispute resolution processes for brokerage clients
Domain
Financial services / Brokerage / Wealth management
Deliverable
client delivery
Required skills
Customer service management, dispute resolution, policy interpretation, staffing management, talent development, risk control development, resource allocation
Preferred skills
FINRA Series 7 license, US equities/options/fixed-income market knowledge, trading desk support experience, private banking experience
Technologies
N/A
Responsibilities
Supervise associates on customer inquiries and disputes, identify service improvement opportunities, make daily supervisory decisions, collaborate with relationship managers, manage people and financial resources, mentor direct reports
Seniority
Manager, hands-on leadership