Back

Sr Mgr Client Service Team

EmpowerEmpower·Financial Technology

Apply effort

<60 sec

via Aplyr Quick Apply

Posted

80 days

01

About the role

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Sr Manager Client Service Team is responsible for the leadership of a team of Associate and Lead Associate Client Service Managers directing the activities of client services teams. The Manager formulates objectives and priorities and implements strategies/action plans with the long-term business and competitive interests of the organization.

What you will do

  • Direct the service operations, ensuring the delivery of high-level service to internal and external clients
  • Improve team/organizational performance through analysis of issues/problems and work with peers to develop plans for improvement
  • Anticipate and act in advance to deal with expected issues
  • Meet organization objectives and determine how to use resources to meet schedules and goals
  • Responsible for business retention, expense management, monitoring of service quality, monitoring of Securities Compliance processes and procedures and ensure SOX procedures are followed
  • Recommend changes to policies and establish procedures that affect immediate organization
  • Track, analyze and report key department statistics to determine trends and recommend strategic action
  • Perform duties inherent in a managerial position

What you will bring

  • Bachelor’s degree, preferably in Business, Finance or a related field or an equivalent combination of education and experience
  • 8 - 10 years financial services experience
  • Demonstrated leadership skills
  • FINRA fingerprinting required upon hire

What will set you apart

  • Previous supervisory experience preferable in a related industry and/or call center experience
  • Knowledge of Microsoft Word, Excel, and PowerPoint
  • Previous experience presenting to large groups and/or individuals
  • Excellent written and verbal communication skills
  • Able to multi-task, prioritize, and problem-solve effectively

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

02

Aplyr's read

Empower is a fintech company focused on personalized financial planning and investment management, attracting professionals in finance and technology roles.

Synthesized from recent postings & public sources

What's promising

  • •Empower offers personalized financial planning, attracting clients seeking tailored investment solutions.
  • •The company is expanding its workforce, indicating growth and stability in the fintech sector.
  • •Empower's focus on data governance and automation highlights its commitment to technological advancement.

What to watch

  • •The fintech industry is highly competitive, posing challenges for market differentiation.
  • •Rapid growth may strain resources and impact employee work-life balance.
  • •Limited public information about company culture and employee satisfaction.

Why Empower

  • •Empower specializes in combining financial planning with advanced technology for personalized client solutions.
  • •The company emphasizes roles in data governance and automation, showcasing a tech-driven approach.
  • •Empower's diverse hiring across finance and tech roles suggests a multidisciplinary team environment.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About Empower

Empower is a financial technology company that provides personalized financial planning and investment management services to help individuals achieve their financial goals.

04

Similar roles