Senior Manager managing the Service Centre team for Aviso Wealth. Focusing on optimizing client onboarding and service delivery while enhancing team capabilities through training and development.
Responsibilities
Actively work with the non-contact team for metrics, quality, workforce management, and training delivery to your team.
Ensure effective implementation of a service quality and process efficiency program to optimize client onboarding and client experience resulting in higher NPS scores and SQM Survey results and other ranking agency scores
Work directly with Managers and Senior Managers in Operations and Compliance to find scalability and efficiency in processes
Coordinate onboarding and ongoing development programs for reps in conjunction with the non-contact team
Ensure top quartile delivery of service to Premier clients and ongoing expansion of that client base
(QDI) Determine any service or trading policy changes for Active Trader or High Net Worth clients
(QDI) Trading Manager to ensure trading activity is in compliance with credit and compliance rules. Set strategy for Investment Representative training and development
(QDI) Set strategy on system, policy, error mitigation and procedural improvements to mitigate trade risk
Ensure a continuous improvement culture whereby the manager and supervisor project a client first focus for their reps
Requirements
Post-Secondary degree – business/management area preferred
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