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Service Delivery Team Lead
2 months ago
Job Summary:
We are seeking a highly motivated and experienced Service Delivery Team Lead to join our team at NBC. As a Service Delivery Team Lead, you will play a vital role in ensuring the highest quality of customer service to our clients.
Key Responsibilities:
- Be the first point of escalation for the Account Manager (AM's)
- Act as interim Service Delivery Manager when necessary and be the primary resource for the AM's
- Assist with the interview process for all new AM job postings and then take the lead for the employee onboarding process and work with internal trainer to coordinate a seamless integration into the company
- Provide on the spot coaching for all AMs on the team and assist in semi-annual and Annual job evaluations
- Review and action all AM vacation requests to always ensure proper coverage
- Participate in all Product development and act as an advocate for all new applications with both internal partners and our end clients
- Possess in-depth knowledge of the structure, procedures, and systems utilized within client firms, NBC, and support areas
- Build and maintain superior relationships with NBC internal and Operational partners
- Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the goal of continually improving our service delivery and client satisfaction
- Act as a liaison with the various operational areas within NBC to ensure tasks are completed in a proactive and timely manner
- Provide AMs with guidance on NBC policies, procedures, and training that directly impact our business
- Act as lead on Service strategic initiatives which includes planning, executing, and implementing
- Maintain Service Delivery's Teams folders as well as a calendar for training, communications, and events
- Identify and maintain good resource repository for the team and clients
- Approve all cash disbursements between $251K - $1MM
Requirements:
- University degree
- Three to five years' experience in a brokerage/service role
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) an asset
- Knowledge of the regulatory and legal aspects of the industry
- Strong aptitude to influence (to lead by example)
- Self-starter with the ability to work independently and within a team environment
- Highly motivated and enthusiastic individual who demonstrates can-do attitude with the ability to manage multiple priorities in a fast-paced environment
- Customer service-oriented, and strong relationship management and interpersonal skills
- Strong verbal and written communication skills
- French language an asset