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Team Leader, Client Service Center

2 months ago


Laval, Quebec, Canada Croesus Full time

About Croesus

Croesus is a leading provider of innovative wealth management solutions, empowering professionals to improve productivity, make informed decisions, and enhance client relationships. Our mission is to deliver a superior experience to clients, users, partners, and employees, while having a positive impact on the community.

Job Summary

We are seeking a highly skilled Team Leader to oversee the Client Service Center, ensuring exceptional service delivery to clients using our software solutions. The ideal candidate will inspire high performance, create a positive and creative work environment, and lead a team of Analysts, Applications, and Data specialists.

Key Responsibilities

  1. Team Supervision
  • Manage, motivate, and evaluate team members to ensure high performance and job satisfaction.
  • Organize and conduct team meetings to discuss goals, progress, and challenges.
  • Manage team members' schedules and absences to ensure adequate coverage.
  • Provide ongoing training and development opportunities to enhance team skills and knowledge.
  • Ensure information transfer and knowledge sharing among team members to promote collaboration and best practices.
  • Represent user needs to key committees and influence strategic decisions to meet user needs.
Quality Client Service
  • Monitor the quality of client interactions, including calls, emails, and chats, to ensure exceptional service delivery.
  • Analyze key performance indicators (KPIs) and take corrective action to improve service quality.
  • Monitor service KPI surveys and follow up with respondents and analysts to ensure client satisfaction.
  • Handle client complaints and requests in a timely and professional manner.
  • Ensure overall client satisfaction and loyalty.
  • Act as the first point of contact for out-of-hours incidents and provide timely support.
Team Performance
  • Set individual and team goals to align with business objectives.
  • Implement strategies to meet performance goals and improve team productivity.
  • Monitor results and adjust actions as needed to ensure team success.
  • Provide regular performance reports to stakeholders.
  • Collaborate with other teams to solve problems and improve the client experience.
Resource Management
  • Participate in the recruitment and onboarding of new employees to ensure a smooth transition.
  • Manage conflicts and performance issues within the team to maintain a positive work environment.
  • Ensure that the team has the necessary resources to function effectively and promote a collaborative work environment.

Requirements

We are looking for a candidate with the following profile:

  1. University degree in a relevant field, such as administration, management, or communications.
  2. Minimum 5 years of experience in customer service, preferably in a call center environment.
  3. Minimum 2 years of experience in team supervision.
  4. Experience in the retail financial sector is an asset.
  5. Proficiency in IT tools, including Google Workspace and Atlassian Suite.
  6. Knowledge of SQL is an asset.
  7. Excellent verbal and written communication skills in English and French.
  8. Ability to build healthy working relationships with clients and colleagues.
  9. Proven leadership skills and ability to positively influence and mobilize.
  10. Ability to work under pressure and manage priorities.
  11. Organizational skills, thoroughness, and attention to detail.
  12. Ability to analyze and quickly understand technical requirements and translate them into functionality.
  13. Ability to conduct meetings and make presentations.
  14. Ability to communicate ideas and tailor them to the audience.
  15. Ability to streamline processes.
  16. Proactivity.