Customer Success Manager
3 weeks ago
We are seeking a Customer Success Manager to lead a high-performing team of financial advisors in a dynamic and rewarding marketplace. As a key member of our team, you will be responsible for coaching and motivating your team to achieve exceptional results.
About the RoleThe successful candidate will have a minimum of 2 years' experience in a people management/coaching role within the financial industry. They will also possess strong understanding of operational effectiveness, proven success in business growth, and excellent community and client relationship-building skills.
Key Responsibilities- Ensure high employee engagement through talent management, development, and career planning
- Delve results through strong sales management routines and coaching ability
- Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
- Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience
- Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
- Leverage partners to establish both internal and external working relationships to support business objectives
To succeed in this role, you will need:
- A minimum of 2 years' experience in a people management/coaching role within the financial industry
- Strong understanding of operational effectiveness
- Proven success in business growth
- Excellent community and client relationship-building skills
We offer a comprehensive total rewards program, including performance-based bonuses, flexible benefits, and competitive compensation. Our leaders support your development through coaching and managing opportunities. You will also have access to a world-class training program in financial services and a collaborative dynamic culture where personal initiative and hard work are recognized and rewarded.
Estimated Salary: $65,000 - $90,000 per year-
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