Senior Financial Services Team Lead

2 weeks ago

Manila, National Capital Region, Philippines beBeeOperations Full time ₱900,000 - ₱1,200,000

As a key member of our organization, you will play a vital role in empowering employees to transform their financial lives.

Our mission is to provide a flexible work environment that allows individuals to grow professionally and personally.

The Operations Manager for 401k Participant Services will lead a team of representatives who answer incoming phone inquiries regarding retirement plans.

Key Responsibilities:
  • Team Management: Coordinate client service inbound call center operations to ensure consistent high levels of service quality.
  • Provide ongoing coaching, feedback, and career counseling to team members.
  • Write and deliver effective performance appraisals, address team performance issues, and track attendance and leave schedules.
  • Serve as a Supervising Principal for FINRA Series 6/63 licensed representatives, familiar with all FINRA and SEC regulations.
  • Perform weekly quality monitoring on all team members.
  • Conduct monthly one-on-one meetings and ongoing coaching with staff.
  • Ensure call center statistical and quality goals are achieved/exceeded.
  • Identify trends in escalated issues and proactively address with staff.
  • Assess staffing needs, conduct prospective employee interviews, and make decisions regarding new hires.
Requirements:
  • Bachelor's degree, preferably in a business-related field.
  • Without a degree, 3 years of management experience required, preferably in a call center.
  • FINRA Series 6, 63, and 26 required within established timeframes.
  • Excellent organization, prioritization, and planning skills required.
  • Strong communication skills required.
  • Fluent in English.
  • Ability to work overnight hours.
  • FINRA fingerprinting required upon hire.

We value diversity and welcome applications from all qualified candidates.

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