Opportunity Description
Elevate your career as the Investment Advisor Services Team Lead in vibrant downtown Montréal. Focus on KPI optimization and advisor experience within a supportive hybrid work environment.
This evolving role requires a shift from a transactional focus to a performance-driven service leadership approach. You'll be at the forefront of ensuring team efficiency and quality during a period of organizational transformation, collaborating with the Middle Office to enhance advisor satisfaction.
Key Responsibilities:
• Ensure SLAs are achieved and accessibility targets met
• Manage performance in real-time, adapting resources as needed
• Analyze performance metrics and take corrective actions
• Coach team members for consistent quality delivery
• Act as the point of escalation for complex advisor issues
Requirements:
• Educational background in finance, management, or admin
• 3-5+ years in financial services or advisor support
• Experience managing or coaching t...
This evolving role requires a shift from a transactional focus to a performance-driven service leadership approach. You'll be at the forefront of ensuring team efficiency and quality during a period of organizational transformation, collaborating with the Middle Office to enhance advisor satisfaction.
Key Responsibilities:
• Ensure SLAs are achieved and accessibility targets met
• Manage performance in real-time, adapting resources as needed
• Analyze performance metrics and take corrective actions
• Coach team members for consistent quality delivery
• Act as the point of escalation for complex advisor issues
Requirements:
• Educational background in finance, management, or admin
• 3-5+ years in financial services or advisor support
• Experience managing or coaching t...
Ready to Apply?
Submit your application for Lead Investment Advisor Services in Downtown Montréal at Recrute Action
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