TRC Talent Solutions · 1 hour ago
Sr. Manager, Call Center
TRC Talent Solutions is working alongside a rapidly growing wealth management firm, seeking a Director of Advisor Support in La Vista, Nebraska. This role involves leading a team of Advisor Support professionals, ensuring exceptional customer experience, operational efficiency, and team engagement while driving continuous improvement across all service channels.
Management Consulting
Responsibilities
Develop and execute the call center’s strategic plan aligned with corporate goals, customer experience standards, and growth objectives
Oversee workforce planning, budget management, and forecasting to ensure operational efficiency and cost control
Lead, coach, and mentor a management team including call center managers, supervisors, QA, training, and workforce management functions
Foster a positive, high-performance culture with a focus on accountability, employee engagement, and professional development
Ensure daily operations meet or exceed service-level goals including quality, productivity, adherence, and customer satisfaction targets
Monitor and analyze operational metrics, identifying trends and executing action plans to improve performance
Champion a customer-first mindset and ensure consistent high-quality service delivery
Lead initiatives to improve customer satisfaction (CSAT), Net Promoter Score (NPS), and First Contact Resolution (FCR)
Partner with product, risk, marketing, and technology teams to improve processes, eliminate friction points, and enhance the customer journey
Effectively adopt changing business needs and guide employees through shifting priorities
Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration
Qualification
Required
Minimum 5 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
Bachelors degree; high school diploma with extensive experience may be considered
Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
Outstanding professional presence and positive customer service attitude
Successful track record of customer-centric decision making
Ability to cope with and persevere through frequent and unexpected changes
Excellent organizational skills, with the ability to handle multiple tasks
Preferred
At least 10 years management experience
Extensive experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
Completion of FINRA SIE exam
FINRA Series 7 license, other FINRA licenses
Company
TRC Talent Solutions
TRC Talent Solutions is a full-service talent solutions provider with over 40 years of industry experience.