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Operations Manager

3 months ago

Cincinnati, United States Bison Financial Group Full time

**REQUIREMENTS**:

- Self motivated and organized
- Proficient in computer usage and Microsoft Office programs, especially Outlook and Excel
- Positive, pro-active “can-do” attitude
- Strong attention to detail
- Strong written and oral communication skills
- Ability to multi-task
- Ability to think on your feet and be resourceful
- Team player
- Comfortable taking direction
- Engaged, polished, and professional
- Basic mathematical skills
- Customer service experience
- Flexibility to work early mornings/late evenings/weekends as needed
- Ability to travel between offices on a bi-weekly basis
- **Understands that results are the proof of a job well done**

**JOB TASKS**:

- Supervise the Support Team staff (Client Service Specialists) in their day-to-day tasks
- Delegate operational tasks through a variety of communication channels (Salesforce, bisonfg,binbox, etc.)
- Provide support to the Operations Manager when needed (Advisor on-boarding, tech support, etc.)
- Manage company-wide office & event inventory (ordering supplies, use of Ops credit card & reconciliation, etc.)
- Hiring and on-boarding of Support staff
- Provide excellent and professional customer service to clients via phone and in-person
- Resolve customer complains proactively
- Maintain/enforce client confidentiality when speaking with clients, Financial Advisors, outside investment companies, non-clients, etc.
- Keep detailed notes of client contact, FA instruction, and follow-ups on assigned tasks
- Communicate promptly with Operations Manager/Management regarding mistakes and potential problems
- Maintain/enforce high level of accuracy regarding client forms, account/investment plan reports, procedure, etc.
- Perform client transactions (asset movement, check deposits) and prepare account forms in organized and timely manner
- Learn and comply with all Bison/Ameriprise Financial procedures and policies

**JOB KNOWLEDGE & SKILLS**

As required to satisfy the needs of the position

**CRITICAL RELATIONSHIPS FOR CLIENT SERVICE MANAGER**
- Chief Financial & Operations Officer
- Senior Vice President
- Lead Client Service Specialists
- Financial Advisors
- Business Development Manager

**JOB SPECS**:

- 45-50 hours/week
- Salaried (paid bi-monthly on 16th and 30th/31st)
- Monday-Friday (8 am-5 pm) and weekends when necessary
- PTO and Paid Holidays
- Employee Simple IRA retirement plan
- Health, Vision, and Dental Insurance
- Vibrant Community Program

Pay: $55,000.00 - $70,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Volunteer time off

Compensation package:

- Performance bonus

Schedule:

- 8 hour shift
- On call

Ability to Relocate:

- Cincinnati, OH 45202: Relocate before starting work (required)

Willingness to travel:

- 25% (required)

Work Location: In person