Financial Services Director

6 days ago


San Diego, California, United States Core Compliance & Legal Services, Inc. Full time
Responsibilities
  • Oversight of quality assurance and consistency in deliverables and client experience
  • Ongoing review and improvement of workflow, team efficiencies, and sales initiatives
  • Implementation of Core Compliance strategic initiatives and execution thereof
  • Development of existing technologies, software, and training needs to deploy superb customer servicing and retention
  • Oversight of KPIs and presentation of such to Executive Management
  • Management and deployment of new client deliverables


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