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Lead Investment Advisor Services in Downtown Montréal
Job 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...