Summary from listing
Eagle Strategies LLC is hiring a Manager to lead a team of Operations and Service Specialists supporting Investment Advisor Representatives and clients. The role manages staffing, schedules, call and workflow queues, service-level standards, operational and compliance issues, technology workflows, process improvements, escalated client and advisor issues, complaint requests, and new account applications. Candidates need at least five years of relevant experience, a bachelor's degree or equivalent work experience, Series 7 and Series 24 licenses within six months of hire, Microsoft Office and Excel proficiency, strong customer service and written communication skills, and flexibility for extended business hours.
