Client Service Supervisor Job Description
Client service supervisor
provides the delivery of world class customer service to our annuity, equity, fixed income, and mutual fund clients.
Client Service Supervisor Duties & Responsibilities
To write an effective client service supervisor job description, begin by listing detailed duties, responsibilities and expectations. We have included client service supervisor job description templates that you can modify and use.
Sample responsibilities for this position include:
This position is responsible for the supervision of the Client Service function provided to our clients
Responsible for the day-to-day client service areas of the front office and internally with departmental relations
Staff files, updates and record keeping
Ensure submission of proper timekeeping and paperwork
Oversees account team work quality and operational performance, ensuring deadline adherence, reaction to industry trends and ensuring plan execution maps to client objectives within budget
Demonstrates writing excellence when crafting internal and client correspondence, communications plans, press materials, new business proposals
Champions integration of teams
Demonstrates understanding of core financial constructs, including revenue, profitability, pricing structures, utilization, realization, budgeting and forecasting and how these play into office-wide revenue targets
Tracks and monitors project financials (e.g., budget vs
Ensures performance expectations, career development plan and goals are set and reviewed regularly, including during performance review process for all direct reports
Client Service Supervisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Supervisor
List any licenses or certifications required by the position: CPA
Education for Client Service Supervisor
Typically a job would require a certain level of education.
Employers hiring for the client service supervisor job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Business, Associates, Healthcare, Social Services, Nursing, Management, Finance, Accounting, Education, General Education
Skills for Client Service Supervisor
Desired skills for client service supervisor include:
Client service and communication center operations
Excel
Corporate actions
Equity
Fixed income
Alternative fund specific investor reporting standards
Bloomberg and Reuters
Derivative investments
Private Equity
Public/Private Debt Funds
Desired experience for client service supervisor includes:
Minimum of 2 years of knowledge and experience with mechanical and/or electrical systems
Familiarity or experience with Automation / Fire / Security systems preferred
The schedule for this position will be based on the needs of the business
Minimum 2-5 years financial services industry experience at a broker/dealer or registered investment advisory firm
Series 7, 63, and 24 is required, or must be obtained within first 6 months of employment
Series 65 or 66 is preferred
Client Service Supervisor Examples
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Client Service Supervisor Job Description
Job Description Example
Our company is hiring for a client service supervisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service supervisor
- Shares Edelman’s intellectual property (e.g., Trust Barometer) with clients as applicable
- A collaborative environment that enables you to step outside your role to add value wherever you can
- Reviews Release of Information requests for validity according to applicable state or federal statutes
- Partnering and communicating with all members of the clients circle of care which may include family members, assigned Power of Attorney/spokesperson, community partners and related agencies
- Initially -- Project Manage and Supervise new site ramp-up
- Completes release of information requests including retrieving patient’s medical charts and returning charts, copying/scanning medical records accurately and correctly, according to requests, established procedures, and established standards of quality and productivity
- Ability to maintain regular attendance and punctuality as scheduled
- Works within scope of position and direction
- Maintains confidentiality, information security and ethical behavior when handling all Company and medical records information during transport, storage and disposal
- Provide feedback to management concerning possible problems or areas of improvement performance of team
Qualifications for client service supervisor
- Understand simple and complex maintenance planning
- Understand how to identify, estimate and propose small work
- Bachelor’s Degree in Finance or related field preferred, or equivalent industry experience
- Ability to effectively lead and motivate a team towards accomplishing common goals
- Excellent client service and communication skills required
- Must be able to frequently travel
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Client Service Supervisor Job Description
Job Description Example
Our innovative and growing company is hiring for a client service supervisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service supervisor
- May be responsible for appropriately staffing the Teller line
- Send client thank you notes every day
- Provides excellent customer service by being attentive and respectful
- Bring a data driven approach to everything you do – think about what success looks like based on client goals, digital best practice through to operations and finance
- Find, move and grow opportunities through existing and new client relationships, industry opportunities and cross network partnerships
- Serve as a key escalation point of contact for external clients with regard to daily servicing inquiries
- Work closely effectively with internal departments and develop key internal relationship to ensure timely resolution of client inquiries and improvement of service levels
- Build good relationship with client’s day-to-day counterparts
- Keep track of attendance, daily performance, paid time off, sick time
- Acquire an in-depth understanding of the local subcustodian requirements in assigned markets the implications and consequences if requirements and/or processes are not provided
Qualifications for client service supervisor
- Engage with each client by consistently offering a friendly greeting, involving the client in a conversation and genuinely thanking the client
- Work with Banking Center Manager to assist in proactively reaching out to current clients
- Two or more years of community service or client service experience
- Two or more years of general office and computer experience
- Must be able to function well with pressure, make decisions quickly and manage confidential information
- Ability to manage large projects, teams, on multiple sizable accounts
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Client Service Supervisor Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of client service supervisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service supervisor
- Partner with Team Manager and Human Resources to monitor and assist staff as needed with work progress (direction on daily activities, assignments, workload reallocation, ) in a timely manner
- Review and approve scheduled time off to ensure proper staffing levels are met
- Coordinate and supervise daily / weekly / monthly activities of a team members
- Provide coaching, feedback and annual performance reviews formal corrective action
- Coordinates, supervises and is accountable for the daily activities of business support, technical or production team or unit.- Impact of work is most often at the team level
- Live in the social platforms – understand and articulate best practices based on business need
- Deeply understand the ad products available from Facebook, Instagram, Twitter, Pinterest, and be able to articulate best practices for producing content for each of these placement types
- Manage multiple, urgent projects with the ability to manage up and down, to ensure the team meets deadlines and stays on budget
- Take minimal client input briefs and advise how social can add tangible value in solving specific business challenges
- Build trusting client relationships across the organization, navigating client approval processes and structure
Qualifications for client service supervisor
- 4-year business degree is preferred (or the equivalent in related work experience)
- Minimum two years previous call center experience
- Act as a trusted client advisor and candidate advocate, leveraging our leading-edge recruitment strategies and tools to meet and exceed recruitment goals and client expectations
- Review resumes/applications, screen and interview qualified candidates, facilitate skills evaluations
- Build and develop relationships with HR Managers, Executives, Plant Managers, Production Supervisors and Operations Leaders
- Complete quality calls and service reviews with customers
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Client Service Supervisor Job Description
Job Description Example
Our company is looking for a client service supervisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service supervisor
- Internalize and own client product benefits and articulate in consumer-friendly language
- Cultivate strong, cross-practice client relationships to develop opportunities to grow business with existing and new potential clients
- Make workflow improvements
- Serve as a key point of contact for external clients with regard to daily account opening inquiries
- Assist Assistant Hospital Manager with day to day operations
- Provide full support to the customer business objectives while following best customer service practices
- Coaching, training, motivating and retaining the best talent in a performance-driven organization
- Document and standardize relevant Capacity Measurements, Engineering processes and stats reporting
- Analyze, evaluate, and communicate network capacity and performance data with the objective of driving improvements to the customer experience
- Evaluate all network failures at L1/2/3 and develop plans to remedy single point of failures and drive prevention of future issues
Qualifications for client service supervisor
- You want to work in a collaborative environment where you can learn and build your skills
- You thrive in a fast-paced environment where you can impact and benefit people's lives
- Two or Four-year college degree or 5 years of equivalent business experience
- Good planning and organizational skills necessary to achieve business
- 3 to 5 years of industry experience, supervisory experience, a plus
- Prior experience delivering services to the elderly, disabled, or developmentally disabled preferred A
5
Client Service Supervisor Job Description
Job Description Example
Our growing company is hiring for a client service supervisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service supervisor
- Complies with all Company Policies, specifically, attendance and punctuality
- Attends mandatory employee in-service meetings and/or training sessions, if so directed
- Serve as a key point of contact for external clients with regards to daily servicing inquiries
- Maintenance planning – facilitates detailed maintenance plans to meet contractual obligations
- Account management – from an execution perspective, ensures all contract obligations are met for assigned thresholds
- IBase Administration – drive high quality data for installed equipment
- Service agreement renewals – manage on-time completion and verifies accuracy
- Deficiency follow up – monitors field work orders and develops corrective action proposals
- Supervises, mentors and trains team member through the performance management process (goal setting, one-on-ones, and reviews)
- Oversees the interactions with CSAs and customer for service agreements within the assigned thresholds
Qualifications for client service supervisor
- Leads the CSR team in accordance with established security safeguards, bank policies and procedures and guidelines
- Responsible for the completion of all compliance training related to the position
- 2 years of experience in the veterinary field preferred
- 3 to 5 years of Custody or Fund Accounting preferred
- In depth knowledge and understanding of alternative funds including various Custody products/duties (securities settlements, Alternatives Assets supervision, Funds Transfer, Cash Monitoring, Accounts set up,…)
- At least three years of professional experience in a recruiting, sales or customer service position