Assistant Manager Customer Service

Our client, an esteemed financial services firm is seeking an Assistant Customer Service Manger to join their NYC location.


Hours: 9am - 5pm (generally 40 hours per week), OT as needed (non exempt)

Location: World Financial Center, NYC

*Fully onsite 5 days/week



Key Responsibilities:‍

• Lead and improve customer service experience through streamlined workflows, new technologies, and proactive problem-solving.
• Manage and report on metrics, improvements, and quality in service delivery.
• Recruit, mentor, and develop the customer service team to maximize potential and customer satisfaction.
• Collaborate across departments to enhance processes and systems.

Skills & Qualifications:

• Series 7 License (Required); Series 24 (Preferred but not required).
• 3 -5 years of financial services industry experience
• Proven leadership in customer service or financial services management.
• Familiar with back-office systems like Fidelity/NFS, Broadridge/ADP.
• Experience with CRM systems (HubSpot a plus) and customer service tools.
• Bachelor's degree.

Benefits:

• Health, Dental, 401k match, Competitive time off.
• Career development, brokerage license sponsorship.
• Educational reimbursement.

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Please submit your resume for consideration!