Head Of Brokerage Support
CurrentOversee and direct brokerage support services, ensuring stringent adherence to regulatory mandates and company protocols.Formulate and execute strategies aimed at augmenting operational efficiency and efficacy within the brokerage support division.Provide expert guidance, comprehensive training, and effective leadership to a team of support professionals, fostering a culture of delivering exceptional service.Collaborate seamlessly with internal units such as compliance… Show more Oversee and direct brokerage support services, ensuring stringent adherence to regulatory mandates and company protocols.Formulate and execute strategies aimed at augmenting operational efficiency and efficacy within the brokerage support division.Provide expert guidance, comprehensive training, and effective leadership to a team of support professionals, fostering a culture of delivering exceptional service.Collaborate seamlessly with internal units such as compliance, technology, and customer service, harmonizing processes to elevate the overall client experience.Function as a pivotal liaison between Customer Success, Operations, and various departments, facilitating seamless communication and fostering collaboration.Forge a close partnership with Customer Success to proactively address concerns, offer guidance on intricate issues, and swiftly resolve operational challenges.Closely monitor key performance indicators, deploying strategies to attain performance objectives, and actively contributing to the formulation of overarching business strategies. Show less