Robert Flath Email & Phone Number

Abington, Pennsylvania, United States

Associate Leadership:•Ensure that staff is properly trained in all Client Service responsibilities.•Coach associates to provide professional, consultative service and support.•Establish and manage team deliverables, ensuring that service level objectives are consistently met or exceeded. •Provide team members with performance feedback during regularly scheduled one on one meetings and immediate feedback on performance. •Develop associate skills, abilities and expertise to improve performance and support career progression.•Collaborate with human resources on recruitment strategies, conduct interviews, and recommend qualified candidates for hire.•Proactively identify and implement ways to improve associate satisfaction and deliver results.Serving Clients:•Actively participate in sales and service meetings with employers, financial professionals and partners.•Actively engage in the resolution of challenging issues and escalations.•Coach associates to develop and implement client retention plans.•Process and Business Management:•Monitor regular reporting to ensure service levels and timely execution.•Respond to change productively and own the delivery of messages with your team members. •Identify areas of improvement within your team; collaborate with peers and management to implement change.•Define complex problems, generate and implement creative yet sustainable solutions. •Be inventive and take appropriate risks.•Perform other duties and special projects as assigned. Strategic Activities:•Collaborate with Relationship Managers and partners to build service models and business plans to maximize revenues, client retention and organic sales. •Team with senior management and peers to create strategy and vision for the Client Service organization.•Develop project plans and teams to achieve strategy and vision.

Bachelor Of Science (Bs), Education

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