Operations Assistant Manager - Digital Investment Services, Chelmsford, MA, Full-Time, Hybrid

Schedule

M-F, 8am-5pm (40 hours)

What You'll Do

Summary/Objective:

Functions as a part of a larger team dedicated to helping members pursue their financial goals. Responsible for the management of the operational team and department systems to support program initiatives and the customer service experience.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Oversee the management of the operations teams including the direct supervision of Client Service Associates, Operations Coordinator, as well as daily interaction with department staff and clients
• Effectively manage staff performance through the utilization of queue management, system reports, and review of individual work to ensure adherence to policies and guidelines
• Set performance goals, provide timely review of progress, and maintain performance documentation.
• Responsible for payroll/commission administration and automation
• Develop staff through continuous coaching and cross-training to foster and encourage ideas on improving the customer service experience
• Create and evaluate workflow processes to identify opportunity for improvement and greater efficiency in accordance with all broker-dealer requirements
• Engage in consistent communication with the team to ensure team members are updated on changes in products, policies, procedures, and goals
• Assist management in strategic planning of department activities including organization, staffing, and budgeting
• Oversee the administration and implementation of key systems and technology used by the team including the maintenance of authorized users and security levels
• Responsible for the implementation and timely completion of projects
• Perform other job-related duties as assigned by Manager

What You'll Need

• Bachelors degree
• Minimum of 5-7 years of previous customer service experience within investment services industry
• 1-3 years management experience required
• FINRA Series 7, 66, or 63 and 65 licenses required
• Strong computer skills (MS Office, database management experience required)

What We Do

DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.

DCU is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to careers@dcu.org and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

DCU is not currently offering Visa transfer/ sponsorship for this position.