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Supervisor, Operations - Account Services & Transfers
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Full-time
- This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.
- The Supervisor, Operations of Investments provides guidance and oversees the Investment Operations.
- Monitors team performance to ensure that investment requests and incoming phone calls are handled within designated service levels
- Monitors both call and operational audit findings to ensure team is meeting quality standards
- Ensures balance in workloads, using historical data to forecast potential for incoming requests and providing coverage during absences and times of high volume
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