- Manage the service department, ensuring two staff members efficiently process everything from withdrawal requests to new business applications.
- Refine operational processes and systems for better efficiency, implementing key overhauls to optimize workflows.
- Lead the transition of our business, developing and executing plans for seamless integration and high service standards.
- Supervise the preparation for client reviews by an in-office advisor, ensuring all documentation and reports are prepared accurately and promptly.
- Lead the service department, promoting an environment of growth and high performance, and ensuring team members are motivated and aligned with company objectives.
- Consistently review and improve service delivery, introducing new methods and enhancements to achieve superior client satisfaction and operational excellence.
- Demonstrable experience in managing and leading teams, preferably in a service-oriented environment.
- Proven ability to develop and implement effective strategic plans, particularly in business transitions or integrations.
- Understanding of the financial services industry, including client servicing and regulatory requirements.
- Ability to adapt to changing environments and propose innovative solutions to enhance client satisfaction and business efficiency.
- Excellent communication and interpersonal skills.
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Operations Manager - Indianapolis, United States - Magellan Financial & Insurance Services, Inc.
Description
RDW Financial Group
At RDW Financial Group, we help individuals achieve financial stability and success. Based in Indianapolis, Indiana, we are an independent firm specializing in retirement planning and wealth management. Our goal is to ensure our clients enjoy a prosperous and secure retirement. Our dedicated team offers a wide range of services, including comprehensive financial planning, wealth management, retirement income strategies, annuities, life insurance, and long-term care solutions.
We are looking for a passionate and committed individual to join our team as an Operations Manager. In this pivotal role, you will oversee and manage our service department, playing a crucial part in our mission to deliver exceptional service and help our clients achieve their financial goals.
Salary for this position: Starting at $60,000 - $75,000 (plus bonuses and profit sharing)
Primary Responsibilities:
Required Qualifications:
Why RDW Financial Group? We're not just a company but a family of professionals united to empower individuals and families to achieve financial independence. As part of our team, you will experience a supportive work environment, opportunities for professional development, and the satisfaction of knowing that you contribute to our client's financial health and well-being.
RDW Financial Group is an equal opportunity employer
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