Client Services & QA Leader - Financial Services

Manulife

Boston (MA)

Hybrid

USD 92,000 - 160,000

Full time

5 days ago
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Job summary

Manulife Financial Corporation in Boston seeks an experienced leader to oversee a team of Client Service Representatives and Quality Assurance professionals supporting self-directed investors and advisory program participants.

You will coach and develop staff, monitor service metrics, ensure regulatory adherence with FINRA/SEC, and partner with Compliance and Risk to manage escalations while driving process improvements and exceptional client experiences.

Job description

Manulife Financial Corporation in Boston seeks an experienced leader to oversee a team of Client Service Representatives and Quality Assurance professionals supporting self-directed investors and advisory program participants.

You will coach and develop staff, monitor service metrics, ensure regulatory adherence with FINRA/SEC, and partner with Compliance and Risk to manage escalations while driving process improvements and exceptional client experiences.

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