Operations & Support Lead: Client Success & Compliance

Western & Southern Financial Group; Cranberry Township (Butler County); On-site; USD 55,000 - 75,000; Full time

Job summary

Western & Southern Financial Group in Cranberry Township, PA, seeks an Agency Operations & Support supervisor to oversee Client Support Specialists and drive audits, training, and process improvements. You will partner with sales and management to ensure efficient, compliant service for internal and external clients.

The role emphasizes leadership, performance management, and cross-functional collaboration to enhance agency effectiveness in a dynamic office environment.

Qualifications

• Must cite experience supervising and mentoring staff with examples.
• Demonstrated strong communication skills for interdepartmental liaison.
• Proven ability to resolve client inquiries and escalate when needed.
• Experience coordinating multiple tasks with independence and initiative.

Responsibilities

• Provides professional and courteous service to internal and external clients.
• Plans, organizes and directs work within all offices; anticipates staffing needs.
• Identifies cross-selling opportunities and submits potential sales leads.
• Recruits, trains and develops AOS associates remotely as well as in person.
• Supports Financial Representative recruiting processes and onboarding.
• Fosters a culture of open communication, integrity and teamwork.

Skills

Supervision and mentoring

Customer service excellence

Verbal and written communication

Process improvement

Team leadership

Education

Associate's degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Database software

Job description

Western & Southern Financial Group in Cranberry Township, PA, seeks an Agency Operations & Support supervisor to oversee Client Support Specialists and drive audits, training, and process improvements. You will partner with sales and management to ensure efficient, compliant service for internal and external clients.

The role emphasizes leadership, performance management, and cross-functional collaboration to enhance agency effectiveness in a dynamic office environment.