Job Description

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• Client Onboarding / Transitions / Conversions - M1Manages a team responsible for supporting client onboarding / transition / conversion projects.
• Manages the performance of assigned staff.
• Coaches and guides on project management.
• Serves as an escalation point for complex issues.
• Advises and guides staff on appropriate solutions and shepherds through to resolution.
• May research, develop and establish methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding / transition / conversion experience.
• Guides team in activities that align to team, area and functional objectives.
• Contributes to the development of team standard operating procedures.
• Tracks and reports on results and outcomes for assigned team.
• Provides reports on team metrics and dashboards and follows resource allocation guidelines.
• Ensures that all activities meet required regulatory compliance standards.
• May participate in legal review and negotiation.Supports onboarding / transitions / conversions team with integrating activities with the necessary teams in other parts of the business, such as product, technology or client service teams.
• Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team.
• Manages a team of support staff and professionals, including coaching, performance management and resource allocation.
• Develops and oversees the achievement of team objectives.
• May manage financial resources (e.g., budgets, expenses, etc.).
• Focus is on daily, short-term goal achievement.
• Bachelors degree or the equivalent combination of education and experience is required.4-5 years of total work experience and at least 0-1 years of management experience preferred.
• Applicable local/regional licenses or certifications as required by the business.

Skills Required: Client Servicing,Manager Technology