Full-Time

Care Center Manager

Posted on 9/10/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Arlington, TX, USA

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
Data Analysis
Requirements
  • Bachelor’s degree in Business or a relevant field, or equivalent education and related training or experience
  • Five-to-seven years of client contact center experience and/or client-facing financial services
  • Five years of combined leadership experience, with progressive responsibility in a supervisory role
  • Completion of Truist Leadership courses via instructor led or through the Learning Portal
  • Strong analytical and critical thinking skills, with the ability to define problems, collect data, develop appropriate reporting mechanisms, establish facts, and draw valid conclusions
  • Excellent written and verbal communication skills with the ability to effective present, communicate, interact, and influence all levels of organization, including Executive Management
  • Ability to lead, coach and develop staff, including the ability to exercise initiative and judgment, as well as make decisions within the scope of assigned authority
Responsibilities
  • Lead with Truist Purpose, Mission and Values to deliver care through exceptional client service and create a differentiating client experience for care center teammates.
  • Partner with other Care Center Managers to ensure teams meet key performance requirements, including, client satisfaction, first call resolution, service levels, financial objections.
  • Collaborate with other internal stakeholders (e.g., operations, complaints, technical teams, etc.) to implement strategies, optimize performance, and ensure ongoing alignment and support of business objectives.
  • Utilize purpose-driven sales strategies to improve productivity while also deepening relationships, meeting client needs and accelerating primary client growth.
  • Manages and develops Team Leaders, inclusive of performance and development.
  • Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk, including providing operational oversight and governance over all care center business practices.
  • Proactively align business continuity plans with organizational objectives, in cooperation with internal support partners.
  • Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to reduce overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

43%

2 year growth

77%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance platform capabilities and market reach.
  • Increased demand for digital financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront could erode Altruist's market share.
  • Rapid tech advancements may strain Altruist's resources if not managed well.
  • Integration with third-party providers may lead to data security vulnerabilities.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content, offering actionable insights for independent financial advisors.

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