A successful financial services firm with offices in Bryan and Defiance, OH is seeking to add a Director of Operations to their team. This individual will work closely with the CEO to manage new business and client service paperwork, train and supervise support staff, and implement processes and workflows. The ideal candidate will possess excellent customer service skills, strong attention to detail, and a high level of knowledge of the financial industry, particularly processing new business and service requests.

Job Responsibilities

• Ensure correct documents are in place for client service needs.
• Oversee and delegate needed tasks to service staff.
• Monitor client tickets and track client progress on multiple platforms.
• Onboard new clients.
• Track new business and other goals for the firm.