Top 251308 Client Services Manager Jobs

Conversion Services - Client Services Manager - Req #603
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Conversion Services - Client Services Manager - Req #603

COCC -
Southington, CT

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Job Details

Full-time
$95,700 - $143,500 a year
12 days ago

Benefits

Wellness program
Tuition reimbursement
Paid time off

Qualifications

Customer communication
Bank experience
Financial services

Full Job Description

Who we are...
As an industry-leading fintech provider, COCC delivers innovative, comprehensive technology solutions and strategic partnerships throughout the Northeastern United States. Listed among American Banker's FinTech 100 and the Inc. 5,000 fastest growing companies in the nation, COCC inspires the industry with innovation and top-quality support. Designated a Top Workplace in Connecticut and a nationally Certified Great Place to Work, COCC recognizes employees as the core of our success.
Inspiring you to become extraordinary in work and life.

What we need

COCC is seeking a Conversion Manager to support and lead client conversion efforts while developing a high performing team. This role is ideal for someone with financial services experience who enjoys guiding others, managing complex workflows, and serving as a subject matter expert for client implementations.
What’s in it for you
COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award winning employer, including:

Hybrid schedules and ample paid time off supporting work life balance and flexibility
Customized training and onboarding to support you in your first year at COCC
Robust employee development programs aligned with career pathing objectives
Cutting edge training and educational resources from vendors like SANS, PluralSight, and CBTNuggets
Generous PTO, benefits, and competitive compensation
On site fitness centers, wellness incentives, and lifestyle spending accounts
Tuition reimbursement
One on one career coaching
DEIB initiatives championing inclusion and encouraging you to bring your whole self to work
Financial planning assistance with certified professionals
Peer recognition programs

What You’ll do

Support and lead all aspects of client conversions to COCC products and services
Supervise and develop a team including approving timecards and conducting performance evaluations
Deliver training programs and materials for both clients and internal staff
Prepare and distribute policies and procedures for the conversion team
Establish, monitor, and report on department expenses
Participate in hiring, reviews, and performance planning for team members
Organize and lead client and internal meetings on a regular basis
Coordinate communication between clients and COCC departments
Identify and manage required vendor interfaces
Document action items aligned with standards and processes
Perform data analysis and review during pre conversion, mock, and live conversion phases
Provide training and support to financial institutions during conversion
Translate technical concepts into user friendly language
Update and enhance internal training programs as products evolve
Participate in ongoing professional and technical development
Communicate problems and improvement requests to management

What You’ll Bring

Bachelor’s degree in business or related field preferred
Minimum 5 years experience in the financial services industry
Prior conversion experience preferred
Previous supervisory or management experience preferred
Strong verbal and written communication skills across all levels
Excellent customer service skills
Strong attention to detail and ability to learn new technology
Ability to analyze data and define product build requirements
Knowledge of deposit operations functions
Experience with COCC INSIGHT or Fiserv DNA core systems a plus
Intermediate Microsoft Office skills including Word, Excel, and Outlook
Knowledge of SQL and database query tools
Ability to handle highly confidential information

The salary range for this job is $95700 - $143500. This is a hybrid position in Southington, CT.

Applicants for employment in the US must have work authorization that does not currently or in the future require sponsorship of a visa for employment authorization in the United States.
COCC is committed to maintaining a drug-free workplace. All applicants are required to pass a credit, background, and substance test prior to employment. COCC procures background and consumer reports in compliance with all Federal and State regulations, including The Fair Credit Reporting Act and applicable Department of Labor laws regarding pre-employment screens. COCC is an equal opportunity employer committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Accessibility - If you’re a job seeker with a disability and require accessibility assistance or an accommodation to apply for one of our jobs, please let us know by calling 860-678-0444 or emailing [email protected]. Please specify the help you need and we’ll be happy to get back to you.

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