Employee Services Director jobs in Indiana

Employee Services Director directs the selection, design, and implementation of employee engagement programs geared to attract and retain employees and promote a healthy and productive work environment. Evaluates programs focused on work-life, child care, fitness, discounts, remote working, education, training, and others to provide options that engage employees. Being an Employee Services Director develops processes to analyze and assess program utilization, employee feedback, competitiveness, and workforce productivity to ensure that a cost-effective mix of programs is offered. Designs policies and procedures to promote efficiency and optimize administrative hours to control costs. Additionally, Employee Services Director researches and remains up to date with evolving changes in the employee experience space to identify areas to improve employee engagement and work experience. Requires a bachelor's degree. Typically reports to senior management. The Employee Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Employee Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Director of Operations - Financial Firm - Leo, IN
  • Advisor Employee Services
  • Leo, IN FULL_TIME
  • Director of Operations
    Our successful financial advisor firm Runestad Financial Services, in Leo, IN is currently searching for a Director of Operations. An experienced Director of Operations will oversee the design/enhancement, implementation, reporting, and oversight of the firm’s day-to-day back office financial, information, customer service, human resources, compliance training, and client reporting processes and systems. Reporting to the CEO and working as a key member of the leadership team, the Director of Operations will take a leadership role in building, implementing, and overseeing all the firm’s systems, processes, workflows, and procedures. In addition, the Director of Operations will play a critical role in making certain that the firm is meeting its financial and service commitments to its clients, employees, and shareholders in a manner that is efficient, economical, motivating, and compliant with all applicable rules and policies. The Director of Operations will also play a critical role in helping to shape and guide the future growth and development of the organization. This position may have supervisory responsibility over other administrative personnel from time to time. If this sounds like you, apply today!
     
    Minimum Requirements:
    • Bachelor’s Degree required
    • 4 years’ experience working/managing a financial services office
    • Understand all aspects of financial service operations
    • Working knowledge of MS Office and other CRM Software preferred
    • Experience working in a fast-paced environment
    This position requires that you possess the following skills:
    • Superior ability to motivate team to act towards achieving goals
    • Strong organizational skills
    • Excellent communication at a high level
    • Attention to detail and accuracy
    • Consistent follow-through

    Duties and Responsibilities:
    The operations or back office of a Registered Investment Advisory Firm consists of creating and overseeing policy and procedure as it relates to every operational aspect of a client’s relationship with the firm. It includes all corporate communications, client presentations, account opening, transfer of accounts, account servicing, keeping records up to date for compliance purposes and contact records accurate for partners, clients, vendors, suppliers, and service entities of the firm. This relationship starts when a lead is created in the CRM and in every step from that day forward until that person or entity requests that we no longer communicate with them, if ever.
    The primary goal of the Operations Department is to help exceed client service expectations. That is, to take the client and relationship information and put it into systems so that partners, relationship managers, and service teams can maintain a consistent relationship with that client. Operations, dedicated to creating a client service experience as an ongoing enhancement of what it was the day before all while keeping overhead costs within the range established by the firm as appropriate and effective.
     
    Operations Duties Enhanced and Implementation:
     
    • Maintain and refine customer relationship management system to improve processes when clients enter or leave the firm
    • Install and maintain clear procedures for account opening, transfer of accounts, follow-up with custodians and ongoing client service
    • Ensure firm is meeting its financial and service commitments to its clients in a manner that is efficient, economical, and complaint with all applicable rules and policies
    Reporting:
    • Maintain and refine CRM reporting for timely and accurate data regarding new accounts, lead generation, and prospect conversion. Keep accurate monthly reports of NNA in relationship to conversions and lead generation and present all reports to owners on a regular basis
    • Maintain CRM procedures and implement programs to keep communications with clients accurate, up to date, and clean
    • Report to partners and advisors on all communications as to the effectiveness of that communication about email bounces, returned mail, number of emails opened, number of clients engaged in activities the firm has conducted in the timeframe reported on. The goal of these reporting processes is to evaluate cost versus benefit of the activity
    HR Technology and Training:
    • Work with owners on shaping and guiding firm toward bottom line growth through continual evaluation of current contracts and costs of technology and training. Search out cost effective ways for training and CE for all advisors and staff
    • Create and refine HR policies with goal of establishing productive workplace environments for active recruiting of advisors and high-quality staff
    The position and duties are subject to change based on firm needs, and your professional development
     
    Salary:
    • $80,000 - $120,000/year BOE
    Benefits:
    • Health benefits
    Presented by Advisor Employee Services Thank you for your interest in the Director of Operations role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 24 Days Ago

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Body Shop Collision Repair Technician (Ford)
  • GL EMPLOYEE SERVICES LLC
  • South Bend, IN FULL_TIME
  • DescriptionWe are seeking a full-time body shop technician to join our Body Shop Collision Center located in South Bend. The Body Shop Technician position requires knowledge of collision repair and au...
  • 20 Days Ago

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Experienced Service Technician- 2 year min. (Nissan)
  • GL EMPLOYEE SERVICES LLC
  • Mishawaka, IN FULL_TIME
  • DescriptionGurley Leep Nissan is part of the Gurley Leep Automotive Group. We are a family-owned company with 22 locations across five states and continue to expand. We are hiring service technicians ...
  • Just Posted

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Automotive Sales Manager Position
  • GL EMPLOYEE SERVICES LLC
  • Mishawaka, IN FULL_TIME
  • Description Gurley Leep Nissan is looking for a Sales Manager to join our team. Experience is required. At a Gurley Leep Automotive dealership, you'll find the opportunities, resources, and support yo...
  • 3 Days Ago

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Experienced Automotive Service Advisor/Writer (Nissan)
  • GL EMPLOYEE SERVICES LLC
  • Mishawaka, IN FULL_TIME
  • DescriptionGurley Leep is a family-owned company with 22 locations across five states and continues to expand. We are looking for our next Automotive Service Advisor to join our team at our Nissan dea...
  • 25 Days Ago

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Automotive Sales Specialist (Chevy)
  • GL EMPLOYEE SERVICES LLC
  • Valparaiso, IN FULL_TIME
  • DescriptionTeam Chevy is part of the Gurley Leep Automotive Group. We are a family owned company with 22 locations across five states and continue to expand. We offer a family-friendly 5-day work sche...
  • 1 Month Ago

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Project Director
  • BluSky
  • Minnetonka, MN
  • BRIEF DESCRIPTION: The construction Project Director is responsible for managing and closing new business opportunities ...
  • 4/23/2024 12:00:00 AM

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Agency Director
  • Ambercare
  • Clovis, NM
  • >> We offer our team the best << Medical, Dental and Vision Benefits Continued Education PTO Plan Retirement Planning Li...
  • 4/23/2024 12:00:00 AM

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Director of Operations
  • UHC Solutions
  • Los Angeles, CA
  • The Director of Clinic Operations is responsible for the overall planning, development, coordination, implementation and...
  • 4/21/2024 12:00:00 AM

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Director, Clinic
  • Sanford Health
  • Alexandria, MN
  • Careers With Purpose Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the Unite...
  • 4/20/2024 12:00:00 AM

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Director of Preconstruction
  • Wallick Communities
  • New Albany, OH
  • Description Wallick’s Construction team is currently seeking an experienced Construction professional for a Director of ...
  • 4/3/2024 12:00:00 AM

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Director of Stewarding
  • The Newbury Boston
  • Boston, MA
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/1/2024 12:00:00 AM

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Director of Rehab
  • Tender Touch Rehab Services, LLC
  • Brick, NJ
  • Overview: Must be a licensed and or a registered therapist to be considered. ** EXCLUSIVE NEW JOB OPPORTUNITY!!** ***Hig...
  • 2/21/2024 12:00:00 AM

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Executive Director
  • Life Space Communities
  • Amarillo, TX
  • Community: The Craig Address: 5500 SW 9th Ave Amarillo, Texas 79106 Pay Range $139,900. 00-$202,912. 50+ Annual Live you...
  • 9/22/2023 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Services Director jobs
$162,751 to $256,889

Employee Services Director in San Jose, CA
Municipal employees can obtain free confidential advice about the conflict of interest law from the Commission's Legal Division at our website, phone number, and address above.
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