Service Manager

JOB TITLE : Portfolio Manager (Service Manager)

LOCATION : Oakland / San Jose Area

DEPARTMENT : NorCal Operations

REPORTS TO : Director of Operations

FLSA Category : Exempt

ESSENTIAL FUNCTIONS : Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

The Portfolio Manager is a strategic thinker and effective leader who can make the most profitable decisions. The goal is to be a strong instrument towards the company's profitability and long-term success by providing support and direction to ensure high level of client care and retention.

The Portfolio Manager is responsible for overseeing and running the company's regional accounts and operations.

Supervises the respective staff while ensuring all functions and procedures of the regions assigned are running smoothly and efficiently.

DUTIES AND RESPONSIBILITIES :

• Conduct all aspects involved with managing portfolios.
• Meeting with clients to provide high class customer-client care and relationship.
• May be responsible for developing and marketing specialized asset allocation products and services.
• Supervising, mentoring, and coaching technicians and office staff.

Provides leadership for the portfolio by setting a Service Excellence standard and inspiring the teams to achieve it.

CORE COMPETENCIES :

DEGREE / LICENSES :

Undergraduate Degree or higher is preferred.

SUPERVISORY RESPONSIBILITIES :

This position is directly responsible for leading technicians and staff of the portfolio.

WORK ENVIRONMENT :

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, smart phones, photocopiers, plotters, etc.

PHYSICAL DEMANDS :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

BENEFITS :

Commercial Fire Protection is pleased to offer a competitive compensation package which includes :