Licensed Customer Service Team Leader
Core
Lead day-to-day operations for a customer service team, driving best-in-class service for financial advisors, clients, and business partners.
Role type
Senior Customer Service Team Leader
Builds
Customer service operations and support for financial advisors and clients
Domain
Financial Services
Deliverable
client delivery
Required skills
Coaching and mentoring, process improvement, behavioral-based coaching, performance metrics management, complex issue resolution, regulatory compliance
Preferred skills
Cross-functional collaboration, team development, operational direction
Technologies
N/A
Responsibilities
Lead, mentor, and develop direct reports; guide team members in resolving complex or high-priority service situations; manage team workload to ensure efficiency and accuracy metrics are met; serve as a subject matter expert on cross-functional initiatives; deliver meaningful performance feedback and coaching.
Seniority
Senior, hands-on IC