Advisor Support Supervisor
Core
Lead a team of Advisor Support phone agents to support and retain over 11,000 Financial Professionals by resolving complex inquiries regarding money movement, account maintenance, and new account openings.
Role type
Team Lead / Supervisor in Customer Service
Builds
Advisor retention and service quality for Financial Professionals
Domain
Financial Services / Customer Support
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership, coaching, performance management, real-time support, operational problem solving, change management
Preferred skills
People development, CRM/Salesforce experience, FINRA SIE exam completion, FINRA Series 7 license
Technologies
Salesforce
Responsibilities
Lead a team of Advisor Support agents, set team goals and establish vision, coach team members to drive advisor satisfaction and productivity, provide real-time floor support and chat channel assistance, address operational challenges, guide employees through shifting priorities
Seniority
Mid-level Supervisor, hands-on management