Service Team Lead, Financial Services & Customer Support
Overview
Own inbound service for Financial Advisors in a high touch call center at scale. Provide subject matter expertise to coaching, training, and process improvements. Lead a collaborative team delivering world class service and self solution support.
What You'll Do5
- 1Build and own inquiries through resolution on elevated calls
- 2Lead team meetings and huddles to drive performance
- 3Onboard new team members with real time coaching
- 4Staff critical support lines when needed and manage queue watch
- 5Identify training opportunities and coach for continuous improvement
Requirements5
- 12+ years of customer service experience
- 22+ years of financial services experience
- 3SIE required and must obtain within 90 days
- 4MS Office knowledge
- 5Verbal and written communication skills
Salary Insight
$56 - $96k per year
Location
Required Skills
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