Advisor Services Team Leader
About The Position
The Advisor Services Team Leader oversees a team of Advisor Services Specialist who provide real-time support to Financial Advisors including new client and account set-up procedures and account change request support. The Team Leader will also be responsible for fostering a learning organization and a performance-based culture while building, energizing, and developing strong organizational talent and displaying a disciplined approach to metrics, scorecards, and performance-based coaching. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.
Requirements
- Bachelor’s degree or equivalent experience required
- Minimum of 5 years financial services industry experience required
Nice To Haves
- Strong verbal and written communication skills
- Must be comfortable exercising judgment, evaluating a situation and making a decision
- Able to travel between geographical locations
- Flexibility to work various schedules depending on department needs
- Minimum of Series 6 securities license required
Responsibilities
- Coach, mentor and develop team members
- Actively directs and controls the day-to-day operations and activities of their team to meet Service Levels
- Promotes ownership and accountability amongst associates and peers
- Clearly communicates what is needed of direct reports and has strong performance and KPI management
- Execute “hands on” training and assists with identifying areas of opportunity
- Actively evaluating associates across the team to identify and foster the development of high performers
- Drives high team engagement and utilization
- Emphasis on Learning & Development for associates
- Provides flex coverage in phone queue when applicable
- Continually evaluates departmental processes for improvement opportunities and owns implementation/project
- Provides frequent and timely updates to Manager on firm-wide initiatives, training and action plans for upcoming launches
- Considers risk and manages it with appropriate communication and actions
- Key Contributor in working with the broader Operation and Service Teams on any major Departmental or Company Initiatives
- Supports Manager’s team vision, strategy and serves as a role model for team
- Provide exceptional service to our Financial Advisors and Internal Customers
- Develop strong and trusting relationships with Advisors and Sales members
- Assist with escalations and resolution to negative Client Experiences (CE)
- Deliver on team Service Level
- Lead projects to improve processes and develop new services
- Collaborates with Process Excellence team to most effectively manage service team
- Work with other departments and managers to request, manage and implement solutions
Benefits
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
