Lead Specialist Client Service

Role Overview

The Lead Spec Client Service is responsible for day-to-day oversight of the Client Services teams, including interacting with management and teammates to set priorities, conduct error review, and support training and process improvement initiatives within the team.

What You Will Do

Provides guidance, coaching, and training to the associates on day-to-day processes and escalated items related to Client Services. Operates with substantial latitude for un-reviewed action or decision making.

Why It Might Be a Fit

Demonstrated leadership abilities such as coaching peers and less senior employees, creating process improvements, and handling of escalated matters. Ability to collaborate with all levels of management and teammates to accomplish daily deliverables.

Requirements

• Bachelor's Degree in Business, or equivalent experience.
• FINRA Fingerprinting required
• Strong customer service skills and the ability to take escalated calls involving complex situations.
• Demonstrated leadership abilities such as coaching peers and less senior employees, creating process improvements, and handling of escalated matters.
• Ability to collaborate with all levels of management and teammates to accomplish daily deliverables.
• Excellent communication and organizational skills with strong attention to detail
• Ability to multi-task and prioritize workload in high paced environment to complete tasks within established timelines.
• Must be fluent in English
• Must be available to work overnight hours