Job description
**Service Team Lead**
The Service Team Lead is responsible for guiding an inbound call center team, offering specialized knowledge, coaching, and training to deliver exceptional service to financial advisors. This role includes managing intricate inquiries, facilitating team meetings, and supervising daily operations to uphold service standards. Applicants should possess a minimum of 2 years of experience in customer service and financial services. Additionally, obtaining an SIE certification is mandatory within 90 days of employment.


