Manufacturing Jobs

The Client Service Team Lead plays a crucial role in overseeing, mentoring, and nurturing a group of Advisor Support Associates to guarantee excellent service delivery. This position entails managing day-to-day operations, addressing escalations, and collaborating with management to enhance operational consistency and improve processes. Ideal candidates should possess a minimum of 5 years of experience in a wealth management, advisory, or brokerage setting. Furthermore, a minimum of 2 years in a leadership or supervisory role is desired, alongside strong communication and organizational abilities.