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.
PINNACLE WEALTH ADVISORS, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
