Paradise Valley, Arizona, 85253
Job description
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.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
