Advisor Support Team Lead

📋 Description

• Balance responsibilities of leadership, escalation resolution, projects, and hands-on customer
• Provide coaching and encouragement on day-to-day performance
• Foster ongoing professional development in partnership with Manager, Support
• Ensure desired service levels and customer satisfaction are achieved
• Ensure every interaction is treated as a coveted, positive, brand building, opportunity
• Monitor interactions for accuracy, adherence to compliance and regulatory guidelines; identify

🎯 Requirements

• 3+ years of experience from a similar role, preferably B2B, SaaS, and/or fintech
• 2+ years broker-dealer operations or clearing firm experience
• Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their
• An empathic approach both towards your customers but also your team; exemplary active listening and
• Ability to train, motivate, and coach in order to maintain high customer service standards and
• Comfortable being a follower, leader, or teammate as occasion demands

🎁 Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our
• Competitive total compensation.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an