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Team Lead - Operations
Provide day-to-day work direction and leadership for direct reports in order to drive customer-focused, world-class service solutions for advisors, clients, or relationship partners. Develop and motivate a team, drive implementation of process improvements within a team, and ensure the maintenance of a high level of service for customers. May assist in customer service initiatives or other business-driven projects. Key Responsibilities Lead and coach direct reports, provide work direction and support to team on process or procedures related to transaction processing or customer service standards and techniques. Assist and coach direct reports in resolving complex or high priority service issues, or respond to and resolve such issues directly, as neces


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