The ideal candidate is responsible for leading a team of trained product experts who provide our customers with a delightful, frictionless experience. 

Responsibilities

• Provide leadership and coaching to assure that all employees succeed in meeting individual performance goals as well as career growth
• Establish performance benchmarks and hold team to those goals
• Resolve customer conflicts and handle escalation procedures

Qualifications

• Bachelor's degree or equivalent experience
• 3+ years' of customer service
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
• Knowledge of financial securities and how they work