Client Services Team Lead - Remote, Bilingual Spanish Preferred

October 25

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Description

β€’ Improve the financial health of working families β€’ Foster a client-focused environment β€’ Inspire the client service team β€’ Support financial assistants β€’ Provide leadership and coaching β€’ Manage productivity and quality β€’ Mentor team members

Requirements

β€’ 5+ years of demonstrated hands-on leadership in a service environment β€’ You have led teams of 7+ members who work directly with clients β€’ Experience with financial topics preferred β€’ Ability to provide continual feedback that drives improvement to people and processes that are continually under development β€’ Excellent organizational, analytical, time management, and problem-solving skills β€’ You're compassionate and connected to our mission: You operate from a perspective of truly caring about the people we serve β€’ You're flexible: You prefer a fast-paced and dynamic environment and are comfortable enough to keep up as plans change and evolve β€’ You're a multi-tasking machine: You've demonstrated the ability to balance and manage multiple priorities with strong follow-through and attention to detail β€’ You collaborate: You're the consummate team player who loves to build strong relationships β€’ You're a communication pro: You can speak and write in a clear, concise, and professional manner - articulating the complex

Benefits

β€’ Generous time off β€’ Medical β€’ Dental β€’ Vision β€’ Short/long term disability β€’ Life insurance β€’ Commuter options β€’ 401(k) plan

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