Client Services Team Lead - Remote, Bilingual Spanish Preferred

October 25

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Financial Care

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Description

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

Requirements

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

Benefits

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