Service Team Lead
Allworth Financial(1 month ago)
About this role
The Direct Business Team Lead at Allworth Financial is responsible for the daily operations of the Direct Business Operations team. This role serves as a bridge between the Director and frontline associates, ensuring service levels are met and workflows are managed efficiently, while providing coaching and support to team members.
Required Skills
- Operations Management
- Team Leadership
- Performance Metrics
- Client Service
Qualifications
- FINRA Series 6
- FINRA Series 63
About Allworth Financial
allworthfinancial.comAllworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.
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