Team Lead - Operations

What you’d do

Lead and coach a team handling cost basis processing and customer service for advisors and clients. You'll direct daily work, manage workloads, resolve complex service issues, and drive process improvements. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• High School Diploma or GED
• 3-5 years of relevant experience
• Prior coaching or indirect leadership experience
• Strong organizational and communication skills
• Bachelor's degree or equivalent (4 years)