Team Lead-Operations-U (Financial Services)

Location: Minneapolis, Minnesota; in-office at least four days per week, with flexibility to work from home one day per week

Salary: $62,300–$93,500 per year, plus potential variable compensation

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and related services to individual, small business, and institutional clients.

What you will do

• Lead, coach, and provide work direction to direct reports supporting transaction processing and customer service.
• Help resolve complex or high-priority service issues and support customer-focused service delivery.
• Manage workload prioritization and performance against accuracy, transaction-processing, and call-quality standards.
• Drive process improvements and participate in cross-functional projects affecting customer service operations.
• Provide performance feedback and support employee skill development.

Requirements

• High school diploma or equivalent.
• At least 3 years of professional experience.
• Experience on a customer service team with knowledge of customer service processes, policies, techniques, and applicable regulations.
• Experience coaching or providing indirect leadership to others.
• Strong organizational and communication skills, including the ability to explain complex issues clearly.
• Valid U.S. work authorization is required; visa sponsorship is not available now or in the future.

Nice to have

• Trade corrections or service and operations experience.
• Working knowledge of managed accounts.

Culture & Benefits

• Client-centric, relationship-based work environment with an emphasis on face-to-face collaboration.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Potential bonus, commission, and/or long-term incentive compensation depending on the role.