Licensed Customer Service Team Leader

Location: Charlotte, North Carolina, United States

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 day-to-day operations for a customer service team supporting advisors, clients, and business partners.
• Lead, mentor, and develop direct reports while providing operational direction on customer service processes and transaction-processing standards.
• Guide employees through complex or high-priority service situations and assist with escalated issues.
• Manage workloads, set priorities, and maintain service accuracy, efficiency, processing, and call-quality performance.
• Contribute subject-matter expertise to cross-functional initiatives, business projects, and process improvement efforts.
• Provide behavioral-based coaching, performance feedback, regular one-on-ones, and continuous skill development.

Requirements

• Active Series 7 and/or Series 63 license
• At least 3 years of relevant experience.
• Strong understanding of customer service operations, processes, policies, and industry regulations.
• Experience coaching or providing leadership to others.
• Strong organizational and communication skills, including the ability to understand, simplify, and resolve complex issues.
• Ability to collaborate effectively across all levels.

Culture & Benefits

• Full-time, exempt position.
• Work focused on client service, operational excellence, and continuous improvement.
• Equal opportunity and accessible recruitment process.