Licensed Customer Service Team Leader (Financial Services)

Location: Charlotte, North Carolina, United States

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, insurance, and annuity services.

What you will do

• Lead daily operations for a customer service team supporting advisors, clients, and business partners.
• Lead, mentor, and develop direct reports while setting operational direction and service standards.
• Guide employees through complex or high-priority service situations and escalated issues.
• Manage workload and priorities while ensuring efficiency, accuracy, processing, and call-quality metrics are met.
• Contribute subject-matter expertise to cross-functional initiatives, business projects, and process improvements.
• Provide behavioral-based coaching, regular one-on-ones, performance feedback, and ongoing skill development.

Requirements

• Active Series 7 and/or Series 63 licenses required.
• 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.
• Focus on client service, operational excellence, employee development, and continuous improvement.
• Inclusive and accessible recruitment process with reasonable accommodation support.