Team Lead Client Services (Remote)

Team Lead Client Services | Brightside | UnitedStates

Why Brightside:

Team Lead Client Services | Brightside | United States

Why Brightside:

For our clients – our mission is clear. To improve the financial health of working families. Brightside is an employee benefit with a brand-new approach to personal finance. We offer unique solutions to help with anything related to finances, emotions and behaviors that can impact our clients. We take a holistic view to provide unbiased and confidential assistance through an unmatched blend of products, technology and true human care. Our goal is to make it easier for our clients to understand their options to obtain long-term financial health and gain peace of mind when it comes to financial matters.

For our employees – we believe in inspiring careers, a great life/work balance and meaningful work that truly makes a difference in the lives of working families. Your work will have direct impact on the lives of our clients. You will have the opportunity to see a growing start-up from the inside out and see how passionate our employees are about the work we do and the outcomes we are creating for others.

A bit about this role:

We are looking for a people leader who fosters the environment of doing the right thing for clients….every time. This leader will inspire the client service team to continually try new approaches and will leverage learnings to shape the future. This leader cares deeply about the development of team members and can help individuals reach their full potential. This role is for someone who is drawn to listening and providing coaching solutions that deliver great outcomes for clients and colleagues. This role will be 70% coaching and 30% process improvement.

The meaningful work you will tackle:

This role will support our Financial Assistants from 10 – 6:30pm PST
You will lead a team of 7-10 Financial Assistants; working towards the common goal of delivering exceptional outcomes for the families we serve
Provide leadership, development, and coaching of client service individuals to ensure a meaningful experience
Manage productivity, quality, attendance, and timeliness of work to reach team and company goals
Demonstrate test and learn through others’ actions while maintaining proper levels of service
Support and lead the learning and application of proprietary coaching and service models through hands-on dialogue with tea
Mentor, develop, and coach your team members to meet and exceed performance objectives and accomplish career objectives
Continuously understand and circle work back to business objectives and desired outcomes
Handle and resolve escalated customer service concerns
Master key elements of the Financial Assistant’s role (product knowledge, CRM Navigation, proprietary model) so you are able to coach with full understanding/hands-on knowledge

What we’re looking for in your background & what makes you a success:

5+ years of demonstrated hands-on leadership in a service environment
You have led teams of 7+ members who work directly with clients
Experience with financial topics preferred
Ability to provide continual feedback that drives improvement to people and processes that are continually under development
Excellent organizational, analytical, time management, and problem-solving skills

You’re compassionate and connected to our mission: You operate from a perspective of truly caring about the people we serve
You’re flexible: You prefer a fast-paced and dynamic environment and are comfortable enough to keep up as plans change and evolve
You’re a multi-tasking machine: You’ve demonstrated the ability to balance and manage multiple priorities with strong follow-through and attention to detail

You collaborate: You’re the consummate team player who loves to build strong relationships
You’re a communication pro: You can speak and write in a clear, concise, and professional manner – articulating the complex

Employee Benefits at Brightside:

At Brightside you’ll find a remote, safe, fun & inclusive work environment.

We have a competitive benefit plan including generous time off, medical, dental, vision, short/long term disability, life insurance, commuter options and a 401(k) plan.

Equal Employment Opportunity Commission:

Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home