Site Lead - Customer Service (Tampa, FL)

Understanding of the planning and budgetary processes for the department Management of a large team, while implementing sound HR practices and policies, as well as good judgment in personnel decisions Coaching and developing department employees to improve performance and deliver the highest possible service standards to our clients. Leading and supporting functional and site-wide initiatives Establish and maintain positive, professional working relationships with Team Managers and senior management Operational oversight: Audit/Compliance, Legal and Regulatory Preparedness Project Management: Governance, Accountability, Financial Discipline 3 years of Financial Services industry 1 year of managerial experience 3 years of customer service experience Experience with call center metrics and operating formulas with a proven record of establishing and adhering to high volume call center metrics and standards Working knowledge of SEC, FINRA and the firm Compliance Policies and Procedures Active Licenses: Ability to become registered in all US states and jurisdictions Bachelor's degree Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.