Advisor Support Lead: Elevate Service & Coaching

Dexian; Scottsdale (AZ); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Annual bonus

Health insurance

Vision insurance

401(k)

Paid time away

Employee benefits

Job summary

Dexian seeks a Supervisor to coach Advisor Support representatives who assist Financial Professionals with money movement, account maintenance, and new account openings. You will drive service quality, satisfaction and retention in a collaborative, fast-paced environment.

The role emphasizes leadership, performance management, and real-time guidance on the service floor, with a focus on continuous improvement and strong cross-functional collaboration across the organization.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred or relevant experience accepted in lieu.
• Minimum of 2 years of related experience in financial services with interaction with Financial Professionals.
• Experience supporting high-producing Financial Professionals.
• Exceptional verbal and written communication with attention to detail.
• Ability to maintain professionalism in a fast-paced environment.
• Strong customer service orientation and professional presence.
• Demonstrated customer-centric decision-making.
• Ability to adapt to changes while maintaining performance.
• Excellent organizational and multitasking skills.
• Strong problem-solving and decision-making abilities.

Responsibilities

• Lead and support a team of Advisor Support agents serving Financial Professionals.
• Set team goals, communicate vision, and drive department objectives.
• Coach team members to improve satisfaction, service quality, productivity and performance.
• Provide timely coaching, training, feedback and performance management.
• Offer real-time support on the service floor for complex questions and coaching needs.
• Monitor and guide on management channels to provide real-time support.
• Build and maintain internal relationships across the organization.
• Identify and address operational challenges affecting team performance.
• Adapt to changing business needs and priorities.
• Promote a customer-centric culture delivering exceptional experiences.
• Support ongoing improvement of Advisor Support processes and team performance.

Skills

Customer service

Communication

Leadership

Problem solving

Adaptability

Organizational skills

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Salesforce

Job description

Dexian seeks a Supervisor to coach Advisor Support representatives who assist Financial Professionals with money movement, account maintenance, and new account openings. You will drive service quality, satisfaction and retention in a collaborative, fast-paced environment.

The role emphasizes leadership, performance management, and real-time guidance on the service floor, with a focus on continuous improvement and strong cross-functional collaboration across the organization.