Advisor Support Team Lead — Elevate Service Excellence

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time away

Volunteer days

Additional employee benefits

Job summary

Dexian seeks a Supervisor to coach Advisor Support representatives, handling questions on money movement, account maintenance, and new accounts openings. The role emphasizes collaboration, entrepreneurial problem solving, and building a team that delivers best-in-class service to Financial Professionals in the United States.

You will drive advisor satisfaction, service quality, and productivity while shaping retention strategies.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• Minimum of 2 years in financial services with interaction with Financial Professionals.
• Experience supporting high-producing Financial Professionals.
• Excellent verbal and written communication with attention to detail.
• Ability to work in a fast-paced, high-pressure environment.
• Demonstrated customer-centric decision making and professionalism.

Responsibilities

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

Skills

Customer service

Communication

Leadership experience

Adaptability

Education

Bachelor's degree preferred (Business/Finance)

High school diploma required

Tools

Salesforce

Job description

Dexian seeks a Supervisor to coach Advisor Support representatives, handling questions on money movement, account maintenance, and new accounts openings. The role emphasizes collaboration, entrepreneurial problem solving, and building a team that delivers best-in-class service to Financial Professionals in the United States.

You will drive advisor satisfaction, service quality, and productivity while shaping retention strategies.