Adv & Mngd New Accts Team Lead

Job description

Job Description Summary Job Description: Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In-office days will be 3 per week, averaging 12 days per month at our Memphis, TN, location. With limited supervision, uses experience or training to support various departmental operations. May help manage a specific area, work with management to improve efficiency, assist with special projects, and train or lead other associates. Follows detailed instructions and established procedures, making routine decisions with some originality. Recommends solutions to moderately complex issues and regularly interacts with internal and external contacts to resolve problems. Essential Duties and Responsibilities: Handles account openings, strategy changes, and product terminations for advisory and managed products. Addresses escalations and error corrections related to these accounts. Assists with underperformance management and identifies training needs. Supports process improvements and coordinates daily tasks with the supervisor. Reviews and updates policies and procedures. Serves as the main contact for es...