Investor Services Team Lead (Remote)

Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Millennium Trust, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture

• Typical schedule for this role is Monday to Friday from 8 a.m. CT to 5 p.m. CT.

HOW YOU WILL SOAR:
The Investor Services Team Lead helps lead a team committed to providing a high level of service to existing Millennium clients who are saving and investing for retirement. The incumbent will have demonstrated experience responding to and meeting client needs and knowledge about investing and asset types including traditional and alternative assets.
The role's primary responsibility is to assist in overseeing the day-to-day functions of the Engaged Individual Investor Client Service Team by working directly with Relationship Specialists to service existing non-advised clients. The incumbent will also serve as an escalation point for complex requests and will assist in promoting teamwork and a positive working environment.

• Serve as a dedicated point of contact for escalated questions from team members and clients
  
  • Review and resolve complex client requests
• Identify and share trends gathered from conversations from team members and clients with the Supervisor to provide insight into relationships and help in the development of team members
• Build and develop relationships among other teams to encourage effective communication
• Provide educated answers with regard to IRA requirements and IRS code, including prohibited transactions and complex investment scenarios
• Articulate services offered by Millennium to Individual Investor clients
• Provide direct feedback to team members on areas of opportunities to enhance services provided to the client
• Utilize sound judgment to escalate issues that may require the intervention of the supervisor
• Prepare team statistics and reports
• Manage projects and provide team statistics
• Work cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service
• Suggest and implement improvements to internal processes
• Assist the Supervisor with monitoring departmental inbox, daily workflow and assignment of cases and leads to team members
• Monitor team to ensure follow-up is being completed on all cases, leads and opportunities
• Provide feedback to Supervisor to aid with mid-year and end-of-year reviews
• Ensure team meets SLA set for tasks assigned
• Other responsibilities as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• 5 - 7 years of applicable experience
• Bachelor's Degree in Business, Finance, Accounting or related field
• CISP preferred
• Strong relationship and communication skills
• Possess a high level of knowledge with regard to IRAs and applicable IRS code including an understanding of prohibited transactions and complex investment scenarios
• Action oriented - should be motivated by challenging opportunities and thrive in fast paced environments
• High level of composure - must be cool under pressure and in challenging situations and respond in a patient and professional manner
• Operate efficiently with a high degree of accuracy
• Consistent, sound decision making capabilities - must make consistently good decisions using blend of knowledge, experience and analysis
• High level of ethics and values - must act in accordance with an appropriate set of core beliefs and within MTC's personal code of conduct
• Experience in solving complex issues, both independently and in a collaborative team environment
• Excellent analytical skills with a proactive nature
• Proficiency in Microsoft Excel, Word and Outlook
• Experience with Salesforce CRM preferred
• Experience in relationship management within the Financial Services industry preferred

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end,we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.