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Posted Apr 15, 2026

Retirement & Wealth - Support Specialist Team Lead (Remote)

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Position Summary:

The Support Specialist Team Lead is primarily responsible to provide live, real-time assistance to call center support specialists, including but not limited to providing guidance in a digital work environment and being first-point of contact for all team members. The Team Lead is also the first point for resolving escalated customer issues, which may include speaking to the accountholder or member, researching the reason for escalation, owning the resolution, and providing feedback and recommendations to the business. This role is also responsible for coaching/mentoring and refresher training of all members of the Support Department. This role may also be asked to provide feedback, conduct testing related to the implementation of new technology, software applications and product offerings. The Team Lead position assists in the review of all internal Policies and Procedures and training materials. Through verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our accountholder team members, and firm associates.

 

Duties & Responsibilities:

Typical schedule is 11:30 a.m. to 8:00 p.m. CT and will include every Saturdays, with an optional weekday off (Tuesday through Friday). This position is for the Escalations/Life Events team for R&W LOB. Experience with Death, Divorce, POA and Escalations is necessary.