Financial Brokerage Support Lead – Onsite in Orem, UT (Orem, Utah, United States of America)

About Us

Foundever® is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we’re the team behind the best experiences for +800 of the world’s leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter.  

Supporting +9 million customer conversations every day in +60 languages across 45 countries, Foundever combines global strength and scale with the agile, entrepreneurial approach of our founder-led culture, enabling companies of all sizes and industries to transform their CX. 

Winner of Comparably’s Award for Best Global Culture in 2024, 2023, 2022 and 2021  

Gold Stevie Award Winner for Great Employers in 2024 and 2022 

We foster an exciting culture of creativity, connection, and commitment 

Read more about our culture: Foundever® Stories. 

Profile of a Strong FINRA Coach Leader

A Financial Brokerage Support Lead in a call center is a team learder or supervisor who oversees licensed representatives (often Series 7, 63, 66, or similar) that support brokerage or financial services accounts. Here is how the role will look int the Foundever environment: 

• Must hold the required FINRA licensed (often Series 7 + 63)
• Prior experience as a lincensed rep (CSR, broker support, or trading desk)
• Strong understanding of both client expectations and regulatory guardrails
• Coach background in a high-volume call center setting preferred not required
• Ability to translate complex compliance rules into practical frontline guidance

Primary Job Responsibilities

Supervise assigned team to meet or exceed client and corporate goals including Operational metrics, Quality, Customer satisfaction, Client satisfaction, and Profitability/Productivity. 

Hire and retain the best agents.   

Regular monitoring, coaching and development of agents with the team.   

Implement agent recognition programs under direction of Manager Site Operations.   

Share best practices across teams and build spirit of teamwork. 

Position Qualifications

Minimum of 12 to 18 months of call center experience preferably as a product specialist. 

Demonstrated interpersonal, coaching, and supervisory skills. 

Demonstrated ability to set priorities and multi-task. 

Excellent verbal and written communication skills. 

Good computer skills (hardware, operating systems, Internet). 

Be Coach Talent+ or Coach Growth Point certified.  

Education

Four-year college degree or directly related work experience. 

Salary Range

The base pay range for this position is up to $40 per hour; however, base pay offered may vary depending on location, job-related knowledge, education, skills, and experience.   

Benefits

Premium benefits package (life, medical, health, vision, dental, 401K and more.

Pre-employment Requirements

Offers of employment are conditional and require that you complete and pass a criminal background check that reviews all criminal activity in every area of residence for the last seven years.   

Foundever® is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination.