Client Services Team Leader

  • Permanent, full-time
  • Bath
  • Posted 2 months ago

Flair

Do you have a proven track record of administration in a supervisory role? Are you able to prioritise and delegate work to meet SLA’s? Then this may be the role for you!

Our client, a leading Wealth Management firm, is looking for a Client Services Administration Team Leader to join their talented team in Bath.

You will:

  • Manage the day-to-day work requirements of the team in relation to administration and the service delivery to advisers and end clients
  • Responsible for the investigation and resolution of complaints, queries, and breaches
  • Develop a market leading service delivery operation, working with the Service Delivery Manager
  • Ensure that work is carried out to the highest standard and within the specified SLAs

Your skills:

  • SIPP/Drawdown, GIA, ISA, and Offshore Bond knowledge
  • Excellent interpersonal and communication skills
  • Able to work well under pressure, and to tight deadlines
  • A proactive and innovative approach to problem solving, including persuasion, and influencing skills
  • A financial services qualification would be advantageous

If this sounds like you, please contact Joanna at Flair for Recruitment for more information.

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