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Client Services Executive –Team Leader

job title: Client Services Executive –Team Leader
location: Central
sector:
salary: depending on experience
start date: asap
duration: permanent
ref: JOB_000173[222]
job published: 16 days ago

job description

A leading wealth management firm is looking for aClient Services Executive –Team Leader.

Job Responsibilities include:

  • A strong focus on processing new business applications within our Service Level Agreements (SLA’s) and accurately is required. Processing of new business applications is a full end to end process including follow ups and updating systems when business has been issued.
  • Lead the New Business team under the guidance of the Office Manager, and therefore work closely with the new business team and the office manager.
  • Participate in executing any ad hoc work for example, improvements for regulatory purposes, where required.
  • Attend relevant meetings e.g. monthly team meeting.
  • Work with 3rd party providers and/or UK staff to follow up queries/complaints.
  • Report Management – ensure regular reporting is done correctly and on time.
  • Process Improvement – after training and when one has a full understanding of the role and requirements (including regulatory requirements), identify items that could be deleted/done more efficiently.
  • Project work – management of applicable projects to ensure they are delivered accurately and on time


Required skills:

  • Work with and lead a team of 2-3 people
  • Prioritisation and Time Management is essential to for processing new business within Service Level Agreements (SLA’s) as well as delivering any projects/other work on time.
  • Accuracy is important to ensure all work is done correctly and as per checklists.
  • Communication Skills and the ability to build relationships to deal with Partners, Partner Support staff, staff/3rd party providers in the UK
  • Financial background / experience is desirable
  • Multi-task skills are essential to deal with a variety of tasks
  • SFC experience would be an advantage
  • Be able to work on your own as well as within a team
  • Customer service skills over the phone and face to face



flexibility: full time, company has work from home policy

languages: English