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Client Services Team Leader

Location: Bath
Posted: 21/11/2023

Salary: £35,000 - £40,000 p/a
Job Type: Permanent

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  • Bath – Hybrid working available 2 days per week
  • £35,000 - £40,000 p/a
  • Previous experience in people management and financial services essential

We’re excited to be supporting our award-winning client in the recruitment of a new Client Services Team Leader! This role is integral to their Customer Experience team, and you will be responsible for ensuring the delivery of excellent service that our client prides themselves on.

In return, you will receive a competitive salary with benefits such as discretionary yearly bonus, a wellbeing day, private medical scheme, income protection scheme, and ongoing professional development (just to name a few)!

Key responsibilities:

  • Allocating and monitoring the day-to-day team workload
  • Motivating the team to meet key department objectives
  • Continually reviewing processes to maximise advisers and end clients
  • Adhering to the Consumer Duty principles
  • Overseeing the development and coaching of team members
  • Managing the department training plan for all new and existing team members
  • Ensuring staff are trained and fully compliant with all procedures relating to risk, confidentiality, and data security
  • Identifying, assessing, and resolving any operational risks or regulatory processes

The successful candidate will have proven experience gained within a financial services environment. Previous experience of people management, development, and coaching is required. Knowledge of consumer duty regulations is essential.

If you have the required experience and are looking for a new challenge, please apply today!