Client Services Team Leader

Juice Recruitment Ltd ,
Bath, Somerset
Job Type: Full-time
Salary: £25,000 per annum

Overview

Juice Recruitment is excited to be working with an award-winning wealth management organisation in central Bath with their search for a Client Services Team Leader. This is a fabulous opportunity for an ambitious and hardworking Team Leader, to manage the Client Services Administration team. This highly reputable business really invests in its staff, including support with industry recognised qualifications, 'in-role’ training, feedback, appraisals / CPD plans and a competitive bonus package. As Client Services Team Leader you will be responsible for managing the day to day work of the team in relation to administration and service delivery to advisers and end clients. Other responsibilities will include: • Investigation and resolution of complaints and escalated queries. • Working alongside the Client Services Administration Manager, to develop market-leading service delivery operations. • Providing direction and support to your team. • Identifying, assessing and resolving operational risks, processes and functions. • Developing and implementing new processes and identifying challenges with previous ones. • Ensuring team are fully compliant with procedures, confidentiality and data security. • Assisting with selection and recruitment of staff. • Actively involved in resource planning and staff training across Operations. • Always striving to boost your team’s performance and development As the successful candidate, you will have a good knowledge of SIPP, Drawdown, GIA and ISA and will have gained at least 12 months experience working in team leader or supervisory capacity. Benefits include gym membership, pension, healthcare, discretionary bonus, season ticket loans. If this sounds like the ideal opportunity for you, please apply to Freya at Juice Recruitment for immediate consideration