Client Services Team Leader - 12 Months FTC

Client Services Team Leader

We are now looking for a Client Services Team Leader on a 12 month fixed term contract basis to cover some project work within the team. You will manage and develop a team of Customer Service Assistants to work towards achieving business objectives. To include quality monitoring, managing risk and developing and implementing process improvements to drive operational efficiency whilst delivering excellent customer service. This role would suit applicants with either a proven Team Leadership within client or customer services in financial services.

Responsibilities
* Managing a team of 8 staff. Allocating their work load and measuring their performance
* Monitoring quality, managing risk and developing and implementing process improvements to drive operational efficiency
* Motivating and developing individual team members
* Carrying out regular staff appraisals
* Working with individual team members to create achievable training and development plans
* Identifying recruitment needs
* Producing and analysing relevant MI to identify trends
* Regularly reviewing and updating procedures to reflect changes in process

Experience/Qualifications
* Experience of leading a team within client or customer services
* Previous financial services experience is essential
* Experience of working within a regulated environment
* Experience of performing 121s and staff appraisals is required
* Proven track record of working accurately within defined processes
* A positive attitude to motivate, coach and mentor others to achieve key targets and goals
* Rapport building, influencing and negotiation skills

As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Financial Advisers to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their Financial Adviser.

Our goal is to be the independent wrap platform of choice. We strive to achieve this by constantly listening to our clients, by focusing on service delivery and by constantly improving the breadth and depth of our platform proposition.

Please send your CV to apply.